Configure and Connect Instagram with BoldDesk

BoldDesk improves Instagram customer service by integrating Instagram messages and interactions into one easy-to-use platform.

Key features of BoldDesk’s Instagram integration

Effortless connectivity: Quickly connect your Instagram account to BoldDesk for seamless integration and aligned social media efforts.

Integrated messaging: Manage and respond to Instagram messages directly within BoldDesk to streamline communication and improve customer support.

Multimedia sharing: Share texts, images, videos, and more with customers efficiently to enhance communication and enrich the customer experience.

Group-based assignment: Automatically assign chats to a group based on your configuration when a user sends a message from Instagram.

Multichannel support: Configure multiple Instagram accounts before your helpdesk integration.

Before you start

• A Facebook account with an active business page is required.
• Set up an Instagram Business account if you haven’t already. You can find instructions on creating one here.
• Make sure your Instagram Business account is linked to your Facebook business page before connecting it to BoldDesk. Follow the instructions in this article to complete the setup.

How to configure Instagram to BoldDesk

The following are steps on how to configure Instagram to BoldDesk:

1. Sign into BoldDesk
2. Click Admin > Chat > Instagram
   
   
   
   
   
3. Click the Authenticate button to configure Instagram in BoldDesk.
   
   
   
   
   
4. Log in with Facebook (or Continue as the account you’re already logged in with):
   
   
   
   
   
5. Select the businesses you want BoldDesk to access and click Continue.
   
   
   
   
   
6. Select the Facebook page(s) that you want BoldDesk to access and click Continue
   
   
   
   
   
7. Choose which Instagram business account you want to use with BoldDesk. You can select one or multiple accounts. Click Continue
   
   
   
   
   
8. Click Save to finish connecting with Instagram.
   
   
   
   
   
9. This confirmation page indicates that your account has been successfully connected to BoldDesk. Click Got it to return to BoldDesk.
   
   
   
   
   

Add Instagram account

Follow the given steps to add the Instagram account in BoldDesk:

1. Click Admin > Chat > Instagram > Manage
   
   
   
   
   
2. Click Add Account
   
   
   
   
   
3. Enter a Name, select your Instagram Business Account, choose a Brand
4. Click on Next
   
   
   
   
   
5. Toggle the switch to turn on Auto Reply if you want automated replies when customers message you for the first time.
6. Click Save option.