Qualification, notes and recorded outcomes

Facts, qualification and outcomes are three different things. Keeping them apart is what makes a contact record trustworthy.

Applies to Ins Autopilot 3.22 and later · Updated 2026-10-18

Three things people merge into one

Most confusion in a contact record comes from blending three different kinds of information: what was observed, what you decided, and how the relationship ended up.

Ins Autopilot keeps them apart on purpose. Observed facts are written by the extension. Qualification and outcomes are written by you. When you can tell them apart, you can also tell which parts of a record to trust and which parts to correct.

Observed facts

These are events the extension saw from your signed-in Instagram session, and they are the only things it writes on its own.

• Followed — a follow was accepted by Instagram.
• DM sent — a direct message was confirmed as sent.
• Replied — a reply was read from the thread.
• The same facts also appear on the Activity timeline. See How to read a contact's Activity timeline.

Qualification is what you fill in

12

• 1 Relationships, where the contact record lives.
• 2 Qualification fields. Editing them adds a Qualification updated entry to the timeline.

Qualification is your side of the record. Some fields are built in, and you can also keep free-form notes for the things that do not fit a field — the context a person gave you, the constraint they mentioned, the reason you want to come back to them later.

Because qualification is yours, it never changes by itself. Automation does not promote a contact to qualified because they replied, and it does not disqualify them because a link was never opened.

• Built-in fields cover the common cases; notes cover everything else.
• Editing qualification adds a Qualification updated entry to the timeline, so you can see when you changed your mind.
• Qualification is stored in your local browser ledger, isolated per Instagram account.

Outcomes are the recorded end state

An outcome is a deliberate, human decision about how a relationship ended — for example that it went nowhere, that it is on hold, or that it converted in whatever way you define. Recording one adds an Outcome updated entry, and it becomes part of the record you later read.

Lost is one of these human end states, and it has a behavior attached: when a contact is recorded as Lost, running follow-up stops. The sequence does not send its next step, because you have already told the extension that this relationship is over.

• Lost is set by you, never inferred. The extension will not mark someone Lost because a reply was not detected or a link was not opened.
• protected is different from Lost. A protected contact is held back from automated actions as a guardrail. It is not a statement that the person is uninterested, and it does not by itself close the relationship.
• Changing an outcome does not erase the earlier record. You get a new entry, and the history of your decisions stays visible.

Recording qualification and an outcome

1. Open Relationships and pick the contact — the profile panel shows the observed facts at the top and your fields below them.
2. Fill in qualification — use the built-in fields for structured facts and the free notes for anything that does not fit. Save as you go — each change is recorded.
3. Record the outcome when the relationship actually ends — do not record one early. An outcome is a statement about the end state, so recording it while the conversation is still open just makes the record wrong.
4. Check Activity afterwards — you should see Qualification updated and Outcome updated entries appear in the timeline in the order you made them.

Exports

CSV export is a Pro feature. It writes out the contact record — the facts, your qualification fields and your recorded outcomes — so you can work with it outside the extension.

Exports are a read of the ledger. They do not change any contact, they do not send anything, and an export does not consume Trial contacts or daily quota.

What this does not do

• It does not attribute revenue, bookings or deals to a message, and it will not tell you which DM made money. Ins Autopilot records activity, not commercial results.
• It does not score contacts, rank them by likelihood, or predict who will answer.
• It does not edit your qualification for you, and it never overwrites an outcome you recorded.
• It does not sync the ledger to a server. The ledger lives in your local browser, isolated per Instagram account — the documented exceptions are tracked links (destination URL plus an opaque contact reference) and the Outreach Trial's numeric contact IDs with delivery resolutions.

Common questions

Someone replied. Should I mark them qualified?

That is a decision, not a fact, so the extension leaves it to you. A reply tells you the message reached a person. Whether they fit is something only you can judge.

I recorded an outcome too early. Can I undo it?

Record the corrected outcome. That adds a new Outcome updated entry, and the record shows both decisions in order. Nothing is silently rewritten.

Does Lost delete the contact or stop me from messaging them again?

No. It records that this relationship ended and it stops any running follow-up sequence from sending its next step. The contact and the whole history stay in Relationships.

My follow-up sequence stopped after I recorded an outcome.

That is expected. A recorded terminal outcome, including Lost, stops follow-up. See Follow-up sequences.