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How to create an Instagram channel?

If you are using a self-hosted Chatwoot installation, please configure the Instagram app as described in the guide to set up the Instagram app.

Pre-requisite

Step 1: Make sure you have an Instagram account. This link below would help to set up a business account.

https://help.instagram.com/502981923235522.

Step 2: Make sure your Facebook page is connected to the Instagram account, for which the Instagram account holder is admin.

You can do that setting here:

  1. Go to https://www.facebook.com/pages/?category=your_pages
  2. Select Your Page
  3. Go to Settings
  4. Select Instagram and connect your business account like below:

    connect_fb_to_ig

Now switch back to Chatwoot App.

Step 1. Click on "Add Inbox" button from Settings > Inboxes page.

ig_create

Step 2. Click on the "Facebook" icon.

list_of_channels

Step 3. Click on the Facebook login button. It will open a new window for you to log in.

login_to_fb

Step 4. Authenticate with Facebook, select an Instagram account and select the page you want to connect. Enable all permissions shown in the list. Otherwise, the app might not work.

link_account

list_of_ig_accounts

list_of_pages

list_of_permissions

select_page

Step 5. "Add agents" to your Facebook inbox.

select_agents

Step 6. Hooray! You have successfully created a Messenger inbox. Whenever a customer sends a message to your Instagram account or Facebook page, you will see it in the dashboard.

inbox

final_inbox_with_messages

Step 7. If you want to update the agents who have access to the inbox, you can go to Settings > Inboxes.