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By connecting your Instagram Professional account to ChatbotX, you can leverage AI Agents to automate Direct Messages (DMs), respond to Story Mentions, and convert post comments into leads through “Comment-to-DM” automation.

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Prerequisites

Before getting started, make sure you have met the following requirements:
  1. Instagram Professional account: Your Instagram account must be set as a Business or Creator profile. If you are using a personal account, follow this official guide to switch.
  2. Linked Facebook Page: Your Instagram account must be linked to a Facebook Page where you have Admin access.
  3. Admin access: You need “Full Control” or Admin permissions on the linked Facebook Page.
  4. Personal Facebook account: You must be logged in on your browser with the Facebook account that manages that Page.

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Link Your Facebook Page with Instagram Account

Before connecting to ChatbotX, you need to ensure your Facebook Page is linked to your Instagram Professional account.
1

Open Facebook Page settings

Go to the Facebook Pages Manager, select the Page you want to link, 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” and follow the Instagram login prompts
    instagram_connect_account
3

Verify the connection

If everything is successful, you will see the message “Instagram connected.” on the settings page.

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Step 1: Open the Channel Configuration

  1. Log in to your ChatbotX dashboard.
  2. Go to Settings → Channels.
  3. Find the Instagram icon and click the “Add Instagram” button.
    chatbotx_navigate_to_instagram_channel_setup
  4. Click Connect
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Step 2: Grant Access Permissions

The system will redirect you to the Facebook (Meta) permission granting interface.
  1. Click the “Continue as [Your Name]” button to grant permissions.
    Important: 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

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Step 3: Select Linked Facebook Pages

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

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Step 4: Select Instagram Accounts

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

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Step 5: Review Permissions

This is the final step.
  1. Review the permissions the application is allowed to access.
  2. Once verified, click the Save button in the bottom right corner.
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Step 6: Test Automation

Your Instagram account is now connected. You can test it using one of the following methods:
  • Option 1: Create a Flow
    • Go to the Flows section in the sidebar.
    • Create a simple welcome message or an interactive menu.
    • Send a DM to the Instagram account to verify the response.
  • Option 2: Set up an AI Agent
    • Go to the AI Agent tab to configure your agent’s personality.
    • After saving, 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.

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FAQ

This is the most common issue during setup. It is usually because your account doesn’t meet Meta’s requirements.Check account type: Make sure your Instagram account is set as Business or Creator. Personal accounts are not supported by the Meta API for third-party integrations.Admin permissions: You must have Admin access on the Facebook Page linked to that Instagram account. If it’s linked but still not showing, go to Facebook Page Settings → Linked Accounts, disconnect and then reconnect the Instagram account to refresh the access token.How to fix: Go to your personal Facebook profile → Settings & Privacy → Settings → Business Integrations. Find ChatbotX, click Remove, then go back to Step 1 to start over.
If the status shows “Connected” but messages aren’t appearing, check the following:Enable ‘Allow Access to Messages’
  1. Open the Instagram app on your phone.
  2. Go to Settings and privacy → Messages and story replies → Message controls.
  3. Scroll down to the Connected tools section and toggle ‘Allow Access to Messages’ to ON.
Check AI Agent Make sure you have assigned an AI Agent to this Instagram channel in the AI Agent Settings.
Absolutely. ChatbotX fully supports interactive features to boost customer engagement.Story & Mentions responses: Your AI Agent can be configured to automatically send thank-you messages or provide information when someone replies to your Story or mentions your account.24-Hour Rule: Like Messenger, AI can only respond within a 24-hour window from the user’s last interaction.
Yes, this is a powerful feature for converting followers.Auto-reply to comments: You can set up your AI Agent to automatically reply to comments on your posts and simultaneously send a DM to that user (e.g., sending a discount code when a user comments “Interested”). This increases conversion rates without manual effort.
According to Meta’s policy, bots are only allowed to respond to customers within 24 hours of the customer’s most recent message.After 24 hours, you must use:
  • Message Tags, or
  • Marketing Messages
to continue the conversation.
You don’t need to disconnect the existing connection.Simply repeat the Add Instagram process. When the Meta window appears, click Edit Settings and check the new Instagram account.The system will automatically update the list without affecting previously connected channels.