Instagram Messenger Installation Follow

Instagram is more than a Social Network. It is one of the biggest and most popular Sales channels these days. Salesmate provides a platform to integrate Instagram establishing a two-way channel of communication with your customers.

Topics Covered:

• How to Install Instagram Channel
• How the messages would appear in Salesmate
• How to Uninstall Instagram Channel

How to Install Instagram Channel

To install an Instagram Channel,

• Navigate to the Conversations Icon from the left menu bar
• Select Chats
• Click Chat Settings from the bottom left corner.

• Head to the Channels Option
• Click on the “Add New Channel”

• A popup will open up with available channel options; click the Install button for Instagram

Instagram Installation consists of 3 steps:

• Connect
• Configure
• Channel Access

Connect

To connect the Instagram Messenger,

• Click on the Connect to Instagram option.
• You will be redirected to the Facebook login page
• Enter your Username and Password 

• The system will fetch permissions for all the pages connected with the signed Facebook account

• Then select the Instagram accounts that you would like Salesmate to access

• You will now be redirected to the screen to select the Businesses that you would like Salesmate to Access, you can select one of the following options
  • Opt in to all current and future businesses - Select this option if you wish to connect the current and future Businesses
  • Opt in to current businesses only - Select this option if you wish to connect only the current Businesses

• Allow Salesmate the permission to access and hit on Save.

• Once the information is saved, your account will then be connected successfully

Configure

• Once the account is connected, you will be redirected to the Configure page
• Enable the Accounts you wish to configure
• Then hit on Next

Channel Access

• Once you configure the Messenger, you will then be redirected to the Channel Access screen.
• Here, you can grant access to,
  • Invite Everyone to Chat: This will allow everyone with a chat license to respond to the channel’s conversations

• • Invite selected Users: This will allow only the selected Users with a chat license to respond to the channel's conversations

• Once done click on Finish 

How the messages would appear in Salesmate

• Upon completing the configuration, you will now be able to receive and manage the incoming chats from Instagram. These Chats would be visible under Conversation Inbox.

How to Uninstall Instagram Channel

To Uninstall the Instagram Channel,

• Navigate to the Conversations Icon from the left menu bar
• Select Chats
• Click Chat Settings from the bottom left corner.
• Head to the Channels Option
• Here select Instagram and click on the three dots available at the corner right

• Select Uninstall
• Confirm removing the Channel and click on Uninstall