Agentzee

Guide

Instagram Chatbot

Create, customize, and automate conversations on Instagram using AgentZee.

How it works

  1. 1. Create an Account

    Go to Sign Up, fill in the required details, and click on Create Account.

  2. 2. Complete Initial Setup

    After successful signup, you will be redirected to the dashboard where a popup will appear to collect additional required information.

  3. 3. Go to Chatbot Section

    Click on Chatbot from the left navigation bar to access the chatbot management section.

  4. 4. Create a New Chatbot

    In the chatbot panel, click on the + button to start creating a new chatbot.

  5. 5. Chatbot Creation Process

    The chatbot creation process consists of: Setup, Train & Configure

    Setup

    Fill in the required details to initialize your Instagram chatbot.

    • Chatbot Name

      Enter a name for your chatbot. This helps you identify it later.

    • Chatbot Platform

      Select Instagram as the platform where your chatbot will be used.

    • Chatbot Description

      Provide instructions or context about your chatbot. This acts as the AI prompt.

    • Description Template

      Choose a predefined template to quickly generate chatbot instructions.

    • Chatbot Gender

      Select the chatbot's tone or persona (e.g., Male, Female).

    Train

    Provide data sources to train your chatbot and improve its responses.

    • Website URL

      Enter your Website URL or Instagram Profile URL. The chatbot will use this to understand your content. For this guide, we are giving an Instagram Profile URL

    • Add Knowledge Base (Optional)

      Add data sources to train your chatbot. Click Add Knowledge Base to open the knowledge base options popup.

    • Knowledge Base Options (Optional)

      You will see three options Sitemap URL, Upload Document and Select from Existing Knowledge Base.

    • Select Upload Documents (Optional)

      For this guide, we are selecting Upload Documents option to proceed.

    • Upload Documents (Optional)

      Choose and upload a document in one of the following formats: .pdf, .docx, .txt, or .xlsx.

    • Add Sitemap (Optional)

      Click Add button. This will automatically fetch and link your website content to the chatbot.

    Configure

    Connect your Instagram account and manage webhook event settings.

    • Read Instructions Before Connecting

      Please review the requirements before proceeding. You must have an Instagram Professional account and it should be linked to a Facebook Page. Once ready, click Connect to continue.

    • Connect Instagram Account

      Click Connect to link your Instagram Business account.

    • Facebook Login

      After clicking connect, you will be redirected to Facebook. Log in using your Facebook credentials.

    • Select Facebook Pages

      Choose the Facebook Pages you want to grant access to and click Continue.

    • Select Business Account

      Select the business accounts associated with your Facebook account.

    • Select Instagram Account

      Choose the Instagram account you want to connect.

    • Review Permissions

      Review all requested permissions and click Save to continue.

    • Connection Successful

      Your Instagram account is now successfully connected. Click Got it to return to the chatbot builder page and continue setup.

    • Select Instagram Page

      Choose one Instagram page from the list and click Connect.

    • Webhook Subscriptions

      Enable or disable webhook events like messages, message_reactions etc., to control chatbot triggers.

    • Disconnect Instagram

      If you want to disconnect your Instagram account, you can click Disconnect at any time.

  6. 6. Test Instagram Chatbot

    To test your chatbot, go to your connected Instagram account and start sending messages.

When the bot is connected, book a walkthrough if you want the broadcast and the AI call mapped to the same number. Book a demo or see pricing.