How to Post a Reel on Instagram Story (2026 Guide)

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How to Post a Reel on Instagram Story (2026 Guide)

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Most brands treat a Reel shared to Instagram Story as a second upload. It isn't. It's a distribution layer over the original Reel, giving existing followers another entry point without creating new content. That distinction matters because Reels and Stories serve different jobs, and the share only works when you use each surface for what it does best.

By 2026, independent industry reporting estimated that more than 1.8 billion to 2.3 billion people engaged with Reels monthly, with roughly 737,000 Reels uploaded every day worldwide. The same reporting estimated 139 million Reel watches per minute and more than 200 billion plays per day across Meta's short-form surfaces. These figures come from industry reporting on Instagram Reel statistics, and they explain why Story sharing is useful: you're placing a preview in front of a warm audience while the original Reel keeps its own discovery surface.

Stories had about 500 million daily active users by 2025, according to Instagram Reels statistics reporting. The Story doesn't replace the Reel. It gives followers who missed the feed post a visible reminder and a direct tap path back to the full video.

An infographic titled Why Posting a Reel to Story Matters in 2026, highlighting growth statistics and benefits.

For DTC teams, that makes Reel-to-Story sharing especially useful after a product demo, offer announcement, or creator-style testimonial. The Reel can attract discovery, while the Story reminds current followers to watch, reply, visit the product page, or send a question. If you're still deciding the right source-video length, this guide on how long should an IG Reel be is a useful planning reference before publishing.

Treat this as part of your broader social media marketing for DTC workflow. The button takes seconds. The value comes from the audience you put behind it and the action you ask that audience to take.

Table of Contents

The Share Button Path From Reel to Story

Instagram keeps the workflow consistent whether you found the Reel in your main feed, the Reels tab, or Explore. Open the Reel you want to distribute, then look for the paper-plane Share icon near the engagement controls. Tap it to open the sharing panel.

Choose Add to story. This option uses Instagram's native Story composer. It doesn't create a separate Reel file, and it doesn't publish the video as a new feed post. Instead, Instagram places a tappable preview of the original Reel onto the Story canvas.

Practical rule: The paper-plane icon is the route to Story sharing. Don't look for a universal repost button when your goal is to place a Reel in Stories.

Once the Story composer opens, check the preview before adding anything. You can move and resize the shared Reel element, then add text, stickers, polls, or questions. Keep the original preview large enough for viewers to recognize the content and understand that it can be tapped.

The standard sequence is confirmed in this step-by-step guide to sharing a Reel to Instagram Story. In practice, the flow is:

  • Open the source Reel: Find it in feed, Reels, or Explore.

  • Tap Share: Use the paper-plane icon, not the comment or send control.

  • Select Add to story: Instagram transfers the Reel preview into the Story composer.

  • Customize the canvas: Add a short hook, relevant sticker, or concise instruction.

  • Publish through Your story: Choose the audience option available in your account, then publish.

If you're sharing a customer testimonial, the overlay might say “See the full customer story.” For a product demonstration, use “Watch the complete demo.” The Story should make the tap feel like the obvious next action, not force viewers to decode a crowded design.

After publishing, the Story appears among your active Stories and remains a temporary distribution point. The original Reel stays on its own URL and retains its own comments, likes, saves, and discovery behavior. That separation is why you should review the Reel itself after publishing, rather than assuming the Story is a replacement copy.

Reels and Stories as Separate Algorithms

Sharing a Reel to Story doesn't merge the two formats into one algorithmic object. Reels and Stories remain separate surfaces, with different viewing habits and distribution mechanics. Reels are the broader discovery asset. Stories are the faster reminder layer for people who already know the account.

Independent 2026 benchmark summaries place Reels at roughly 4.2% to 7.1% engagement across account sizes, while Stories typically reach about 5% to 10% of existing followers per Story, with limited non-follower discovery. These ranges are reported in this 2026 Instagram engagement benchmark guide. Use them as directional context, not as a promise for any individual account.

The operational split is straightforward:

Surface

Primary job

Best audience

Useful action

Reel

Discovery and sustained content distribution

Followers and potential non-followers

Watch, save, share, comment

Story

Reminder, context, and immediate response

Existing followers and warm viewers

Tap through, reply, vote, ask

A Story share can increase exposure among followers who didn't encounter the original Reel. It won't automatically push the Reel to a new audience or alter the Reel's underlying discovery mechanics. That's why a strong Reel can still underperform in Story if the preview is unclear, buried among unrelated frames, or paired with an irrelevant sticker.

Use the share when the Reel has a clear commercial or conversational purpose. Product launches, comparison videos, FAQs, social proof, and time-sensitive offers usually benefit because followers need a prompt to return to the content. Skip or delay the share when the Reel is already surrounded by a busy Story sequence or when the overlay would add no useful context.

A disciplined operator also tracks the two surfaces separately. Monitor Reel views, saves, comments, and non-follower reach on the Reel. Monitor Story exits, replies, taps, and direct-message activity on the Story. For a wider view of audience signals, use a social media monitoring framework that separates attention from actual buying intent.

Stickers, Text and CTAs That Earn the Tap

The Story composer gives you room to add context. That doesn't mean you should fill every available space. A clear Reel preview plus one useful prompt generally gives the viewer a better reason to tap than a frame covered in design elements.

The most common operational mistake is overloading the Story with too much text, too many stickers, or several competing CTAs. The practical guidance is to keep the preview clear, add a short hook, and use a sticker only when it supports the action. This approach is also emphasized in the Instagram engagement benchmark guidance.

Use overlays that match the Reel

For a product launch, place a short hook near the top:

“The new fit is live.”

Then add one CTA near the bottom:

“Tap to see the details.”

For a tutorial Reel, make the Story promise specific value:

“The setup mistake is in this video.”

A question sticker can work if you want viewers to identify their own problem, but don't add one just because it's available. If the Reel answers a common question, use:

“What would you like us to explain next?”

For a testimonial Reel, use the customer's outcome as the context:

“See why customers keep choosing this.”

That wording supports the Reel instead of competing with it. Avoid placing a long product description over the preview. Viewers should understand the subject immediately, then know what tapping will deliver.

Give the viewer one job

A Story can ask for a tap, a reply, a vote, or a visit. Asking for all of them at once creates friction. Choose the action that matches the campaign objective.

  • For discovery: “Tap to watch the full Reel.”

  • For product consideration: “See the product in use.”

  • For objections: “Still deciding? Watch this answer.”

  • For conversation: “Reply with your question.”

Keep the first Story frame focused. If you need more explanation, publish a follow-up frame after the Reel preview rather than shrinking the Reel until it becomes hard to recognize. A repeatable Instagram welcome message approach can also help teams turn Story replies into a consistent conversation instead of leaving buyer questions unanswered.

A Posting Cadence That Puts the Share to Work

A DTC brand launching a new product doesn't need to treat the Reel share as a one-time action. It can use the same source Reel at different moments, with different context, while keeping each Story frame focused.

Assume the launch Reel demonstrates the product, shows the main use case, and ends with a clear offer. In the morning, publish the Reel first. Once it's live, share it to Story with a simple hook such as “The launch is live” and a tap-through instruction. The first Story catches followers who are checking Stories before they scroll through the feed.

At midday, bring the same Reel back into the active Story sequence with a different reason to watch. Instead of repeating the launch message, use “See how it works in real use” or highlight the specific feature most likely to create hesitation. This is not a new upload. It's a new piece of context around the same asset.

A simple launch-day rhythm

  • Morning: Publish the Reel and share it to Story with the announcement hook.

  • Midday: Repost the Reel preview with a product-use or objection-handling hook.

  • Evening: Use a poll or question only if the response will inform follow-up conversations.

  • After the launch window: Save important Story content elsewhere if the campaign needs a longer life, because Stories are temporary.

The evening frame should feel conversational, not repetitive. A poll such as “Which color would you choose?” works when the Reel shows multiple options. A question sticker such as “What would you want to know before buying?” works when the team can answer replies promptly.

For teams managing many campaigns, a practical automated Story posting guide can help turn this rhythm into a calendar process. Automation should handle timing and consistency, not replace the judgment behind the hook. Build the routine into your workflow automation process, then review replies and taps to decide which context deserves another share.

What the Story Version Shows

A shared Reel is usually a preview element on the Story canvas, not a separate, fully playable Reel. Viewers tap that preview to open the original full Reel, where the post's viewing and engagement activity continues.

That distinction explains why a Story may show only an opening frame or a short visual sample. The Reel has not necessarily failed to upload. The Story sends warm viewers back to the source asset, so treat it as a distribution layer for people already connected to the account, not a replacement for the original post. See this guide to sharing Reels to Stories for the basic handoff.

A six-step infographic explaining the process of creating a story version from source material to audience impact.

What changes the preview

The Story composer places the shared Reel inside a separate canvas. Its position, scale, background treatment, and overlays can change how much of the source remains visible. Editing this Story frame does not edit the original Reel.

Longer Reels also set a different expectation from short clips that communicate their point immediately. The preview may show enough of the opening to earn a tap, while the viewer still needs to open the original post for the full sequence. Put the value proposition in the overlay, and make the tap worthwhile with a clear promise such as a demonstration, comparison, or detail that the preview cannot contain.

Sticker placement affects the route to the Reel. Keep text and interactive stickers away from the preview's tap area, and check that a poll, question, or GIF does not cover the product or opening action. A sticker can create conversation, but it does not replace the tap path to the source post.

If the preview looks cropped or awkward, inspect both the source composition and its placement on the Story canvas. For future assets, use this guide to optimize Reels resolution for Instagram before publishing. A clean vertical composition gives the composer more usable space and keeps product details visible.

Fast diagnostics for missing options

  • Share option missing: Account settings, content permissions, rollout differences, or a temporary app issue may affect availability. Update the app, reopen the Reel, and test another published post.

  • Older or recycled Reel won't share: The platform may handle older content or previously repurposed files differently. Share from the live Reel rather than a saved draft or exported copy.

  • Account types behave differently: Feature availability can vary by account type and rollout. Test the same action on a controlled account before building a campaign workflow around it.

  • The Reel has been restricted: Policy enforcement can remove or limit sharing options. Review account status and resolve the restriction before distributing the content again.

  • The Story composer fails to open: An aspect-ratio or media-rendering problem may block the handoff. Reopen the app, test another Reel, and prepare future videos for vertical Story placement.

  • The audience option looks different: Public Story sharing or a close-friends route may appear depending on the account and composer state. Choose the audience that matches the intended reach.

These are operational failures, not reasons to rebuild the creative. Confirm whether the problem comes from the source post, account permissions, app state, policy status, or audience setting before changing the Reel.

A Reusable Checklist for Every Story Share

Use this checklist before publishing each Story version. It keeps the Reel readable and makes the tap path clear for a warm audience already familiar with the brand.

  • Confirm the Reel is live: Share from the published post, not an unfinished draft.

  • Check the preview: Keep the product, person, and opening action visible.

  • Write one hook: Give viewers a specific reason to tap.

  • Choose one CTA: Ask for a tap, reply, vote, or question. One action is easier to follow.

  • Limit the stickers: Add a poll or question only when it supports the Reel.

  • Check the audience: Use the broad Story audience for public distribution, or a restricted audience for segmented messages.

  • Review timing: Stories disappear after 24 hours unless saved elsewhere. Match the share to the offer or launch window, as explained in guidance on sharing Reels to Instagram.

  • Test the tap path: Open the published Story and confirm it routes viewers to the original Reel.

  • Plan the response: Assign ownership for replies, product questions, and purchase intent before publishing.

A comprehensive checklist for creating engaging social media stories, including sections on purpose, attention, message, and connection.

The tap is only the start. A sizing question, shipping concern, or product objection signals a higher-intent conversation. Track that path with a clear conversion attribution workflow, and judge the Story by resulting actions, not views alone.

Exerta provides AI employees for comments, DMs, moderation, and purchase conversations across Facebook, Instagram, TikTok, and website chat, with each action logged and attributed. If the Story share generates more buyer questions than your team can answer, visit Exerta to see how automated, brand-trained engagement can help recover those conversations.

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Stop losing sales you already paid for.

Connect your channels in about a minute. Your AI employees start answering, moderating and closing the same day.

No credit card required

Live in under 5 minutes

250+ brands running

Cancel anytime

Get started today

Stop losing sales you already paid for.

Connect your channels in about a minute. Your AI employees start answering, moderating and closing the same day.

No credit card required

Live in under 5 minutes

250+ brands running

Cancel anytime

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2. Run and usage statisticsRevenue, engagement and success figures are based on aggregated platform data and customer-reported results across 250+ brands, and are updated periodically.

3. Time-to-value claims Statements such as “live in about a minute” reflect typical setup times observed for new accounts connecting through Meta Business Manager. Actual setup time may vary with the number of channels connected and the level of agent customization.

4. AI step suggestions Exerta’s AI features are powered by a blend of leading AI models, anchored by our own fine-tuned engagement model. Suggestion quality, accuracy and availability may vary. Exerta does not guarantee that AI-generated output will be accurate, complete or suitable for any particular use case. Review AI output before acting on it.

5. Integration availability The number of native integrations referenced on this website reflects integrations available at the time of last update. Integration availability may vary by subscription plan. Third-party integrations are subject to the terms, availability and API limitations of the respective third-party providers. Exerta does not guarantee the continued availability of any specific integration and is not responsible for disruptions caused by changes to third-party APIs or services.

6. Uptime and SLA The 99.9% uptime figure refers to our published Service Level Agreement (SLA) target for paid plan customers. Actual uptime may vary. Historical uptime statistics are available upon request.

7. Security and compliance certifications Exerta’s SOC 2 Type II (coming soon) certification covers the security, availability, processing integrity, confidentiality and privacy trust service criteria. GDPR compliance reflects our internal data protection practices and contractual commitments. HIPAA compliance is available exclusively on Enterprise plans and requires execution of a Business Associate Agreement (BAA). ISO 27001 certification is currently in progress. Compliance certifications are subject to annual renewal and audit. Copies of our most recent compliance reports are available to Enterprise customers under NDA upon request.

8. Customer testimonials and case studies Testimonials, quotes and case study results featured on this website reflect the experiences of individual customers. Results vary with ad spend, engagement volume, offer and configuration. Exerta does not guarantee that any customer will achieve similar results.

9. Third-party service marks and logos All third-party brand names, logos and service marks referenced on this website — including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot — are the property of their respective owners. References to these services do not imply endorsement, sponsorship or affiliation.

10. Free plan limitations The Free plan does not require a credit card. Free plan usage is subject to the limits described on our pricing page, including a limited number of AI actions per month and comment hiding with stock replies only. Exerta reserves the right to modify the features and limits of the Free plan at any time.

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12. Data processing and privacy Exerta processes personal data in accordance with our Privacy Policy and Data Processing Agreement. Data residency options (US and EU) are available on all paid plans. The data residency region is selected at account creation and cannot be changed without contacting our support team. Customers responsible for processing personal data of EEA or UK residents are advised to execute our standard Data Processing Agreement, available at exerta.ai/legal/dpa.

13. Activity history retention Activity history is retained for 90 days on the Starter plan and for longer periods on larger plans, as described at signup. Exported data is the responsibility of the customer once downloaded.

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16. Template library Prebuilt agent setups provided by Exerta are starting points and are not guaranteed to be suitable for any particular purpose. Customers are responsible for reviewing and testing agent behavior before enabling it on live channels.

17. Website content accuracy The information on this website is provided for general informational purposes only and is subject to change without notice. While we make every effort to keep the content accurate and up to date, Exerta makes no warranties or representations, express or implied, about the completeness, accuracy, reliability or suitability of the information contained on this website for any particular purpose.

18. Promotional offers and discounts Promotional pricing, discounts and special offers are subject to additional terms and conditions communicated at the time of the offer. Offers cannot be applied retroactively to existing subscriptions and may not be combined with other promotions unless explicitly stated. Exerta reserves the right to modify or discontinue promotional offers at any time.

19. Startup and non-profit programs Eligibility for our startup and non-profit discount programs is assessed at Exerta’s sole discretion based on the criteria described in our support documentation. Approved discounts apply to the base subscription price only and do not apply to add-ons, Enterprise features or professional services. Discount eligibility is subject to annual review.

20. Intellectual property This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

21. Accessibility Exerta is committed to making its website and application accessible to all users, including those with disabilities. We aim to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA. If you experience any accessibility barriers, please contact us at accessibility@exerta.ai and we will make every effort to provide an accessible alternative.

22. Governing jurisdiction This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

AI employees that answer every buyer, protect your ad spend and close sales around the clock.

All systems operational · 99.98% uptime last 90 days

SOC 2

Type II

GDPR

Compliant

99.9% SLA

Uptime

24/7

Support

1. Pricing and billing All prices displayed on exerta.ai are in US dollars and exclude applicable taxes unless stated otherwise. Prices are subject to change. Existing subscribers will receive at least 30 days’ written notice before any price increase takes effect on their account. Annual plan savings are calculated by comparing the annual billing rate to the equivalent monthly billing rate multiplied by 12.

2. Run and usage statisticsRevenue, engagement and success figures are based on aggregated platform data and customer-reported results across 250+ brands, and are updated periodically.

3. Time-to-value claims Statements such as “live in about a minute” reflect typical setup times observed for new accounts connecting through Meta Business Manager. Actual setup time may vary with the number of channels connected and the level of agent customization.

4. AI step suggestions Exerta’s AI features are powered by a blend of leading AI models, anchored by our own fine-tuned engagement model. Suggestion quality, accuracy and availability may vary. Exerta does not guarantee that AI-generated output will be accurate, complete or suitable for any particular use case. Review AI output before acting on it.

5. Integration availability The number of native integrations referenced on this website reflects integrations available at the time of last update. Integration availability may vary by subscription plan. Third-party integrations are subject to the terms, availability and API limitations of the respective third-party providers. Exerta does not guarantee the continued availability of any specific integration and is not responsible for disruptions caused by changes to third-party APIs or services.

6. Uptime and SLA The 99.9% uptime figure refers to our published Service Level Agreement (SLA) target for paid plan customers. Actual uptime may vary. Historical uptime statistics are available upon request.

7. Security and compliance certifications Exerta’s SOC 2 Type II (coming soon) certification covers the security, availability, processing integrity, confidentiality and privacy trust service criteria. GDPR compliance reflects our internal data protection practices and contractual commitments. HIPAA compliance is available exclusively on Enterprise plans and requires execution of a Business Associate Agreement (BAA). ISO 27001 certification is currently in progress. Compliance certifications are subject to annual renewal and audit. Copies of our most recent compliance reports are available to Enterprise customers under NDA upon request.

8. Customer testimonials and case studies Testimonials, quotes and case study results featured on this website reflect the experiences of individual customers. Results vary with ad spend, engagement volume, offer and configuration. Exerta does not guarantee that any customer will achieve similar results.

9. Third-party service marks and logos All third-party brand names, logos and service marks referenced on this website — including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot — are the property of their respective owners. References to these services do not imply endorsement, sponsorship or affiliation.

10. Free plan limitations The Free plan does not require a credit card. Free plan usage is subject to the limits described on our pricing page, including a limited number of AI actions per month and comment hiding with stock replies only. Exerta reserves the right to modify the features and limits of the Free plan at any time.

11. Trial periods Free trial periods are available on paid plans as described at the time of signup. At the end of the trial period, the selected payment method will be charged at the applicable plan rate unless the subscription is cancelled before the trial expires. Trial periods are available once per customer and may not be combined with other promotional offers.

12. Data processing and privacy Exerta processes personal data in accordance with our Privacy Policy and Data Processing Agreement. Data residency options (US and EU) are available on all paid plans. The data residency region is selected at account creation and cannot be changed without contacting our support team. Customers responsible for processing personal data of EEA or UK residents are advised to execute our standard Data Processing Agreement, available at exerta.ai/legal/dpa.

13. Activity history retention Activity history is retained for 90 days on the Starter plan and for longer periods on larger plans, as described at signup. Exported data is the responsibility of the customer once downloaded.

14. AI model providers Exerta uses a blend of leading AI models together with our own fine-tuned engagement model, specialized for customer engagement. Model composition may change as we improve the product.

15. Mobile and desktop applications Exerta is available in the browser on desktop and mobile. Certain advanced configuration features are easiest on desktop. Application updates are released on a rolling basis.

16. Template library Prebuilt agent setups provided by Exerta are starting points and are not guaranteed to be suitable for any particular purpose. Customers are responsible for reviewing and testing agent behavior before enabling it on live channels.

17. Website content accuracy The information on this website is provided for general informational purposes only and is subject to change without notice. While we make every effort to keep the content accurate and up to date, Exerta makes no warranties or representations, express or implied, about the completeness, accuracy, reliability or suitability of the information contained on this website for any particular purpose.

18. Promotional offers and discounts Promotional pricing, discounts and special offers are subject to additional terms and conditions communicated at the time of the offer. Offers cannot be applied retroactively to existing subscriptions and may not be combined with other promotions unless explicitly stated. Exerta reserves the right to modify or discontinue promotional offers at any time.

19. Startup and non-profit programs Eligibility for our startup and non-profit discount programs is assessed at Exerta’s sole discretion based on the criteria described in our support documentation. Approved discounts apply to the base subscription price only and do not apply to add-ons, Enterprise features or professional services. Discount eligibility is subject to annual review.

20. Intellectual property This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

21. Accessibility Exerta is committed to making its website and application accessible to all users, including those with disabilities. We aim to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA. If you experience any accessibility barriers, please contact us at accessibility@exerta.ai and we will make every effort to provide an accessible alternative.

22. Governing jurisdiction This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.

AI employees that answer every buyer, protect your ad spend and close sales around the clock.

All systems operational · 99.98% uptime last 90 days

SOC 2

Type II

GDPR

Compliant

99.9% SLA

Uptime

24/7

Support

1. Pricing and billing All prices displayed on exerta.ai are in US dollars and exclude applicable taxes unless stated otherwise. Prices are subject to change. Existing subscribers will receive at least 30 days’ written notice before any price increase takes effect on their account. Annual plan savings are calculated by comparing the annual billing rate to the equivalent monthly billing rate multiplied by 12.

2. Run and usage statisticsRevenue, engagement and success figures are based on aggregated platform data and customer-reported results across 250+ brands, and are updated periodically.

3. Time-to-value claims Statements such as “live in about a minute” reflect typical setup times observed for new accounts connecting through Meta Business Manager. Actual setup time may vary with the number of channels connected and the level of agent customization.

4. AI step suggestions Exerta’s AI features are powered by a blend of leading AI models, anchored by our own fine-tuned engagement model. Suggestion quality, accuracy and availability may vary. Exerta does not guarantee that AI-generated output will be accurate, complete or suitable for any particular use case. Review AI output before acting on it.

5. Integration availability The number of native integrations referenced on this website reflects integrations available at the time of last update. Integration availability may vary by subscription plan. Third-party integrations are subject to the terms, availability and API limitations of the respective third-party providers. Exerta does not guarantee the continued availability of any specific integration and is not responsible for disruptions caused by changes to third-party APIs or services.

6. Uptime and SLA The 99.9% uptime figure refers to our published Service Level Agreement (SLA) target for paid plan customers. Actual uptime may vary. Historical uptime statistics are available upon request.

7. Security and compliance certifications Exerta’s SOC 2 Type II (coming soon) certification covers the security, availability, processing integrity, confidentiality and privacy trust service criteria. GDPR compliance reflects our internal data protection practices and contractual commitments. HIPAA compliance is available exclusively on Enterprise plans and requires execution of a Business Associate Agreement (BAA). ISO 27001 certification is currently in progress. Compliance certifications are subject to annual renewal and audit. Copies of our most recent compliance reports are available to Enterprise customers under NDA upon request.

8. Customer testimonials and case studies Testimonials, quotes and case study results featured on this website reflect the experiences of individual customers. Results vary with ad spend, engagement volume, offer and configuration. Exerta does not guarantee that any customer will achieve similar results.

9. Third-party service marks and logos All third-party brand names, logos and service marks referenced on this website — including but not limited to Meta, Facebook, Instagram, TikTok, Shopify and Trustpilot — are the property of their respective owners. References to these services do not imply endorsement, sponsorship or affiliation.

10. Free plan limitations The Free plan does not require a credit card. Free plan usage is subject to the limits described on our pricing page, including a limited number of AI actions per month and comment hiding with stock replies only. Exerta reserves the right to modify the features and limits of the Free plan at any time.

11. Trial periods Free trial periods are available on paid plans as described at the time of signup. At the end of the trial period, the selected payment method will be charged at the applicable plan rate unless the subscription is cancelled before the trial expires. Trial periods are available once per customer and may not be combined with other promotional offers.

12. Data processing and privacy Exerta processes personal data in accordance with our Privacy Policy and Data Processing Agreement. Data residency options (US and EU) are available on all paid plans. The data residency region is selected at account creation and cannot be changed without contacting our support team. Customers responsible for processing personal data of EEA or UK residents are advised to execute our standard Data Processing Agreement, available at exerta.ai/legal/dpa.

13. Activity history retention Activity history is retained for 90 days on the Starter plan and for longer periods on larger plans, as described at signup. Exported data is the responsibility of the customer once downloaded.

14. AI model providers Exerta uses a blend of leading AI models together with our own fine-tuned engagement model, specialized for customer engagement. Model composition may change as we improve the product.

15. Mobile and desktop applications Exerta is available in the browser on desktop and mobile. Certain advanced configuration features are easiest on desktop. Application updates are released on a rolling basis.

16. Template library Prebuilt agent setups provided by Exerta are starting points and are not guaranteed to be suitable for any particular purpose. Customers are responsible for reviewing and testing agent behavior before enabling it on live channels.

17. Website content accuracy The information on this website is provided for general informational purposes only and is subject to change without notice. While we make every effort to keep the content accurate and up to date, Exerta makes no warranties or representations, express or implied, about the completeness, accuracy, reliability or suitability of the information contained on this website for any particular purpose.

18. Promotional offers and discounts Promotional pricing, discounts and special offers are subject to additional terms and conditions communicated at the time of the offer. Offers cannot be applied retroactively to existing subscriptions and may not be combined with other promotions unless explicitly stated. Exerta reserves the right to modify or discontinue promotional offers at any time.

19. Startup and non-profit programs Eligibility for our startup and non-profit discount programs is assessed at Exerta’s sole discretion based on the criteria described in our support documentation. Approved discounts apply to the base subscription price only and do not apply to add-ons, Enterprise features or professional services. Discount eligibility is subject to annual review.

20. Intellectual property All content on this website, including text, graphics, logos, icons, images, audio clips, digital downloads and software, is the property of Reascend LLC (d/b/a Exerta) or its content suppliers and is protected by applicable intellectual property laws. Exerta® is a registered trademark of Reascend LLC. Unauthorised reproduction, distribution or modification of any content from this website is prohibited without prior written consent.

21. Accessibility Exerta is committed to making its website and application accessible to all users, including those with disabilities. We aim to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA. If you experience any accessibility barriers, please contact us at accessibility@exerta.ai and we will make every effort to provide an accessible alternative.

22. Governing jurisdiction This website is operated by Reascend LLC (d/b/a Exerta), a limited liability company formed in the State of Delaware, United States. References to “we”, “us” and “our” throughout this website refer to Reascend LLC (d/b/a Exerta). The use of this website and our Services is governed by the laws of the State of Delaware, United States, as described in our Terms of Service.