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Apex Overlay Support

Apex Overlay Help Center

Help with setup, Instantly connection, optimization, analytics, billing, and troubleshooting for Apex Overlay.

Apex Overlay is a contextual bandit optimization layer for Instantly.ai campaigns that replaces static A/B testing with real-time send reallocation across variants.

28 help topics indexed Search covers setup, variants, analytics, billing, and troubleshooting.
5 min typical setup 200 sends to baseline 1 business day support target

Start here

Fastest route to value

  1. Create your account and choose a plan.
  2. Connect Instantly using an API V2 key with ALL:ALL scopes.
  3. Open a campaign with at least 2 variants and click Optimize.

This page covers

Account setup, workspace connection, campaign optimization, dashboard metrics, billing states, and the most common Instantly sync issues.

Overview

What Apex Overlay does

Apex Overlay sits on top of Instantly.ai and changes how traffic is allocated across email variants. It does not replace Instantly.ai. It adds optimization logic, cleaner engagement measurement, and reporting on top of your existing sending workflow.

Help hub overview

What it changes

Apex Overlay replaces static equal-split variant testing with real-time variant allocation. If you want the product overview first, start on the Apex Overlay product page.

Minimum campaign requirements

You need an Instantly API V2 key with ALL:ALL scopes, at least 2 variants, active campaigns, and inboxes connected in Instantly. Expect about 200 sends before baseline-level confidence appears. For plan limits, see pricing.

No. Instantly.ai still handles inboxes, campaign schedules, and sending infrastructure. Apex Overlay sits on top and changes how traffic is allocated across variants.

  • Instantly API: API V2 with ALL:ALL scopes.
  • Campaign setup: at least 2 variants in the campaign.
  • Sending setup: active campaigns and inboxes attached to your Instantly account.
  • Useful baseline: around 200 sends before major confidence-based shifts and uplift reporting.

Getting started

Quick start guide

The fastest route from account creation to a live optimized campaign while Instantly keeps sending as normal.

Signup -> connect -> optimize

Under 5 minutes

Most teams only need an account, the right Instantly API key, and one campaign with multiple variants.

Instantly stays in control of sending

Apex Overlay changes variant allocation logic, not your schedule, mailboxes, or sending infrastructure.

  1. Create an account at app.apexscale.live and choose your plan.
  2. Enter your Instantly API V2 key during onboarding.
  3. Your campaigns appear in the dashboard automatically.
  4. Pick a campaign with at least 2 variants, click Optimize, and the learning loop starts.
Your campaign keeps running through Instantly. Apex Overlay only changes which variant gets routed to each lead.

Solo (£49/mo) - 1 workspace, unlimited campaigns and variants.

Scale (£89/mo) - 3 workspaces plus persona heatmap analytics.

Team (£149/mo) - 10 workspaces plus custom learning engine controls.

Solo and Scale include a 14-day free trial.

Account setup

Account and connecting Instantly

Most onboarding issues are caused by the wrong API version, missing scopes, or workspace mapping.

API V2 required
  1. Log into Instantly.
  2. Go to Settings -> Integrations -> API.
  3. Select API V2, not V1.
  4. Create a new key with ALL:ALL scopes.
  5. Paste it into Apex Overlay during onboarding.
V1 keys will fail validation.
  • Wrong version: the key is V1 instead of V2.
  • Missing scopes: the key was not created with ALL:ALL.
  • Partial copy: the value is truncated.
  • Workspace ownership: the key is already mapped elsewhere.
  • No active sending setup: you have no campaigns and no inboxes attached to your Instantly account.

If none of those apply, email caius@apex-scale.com.

Yes. Limits depend on your plan: Solo 1 workspace, Scale 3 workspaces, Team 10 workspaces.

Add them from Settings -> Workspaces. Each one needs its own Instantly API V2 key.

Campaigns

Optimizing campaigns

Apex Overlay replaces static equal-split variant distribution with allocation that reacts to filtered performance data in real time.

Baseline after ~200 sends
  1. Pulls campaign details, variants, leads, and schedule from Instantly.
  2. Registers a webhook to capture opens, clicks, and replies.
  3. Takes over variant assignment so the engine chooses which of your variants each lead gets.
  4. Updates those decisions as new filtered engagement data arrives.

Your campaign still sends from Instantly on the same schedule and inboxes.

If the campaign looks empty inside Instantly after optimization, that is expected. Lead assignment is now happening through the overlay.

The system starts learning immediately, but it usually needs around 200 sends before larger confidence-based shifts and uplift reporting appear.

The bandit is already learning during that period even if the uplift number is not shown yet.

Yes. Pause freezes variant sending probability updates while keeping the current allocation state. Resume continues from the same learned state.

Stopping optimization returns the campaign to Instantly's equal-split behavior.

Stopping optimization clears the learned state. Re-optimizing later starts fresh.

Yes. Apex Overlay respects the Instantly schedule exactly. If weekends are disabled there, they stay disabled here.

Variants

Managing variants

Adding or removing copy mid-campaign changes both the exploration logic and the uplift calculation.

New variants get protected traffic
  1. Open the Campaigns page and expand the campaign.
  2. Click Add Variant.
  3. Write the subject line and body in the editor.
  4. Confirm the uplift freeze warning.
  5. The new variant goes live immediately with a minimum send floor while it learns.
Adding a variant mid-campaign temporarily freezes uplift because the baseline changes.

Uplift compares actual performance against equal-split sending. Once a new variant is added, the old baseline is no longer a valid comparison.

The previously earned uplift is frozen, not lost. A fresh one appears after enough new data accumulates.

New variants start with an exploration floor of roughly 12% while they gather enough evidence to compete fairly.

It leaves active rotation immediately, but historical analytics remain available.

Analytics

Understanding your data

The dashboard is built to show both business impact and what the model is learning in the background.

Human-filtered signal

Extra Results is the engagement gained from optimization versus what equal-split sending would have produced.

It is the share of sends currently going to the best-performing variant. Higher values mean the model has more confidence in the winner.

Variant Edge measures the performance spread between your strongest and weakest variants on engagement score.

It shows which audience segments respond best to which variants, making it easier to see where each message actually wins.

A locked uplift means the set of variants changed mid-campaign, so the old uplift is frozen until new data is sufficient.

Apex Overlay filters likely bot opens and scanner clicks before they affect analytics or model decisions.

Account

Billing and plans

Subscription management lives inside billing settings, with access behavior depending on payment state.

Managed in billing settings

Go to Settings -> Billing and Plans -> Manage Billing to open the Stripe customer portal.

You get a 24-hour grace period. After that, campaigns pause and the dashboard locks until billing is restored.

Go to Settings -> Billing and choose Cancel.

Cancellation permanently deletes Apex Overlay campaign data, analytics, and account information. Instantly campaigns are unaffected.
  • Lead data is processed for optimization and cleared when campaigns stop or pause.
  • Lead PII is not stored long term.
  • API keys are encrypted at rest and in transit.
  • No data is shared with third parties.

Troubleshooting

Common issues

Most operational problems are temporary API, sync, or data availability issues.

API and sync issues first

This usually means Instantly's API rate limit was hit. Wait around 60 seconds and retry.

The campaign may have been deleted or archived in Instantly. Refresh the campaign list to resync.

Data is still loading or the campaign was just optimized. Wait briefly and refresh.

Apex Overlay intentionally reports fewer events when it detects likely scanner traffic or instant bot opens.

Reference

Glossary

Short definitions for the core terms used across Apex Overlay and the reinforcement learning workflow behind it.

Core model vocabulary

Bandit / Multi-armed bandit

The optimization algorithm that shifts traffic toward better-performing variants while still leaving room to learn.

Thompson Sampling

The method used to model uncertainty for each variant and decide where the next send should go.

Variant / Arm

A single subject line and body combination. In bandit terminology, each variant is an arm.

Champion

The variant currently receiving the highest share of traffic because it looks strongest on accumulated evidence.

Uplift

Performance improvement versus equal-split sending.

Baseline

The counterfactual estimate of what the campaign would have achieved with equal traffic across variants.

Exploration floor

A minimum share of traffic reserved for variants so the system does not stop learning too early.

Reward signal

The engagement data used to update beliefs about each variant, including filtered opens, clicks, replies, and negative outcomes.

Contact support

Still need help?

Email support and expect a reply within one business day. Founding users can route onboarding questions directly to the founder.

caius@apex-scale.com
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