Overview
Instagram integration allows your agent to respond to Direct Messages sent to your Instagram Business account.Visual Platform
Image and video-focused
Young Demographic
Popular with Gen Z and Millennials
DMs & Story Replies
Respond to messages and story interactions
Business Account
Professional presence
Prerequisites
Meta updates Instagram and its developer tools frequently. The steps below describe what you need; for exact, up-to-date screens, see Meta’s Instagram Platform documentation.
1
Instagram Professional Account
Convert your Instagram account to a Professional (Business or Creator) account.
2
Link to a Facebook Page
Connect your Instagram account to a Facebook Business Page.
3
Enable Messaging
Allow message access so your agent can receive DMs (in Instagram: Settings → Messages and story replies → Connected tools → Allow access to messages).
Connection Method: Admin Dashboard Only
1
Open the dashboard
2
Open your agent
Click Agents in the main side navigation, then select your agent’s card.
3
Add a channel
Click the + (plus) icon to add a channel, then choose Instagram.
Screenshot: The agent’s add-channel (+) control and the channel options

4
Accept terms & connect
Tick the box to accept the Terms of Service and Privacy Policy, then click Connect.
5
Authorize with Instagram
A login popup opens. Log in with the account that manages your Instagram Professional account, grant the messaging permissions requested, and select the Instagram account to connect. When the popup closes, the channel is connected.
This popup is Meta’s own UI and changes periodically. See Meta’s Instagram Platform documentation if you get stuck.
6
Connection success
Instagram appears in your connected channels and is ready to receive DMs.
Testing Your Instagram Channel
1
Send a DM to your account
From another Instagram account, send a DM to your business account (for example, “Hi!”).
2
Agent responds
Your agent replies automatically in the Instagram DM thread.
3
View in admin
Monitor the conversation in the admin dashboard.
Screenshot: The conversation in the admin dashboard

Features
Direct Messages
Respond to DMs automatically
Story Replies
Reply to story mentions
Rich Media
Send images, videos
Quick Replies
Suggested response buttons
Best Practices
Visual Content
Visual Content
Instagram is visual - use:
- Product images
- Demo videos
- Infographics
- Visual guides
Casual Tone
Casual Tone
Instagram users expect:
- Friendly, casual communication
- Emojis and personality
- Quick, concise responses
- Less formal than email
Response Time
Response Time
- Respond within minutes if possible
- Instagram shows response time publicly
- Fast responses improve visibility
Monitor Engagement
Monitor Engagement
Troubleshooting
OAuth fails
OAuth fails
Check:
- Instagram account is Business type
- Linked to Facebook Page
- Permissions granted
- Pop-up blocker disabled
Messages not responding
Messages not responding
Check:
- Channel status in admin (CONNECTED)
- Instagram messaging is enabled
- Account not restricted
- Test with simple message
Can't find Business account
Can't find Business account
Ensure:
- Account is converted to Business
- Linked to Facebook Page
- Page has admin access
- Try disconnecting and reconnecting
Next Steps
Slack
Connect team workspace
Admin Dashboard
Manage all channels visually

