> ## 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.

# New Account Setup

> Complete walkthrough for adding and configuring a new Instagram account

This guide walks you through the full process of adding a new Instagram account to Clianta, from profile creation to your first automated DM.

## Before you start

You'll need:

* An Instagram account (new or existing)
* A dedicated residential proxy for this account
* A Clianta account (any plan)

## Step-by-step setup

<Steps>
  <Step title="Create a group (if you haven't already)">
    Click **+ New Group** in the sidebar and name it. Groups organize your accounts and share outreach settings.
  </Step>

  <Step title="Add a new profile">
    Inside your group's **Accounts** tab, click **+ Add Account** → **Create New Account**. Choose the **operating system** (macOS or Windows) for the browser fingerprint — pick the OS of the computer where you'll use the desktop app. The rest of the fingerprint is generated automatically.
  </Step>

  <Step title="Set up the proxy">
    Go to the account's **Proxy & Geo** tab:

    1. Enter your proxy URL (`protocol://user:pass@host:port`)
    2. Select the proxy's country
    3. Click **Test Proxy** to verify it works

    <Warning>
      Always set up the proxy before logging in for the first time. This establishes the account's "home location" from the start.
    </Warning>
  </Step>

  <Step title="Log in to Instagram">
    Choose one of two methods:

    <Tabs>
      <Tab title="Browser login">
        1. Open the Clianta desktop app
        2. Click **Launch** on your account
        3. Log in to Instagram normally in the browser
        4. Complete any verification prompts
        5. Close the browser — your session is saved automatically
        6. Confirm the connection in the wizard by entering the Instagram username you used
      </Tab>

      <Tab title="Enter credentials">
        1. Go to the account's **General** tab
        2. Enter your Instagram username and password
        3. Enter your 2FA secret key ([how to get it](/connecting/methods#setting-up-2fa))
        4. Click **Connect**
      </Tab>
    </Tabs>
  </Step>

  <Step title="Enable warmup">
    Go to the account's **Warmup & Ramp** section:

    1. Enable **Ramp-Up**
    2. Choose the **Safe** template (recommended for new accounts)
    3. Set duration to **14 days**
    4. Choose **Auto-source for me** for warmup leads

    <Tip>
      Don't skip this step. Warmup dramatically reduces the risk of your account being flagged.
    </Tip>
  </Step>

  <Step title="Configure outreach">
    In your group's **Outreach** tab:

    1. Write 2–3 initial message variants with [placeholders](/features/dm-automation#placeholders)
    2. Set up follow-up messages and delays
    3. Enable AI follow-ups if you have a paid plan
  </Step>

  <Step title="Set up AI Persona (optional)">
    In your group's **Outreach** tab → **AI Configuration**:

    1. Fill in agent name, role, and writing style
    2. Add your business info and goal
    3. Configure handover triggers

    [Full persona guide →](/features/ai-persona)
  </Step>

  <Step title="Add real leads">
    Once warmup completes (7–14 days), add your target leads:

    1. Go to your group's **Leads** tab
    2. Use [Lead Sourcing](/features/lead-sourcing) to find leads automatically, or import them manually
  </Step>

  <Step title="Move to cloud (optional)">
    For 24/7 automation without keeping your computer on:

    1. Go to the account's **General** tab
    2. Enter credentials if you haven't already
    3. Click **Move to Cloud**

    [Full cloud guide →](/guides/moving-to-cloud)
  </Step>
</Steps>

## Recommended settings for new accounts

| Setting          | Recommended value | Why                                           |
| ---------------- | ----------------- | --------------------------------------------- |
| Ramp-up template | Safe              | Most conservative, lowest ban risk            |
| Ramp-up duration | 14 days           | Longer is safer for new accounts              |
| Daily DM limit   | 20–35             | Conservative target to build toward           |
| Send strategy    | Smart distribute  | Most natural pacing                           |
| Working hours    | 9:00–17:00        | Match business hours in your proxy's timezone |

<CardGroup cols={2}>
  <Card title="Warmup Best Practices" icon="lightbulb" href="/guides/warmup-best-practices">
    Get the most out of the warmup period
  </Card>

  <Card title="Moving to Cloud" icon="cloud-arrow-up" href="/guides/moving-to-cloud">
    Enable 24/7 automation
  </Card>
</CardGroup>