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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 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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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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Add Instagram Direct channel to Creatio
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9. In the add channel window, click Attach page
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10. If the synchronisation 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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