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Frequently Asked Questions

Quick answers to common questions about InstaGuide.

Sign up at app.instaguide.ai, install the Chrome Extension, log in, and click Start Recording. Perform your workflow and InstaGuide captures everything automatically.
The Chrome Extension works with any web application - Salesforce, HubSpot, Google Workspace, Workday, and more. The Desktop App captures any desktop application including Excel, Photoshop, SAP, and custom enterprise software.
InstaGuide uses AI vision models to analyze each screenshot and write clear, human-readable instructions. Organizations can choose their preferred AI provider from multiple options.
Yes. All data is encrypted in transit and at rest. Passwords are securely hashed. The extension only captures data during active recording sessions - never during normal browsing. See our Privacy Policy for full details.
The Desktop App works fully offline. Data is stored locally and synced to the cloud when you reconnect. The Chrome Extension requires an internet connection.
Open any guide and click Export. Choose PDF for professional documents or HTML for interactive guides with dark mode, progress tracking, and collapsible steps. Export is available on paid plans.
Yes - use Insert Mode. Click the + button between any two steps in a guide, capture the missing action, and steps are automatically renumbered.
Open a guide and click Share. Select team members and choose View or Edit permissions. Shared guides appear in their 'Shared With Me' section. Requires an Organization account.
10 guides forever, 15 steps per guide, step titles + descriptions + guide summary (Insta writes them for you), auto-correction & review (Insta polishes the guide right after recording), and the Chrome Extension. PDF and HTML export, voice narration, process flow diagrams, Ask Insta Assistant, change tracking — all unlock from Starter ($13/mo) and Pro ($29/mo). For teams of 5+, Business ($39/user/mo) adds guide sharing. Enterprise adds custom branding, SSO, BYO cloud storage, BYO AI provider, and public iframe embed.
Yes — every new personal signup automatically starts a 15-day Pro trial; every new organization signup starts a 30-day Business trial. No credit card required. If you don't upgrade by the end of the trial, your account moves to Free.
Personal plans (Starter / Pro) can change or cancel anytime from the in-app Billing page — changes prorate automatically. Business and Enterprise plans are managed by your account team.

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