Engati - Instagram Automation Guide

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Instagram Ebook

Introduction 4
What is Instagram Marketing? 5
How instagram can be used for marketing? 5
The formula for Instagram success 5
How to nail Instagram Marketing? 6
1. Use a business account 6
2. Clearly define your goals 6
3. Know your audience 7
4. Optimize your profile 7
5. Post Product Teasers That Will (Gently) Urge People to Buy 8
6. Create Sponsored Ads 8
7. Use Instagram Stories 9
8. Engage with your audience 10
Ignoring Instagram Automation can be your Biggest Mistake! 10
What is Instagram Automation? 11
There are 2 types of Instagram automation tools that can be used: 11
Why use Instagram automation at all? 12
How to use Instagram automation tools? 12
Everything you can use to automate your Instagram. 12
1. Instagram Chatbot 13
2. Qualify leads 13
4. Promote Instagram Shopping 14
5. Maintain your brand online 14
6. Schedule your Instagram Posts and Stories 14
7. Get analytics and suggestion 15
How is an Instagram Chatbot different from a regular Instagram bot? 15
Are Instagram bots about to transform how you do business? 16
Why should you use an Instagram chatbot? 16
4 reasons to use an Instagram chatbot 16
1. Link sharing 16
2. Social listening 17
3. Campaign tracking 18
4. Amp up your ads 19
What can you do with your Instagram chatbot? 19
1. Auto-Reply to your DMs 19
2. Connect live agents to Instagram chats 19
3. Story reactions and replies 20
4. Comments and post mentions 20
5. Customer engagement on Instagram chatbot with Instagram ads 21
6. Order placement directly via DMs 22
7. Send product recommendations based on the users’ preferences 22
Best practices to ensure while creating/using an Instagram Chatbot:- 22
1. Have a plan 22
2. Monitor your bot 23
3. Live Agent 23
How do you make a chatbot on Instagram? 23
1. Ensure that your account is a Professional account 23
2. Connect your Instagram professional account to a Facebook account and
page 27
3. Toggle message availability for external apps 32
4. Setting up your chatbot 33
Why are chatbots on Instagram essential for marketing? 40
FAQs 40
1. Is there a chatbot for instagram? 40
2. Who can create a chatbot on Instagram? 40
3. Can you create an Instagram chatbot on a personal Account? 41
Introduction
It’s clear that Instagram isn’t just for personal use anymore. It’s now a global
platform that allows brands to humanize their content, recruit new talent,
showcase products, and inspire their audience.

Moreover, Instagram users aren’t just active — they’re engaged. About 59%
of the platform’s active users visit the site daily, and spend at least 7 hours
per week browsing content and interacting with friends and brands.

In this ebook, we’ll cover everything you need to market on Instagram and
automate your story and DM replies, comment responses, etc. Let’s dive deeper.

Instagram also helps you grow your brand awareness and introduce new products.
Every month, 130 million Instagram users engage with shopping content.
Instagram allows you to promote your brand and market your product in a friendly,
authentic way without hard selling to your customers. Its algorithms are designed
to automatically expose your brand to new prospects every time you manage to
grow your Instagram likes and other important metrics.

Even with all these Instagram statistics, you may still be unsure of how to get
started. We know the platform can be a little intimidating at first, and that’s why
we’ve created this guide.

What is Instagram Marketing?


Instagram Marketing refers to the orchestration of integrated actions on the
Instagram app and outside of it, aiming at promoting a product, service,
brand, or cause.
You could use it as a standalone marketing practice but did you know it has
the potential to encompass and complement your on-going marketing
activities?
Instagram is the fastest way for you to start building your community with
people who have previously purchased your product, not just potential
customers.
Another case in point is partnering up with an influencer on Instagram or
using an SMM panel Getting a thumbs up from a reliable, trusted source is
one of the fastest, most genuine ways to grow your account on Instagram
while watching your sales rocket.

How instagram can be used for marketing?


Instagram’s primary advantage over other enterprise social media platforms is
its visual nature. If you have a business that benefits from the design of your
product or if you have a service that has a visibly noticeable end result,
Instagram is the best platform to showcase that content.

Video, imagery, and illustration are all great content fits for this social media
platform while also being a big part of your video marketing campaigns but
your marketing strategy will ultimately determine what type of content to
publish and how often to post it. Establishing a strategy before diving right
into a new social media platform, no matter how well it works for everyone
else’s business, will keep you focused on your goals and — most importantly
— your audience.

The formula for Instagram success

Success for businesses on Instagram relies on more than simply publishing a few
nice-looking images. You need to also have these elements:

● Clear vision and strategy


● Consistent frequency
● Familiarity with your audience
● Clear visual style
When you combine these ingredients, Instagram can deliver huge results for your
business.

How to nail Instagram Marketing?


1. Use a business account

Just in case you skipped over the section above and plan to dive into the rest
of the Instagram marketing tips while using a personal account, here’s why
you should reconsider.

A business account gives you access to features you can’t use with a personal
account, including:

● Instagram Insights
● Instagram ads
● Instagram Shopping
● Primary and secondary messaging inboxes
● Contact information and a call-to-action button on your profile

A creator account has its own set of benefits for for influencers, key opinion
leaders, and content creators. But for most marketers, a business account is
where it’s at. Hop back up to the top of this post and convert your account if
you haven’t already done so.

2. Clearly define your goals

All social platforms are tools. But you can’t use those tools effectively unless you
know what it is you’re trying to build.

Instagram marketing can mean different things to different marketers. Are you
looking to:
● Create an online presence for your business?
● Increase brand awareness?
● Get new leads?
● Establish your brand as an industry leader?
● Sell products directly from the app?

You might even want to combine several different outcomes. You might even want
to combine several different outcomes and analyze all key Instagram statistics.

3. Know your audience

A little preliminary research can help you figure out who you can best reach when
you’re thinking about how to market on Instagram.

Currently:

● The most active Instagrammers are between 18 and 29.


● The United States is the largest Instagram market.
● More urban residents use Instagram than their suburban peers.

But that doesn’t mean you should only use Instagram to try to reach urban
Americans in their 20s. Instead, you need to define your target market so you can
create content that speaks directly to that audience. Why not consider using an
Instagram growth service to help your brand reach its maximum potential.

4. Optimize your profile

In just 150 characters, your Instagram bio needs to make a great first impression,
convey your brand personality, and tell people why they should bother following
your Instagram account.

That’s a lot to ask from a small space.

Fortunately, you also get a few other fields on your Instagram profile to showcase
what your brand is all about and make it easier for people to find you. These
include:
● Your name: 30 characters, included in search.
● Your username: AKA your handle. Up to 30 characters, included in search.
● Your logo: Instagram logos should be visually appealing, legible, and
simple.
● Your website: A clickable URL you can change as often as you like.
● Category: A business feature that tells people what you’re all about without
using up bio characters.
● Contact info: Tell people where to find you.
● Call-to-action buttons: Give Instagrammers a way to interact with you
directly from your profile page.

5. Post Product Teasers That Will (Gently) Urge People to Buy

What if you could sell more products just by posting product teasers on Instagram?

Well, you can.

Instagram is a great place to advertise your products. And if you play your cards
right, you won’t annoy users or scare them off with advertisements, either.

If you’re too pushy, followers will drop like flies. But product teaser video posts
are a simple way to talk about your product and increase excitement without
looking like you’re trying too hard.

The ads work because they aren’t pushy. They’re laid back. They tease users with
the discount and product image to download the app and shop around.

This works for almost any industry. Starbucks teases its audience by announcing
seasonal drinks with sharp imagery and without trying to force people to buy them.

When you tease people about products they are interested in, and you don’t push
them into buying anything, they’ll be more likely to pull the trigger and actually
buy something. If not, they’ll at least engage with your post by liking it,
commenting on it, or sharing it with a friend. So don’t be afraid to show off the
goods by posting product photos. Just do it gently.

6. Create Sponsored Ads

Instagram ads have become commonplace on the platform. The best part? You can
control exactly how much you want to spend on them by setting an ad budget. You
can showcase just one sponsored ad or multiple ads with the carousel feature.
This gives brands the ability to target their audience in a whole new way. Before
sponsored posts, only users following your account could see your updates and
photos.

Now, brands can promote their photos to anyone that fits their target audience to
increase their reach further than ever before. For sponsored ads, use content that is
engaging while also appealing to the target demographic you want to put the ad in
front of. For instance, if you have a fun animated commercial, make sure to run a
sponsored ad, as in this way, many people will be able to see your content.

You can turn existing posts into sponsored ads, too, so keep an eye on your top
posts. You can push these high-performing posts out later to potential customers in
the form of sponsored ads.

Run multiple posts to different audiences simultaneously for even more


engagement, and use the Instagram engagement calculator to evaluate how
engaged your audience is, such as:

● Photo
● Video
● Carousel/Dynamic Ads
● Stories

7. Use Instagram Stories

If you want to generate leads, Instagram Stories are here to help. Instagram stories
differ from regular Instagram posts because they come in a “slideshow”
format.They’re only live for 24 hours, but Stories can be saved to any of your
devices and reused at a later point. Here are some Instagram story templates to get
you started.

Your video marketing strategy can even include adjusting the same videos from
your Instagram stories for Facebook, Tik Tok, and Youtube.

Rather than appearing in the news feed, Instagram Stories appear in a small area
above it. Once a user clicks on your photo at the top, a window will pop up where
they can view your Story.

The benefits of Instagram Stories for brands are truly endless. For starters, Stories
are displayed at the top of Instagram follower timelines where users already look
daily. Brands can use stories to capture behind-the-scenes insider posts that may
not be as “high-quality” as regular posts. And you don’t have to worry as much
about posting content that aligns with the “aesthetic” of your brand or your
Instagram page when it comes to Stories.

Instagram also makes it easy to experiment with different types of content in the
Stories feature, like photos, short video, rewind video, live video, or Boomerangs.
You can use tools like Canva or InVideo or Envato or Clipchamp to create amazing
images and videos for your stories.

You can also tag other accounts in Stories, which is great if you’re collaborating
with another brand or influencer. Face filters, Boomerangs, text, or stickers make it
easy to edit images.

Every photo and video you add will play in the same sequence that you added it.
The amount of posts that you can add to Stories at any given time is unlimited, and
the feature is available to all businesses globally.
Here's a good article on Instagram marketing tips that you definitely need to check
out!

8. Engage with your audience

After following these steps, you'll surely have followers coming in and engaging
with your posts and stories. Now, engaging with these followers might become a
challenging as your following increases. So what do you do? Use an Instagram
chatbot of course. You can reply to your followers' direct messages, answer their
questions, and even close sales with an Instagram chatbot powered by Engati.

Here's a compilation of 50+ Instagram marketing tools that'll help you with
everything on the most popular social media channel.

Ignoring Instagram Automation can be your Biggest


Mistake!
Why?

That's simple. Because Instagram doesn’t like it.

80% of these Instagram automation tools do not adhere to Instagram's networking


rules and regulations. Instagram likes authentic and organic users and therefore
prohibits Instagram bots from using auto likes, comments and follows.

And it is not just that. Using bots like this also looks fake and spammy to other
users.

So when someone uses Instagram automation tools for such practices, their account
is more likely to get shut down than grow.

Sounds like a dead end right?

Well, if it was, then this article wouldn’t exist.

Instagram automation may have a bad reputation, but not all automation tools are
unreasonably spammy. There are still 20% of Instagram automation softwares that
let you automate your Instagram without going against Instagram's regulation
policies and give you 100% results.

These approaches are exactly what you need. Especially if you are growing your
business online.
But we are getting way ahead of ourselves here, let us start with a brief
understanding of what Instagram automation is all about.

What is Instagram Automation?


Instagram Automation is a third-party software— connected to an Instagram
account — that helps manage the account, carrying out tasks and interacting with
users automatically, without a human presence.

Such automation tools have become progressively popular in modern-day


e-commerce marketing. Our quest for efficiency has led to life-changing
developments in technology like artificial intelligence (AI) and machine learning.
These technologies were developed to optimise processes across channels.
Instagram automation is just one aspect of it.

There are 2 types of Instagram automation tools that can be used:

● Automation tools that actively take charge of engaging in front-line


interactions of likes and comments with users:

These bots are famously known as spam bots that appear as phantom story views,
likes, comments, follows and even DMs. These bot accounts look as fake as they
are and may disappear just as fast as they appear.

● Automation software that is used for more backend tasks such as taking care
of various tasks, timed publishing, reporting and analytics:

These are legitimate social media automation tools that adhere to Instagrams
regulations and help in increasing user engagement, boosting brand awareness and
propelling in-app and website purchases


This article talks about the latter option. It is the one that every business on social
media needs. The automation tool that you need.

Why use Instagram automation at all?


This may seem like a fair question to any ordinary user, but if you own or run a
growing Instagram business then you already know the answer.

Instagram isn’t exactly feature-rich, You can set up saved replies and FAQs within
the app but that is all. It is manual and slow and very limiting for growing
businesses that need to:

1) interact with all their customers who reach out to them on DMs

2)put up timely posts for their active users

3)engage with them on a personalised level

4)collect & analyse the data to grow.

That too while also handling every other aspect of your business, on every other
channel.

In such cases, a third-party automation tool can act as a real game changer (and life
saver).

How to use Instagram automation tools?


Using third-party automation software, you can:

● set up complex conversational flows to engage potential customers,


● Schedule posts (including the first comment to add necessary hashtags),
● Interact with followers 24/7.
● Reply to comments based on pre-defined keywords/phrases
● Schedule detailed Instagram analytics reports automatically generated for
both- your accounts and your competitor profiles.
This way you get to optimise your Instagram marketing strategies and focus
more on aspects like Instagram ad campaigns and Instagram influencer
marketing, instead of worrying about the more basic aspects of engagement
on the platform.

Everything you can use to automate your Instagram.


You can use Instagram Automation tools in these ways to produce the best results:

1. Instagram Chatbot

Automate your conversations by building your own Instagram chatbot. A


well-built chatbot can reply to all of your customer DMs while handling repetitive
questions and user inquiries with a personalised touch.

The best advice while using a chatbot would be to keep it real. Do not hide the fact
that your users are talking to a chatbot, keeping such secrets will only make you
look sketchy and spammy. Embrace the fact and give your customers the surety of
service and authenticity.

Here are some use cases of using Instagram chatbots:

● Customer service- help users solve their problems by providing them with
all necessary answers by using FAQ automation and connecting them with a
real agent if and when required.
● Share gated content- share eBooks or other freebies with users in exchange
for their email addresses and other data.
● Follow-up- ask users for their order number and immediately provide
updates regarding their purchase status.
● Gamification- run quizzes and tests to collect targeted data and give users a
personal recommendation.
● Brand persona- make your bot an extension of your brand by giving it a
voice(tone) and adding a personalised, unique touch to your replies.

2. Qualify leads

Automate your Instagram with a chatbot to help your business get quality leads. By
asking the right questions, your bot can determine the user's requirements and
interests. This way it can easily categorise leads on the basis of how far they are in
their user journey and quickly provide them with the necessary information or
direct them to an available live agent if required. The bot also stores the acquired
information for you in a space allocated by you for better assistance and reference.

This helps a business in two ways-

● Provides the business with better-segregated information on leads.


● Provides customers with appropriate and exact solutions for their queries.

‍3. Unify Conversations

Certain third party instagram automation software like Engati, record conversations
on a one view inbox. This allows your agents to always have the latest information
of any conversation, even if the previous conversations are held via another device
or a mobile application, while managing multiple accounts.

4. Promote Instagram Shopping

Instagram shopping is a feature that lets e-commerce brands create an Instagram


shop, a digital storefront available with a shareable catalogue of their products,
directly on Instagram. Using Instagram automation tools, one can directly integrate
their Shopify or stores with Instagram and easily enable their products for their
customers on the platform itself by using a shopping tag.
This can be done via two methods:

● Using posts and stories.


● Using Instagram live broadcast.

For countries that do no support Instagram shopping, businesses can:

1. Automate their chatbots to DM customers with product links when they


comment on certain posts.
2. Add product tags with attached links to stories that automatically direct the
customers to that product on their website.

5. Maintain your brand online

Using Instagram automation tools, one can track their branded hashtags, tags and
mentions in the captions and stories of other users. This helps discover the latest
user-generated content and customer feedback which can then be used and
reposted(only after taking permission). This really helps in maintaining a brand's
reputation on social media and controlling how it is portrayed.

6. Schedule your Instagram Posts and Stories

Pre-plan your content for the day, week or month and schedule when it goes up on
Instagram. Find the best time when your users are most active and schedule your
content accordingly, using a drag-and-drop calendar. Use the saved time to check
insights and improve the content for your brand accordingly. You can also schedule
your first comment with all the needed hashtags pre-saved for better results.

7. Get analytics and suggestion


Instagram automation provides tools that convert your Instagram-provided
statistics into personalised insights along with instinctive graphs and personalised
recommendations.

Understand what works and does not work for your account and how your
followers interact with your content to make the necessary improvements and
improve the overall quality of your brand.

How is an Instagram Chatbot different from a regular


Instagram bot?
This is a very good question as there are 2 important distinctions between the two.

1. A regular Instagram bot also famously recognised as a spam bot is created


by accessing Instagram's private API, which is not legal and hence can be
removed once found by Instagram. An Instagram chatbot is created by
integrating with a third-party business provider much like Engati and hence
adheres to Instagram's rules, making it perfectly safe to use.
2. Instagram automation bots are majorly used for liking, following,
unfollowing and commenting on random posts, on the basis of certain
hashtags. This is not fruitful at all as it does not help increase organic
engagement or followers. An Instagram chatbot can be programmed to be
more self-aware, only reply to comments and DMs, determine the flow of
the conversations and interact with customers in real-time. This helps build
better engagement and to grow your brand organically.

Are Instagram bots about to transform how you do


business?

Don’t get us wrong, we don’t mean the automatic bots that follow other accounts,
like posts, and leave comments on targeted lists. We mean Instagram Chatbot: A
software program that enables you to create an automatic conversation with your
followers using artificial intelligence. Having a chatbot will help you improve
customer experience by providing instant support and solving their issues right
away.‍

Why should you use an Instagram chatbot?


Instagram has over one billion active users and it’s ranked as one of the most used
social media platforms of this year. This platform launched ten years ago as a
photo-posting platform but it has evolved into a more complete one. Now you can
share videos, sell products, send messages, and much more.

Nowadays, 200 million users visit at least one business profile daily. . Because of
this, Instagram is not just a social media app, but a huge market place and a great
marketing tool. But with such a huge audience, it’s difficult to take care of all the
engagement. And hence companies have started to include chatbots to manage
requests, improve customer experience and generate engagement.‍

4 reasons to use an Instagram chatbot

1. Link sharing

Yes, links. Look, we're all for keeping the single link in bio because it forces
brands to be creative and avoid simply link dropping in every post. It’s why the
link traffic from Instagram is of such high quality. But bots are going to open up
the floodgates for link sharing, while still keeping the quality of traffic relatively
high.
.
With bot, you’ll be able to have your audience type in a keyword in a message,
triggering the bot. Depending on how you build the flow, you could immediately
send them the link or request their email (which you can collect through
integrations) before providing the link or ask a question to confirm this is the link
they want, or whatever really.
Just think about it! Now, when you say “read the blog post” or “watch the video”
or “find out more” or whatever, instead of following it up with “click the link in
our bio,” your bot could send them the specific link to the blog post, or your blog
page, or whatever you have set up. Or if you don’t have swipe up links in Stories,
just include a CTA that says to DM you a certain word (which is as simple as
replying to the Story post) and the same thing happens, sending them that link.

But you also need to be prepared to build and manage the chatbot flows. If you
want to send a different link in every post, you’re going to need unique keywords
to trigger each response and keep those updated and maintained in your chatbot
management tool. So, yes, this is super cool and functional, but it’s also going to
require you to do some work on the backend to keep it effective.

Want people to sign up for your newsletter, campaign, webinar, or event? You can
send them directly to the registration page OR you can even build the registration
steps right into the bot and have those exported (with more integration tools) to
your CRM or event platform. Or get people a free PDF guide or tutorial after they
give you their email address. Or get people a free PDF guide or tutorial after they
give you their email address. You can also extract text from scanned PDF, if you
have any important piece of content set aside.‍

2. Social listening

One of the other super handy things is that you can set up a bot to launch anytime
someone @ mentions you in a Story. Talk about not missing an opportunity! Since
Stories are only available for those 24 hours, the bot can ensure that your team is
responsive to those mentions. You could program the bot to respond with a thank
you message or you could throw in a discount code as a thank you. Or if you were
running a giveaway where you were encouraging Story posts as a condition of
entry, the bot could be the automatic acknowledgement of submission which could
provide them with a reminder of the giveaway terms and when the winner will be
announced.

Instant replies to story mentions!

3. Campaign tracking

You can use the bot to manage your campaign tracking for performance. You could
track the number of giveaway entries, the number of coupon code requests (versus
sales conversions on the code), and email registrations or event sign ups. The bot
will allow you to manage and track all those conversations so you can better
determine which campaigns are most fruitful for your brand.
4. Amp up your ads

Yes, chatbots can integrate with your ads as well. The ad CTA could be to launch
the chat and open up that automated dialog. Similar to all the organic content
mentioned above, you could run ads for any of these same ideas, but have the
action be the DM trigger with the bot which completes the automation and still
allows you to collect an email address, get some information, provide them the
item they requested, and more.

What can you do with your Instagram chatbot?

1. Auto-Reply to your DMs


This one was pretty obvious, but it’s super important. Your don’t want your
Instagram followers to feel like your brand is unreachable. You’ve got to make sure
that you’re answering your follower’s questions as soon as they ask them.

Your Insta bot can deal with around 80% of the queries that you get, especially the
repetitive ones, so that your team can focus its energy on the things that make your
customers follow you and do business with you.

What’s more? Your Insta chatbot doesn’t just handle customer queries in English
alone, it does that in 50+ languages.
2. Connect live agents to Instagram chats
As we mentioned, your Insta bot takes care of 80% of your customers’ queries, but
what about the remaining 20%, those complicated ones that need personal
attention?

That’s where live chat comes in. Your bot automatically routes the conversation to
the agent best equipped to deal with that type of query. Your agents even get a
OneView inbox so that they get context from past interactions your customers
across other channels.

But wait, it gets better. The bot even lets you go multilingual without needing to
hire agents that speak your customers’ language. With two-way auto-translations,
live chat gets truly localized.

3. Story reactions and replies

Got customers replying to stories with questions about your products? Your bot can
pull context about the product in the story and answer your customers’ questions in
a jiffy.

But that’s not where we stop when we’re talking about Insta stories. Your bot even
helps you earn your customers loyalty. Let’s say a customer tries your product and
shows your brand some love by posting a story and tagging you. That’s really good
for you, but they’re going to get mighty frustrated if you don’t acknowledge and
reply to their story.

Your Insta bot takes care of that too, allowing you to automatically reply to every
story you’re tagged in.
4. Comments and post mentions

They say ‘engagement’ is King on the ‘Gram, but it only works if there’s one word
in front of it - ‘quick’.

If you don’t reply to comments and post mentions quickly, you’re leaving your
customers annoyed. Thankfully, you don’t have to deal with these replies manually.
Your Insta bot can find out whenever you get mentioned in comments or posts and
answer those questions on it’s own, at lightning speed.

Automate comment replies on Instagram!‍

5. Customer engagement on Instagram chatbot with Instagram ads

Instagram is one of the best places to market your product. You can engage with a
wide audience by creating relatable content and use it to run ads also for a targeted
customer base. Instagram ads work very well, as they are specifically targeted and
sit well with the customer. The customer will find your ad interesting, have some
questions regarding the product, and reach out to you on instagram. You reply to
them, and it leads to a conversion. Hurray! But, what if multiple customers reach
out to you, and customers are impatient, they don’t wait. How do you handle
multiple leads?

A chatbot can come to your rescue here!

With Engati’s chatbot, you can take care of all such leads at any given point of
time. The chatbot can answer almost all of the customer queries, and also gives you
an option to integrate a live chat option, which you can use incase of any complex
queries which need human intervention
The chatbot will also help in capturing leads, and storing customer data which you
can use for further engagements and interactions with your customers.

6. Order placement directly via DMs

With Engati’s chatbot you can directly link your shopify store to your Shopify
store/or your website. But you necessarily need not take your customers to your
website. Some people don’t like switching between apps, they’ll just think of
checking out your website later and move on and forget and just like that you lose
a sale. But with Engati’s instagram chatbot, you can directly sell your products and
collect payments on instagram itself. Talk about smooth customer experience and
increased sales?

7. Send product recommendations based on the users’ preferences

Engati’s chatbot is capable of understanding and interacting with your customers


just like a normal human. It can understand your customer's requirements very well
and send product recommendations based on the users’ preferences. When the user
sees something similar to what they already have in mind, they are more likely to
buy it!‍

8. Customer feedback collection


Customer feedback is very important, it makes your customer feel that you actually
care about them and the experience they are having with the product. It also gives
them a platform to raise a grievance incase of a bad experience. It can be really
difficult to collect feedback individually from all your customers. An instagram
chatbot can automatically collect feedback by sending out forms to your customers.
It’ll also store this data properly allowing you to work on your drawbacks.

Best practices to ensure while creating/using an Instagram


Chatbot:-
1. Have a plan

Instagram is the one of the best ways for your customers to reach you and for you
to reach your customers. Apart from answering queries, you can also use Instagram
to send out promotional messages for your brand. Have a plan on how you want to
target, who you want to target and Do not spam your audience.

2. Monitor your bot

Yes, the bot saves you a lot of time, you don’t have to reply to the same repetitive
questions. But these are also direct interactions with your customers, which is
basically a treasure chest of insights for you. Don’t miss out on it! You’ll be able to
mine out a lot of information about your customers and work on your product and
marketing strategy accordingly.

3. Live Agent

No matter how efficient a chatbot is, there are going to be some customers who’ll
need help from a real person. You need to keep the option open for live agents to
take over a complex situation. Engati's Instagram chatbot allows you to easily
integrate a live agent feature, so incase of any such query, an agent can take over
seamlessly.
How do you make a chatbot on Instagram?
Chatbots aren’t going away. In fact, they’re growing by leaps and bounds and your
business will be left behind if you don’t take steps to embrace this technology
along with the omni-channel approach of built-in email and SMS features.

We have seen the same thing with businesses who ignored Facebook advertising
until they realized they needed it while being eclipsed by their competition who
figured it out earlier. The barrier to entry for Instagram chatbots is low right now. If
you register and partner with Engati, you can easily get started. All you have to do
is meet the following prerequisites:

1. Ensure that your account is a Professional account

When you open Instagram's settings, check whether you're already on a


professional account. If not, you can easily switch to a profession account by
following these steps:

Navigate to Edit profile on Instagram Web and click on ‘Switch to Professional


Account.’

Select your type of profession, follow Instagram's wizard and you're sorted.

With the mobile app, go to Settings and tap on ‘Switch to Professional Account’
Select the type of account and type of business and save

2. Connect your Instagram professional account to a Facebook account and


page

Now, you have to link your Instagram account to a Facebook page. Here's how:

Open the Instagram Mobile App and go to Settings. Click on Business and select
option to ‘Connect or Create’

Login to the Facebook account, with which you want to connect your Instagram
professional account

Connect to an existing Facebook page or create a new Facebook page.


Click on back or done and you will no longer see an option to Connect or Create

3. Toggle message availability for external apps

This setting can be completed only through Instagram Mobile App. Go to Settings
and click on ‘Privacy’ and then ‘Messages’

Toggle the option ‘Allow Access to Messages’ to ON


After finishing the above steps, you can proceed to Engati portal and continue
connecting your chatbot to Instagram
4. Setting up your chatbot

Now open Engati and go to Configure, then Deployment. Click on Connect button
besides Instagram to setup the account.

Follow the setup wizard to connect your chatbot to Instagram, and click on
‘Continue Deployment’
Click on Sign In and you will be redirected to Facebook OAuth

Login with the Facebook username that was connected to your Instagram Business
Account. Please check and unblock pop ups from your browser settings besides the
URL name on top right.
Give permissions to Instagram business accounts to be connected. Click on Select
All

Select the page(s) that have been connected to Instagram business account. If
already integrated, click on ‘Edit Settings’ to add more pages

Click on Next, grant the requested permissions and click on Done


You will be redirected back to the Engati portal, where you will see the connected
pages. Irrespective of pages selected, only the pages which have Instagram account
connected will be displayed

Check one page and click on Connect button

Confirmation message will be shown and the page will be shown under Connected
Pages

You can reauthroize, if the password is changed or to give permission for any
additional pages. Clicking on Change Page, will ask user to select another page on
which the bot is to be deployed. Change Page option will be disabled, if only one
page is available. Your chatbot can be disabled by hovering on to the connected
page and click on Disable button

Clicking on Enable will activate the bot and not data will be lost and configuration
will be lost

Clicking on Remove will delete the configured user data and context. You can also
Logout and remove the page and Sign in again from a different account. And that's
it! That's all you need to get started!
Why are chatbots on Instagram essential for marketing?
Instagram is one of the most used social media platforms with more than 1 billion
users and at least 200 million daily users. Instagram isn’t just limited to social
engagements anymore. It’s become a great place to market brands. Celebrities,
influencers, and companies have all realized the potential and leverage instagram
to build their brands. Why not? It’s a direct access to your customer and target
audience. And with new trends coming up everyday, it’s easier for brands to create
relatable content for their customers. This makes it very easy for the brands to
engage with their customers. While content drives engagement, it’s very important
for brands to enhance engagement too. If a customer tries to reach out to a brand,
it’s very important to pick up those conversations and keep them engaged
throughout. But it can be difficult to do it manually for multiple customers. That’s
where a chatbot comes in!

Apart from helping you with your engagement, you can also use it to send out
promotional messages, new product launch details, personalized discounts etc. It’ll
also help you collect data about your customers and audience which will help you
shape your marketing campaigns better.

FAQs

1. Is there a chatbot for instagram?


Yes, Instagram chatbots can be built using Engati platform and can be deployed on
15 other channels along with Instagram
2. Who can create a chatbot on Instagram?
Anyone with a business account on Instagram can create a chatbot, irrespective of
the followers you have. Creator accounts only below 500k can create a chatbot on
their accounts. Irrespective of the account type it’s very important to ensure that
your instagram account is linked to a facebook account and page to use a chatbot.

3. Can you create an Instagram chatbot on a personal


Account?
It’s not possible to create an Instagram account on a Personal account. Only a
business account and a creator account can create a chatbot.

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