Connect Instagram

Connect your Instagram Business account to manage direct messages and conversations directly from Cloodot. This integration allows you to respond to Instagram DMs alongside messages from other channels.

Prerequisites

Before connecting Instagram, ensure you have:

• ✅ An Instagram Business or Creator account
• ✅ A Facebook Page connected to your Instagram account
• ✅ Admin access to the Facebook Page
• ✅ Your Instagram account linked to a Facebook Business account

:::info Instagram messaging requires a Facebook Page connection. If your Instagram isn't connected to a Facebook Page, you'll need to link them first in Facebook Business settings. :::

Step-by-Step Connection Guide

Step 1: Start Instagram Connection

You can start the Instagram connection in two ways:

Option A: From Inbox (When No Channels Connected)

1. Navigate to your Cloodot dashboard
2. Go to the Inbox or Conversations section
3. You'll see "No channels connected" message
4. Click the "Connect Instagram" button (red icon)
5. The Channel Connection Wizard will open

Option B: From Settings

1. Navigate to Settings → Organization → Channels
2. Click "Add Channel" or the "+" button
3. In the Channel Connection Wizard, select "Instagram"

You'll see an overview of what Instagram integration offers.

Step 2: Authorize Your Instagram Account

1. Click the "Authorize Instagram" button
2. You'll be redirected to Instagram's authorization page
3. Sign in with the Instagram account (or the Facebook account that manages your Instagram Business account)
4. Review and grant the requested permissions:
   • Access to Instagram accounts
   • Manage Instagram messages
   • Read Instagram insights

:::warning Make sure you're signing in with the account that has admin access to the Instagram account you want to connect. :::

Step 3: Select Your Instagram Account

1. If you manage multiple Instagram accounts, you'll see a list
2. Select the Instagram account you want to connect
3. Confirm the connection

Step 4: Complete Connection

1. You'll be redirected back to Cloodot
2. A success message will confirm your Instagram account is connected
3. The Instagram channel will appear in your channels list
4. You can now receive and respond to Instagram direct messages through Cloodot

:::success Your Instagram account is now connected! You'll start receiving Instagram DMs in your Cloodot inbox. :::

What You Can Do After Connection

Once connected, you can:

• ✅ Receive Instagram DMs in your Cloodot inbox
• ✅ Send messages to Instagram users
• ✅ View conversation history for all Instagram conversations
• ✅ Manage multiple Instagram accounts (if you have access to multiple)
• ✅ Use AI-powered responses for Instagram messages
• ✅ Assign conversations to team members
• ✅ Track analytics for Instagram conversations

Managing Instagram Channels

View Instagram Conversations

All Instagram direct messages will appear in your unified inbox alongside messages from other channels. You can:

• Filter by channel to see only Instagram messages
• Search through Instagram conversation history
• View customer profiles and conversation context

Disconnect Instagram

If you need to disconnect your Instagram account:

1. Go to Channel Settings
2. Find your Instagram channel
3. Click "Disconnect"
4. Confirm the disconnection

:::warning Disconnecting will stop receiving new Instagram messages in Cloodot, and your conversation history will be deleted. :::

Reconnect Instagram

You can reconnect your Instagram account at any time by following the connection steps again.

Troubleshooting

"Instagram account already integrated" Error

Problem: You see an error that the Instagram account is already connected.

Solutions:

• The Instagram account is already connected to another workspace
• Disconnect it from the other workspace first, or
• Use a different Instagram account

"No Instagram accounts found"

Problem: No Instagram accounts appear during authorization.

Solutions:

• Ensure your Instagram account is a Business or Creator account
• Verify your Instagram is connected to a Facebook Page
• Make sure you're using the correct Facebook account with admin access
• Check that your Instagram account has messaging enabled

"Authorization failed"

Problem: The authorization process fails.

Solutions:

• Clear your browser cache and cookies
• Try using a different browser
• Ensure you have a stable internet connection
• Make sure pop-up blockers aren't preventing the authorization window

Messages Not Appearing

Problem: Instagram messages aren't showing up in Cloodot.

Solutions:

• Wait a few minutes for messages to sync
• Check that your Instagram account is still connected
• Verify that messaging is enabled on your Instagram account
• Refresh your Cloodot dashboard

Best Practices

Managing Instagram Conversations

• Respond Quickly: Instagram users expect fast responses
• Use Professional Language: Maintain your brand voice
• Leverage AI: Use Cloodot's AI to help craft responses
• Track Performance: Monitor response times and customer satisfaction

Multiple Instagram Accounts

If you manage multiple Instagram accounts:

• Connect each account separately
• Each account will appear as its own channel
• You can filter conversations by account
• Team members can be assigned to specific accounts

Next Steps

After connecting Instagram:

1. Connect Facebook to manage Facebook Messenger
2. Connect WhatsApp for WhatsApp Business messaging
3. Configure workspace settings
4. Invite team members to help manage conversations

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Need help? Check our troubleshooting guide or contact support.