Built for teams running serious lead volume

Your best salesperson,
scaled across every brand you run.

Stepan greets, qualifies and actually sells to every lead in your Instagram and WhatsApp DMs, in any language.

See how it works
3,600+leads worked end to end
29,000+messages handled, human-paced
200+leads qualified to sales-ready
24/7always on, in the lead's language

Live production totals across all deployments, July 2026.

Built for multiple brands

Run every location or brand as its own branch: separate knowledge base, numbers and reporting, one account.

Role-based access

Admin, branch admin or view-only. Control exactly who can see or touch which brand's leads.

Grounded & auditable

Every claim traces back to your own facts. Full transcript on every lead, synced to your CRM.

Deep integrations

MCP connector, ad-account attribution, CRM sync, built to sit inside a real stack, not replace it.

How it works

From "hi" to a hot lead, on its own

Stepan runs the whole first conversation the way your best closer would, then hands you the ready-to-buy leads.

01

Greets every lead

The moment someone DMs from an ad, a comment or a story reply, Stepan answers in seconds, day or night.

02

Qualifies like a pro

It asks the right questions, uncovers the real goal and the pain behind it. Not a rigid form, a real conversation.

03

Sells, not just chats

Value before price, honest objection handling, the right offer at the right moment. It moves the deal forward.

04

Follows up & hands off

Revives silent leads with fresh angles, and passes a hot, qualified lead to your team exactly when it's ready to buy.

Account safety

"Won't this get my Instagram banned?"

The honest question everyone who has run Meta asks first. Here is the honest answer: you choose how Stepan runs, and either way it is built to look like your most disciplined employee, not a bot.

Run it on Meta's official API

Connect through the Instagram Graph API, the same sanctioned interface Meta's own business tools use. There is no automation to detect and no grey area. This is the zero-risk path when your account is eligible for it.

No policy grey area
Or the direct DM integration

For reach the official API doesn't cover, Stepan works the DMs the way a careful human on your team would, at human speed and within human limits. The engineering below is what keeps that safe.

Paced like a person

Paces like a person

Replies land after a natural 2-5s pause, and polling is jittered off the clock. Never a machine-regular burst that automation filters look for.

Sends within safe caps

Hourly and daily send limits per account. When it hits them it slows itself down, it never floods a DM box the way spam tools do.

Sleeps on quiet hours

No proactive messages overnight. It goes quiet when a real person would, and wakes when they would.

One steady session

It logs in once and reuses that session, from a matched region. No repeated logins, which is the pattern that actually flags an account.

Backs off at first friction

A challenge or rate-limit signal pauses that channel and retries later. It never pushes through a soft block, which is how accounts get escalated.

Your account, your switch

It's your session, doing what your team would. One toggle turns it off, and every message it sent is in the log.

Straight talk: no tool can promise a platform will never act, and anyone who does is lying to you. What we can promise is that Stepan is engineered to behave like a disciplined human, not a script, and that you can run it entirely on Meta's official API when eligible.

See what it actually does

A real conversation on one side, your live dashboard on the other. Stepan works the lead end to end and hands you the ready-to-buy ones.

M
MayaInstagram · online
hi! saw your ad. is this ok if I've literally never trained before?
StepanTotally, that's exactly where most people start, Maya. Quick one: what would you most love to change first: energy, strength, or how you feel in your clothes?
honestly how I feel in my clothes… but I have zero time for a gym
StepanHear you, "no time" is the #1 reason people stall. It's built around 20-min sessions you can do at home, shaped to your week. Want me to show how your first two weeks would look?
yes please
stepan · dashboard
Lead · captured automatically
MMaya R.Qualifying
Goal · feel great in her clothesPain · no time for the gymGain · 20-min home workouts
Live funnel · this week
New128
Nurturing74
Qualifying41
Presenting22
Ready9
Maya's ready to book, handed to your team just now.

Illustrative: sample data, not a real customer.

Every lead's goals, pains and fears, captured while they talk

Stepan listens for what each lead really wants, what is blocking them, and what they are quietly afraid of, then turns it into a living profile you can segment, score and act on.

Goals
Feel confident on the beachGet back in shapeFit into my favorite jeansHave energy for my kids
Pains
No time for a 1-hour gym tripTried apps, quit in a weekBudget is tight right nowBurned before by empty promises
Fears
What if I can't keep up?Scared of being judgedWorried I'll quit againAfraid nothing will change

Illustrative examples of what Stepan captures per lead.

A library of proven sales personas

The selling craft is shared, your catalog stays yours. Pick a battle-tested persona for each brand, keep your own products and facts, and let the best-performing personas spread across your locations.

  • Load a proven persona per brand or location instead of writing one from scratch.
  • Every persona is versioned, so you can roll back or improve the core over time.
  • Stepan tracks which persona sells best and helps you roll out the winner.
The Consultative Closerv2.1
41%ready leads
Warm, asks sharp questions, times the offer to the buying signal.
The Warm Advisorv1.4
34%ready leads
Patient and reassuring, great with nervous first-time buyers.
The Fast Moverv1.2
29%ready leads
Concise and momentum-driven, built for high-volume inbound.

Illustrative personas and sample close rates.

Every ad measured. Every lead unified.

Stepan pulls performance straight from your marketing cabinets, knows which product each ad promotes, and merges the same person across products into one profile by phone number. Conversions flow back so the algorithm learns who actually buys.

Ad performance · by productlive
HF
Home Fitness (Reels)
142 leads · CPL $3.10
28 bookedROAS 4.6×
MP
Meal Plan (Stories)
96 leads · CPL $4.80
11 bookedROAS 2.1×
1:1
1-on-1 Coaching (Feed)
54 leads · CPL $6.20
19 bookedROAS 5.9×
Conversions pushed back to Meta, so the algorithm learns who buys.
One lead, every touchpoint
Home Fitness ad+1 ••• 4471
Coaching ad+1 ••• 4471
merged by phone
MMaya R.+1 ••• 4471
2 ad sources · first seen 6 days ago · now Qualifying
Home Fitness1-on-1 Coaching
Re-qualifies mid-conversation. When a lead reveals a deeper pain or real urgency, Stepan updates the segment and score on the fly, with no rigid tag set at first contact.
Cold · low intentHot · ready to buy

Illustrative: sample data, not a real account.

Read your whole pipeline at a glance

Every lead segmented by intent, every stage of the funnel, and message volume by hour, updated as conversations happen.

Lead segments
Total leads1805Warm67% · won 3%1205Unclear23% · won 1%422Off-target4% · won 0%64No budget2% · won 7%45Hot2% · won 17%29Cold1% · won 4%25Referrals1% · won 0%15
Sales funnel
Entry1793Qualified643Presenting1038Objection61Ready91Nurturing78Handed off12Dormant · 945To manager · 57
Messages by hour, 0-23 · 4167 in · 9532 out · peak 1293 at 08:00
00061218

Illustrative: sample data, not a real account.

Works with your stack

Wired to your CRM, both ways, through an open MCP connector

Stepan ships a Model-Context-Protocol connector, so every qualified lead, with its captured needs, stage and source ad, flows straight into the CRM you already run. The wire runs the other way too: point Stepan at a CRM that speaks MCP and he works from its real client cards, calls and contracts. No brittle exports, no copy-paste.

Stepancaptures & qualifies
MCPopen connector · two-way
Your CRM
HubSpotSalesforcePipedriveCustom
Contact & phoneGoal · pain · gainStage & intent scoreSource ad & campaignFull transcriptClient card & calls ←Contracts & payments ←

Illustrative: connector maps to your CRM's own fields. Arrows mark what Stepan reads back from the CRM.

Everything a great rep does, at scale

Consultative selling

Reaches the emotional layer and handles objections. A trusted advisor, not a FAQ bot.

Instagram & WhatsApp

Meets buyers where they already are: IG, WhatsApp and Messenger DMs, one brain across all.

Speaks their language

Replies in each lead's own language, automatically. No separate setup per market.

Never makes things up

Every claim is grounded in your facts: no fake promises, no invented prices. It survives a screenshot.

Smart follow-ups

Brings back leads who went quiet. Varied, natural, never spammy, and safe for your account.

Human handoff

Alerts your team and passes the lead the instant it's hot. Never a dead-end bot.

Live funnel & analytics

See every stage, peak activity hours and which ad drives which sale. Operator-grade, not vanity metrics.

You coach it in plain words

Teach it a new fact or a better pitch in one sentence and it updates its own playbook, with your approval.

Not another flow bot

Rule-based DM bots capture leads. Stepan closes them.

Typical DM bot

  • Canned button flows that break off-script
  • Can't handle a real objection
  • Just collects a contact, then stalls
  • Makes things up when it doesn't know
  • One channel, one language

Stepan

  • A real conversation that adapts to every lead
  • Diagnoses the pain, reframes objections
  • Sells value, times the offer, drives the deal
  • Grounded in your facts, never invents
  • IG + WhatsApp + Messenger, any language
Stepan vs. Meta's own AI

Meta just shipped an AI agent too. Here's the real difference.

Meta Business Agent launched June 2026 and answers messages across WhatsApp, Instagram and Messenger for free, at first. It's a solid Q&A bot. It isn't a closer.

Meta Business AgentStepan
Pricing modelPer-token: cost scales with every reply sentFlat $1 per lead, charged once, any length
Sales approachQ&A + catalog recommendations + bookingConsultative: discovery → needs → objection handling → timed offer
Grounding / anti-hallucinationNot publicly documentedBuilt-in fact-checking guard that regenerates or hands off rather than invent
Lead scoringBasic qualifying questionsTwo-axis intent + audience scoring, re-qualifies mid-conversation
CRM integrationNo native CRM: custom API work requiredOpen MCP connector that plugs into your CRM's own fields
Ad performance & attributionNot a stated featurePulls ad spend/CPL, maps every lead to its exact ad, merges identity across ads
Multi-brand / multi-locationNot documented for franchise-style managementNative multi-branch with role-based access per team
ChannelsWhatsApp, Instagram, MessengerInstagram, WhatsApp, Messenger, TikTok soon, plus Telegram or any messenger with an API, built to order

Meta Business Agent details from Meta's June 2026 announcement and independent reviews at time of writing; features change, so verify current specs with Meta.

Right inside the chats your buyers already use

InstagramWhatsAppMessengerTikToksoonTelegramon request

Any messenger with an API can be wired in; Telegram is the same connector pattern as the channels above.

Pricing

Pay for leads, not for chatting

No seats, no message caps, no token metering. A flat fee per lead, charged once, no matter the outcome or how long Stepan talks to them.

Get started
Free
Up to 10 leads / day

Run Stepan on real traffic before you pay anything.

Pay as you grow
$1/lead
Past 10 leads / day

Charged once per lead, regardless of result or how long the conversation runs. Never per message, never per token.

Running hundreds of leads a day across multiple brands or locations? talk to us about volume pricing and a dedicated rollout.

Questions owners actually ask

How fast can we go live?
Connect your Instagram or WhatsApp, paste in your real facts and prices, and Stepan can take its first lead the same day. No flow-building, no scripts.
Will it put my account at risk?
You can run Stepan on Meta's official Graph API, the sanctioned path with no policy grey area. The direct DM integration is built to protect the account too: human-paced replies, hourly and daily caps, quiet hours, one steady session and an instant back-off at the first sign of friction. See the Account safety section for the full picture.
What happens when it doesn't know the answer?
It never guesses. Stepan answers only from the facts you gave it; when something is missing, it asks your team and flags the gap, so a wrong promise never reaches a lead.
What counts as a lead for billing?
One real person Stepan works, charged once. Whether the conversation takes 3 messages or 60, the price is the same.
Which languages does it speak?
It replies in each lead's own language automatically, so one setup covers every market you sell to.
Who owns the data?
You do. Your facts, your leads and every transcript stay yours, synced to your CRM or exported whenever you want.

Let Stepan sell you.

Message it like one of your leads and watch it qualify and pitch, in real time.

StepanLive demo · a real conversation