Instagram

How to setup and configure your Instagram integration

Using the Instagram integration, you can answer messages sent to your Instagram Direct. All of the messages sent to your Instagram account will appear in your Dashly Inbox and the users who send messages to your Instagram Direct will be added to your lead database. Their Dashly user card will contain their Instagram profile picture and the name they've set up in Instagram. See a quick overview in this video: https://www.youtube.com/watch?v=KEB4dFvGWAY

You can tag any conversation started from Instagram and see analytics on them in the Team performance report section.

You can create several Inbox channels to accept messages from different Instagram accounts. It will help your chat managers quickly identify which one of your Instagram Direct accounts new messages come from.

The Instagram integration is made with Instagram API, which keeps your Instagram account safe from getting blocked for using our integration.

How the integration works

1. User sends a message to your Instagram Direct, reacts to your Story or mentions your business account in a Story;

2. This gets sent to your Dashly Inbox as a message;

3. You reply in your Dashly Inbox;

4. User receives your reply in Instagram Direct, they will see it as a message sent from your Instagram Direct account.

ā— Important: Instagram has a limit on receiving messages from API integrations. The number of messages you can send to a user during the first 24 hours after their last message is unlimited, but you can only send them one message after the 24 hour period has passed.

Integration features

  • Replying to messages sent to your Instagram Direct with text

  • Replying to messages sent to your Instagram Direct with images and emoji

  • A separate channel for messages received from Instagram Direct in your Dashly Inbox 

  • Replying to Instagram Stories

  • Receiving reactions to your Instagram Stories

  • Receiving tags applied to Instagram Stories

  • Receiving posts sent to your Instagram Direct  

Setting Up Instagram Integration with Dashly

Connecting Instagram to Dashly allows you to manage all your Direct Messages (DMs), Mentions, and Story replies directly from the Dashly Inbox.

ā— Important: The Facebook account used to set up the integration must have a verified email address set as its primary contact.

Step 1: Prepare your Instagram Account

Before connecting to Dashly, ensure your Instagram settings allow for third-party integration:

  1. Switch to a Professional Account: Your Instagram must be a Business or Creator account. Personal accounts do not support integration.

  2. Allow Access to Messages: * Open the Instagram app and go to Settings and Privacy.

    • Select Messages and Story Replies -> Message Controls.

    • Scroll to the bottom and switch on the "Allow access to messages" option.

Step 2: Connect Instagram to your Facebook Page

Your Instagram account must be linked to a Facebook Page that you manage. Meta now uses the New Pages Experience for this. Here's how: https://www.facebook.com/business/help/898752960195806?id=419087378825961

Note: You must have "Full Control" (Administrator access) of the Facebook Page to complete this step. Here's how to give someone access to a Page: https://www.facebook.com/business/help/152071822895768

Step 3: Enable the Integration in Dashly

  1. Log into Dashly and go to the Integrations section.

  2. Find Instagram and click "Configure."

  3. Click "Authorize via Facebook" and log into the Facebook account that manages your Page.

  4. Grant Permissions: A list of permissions will appear. Ensure all toggles are switched to "On." Disabling even one permission may prevent messages from syncing.

  5. Select the specific Pages/Instagram accounts you want to connect and click Save.

When is my integration all set?

Once configured, send a test Direct Message from a different Instagram account to your Business account. If the message appears in the Dashly Inbox section, your integration is fully functional. Also check if you can see all the connected Facebook pages here. Activate the ones connected to your Instagram account:

Troubleshooting: If messages are not appearing in Dashly

If you have connected the accounts but messages are not being sent or received, please follow these steps to verify your Meta configuration:

1. Check Permissions in Meta Business Suite

You must have administrative rights. To verify:

2. Configure the Handover Protocol (Primary Receiver)

This is the most common reason for integration failure. Facebook needs to know that Dashly is the primary app responsible for handling messages.

  1. Go to your Facebook Page and ensure you are in the Admin View (Switch into the Page profile if necessary).

  2. Go to Professional Dashboard (or Page Setup).

  3. Navigate to Platform Settings (or Page Settings) -> New Pages Experience -> Advanced Messaging.

  4. Find the Handover Protocol section and click Configure.

  5. Set the Instagram Receiver as follows:

    • Primary Receiver for Handover Protocol: Select Dashly.

    • Note: If you use a chatbot or another tool simultaneously, Dashly must remain the Primary Receiver for messages to reach your inbox.

3. Verify Business Integrations

  1. Go to your personal Facebook profile Settings & Privacy -> Settings.

  2. Scroll down to Business Integrations.

  3. Find Dashly and click View and Edit.

  4. Ensure every single checkbox is ticked.

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