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Preparatory stage. The Creatio system to which you plan to connect Instagram Direct must have the current Beesender package installed. You can install Beesender from the Creatio marketplace by following this link. |
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Preparing an Instagram account.
Check whether your Instagram account is professional.
If the account settings say "Switch to personal account", you can skip to step
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2
If your account settings specify "Switch to professional account", you will need to make the switch
Select profile type
Choose a category
Save your settings
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Connecting
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Instagram account to Facebook
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If the Instagram account you plan to connect to Beesender is populated in the Instagram Facebook settings, you can proceed to step 4
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If the Instagram account you plan to connect to Beesender is not filled in in the Instagram Facebook settings, you need to connect it
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Go to manage the Facebook page, which will be linked to the Instagram account
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Go to page settings
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Go to the Instagram setting
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Press the "Connect account" button
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Go to the Page tab
Choose your page and click Switch Now
Go to the Settings & privacy tab
Click to the Linked Account tab
Choose the Instagram tab and click Connect account
Click Connect
Enter the username and password for the Instagram page that will connect to Beesender and click Log in
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Once the Instagram account has been linked, you will see information about the linked account on the Facebook page
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Connecting Instagram Direct to Beesender
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Go to Creatio. In the system designer, select the "Chat set-up" section
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Add a new channel
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Choose Instagram channel
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Press the "Continue with Facebook" button
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Add Instagram Direct channel to Creatio
1. Go to the System designer > Chat configuration > Channels
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2. Click + and select Instagtam Direct
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3. Click Continue with Facebook
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4. Enter the password for the Facebook user who is the administrator of the Facebook
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page
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5. Click Edit settings
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6. For the Facebook page where Instagram was linked, fill in the checkbox and click
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Next
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7. Check that all page options are enabled and
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click the
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Done
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8. Click OK
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9. In the add channel window,
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click Attach page
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10. If the
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synchronization is successful, the window will show the status "Successfully"
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11. Fill in the channel name (a) and channel weight (b)
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12. Click ADD
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Specify for which |
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agents (employees and chatbots) this channel will apply. The setting is made via the " |
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Agents" detail when setting up the channel. |
Done! Connecting Instagram Direct is complete.
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