How to Create an Instagram Chatbot
A chatbot is an automated multifunctional assistant that can send and receive triggered messages. With SendPulse, your bot can save information as variables for future usage.
Follow these step-by-step instructions to create your first chatbot for Instagram messenger.
To connect a chatbot to your Instagram profile, you must have:
- The Instagram business account for which you are connecting the bot. There are also no restrictions on subscribers to connect the bot.
- Your brand’s Facebook page linked to the Instagram account with access to messages enabled.
- Personal Facebook profile with administrator rights to your brand's Facebook page. You connect this profile when creating a bot and linking applications.
- An additional (second) personal Instagram account. You need to add this account as a subscriber using the owner’s account for testing.
This is a detailed checklist of everything you need to connect a chatbot. You will also find a brief description of the steps on the bot connection page.
Step 1: Link Your Facebook Page to Your Instagram Business Account
You can link social networks and grant the necessary permissions for Facebook in your Facebook page settings or in your Instagram business account settings.
Choose a method: if you use the classic page version, you need “Method 1” and “Method 2;” if you use the “New Pages Experience” version, you will find “Method 3” more useful.
If you already have social networks linked, skip the first step and go to the second step. Just make sure the permissions are granted and that you have the correct Instagram account type.
Method 1: Connect Instagram via Facebook (Classic Page)
Open your company page on Facebook, and in the page control panel, click Settings.
In the "Instagram" tab, click Connect account.
Please note that connection settings are only available to a user with administrator rights on the brand page on Facebook.
Click Continue to allow access to posts from Instagram.
Log into your Instagram account.
After a successful login, you will see information about the Instagram account you just linked.
If the Instagram account you connected is not yet a business account, you will be prompted to change your account type. Click Switch now, and follow the prompts of the settings wizard.
To remove the link between accounts, at the bottom of the page in the Instagram disconnect settings, click Disconnect.
Method 2: Connect Facebook via Instagram
You can connect Facebook to your Instagram page when you switch your Instagram type to a business account or separately in the settings.
If your account type is "Personal," open the menu ☰ in the upper left corner, go to "Settings" > "Account," click Switch to Business. Instagram, in the process of setting up an account, may prompt you to immediately connect your brand's page to Facebook.
Next, select "Login to Facebook." Log into your personal Facebook page, read the permissions you grant, and select your brand's Facebook page.
If you have the Facebook app installed on your phone, or you have already connected to Facebook through the Account Center, Instagram will automatically pull up the information and prompt you to select pages from the profile you are logged into.
You can also connect your Facebook account separately through the settings. Open the menu ☰ in the upper left corner and go to "Settings" > "Business" > "Link Account to Facebook Page" (Or "Settings" > "Account" > "Publish to Other Applications" > "Facebook").
Select "Link to an existing page" option. Log into your Facebook account, grand permissions, and then select one of the pages that have loaded.
If you have the Facebook app installed on your phone, or you have already connected to Facebook through the "Account Center", Instagram will automatically pull up the information and prompt you to select pages from the profile you are logged into.
When you connect your Facebook page, you automatically give permission to send Facebook messages from your Instagram page. When you re-enter this setting, you will be able to check the connected Facebook pages.
You can also check the permissions in the settings. Open the menu ☰ in the upper left corner and go to “Settings” > “Privacy” > “Messages.” "Allow access to messages" must be active for your bot to function.
Method 3: Connect Instagram via Facebook (New Page Experience)
If you have not switched to the new page experience but want to try, go to your Pages and profiles, click the three dots icon next to your page, and select “Switch now.”
Once you switch, you will see your page’s updated style and be suggested to take a tour. Click Manage to go to your page settings.
Select the “Linked accounts” tab on the left.
In the “Instagram” tab, click Connect ….
Log in to your Instagram business account, and grant the permission to send messages in a new modal window.
Once you successfully confirm the connection, you will be notified that your accounts are connected.
Step 2. Connect the Bot to SendPulse
Go to the "Chatbots" section in your SendPulse account. If you have not previously had any channels connected, click Connect.
If you have already connected bots, go to the "Manage bots" section, and click Add bot. You can also click "Connect" next to the channel.
Check the items behind the checklist, check the box “I completed the previous steps,” and click Continue with Facebook.
Log into the Facebook account that is linked to your Instagram business account.
Please note that the user you are connecting to must have administrative rights to the brand’s connected Facebook pages for the bot to work correctly.
If you want to reconnect the bot, in the setup wizard, click Edit settings to select the brand's Facebook page to connect.
Select the Instagram business account for which you want to create a bot. You can mark several accounts at once if you need to create different bots.
Select the linked company Facebook page.
If you have more than one company Facebook page, make sure to select the Facebook page that is associated with the Instagram account you want to connect the bot to.
Grant the SendPulse app permissions and click Done. For the correct connection and operation of the bot, select all the items.
Almost everything is ready. After successfully completing the previous steps, a bot for Instagram will be created. Now you just need to do the initial configuration.
Step 3. Add the Owner to the Created Bot
To test your Instagram chatbot, you need to add your second Instagram account as an owner.
Log in to the personal Instagram account that you want to make the owner of the bot and scan the QR code or follow the link to your Instagram business account.
Please note that the code will change when you reload the page. You need to send the current code to identify the user as the owner of the bot.
Click Message on the profile, enter the code and send a message.
If you set it up correctly, you will receive a welcome flow, and in the bot audience panel in SendPulse, the inscription "Owner" will be added to your contact in your chatbot "Audience".
Now, you can proceed to setting up standard bot flows or create your own, send bulk campaigns, create subscription widgets, and chat with customers.
Last Updated: 04.01.2023