Instagram

Make your bot available on Instagram

Prerequisites

  • A Meta app.

  • A Facebook account and page.

  • A professional Instagram account with this Facebook account.

  • A connection between this Instagram account and the Facebook page.

  • The following Instagram option is enabled: Settings > Privacy > Messages > Allow access to messages.

To create a bot on Instagram that will be connected to your dydu bot, we will follow these steps:

  1. Adding and configuring the necessary products from your “Meta for developers” portal.

  2. Creation and configuration of a Meta type integration from the “Channels” menu of the BMS dydu

  3. Advanced access request for necessary permissions and features

Step 1 : Add necessary products for Instagram

Several options are available to you depending on the situation:

  • Do you already have a Meta application with the messenger product installed and configured? Go directly to the step “Configuring Instagram Settings”.

  • You do not have a Meta application with the messenger product installed and configured? Please continue reading.

To make your app work on Instagram, we'll add and configure the following products:

  • Facebook login for business,

  • Messenger.

To do this:

  1. Click on “Add a product”.

  2. Look for the product “Facebook login for Business” and click “Configure”.

The “Settings” page of the “Facebook login for business” product will open and a new section “Facebook login for business” is displayed in the left menu.

  1. Return to the products page by clicking “Add a product”.

  2. Search for “Messenger” and click on “Configure”.

  3. The “Settings” page of the “Messenger” product will open and a new “Messenger” section is displayed in the left menu.

Your products are successfully added! We will proceed to configure them. Let's start with the configuration of the “Facebook login for business” product.

Setup the Facebook Login Product

  1. Click Facebook Login for Business > Settings.

  2. Activate the option “Connect with the JavaScript SDK”. This option will allow you to connect to your Facebook account from your integration on the Channels menu of dydu.

  3. Fill in the Authorized domains for the Javascript SDK: fill in the field with the main URL of your “Channels” menu.

For example, connecting to the Channels menu of the BMS dydu if the full URL is “https://sso.channels.dydu.ai/?ticket=ST-1475-7riKAzdDpiYrbRGbmhLImJ-cDd8-cas-prod-sso#/configurations". Keep only"https://sso.channels.dydu.ai/” for the field Authorized domains for the Javascript SDK.

  1. Click the “Save Changes” button.

Configure the Messenger product for delivery on Instagram

Before you start, make sure you have added the Facebook Login and Messenger products. The Facebook login product is configured (as presented here). The Messenger product is not necessarily configured (it depends on whether you want to make your bot available on Messenger).

Adding the Messenger product allows access to the configuration parameters of your bot on Instagram.

  1. Click Messenger > Instagram Settings

  2. On the main page, look for “Access token”.

  3. Click on the “Add or Remove pages” button: you will link your Facebook page to your Meta application.

  4. A new tab will open asking you to continue as “your account”. Click on continue as “your account”

  5. Select the Instagram Business account with which you want to link your Meta application: this is the account from which your bot will be reachable!

  6. Select the page.

  7. Enable the permissions listed and click Done.

  8. A message confirming the association of your Facebook page with your Meta application is displayed: click on the “OK” button.

  9. Your Facebook page is now listed in the “Access Token” section!

The products of your application necessary for the proper functioning on Instagram are configured!

Let's go to the step Creating and configuring a Meta-type integration from the "Channels" menu of the BMS dydu

Step 2 : Creation and configuration of a Meta type integration from the “Channels” menu of the BMS dydu

To do this, we will need:

  • the identifier of your META application and the corresponding key,

  • the identifier of the page associated with your META application and its access token.

These 3 pieces of information are specific to your Meta application and are available on your Meta for Developers portal.

Where to find the identifier of your META application and the corresponding key:

  1. In the Meta for Developers portal, on your app, click Settings > General in the left menu.

  2. Copy and keep your app ID.

  3. Click the “View” button to view your application key. You will be prompted to enter your password to view the key.

  4. Copy and keep your application key.

Where to find the page identifier associated with your META application and the corresponding token.

  1. In the Meta for Developers portal, on your app, click Messenger > Instagram settings in the left menu.

  2. On the main page, look for “Access token”.

  3. Copy and keep the page ID (it is displayed under your page name).

  4. Click the “Generate token” button for your page.

  5. A modal opens, check the “I understand” box.

  6. The token is displayed in clear, you must then copy it and keep it.

With this information, connect to your BMS dydu and open the Channels menu of your bot.

If you already have a Meta type integration? Go directly to step 9.

  1. Click “Create” to create a new integration.

  2. Select the META platform.

  3. Give a name to this integration and click on “Create”

  4. You arrive on the “Information” page allowing you to choose the language and space that will be queried for your bot on Instagram.

  5. Click on the “Next” button

  6. A modal opens: enter the identifier of your application as well as the secret key of the Meta application.

This information was previously retrieved from your Meta for Developers portal. You skipped this step and don't know how to retrieve the app id and secret key? It's explained here!

  1. Once the information has been provided, click on “Save”

  2. You arrive on the “Connection” page, the second and last step in configuring your Meta integration.

  3. On the left, you find the available connections. Click Create next to Instagram, to connect your dydu bot to your Instagram account.

  4. A new tab will open asking you to continue as “your account”. Click on continue as “your account”

  5. Select the Instagram account to which you want to connect your dydu bot: this is the Instagram account (linked to your Facebook page) from which your bot will be reachable!

  6. Enable the permissions listed and click Done.

  7. A message confirming the association of your Facebook page with your Meta application is displayed: click on the “OK” button.

  8. You are then redirected to the configuration of your integration from the Channels menu. A “Page” modal is opened.

  9. Enter the page ID and the token.

This information was previously retrieved from your Meta for Developers portal. You skipped this step and don't know how to retrieve the page ID and access token? It's explained here!

  1. Click Update

  2. Your Instagram connection is listed!

  3. Click “Finish”

Your bot is now available on Instagram but is only accessible to Meta app admins or testers you've added.

To make it available to all Instagram users you need to request advanced access to certain permissions and features and pass control of the application.

Step 3 : Advanced access request for necessary permissions and features

  1. Go to your Meta for developers portal

  2. Click App Control > Permissions & Features in the left menu

  3. All permissions and features are listed on this page. Request advanced access for the following permissions:

  • instagram_manage_messages

A search bar is available on this page. You can use it to search for permissions to add. For each permission click on “Get Advanced Access”

Some permissions require a successful test call to Meta APIS and pass the application control put in place by Meta. We encourage you to follow the instructions and documentation provided by Meta to do so.

Once these permissions are granted, you can switch your application to “Live” mode.

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