Instagram Bot Setup Step by Step

Instagram Bot Setup Step by Step

This is a full Instagram-only bot setup guide in ChatLik — from connecting the account through Ice breakers, No Match, real keyword phrases, Story templates, and handing off to a human in Live Chat. It does not mix Facebook/Messenger (see Messenger bot setup). Instagram has no Get Started button; use Ice breakers instead.

Recommended order: Connect Accounts + Enable Bot Connection + Sync Instagram → Instagram ToolsBot Manager → enable Reply if no match found in General Settings → configure Ice breakers → keywords from real DMs → Story Mention / Story Private Reply if needed → test in Instagram, then human reply from Live Chat.

Before you start

  1. Business/Creator Instagram linked to a Facebook Page you administer.
  2. Sidebar: IntegrationsConnect Accounts (screen Connect Facebook & Instagram). Full path: Connect Facebook and enable the bot.
  3. Draft 3–4 short Ice breaker questions + replies, real DM keywords (e.g. price, available, delivery — not dummy “123”), and a No Match fallback line.
  4. Use Instagram Tools only — never publish Facebook Page screenshots here.

1) Connect the account

  1. Open IntegrationsConnect Accounts.
  2. You should see Connect Facebook & Instagram with the login CTA and Page cards.
  3. Connect Facebook and Instagram screen with sidebar and Page cards
    Connect Accounts — finish this before Instagram Bot Manager cards
  4. Click Login with Facebook, complete Meta permissions (Pages, business assets, Instagram), then confirm the Page/account appear in the list.

2) Enable Bot Connection

  1. On the Page card, if status is Not enabled, use the plug icon.
  2. Hover until the tooltip shows Enable Bot Connection, click, and confirm.
  3. Page card with Enable Bot Connection plug tooltip
    Enable Bot Connection — plug icon on the Page card
  4. Status should become Enabled.

3) Sync the Instagram account

  1. On the same card, use the Instagram slot / Sync Instagram Account control.
  2. Page card Instagram sync slot
    Sync Instagram — account must appear before Bot Manager
  3. After sync, the account should show under Accounts in Instagram Bot Manager.

4) Open Instagram Bot Manager

  1. Sidebar: Instagram ToolsBot Manager (not Facebook Tools).
  2. Select the account under Accounts and wait for middle cards: Bot Reply, Bot Keyword Settings, Ice breakers, General Settings, Action Button Settings, and more.
  3. Instagram Bot Manager with Accounts column and settings cards
    Bot Manager — select account, then Change Settings on the card you need
  4. Card map: Instagram Bot Manager map.

5) Ice breakers (instead of Get Started)

  1. Open Ice breakersChange Settings.
  2. Set Ice breakers status to Enabled.
  3. In each question block, fill Type your question with real phrases (e.g. “What’s delivery cost?”, “Where is the nearest branch?”, “Working hours?”).
  4. Attach a Reply Message Template per question, then Save.
  5. Ice breakers panel open with status and question blocks
    Ice breakers — Enabled + questions + Reply Message Template
  6. Deep dive: Instagram Ice breakers.

6) Enable No Match in General Settings

Editing the template alone is not enough — the switch must be on and saved.

  1. Open General SettingsChange Settings.
  2. Enable Reply if no match found, then Save.
  3. General Settings panel with Reply if no match found enabled
    General Settings — enable Reply if no match found, then save

7) Action Buttons and No Match template

  1. Open Action Button Settings for the IG template grid (No Match, Story Mention, Story Private Reply — no Messenger Get-started Template).
  2. Instagram Action Button Settings template grid
    Action Buttons — No Match and Story templates
  3. Open No Match Template and write a clear fallback, e.g. “I didn’t catch that 🙂 Reply with: price / available / delivery, or type support to reach our team.” Then save.
  4. No Match Template editor for Instagram
    No Match template — fallback plus guidance to keywords or a human
  5. See Instagram No Match and No Match reply limits.

8) Keywords with real phrases (not “123”)

From Bot Keyword Settings, the list shows existing keyword bots. The blue Set Keywords button opens the Visual Flow Builder, where keywords live in Configure Reference on the Start Bot Flow node.

  1. Open Bot Keyword SettingsChange Settings, then click Set Keywords.
  2. Bot Keyword Settings list with Set Keywords button
    Bot Keyword Settings — Set Keywords opens the flow builder
  3. Double-click Start Bot Flow to open Configure Reference.
  4. Enter real comma-separated phrases, e.g. price, prices, cost, offer (never dummy “123”).
  5. Choose Exact keyword match for sensitive triggers, or String match for partial containment inside longer messages.
  6. Connect a reply via Compose next message (e.g. “Prices start from 150 EGP…”) and Save.
  7. Configure Reference panel with price keywords and match type
    Configure Reference — real keywords + Exact or String match

Same idea from Bot ReplyCreate New Flow. See Bot keywords and triggers and Keyword reply via Flow Builder.

9) Story Mention and Story Private Reply

  1. Story Mention Template — auto DM when someone mentions your account in a Story.
  2. Story Mention Template editor open
    Story Mention — automatic DM when tagged in a Story
  3. Story Private Reply Template — private reply path for Story interactions supported in your setup.
  4. Story Private Reply Template editor
    Story Private Reply — separate from Story Mention
  5. Guide: Instagram Story mention.

10) Human support: Live Chat and Subscribers

  1. Open Live Chat (Instagram filter if available) and reply as a human when the customer asks for support or automation should stop.
  2. Instagram Live Chat screen
    Live Chat — where agents take over after the bot
  3. Use Subscribers to review who messaged the account, apply labels, and export.
  4. Instagram bot subscribers screen
    Subscribers — follow-up list and support labels
  5. Related: Unified inbox · Subscribers and domains.

11) Test before go-live

  1. From a personal Instagram account, open a fresh chat with the business account.
  2. Confirm Ice breakers appear and a templated question works.
  3. Send “price” / “available” and confirm the keyword reply.
  4. Send a nonsense line and confirm No Match (with the General Settings switch on).
  5. If configured, mention the account from a test Story.
  6. Ask for a human and confirm the team replies in Live Chat.

Common mistakes

  • Looking for Get Started on Instagram — use Ice breakers.
  • Editing No Match without enabling Reply if no match found.
  • Using dummy keywords like “123” instead of real customer phrases.
  • Opening Facebook Tools by mistake.
  • Skipping Enable Bot Connection or Instagram sync after login.

Related: IG Bot Manager map · Ice breakers · No Match · Story mention · Messenger bot setup.

Next step

Try ChatLik via sign up or compare plans.

Keywords ChatLikInstagram automation
Share this article: