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Documentation Index

Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Prerequisites

Before you begin, make sure you have:
  • A valid Facebook account
  • A Facebook Page you own or administer
  • A valid Instagram Professional account (Business or Creator) linked to that Facebook Page
  • A ChatbotX installation with a publicly accessible URL (required for both the webhook callback and the OAuth callback when connecting your account)
If you are developing locally, you will need a tunneling tool such as ngrok to expose your local server to the internet.

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Step 1: Create a Facebook App

If you have already created a Facebook app for the Messenger channel, you can reuse it for Instagram, skip to Step 2.
1

Create a new app

Go to the Facebook Developer Portal and click Create App.
Create App button in the Facebook Developer Portal
2

Enter app details

Enter your App name and contact email, then click Next.
App name and contact email fields
3

Select a use case

When asked for a use case, select Other.
Use case selection — Other option highlighted
4

Choose app type

For the app type, choose Business.
App type selection — Business option highlighted
5

Finish creation

Review your details and click Create App to finish.
Confirmation screen before creating the app
6

Get your App ID and App Secret

After creating your app, go to Settings → Basic to find your App ID and App Secret. You will need both values in the next step.
App ID and App Secret in Basic Settings

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Step 2: Configure Credentials in ChatbotX

A Super Admin must enter the Instagram App credentials in ChatbotX before the integration can work. Complete this step immediately after obtaining your App ID and App Secret.
1

Open Integrations

In your ChatbotX installation, navigate to:
https://app.yourdomain.com/manage/integrations
Then select Instagram.
chatbotx_super_admin_integrations_instagram
2

Open the Instagram configuration

Click the Edit button on the Instagram card to open the configuration modal.
chatbotx_super_admin_instagram_edit_modal
3

Enter your App credentials

Fill in the following fields using the values from the Meta Developer Portal:
FieldDescriptionWhere to find it
Client IDYour Facebook App IDSettings → Basic
Client SecretYour Facebook App SecretSettings → Basic → click Show
API VersionFacebook API version (use v2.0)Settings → Advanced
Webhook Verify TokenA secret string used to validate incoming webhook requestsChoose your own value, for example, a random string
4

Save

Click Save. Instagram will now be available as a channel when creating chatbots.After saving, ChatbotX will display a Webhook URL. Copy and keep this URL, you will need it when configuring the webhook in Step 3.

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Step 3: Configure the Instagram App

1

Add your app domain

Under Settings → Basic, add your ChatbotX installation domain as an app domain.
facebook_app_domain
2

Add Instagram product to your app

In the App dashboard, find the Instagram card under “Add products to your app” and click Set up.
app_add_instagram
3

Open the API setup page

After adding the Instagram product, you will be redirected to the API setup with Instagram business login page. This page consolidates all configuration into 4 steps.
instagram_api_setup_page
4

Configure webhooks

Under Step 2: Configure webhooks, fill in the following:
  • Callback URL: Use the Webhook URL generated by ChatbotX in Step 2 (for example, https://app.yourdomain.com/webhooks/instagram)
  • Verify Token: Enter the Webhook Verify Token value you configured in the ChatbotX Integrations settings (Step 2)
Click Verify and save to confirm the webhook connection.
To receive webhooks, your app mode must be set to Live. You can toggle this from the top bar of the App dashboard.
instagram_configure_webhooks

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Step 4: Connect your Facebook Page to Instagram

1

Open Facebook Page settings

Go to Facebook Pages, select your page, and open Settings.
2

Link your Instagram account

Go to Linked Accounts and connect your Instagram Professional account.
  1. Select Instagram
    facebook_linked_accounts_instagram
  2. Click Connect account
    instagram_connect_account
3

Verify the connection

If everything is set up correctly, you will see the message “Instagram connected.”

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Step 5: Create an Instagram Channel in ChatbotX

1

Open the channel configuration

Log in to your ChatbotX dashboard, go to Settings → Channels, and click Add Instagram.
chatbotx_navigate_to_instagram_channel_setup
Click Connect.
Image
2

Grant access permissions

The system will redirect you to the Facebook (Meta) permission granting interface. Click Continue as [Your Name] to grant permissions.
If you have previously connected other pages, click Edit Settings to ensure the new Instagram account is included in the current permission session.
meta_instagram_authentication_popup
3

Select linked Facebook Pages

Check the box for the linked Facebook Page, or select All.
selecting_facebook_page
4

Select Instagram accounts

Confirm the exact Instagram account you want to link, or select all.
selecting_instagram_account_to_connect
5

Review permissions

Review the permissions the application is allowed to access, then click Save.
Image
6

Test the connection

Your Instagram account is now connected. You can test it using one of the following methods:
  • Create a Flow: Go to the Flows section in the sidebar, create a simple welcome message or interactive menu, then send a DM to the Instagram account to verify the response.
  • Set up an AI Agent: Go to the AI Agent tab to configure your agent’s personality, then send a DM to the Instagram account from another account to test the AI response.
Enable “Allow Access to Messages”: In the Instagram mobile app, go to Settings and privacy → Messages and story replies → Message controls, and make sure “Allow Access to Messages” is turned ON. This is required for third-party tools to receive your Direct Messages.