Connecting Your Instagram Business Account

Follow these steps to connect your Instagram Business account to TailorTalk Agent.

Step 1: Navigate to Instagram Integration

  1. Go to the Agent Page in your TailorTalk dashboard.
  2. Click on the Add Channels integration option.
  3. Select Instagram Channel.
instagram integration

Step 2: Login with Instagram Business

  • A pop-up window will appear to guide you through linking your Instagram Business account to TailorTalk.
  • Ensure you are logged in to your Instagram Business account.
  • Review the permissions requested by TailorTalk and click Allow.
Instagram Login Window

Step 3: Authorize and Confirm

  • Complete the authorization process as prompted.
  • Wait for confirmation that your Instagram account is connected.
Finish Setup Confirmation

Step 4: Integration Success

Success! Your TailorTalk agent can now communicate with customers via Instagram Direct Messages using your business account.

By following these steps, you ensure a smooth integration process, allowing your AI agent to handle Instagram conversations seamlessly.

Integration Success

Accessing Your Instagram Account Settings

To manage your Instagram account settings:

  • Go to Agent Page
  • Navigate to Instagram Messaging Channel > Instagram Settings
Instagram Settings Overview

1. Comment Automation

Configure whether the agent should send direct messages to users who comment on your Instagram posts.

Options:

  • Yes: Enable automatic DMs for comments
  • No: Disable automatic DMs for comments

Comment Trigger (Optional): Define when or which type of comment should trigger a DM.

Examples:

  • when comments mention "interested" or "price"
  • only for comments asking questions
  • when users express buying intent in comments
Comments Automation

Use Case: This feature helps you engage with potential customers who show interest through comments, automatically moving the conversation to DMs for better interaction.

💡 Info: Setting a comment trigger helps filter which comments deserve a DM response, preventing spam and focusing on meaningful engagement.

2. Trigger Message

Define criteria for when an agent should pick up a lead based on the first message, allowing for targeted engagement.

Purpose: The agent will only engage or pick up the lead if the incoming message meets the specified criteria.

Examples:

  • when the message contains phrases like "What's your pricing?" or "Can I schedule a demo?"
  • only if someone starts to enquire about pricing
  • when users ask about product availability or features

Field: Trigger Message (Optional)

  • Leave empty to respond to all messages
  • Specify criteria to filter which conversations the agent should handle
Trigger Message

3. Lock on Human Message

Locks the conversation when a human sends a message from the Instagram App, ensuring seamless handover to human agents.

Options:

  • Yes: Enable conversation locking when a human agent messages
  • No: Disable conversation locking

When enabled, the AI agent will stop responding once a human agent sends a message through Instagram, preventing overlapping responses and ensuring smooth human takeover.

Lock on Human Message

⚠️ Warning: When this feature is enabled, once a human agent sends a message, the AI agent will be locked out of that conversation. You'll need to manually unlock it if you want the AI to resume handling that conversation.

XLinkedIn