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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.

By connecting your professional Instagram account to ChatbotX, you can use AI Agents to automate direct messages, reply to Story Mentions, and turn post comments into leads with “Comment-to-DM” automation.

Prerequisites

Before connecting Instagram to ChatbotX, make sure these requirements are complete:

Step 1: Professional Account

Your Instagram account must be set up as a Business or Creator profile. If you are still using a personal account, follow this official guide to switch to a professional profile.

Step 2: Connect to a Facebook Page

Your Instagram account must be linked to a Facebook Page that you manage. To link them:
1

Open Facebook Page Manager

2

Choose the Page

Select the Facebook Page you want to use with Instagram.
3

Open channel settings

Go to Settings -> Channel.
4

Connect Instagram

Select Instagram and click Connect Account. Follow the prompts to sign in and confirm.
Image Alt Tag: facebook_page_instagram_linking_settings

Connect Instagram to ChatbotX

After the prerequisites are done, follow these steps to bring your Instagram messages into ChatbotX:

Step 1: Go to channel setup

  • Sign in to your ChatbotX dashboard.
  • Go to Settings -> Channels, find Instagram, and click Add Instagram.
Image Alt Tag: chatbotx_navigate_to_instagram_channel_setup

Step 2: Authenticate with Meta

  • A secure Meta authentication window will appear.
  • Click Continue as [Your Name]. If you connected other pages before, click Edit Settings so the new Instagram account is included in the current permission flow.
Image Alt Tag: meta_instagram_auth_popup

Step 3: Select professional Instagram accounts

Meta will automatically list every professional Instagram account linked to your Facebook profile.
1

Choose the Instagram account

Tick the checkbox for the Business Instagram account you want to connect.
2

Choose the linked Facebook Page

Tick the checkbox for the linked Facebook Page.
3

Continue

Click Next.
Image Alt Tag: selecting_instagram_and_fb_page_assets

Step 4: Grant permissions (“All on” rule)

For your AI Agent to read and reply to customers, ChatbotX needs the required permissions.
1

Turn all permissions on

Make sure every toggle is set to YES.
2

Check before confirming

If even one permission is disabled, AI may not see incoming messages or may not be able to reply to comments.
3

Finish the permission step

Click Done, then click OK.
Image Alt Tag: granting_full_permissions_for_instagram_api

Step 5: Activate the channel in ChatbotX

You will be redirected back to the ChatbotX dashboard.
1

Find the Instagram account

Locate your Instagram account in the channel list.
2

Connect the channel

Click Connect next to the account name.
3

Confirm the status

The status should switch to a green Connected badge.
Image Alt Tag: activating_instagram_inbox_on_dashboard

Step 6: Verify and test

1

Open Inbox or AI Agent

Go to Inbox or AI Agent.
2

Start the test

Click Test Now.
3

Send a trial message

Send a DM to your Instagram account from another personal account. If your AI Agent replies immediately, the setup is complete.

Success!

You have now connected Instagram successfully. All incoming DMs, mentions, and Story interactions will appear in your Unified Inbox, where your team or AI Agents can handle them.

Quick Tip:

Turn on “Allow Access to Messages”: In the Instagram mobile app, go to Settings and privacy -> Messages and story replies -> Message controls, then make sure Allow Access to Messages is turned ON. This is required for third-party tools to receive your DMs.

FAQ

This is the most common setup issue. In most cases, the account does not meet one of Meta’s requirements.Check the account type
Make sure your Instagram account is set to 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 is already linked but still does not show up, go to Facebook Page Settings -> Linked accounts, disconnect the Instagram account, then connect it again to refresh the access token.
If the status shows “Connected” but messages do not appear, the issue is often caused by privacy settings in the Instagram mobile app.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 to Connected tools and switch Allow Access to Messages to ON.
Once this is enabled, your AI Agent can read and reply to DMs immediately.
Yes, absolutely. ChatbotX supports these interaction types fully.Story replies and Mentions
Your AI Agent can be configured to send an automatic thank-you message or useful follow-up when someone replies to your Story or mentions your account in their Story.
24-hour rule
Just like Messenger, AI can only reply within the 24-hour window from the user’s last interaction. For mentions, the reply is triggered as soon as Meta sends the event.
Yes, and it is a strong conversion tool.Automatic comment follow-up
You can configure your AI Agent to reply to comments on your posts and send a DM to that user at the same time, for example sending a discount code or product link when someone comments “Interested”. This helps improve conversion without manual work on every post.