Channel: Instagram

Set your AI Assistant as a Chatbot of an Instagram Page

The "Step 2: Select Channel" page will have Instagram highlighted in blue when you click it.
The "Step 2: Select Channel" page will have Instagram highlighted in blue when you click it.

After Select Channel > Instagram, you will be taken to Configure Instagram. This is where you can integrate your AI Chatbot as the assigned bot of your Instagram Page.

SUMMARY

Creating an Instagram Chat Flow involves these steps:

  1. Choose Instagram: In Step 2: Select Channel, choose "Instagram." This brings you to the Configure Instagram window.

  2. Give your Chat Flow a name and description: Provide a public name and description for your Chat Flow - these will appear when interacted with as an AI Chatbot on Instagram.

  3. Connect your Facebook Account: Click the Sign in with Facebook button to log into your Facebook Business Account in a new window.

  4. Choose your Instagram Professional Account: In the same new window, select your Instagram Professional Account and accept permissions.

  5. Type your Instagram Page Name: Back in Configure Instagram, type your Instagram username. This is the one you use with the at (@) sign.

  6. Wait for Instagram ID and Page Token to fill: If you've written the right page name, the Instagram ID and Page Token will automatically be filled out.

REQUIREMENTS

Before proceeding with the rest of the Instagram integration process, make sure you have the following:

  • Instagram Professional Account: Your business or brand must have a Professional Instagram Account. It cannot be a personal account.

  • Facebook Business Account: Your Professional Instagram Account must be connected to a Facebook Business Account. Make sure it is a verified account by following the steps in this guide from Meta.

Configure Instagram

Clicking "Instagram" in "Step 2: Select Channel" and clicking "Next" will take users to "Configure Instagram." You have to fill out the information on this page (Name, Description, Instagram Page Name, Instagram ID, Page Token) to finish the setup process.
Clicking "Instagram" in "Step 2: Select Channel" and clicking "Next" will take users to "Configure Instagram." You have to fill out the information on this page (Name, Description, Instagram Page Name, Instagram ID, Page Token) to finish the setup process.

Before you can fully integrate your AI Chatbot with your Instagram Page, you have to fill in the following information in Configure Instagram:

  • Name: This is the name of the AI Chatbot as it will appear on Instagram

  • Description: Give your AI Chatbot a short description.

Sign in with Facebook

After writing the name of your Instagram Chat Flow under "Name" of "Configure Instagram," click "Sign in with Facebook" to be taken to a separate window. You will be instructed to sign in with your Facebook account.
After writing the name of your Instagram Chat Flow under "Name" of "Configure Instagram," click "Sign in with Facebook" to be taken to a separate window. You will be instructed to sign in with your Facebook account.

This is the most important step of the integration process. Click Sign in with Facebook.

You will encounter a separate window where you have to log in to Facebook. Upon logging in, you must give Captivate Chat permissions to modify your profile.

Select the Business Account

After logging in to Facebook using the "Sign in with Facebook" button of "Configure Instagram." you will be asked to choose which Instagram Professional Account you want to connect to Captivate Chat.

Facebook will ask you the following:

  • "What Instagram Professional Accounts do you want to use with Captivate Chat?"

    • Choose the correct Instagram account.

  • "What pages do you want to use with Captivate Chat?"

    • Choose the correct page.

You will encounter a drop-down box where you will choose which page you specifically permit us to access. Choose the correct page and tick all the associated boxes.

This will allow us to use our backend to automatically integrate your AI Assistant to your Instagram Page.

Fill up Instagram ID and Page Token

After selecting the right Instagram Professional Page in "Sign in with Facebook," the window will close automatically and return you to "Configure Instagram." Write the correct page name in "Instagram Page Name," and the "Instagram ID" and "Page Token" boxes will automatically be filled out.

Back in Configure Instagram, fill in the following:

  • Instagram Page Name: Type the username of your target Instagram account.

  • Instagram ID and Page Token: They should automatically appear after entering your Instagram Page Name.

Click Next.

Take note of your Instagram username

When typing the Instagram Page Name, use your username - the name you use for tagging (with @). In the case of Captivate Chat, it's captivatechat.

An easy reference is to check your Instagram Page via a web browser. The name located in the URL is your username. In the case of Captivate Chat, it's: https://www.instagram.com/captivatechat/

Testing Instagram Configuration

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Go to your Instagram Page. If the tab is currently open while integrating the AI Assistant into your Page, refresh the window.

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Click Message.

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Greet the AI Assistant.

If the integration is successful, then your Chatbot should be answering with a response.

You're all set!

Doing all the steps above should get your Chatbot ready to be used with your Instagram Page.

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