Connected Accounts
Manage your Instagram and Facebook accounts. Add as many as you need.
How connecting works
One Meta login connects Instagram + Facebook — your Instagram must be a business/creator account linked to a Facebook Page. Switch an account Off to pause all its automations without disconnecting it.
Workflows
High-performance automation flows for real-time DM and comment replies.
Seed ebook workflows
Creates the 5 lead-magnet flows (keyword → follow gate → Drive link) for the selected account — with your own keywords, titles, icons and categories per account. Safe to re-run: existing keywords are skipped.
Flow builder
Drag blocks, wire them together, click a block to edit.
Blocks — click to add
Drag blocks to arrange them. New blocks auto-connect in order. To rewire, click the purple dot on a block, then click another block. Click a block to edit its text.
Lead Forms
Quizzes, surveys and contact forms. Public links work with no login — paste them in a DM, bio, or ad.
Landing Pages
Marketing pages with your business-info footer. Public links work with no login.
Leads inbox
Every form submission lands here.
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Select a lead to see the details.
Scheduled posts
Write once, publish to Instagram or Facebook on your schedule. Posts go out within ~5 minutes of their time.
New post
Queue
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Follow-up templates
Build a follow-up sequence once, use it on every client. Attach a sequence to a form (in the form editor, under “After they submit”) and every new lead gets your messages on schedule — even while you sleep. Each client's progress lives on their People record. If the same person submits again, the old follow-up stops and restarts fresh. Hit Stop on any lead below to cancel theirs.
New sequence
Your sequences
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Recent sends
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Write my ad
Describe it in plain words — the AI writes the headline, post text, and button words in buyer-friendly language. Your license footer is added automatically.
Headline
Post text
Button words
Footer (added automatically)
⚠️ Draft only — run this past Loan Factory compliance before posting.
Saved ads
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Analytics
Performance across all automation rules and workflows.
DMs Sent — Last 14 Days
Recent activity
Bio Page
Your link-in-bio page — photo, links, themes and sections. What visitors see when they tap your link.
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Websites
Full business websites — from a template or AI-generated. Send a prospect their sample site, then they claim it as their own.
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Section
Settings
Connections, legal pages, and your session.
Plan & billing
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Connections
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My Business Info
Shown at the bottom of your landing pages and bio page. Pick your license type — NMLS, DRE, or none.
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Brand theme
One theme for your whole brand — your bio page, lead forms, quizzes, and landing pages all wear it.
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My business
What best describes your business? Pick up to 3 — we use this to show you the right templates.
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Your specialist
If a partner is onboarding you white-glove, enter their code here.
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Public username
This goes in your page links.
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Custom domain — Pro
Point a domain at this hub (CNAME to app.bayn9.com) and your pages serve on it instead of the shared links.
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Change password
Set a new password for your login.
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Session
People
Everyone you're working on — one list, one pipeline. Add someone once, build their website, send the claim link, and watch them move from new to claimed.
My Clients
Businesses in your categories. Pick a card to manage their onboarding — build their bio page, send the claim link, and control their automation editing.
✨ White-glove onboarding
Add a client, pick their business category, paste their website link, and the AI builds their landing page, quiz, and bio automatically. You review it, then send them the claim invitation.
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🔗 My invite links
Share these — a client who signs up through one lands on your white-glove track automatically.
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🔗 Bio page assignments
Sample pages you built and sent. Links expire 24 hours after they're created — reactivate one if the client missed it.
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🔔 Notifications
Everything that needs your attention: clients finishing setup, accepting pages, editing surveys you pushed.
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📝 Survey Templates
Build a survey once for a business category, then push it to your clients or publish it to the shared library. Pushing copies the survey into the client's account — they can use it and edit it.
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✨ Bio Pitch Generator
Paste a prospect's website link. The AI reads the page and drafts a sample bio page you can share in a sales conversation. It's clearly labeled SAMPLE and never touches any client's real bio.