> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clianta.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups

> Organize accounts and campaigns with shared settings

Groups are how you organize your Instagram accounts and run campaigns. Each group has its own message templates, AI persona, schedule, and leads — letting you run completely different outreach strategies side by side.

## What a group contains

* One or more Instagram accounts (profiles)
* Shared outreach settings and message templates
* Lead lists assigned to the group
* A shared [AI persona](/features/ai-persona) for auto-replies
* [Working hours](/features/scheduling) and daily limits

## Why use groups

* **Different campaigns** — Run cold outreach with one set of messages and warm follow-ups with another.
* **Different niches** — Manage fitness accounts separately from real estate accounts, each with their own messaging and persona.
* **Scale** — Distribute leads across multiple accounts automatically.

## Creating a group

Click **+ New Group** in the sidebar and give it a name. Then assign accounts to the group.

## Group workspace

Each group has five tabs:

| Tab          | What it shows                                                                            |
| ------------ | ---------------------------------------------------------------------------------------- |
| **Accounts** | All Instagram accounts in this group. Click any account to open its individual settings. |
| **Leads**    | Imported leads, lead lists, and the [lead sourcing](/features/lead-sourcing) tool.       |
| **Outreach** | Message templates, follow-ups, AI persona, and auto-reply configuration.                 |
| **Activity** | DM sending log and stats for the group.                                                  |
| **Settings** | Working hours, send strategy, daily limits, warmup, and notification settings.           |

## Lead distribution

When you import leads into a group, they enter a shared **pool** with no account assigned. Clianta assigns leads just-in-time when a profile is ready to send, based on each profile's remaining daily capacity.

You also have manual options:

* **Distribute equally** — Round-robin across all accounts in the group
* **Assign to account** — Send all leads to one specific account

## Settings hierarchy

Settings cascade in three levels:

1. **Global defaults** — Apply to everything
2. **Group settings** — Override globals for all accounts in the group
3. **Account overrides** — Override group settings for a specific account

For example, you might set working hours at the group level but give one account a higher daily DM limit.

<Accordion title="Settings that can be overridden per account">
  * Working hours
  * Send strategy and daily limit
  * Cold lead warmup (follow, likes before DM)
  * Account warmup (daily reels browsing)
  * Ramp-up program
  * AI follow-ups and persona
  * Auto-reply settings
  * Notification settings
</Accordion>

<CardGroup cols={2}>
  <Card title="DM Automation" icon="paper-plane" href="/features/dm-automation">
    Set up message templates and follow-ups
  </Card>

  <Card title="Lead Sourcing" icon="bullseye-arrow" href="/features/lead-sourcing">
    Find leads for your group
  </Card>
</CardGroup>