RateUp Documentation
Instagram

Instagram Chatbots

Build automated DM conversations — from an example or a blank canvas — that carry on when people tap a reply or answer a question.

An Instagram chatbot handles a DM conversation automatically — answering the questions you get constantly, collecting details, rewarding followers, and handing over to a person when it cannot. They live on the Chatbots tab of Instagram.

Instagram Chatbots tab with Create Chatbot, refresh, search, sort and chatbot cards

Create a Chatbot

Click Create Chatbot. The wizard opens on Starting point — the channel is already Instagram.

Pick Start from scratch or one of the examples. The chips along the top filter them by use (Welcome, Support, Growth, …). On a wide screen, the selected example plays in a phone preview on the right.

Click Next. Check the Chatbot Name — at least 3 characters, only your team sees it.

Optionally pick an Account — "Optional. Used to set up the rule that starts this chatbot." The chatbot itself is not tied to an account; the rule decides which account it answers on.

Click Create Chatbot. The editor opens with the example laid out. Change the wording, then Save.

Instagram Create Chatbot wizard, Growth filter, Follow to unlock a code playing in the preview

With no chatbots yet, the tab offers three examples and Start from scratch as buttons.


Instagram Examples

ExampleFilterWhat it doesUsually started by
DM welcomeWelcomeGreets people with quick replies to shop, ask a question or talk to youA DM that matches a rule
FAQ quick repliesSupportAnswers your most common questions with one tap eachA DM that matches a rule
Lead captureLead captureAsks for a name and a phone number or email, then hands the lead to your teamA DM that matches a rule
Product cardsSalesShows products as swipeable cards with a link to buy each oneA DM that matches a rule
Booking requestBookingsPicks a service, asks for a preferred time and passes the request to your teamA DM that matches a rule
Comment to DM a linkGrowthReplies privately to anyone who comments on a post, with the link they asked forInstagram Comment
Follow to unlock a codeGrowthSends a discount code to followers and asks everyone else to follow firstA DM that matches a rule
Story mention thank-youGrowthThanks people who mention you in their storyInstagram Story Mention
ig.me link campaignGrowthWelcomes people who open your ig.me link from an ad, bio or QR codeig.me Link Opened
Talk to a personHandoffLets people ask for a person and assigns the chat to your teamA keyword like “agent” or “human”

Examples use placeholder links and codes — https://example.com/offer, WELCOME10. Replace them before you switch the rule on.


Make It Start

A chatbot runs only when an automation rule starts it with Trigger Chatbot. A rule can only start a chatbot of its own platform, so an Instagram rule lists only Instagram chatbots.

After you create from an example, the editor shows a Set up the trigger card. Create the rule opens a new Instagram automation with the right trigger already chosen — Instagram Comment, Instagram Story Mention, ig.me Link Opened or Message Received — and, if you picked an account in the wizard, that account too. Dismiss the card and it does not come back.

A chatbot with no rule never runs. If you dismissed Set up the trigger, create the rule from Automation or from the Comments, Story Mentions or ig.me Links tab.


What an Instagram Bot Can Send

The editor is the same one WhatsApp uses — see the Chatbot Builder for the canvas itself. On Instagram, the Components panel offers:

GroupComponents
Basic MessagesText · Image · Video · Audio
InteractiveInput
TemplatesCards · Quick Reply · Product Template · Follow Check
Flow ControlPause · Start
None InteractiveAssign
ComponentDetail
Quick ReplyA Message Text with up to 13 tappable replies, each up to 20 characters
CardsUp to 10 swipeable cards — a title and subtitle (80 characters each), an Image URL, and up to 3 buttons per card. A button is a URL or an Action
Product TemplateUp to 10 products from your catalogue
InputAsks a question and saves the answer under Save Answer to Variable — for an email address, a phone number or a name
Follow CheckBranches on whether the person follows you — see below
AssignHands the conversation to your team in the Inbox

WhatsApp-only parts — Reply Buttons, List, Document, templates, catalogs, flows, Location and Contacts — do not appear.


How a Conversation Continues

A Quick Reply, Cards or Input step stops and waits for the person. When they answer, the bot carries on down the matching branch:

They…The bot…
Tap one of the step's own buttonsFollows that button's branch
Type text that matches a button's title (case does not matter)Treats it as that button
Type anything else at a Quick Reply stepKeeps waiting; the message goes to your rules instead
Answer an Input stepSaves the answer and moves on

A reply that the waiting bot consumes does not also fire your keyword rules. The bot waits for up to 24 hours — Instagram only lets a business message someone within 24 hours of their last message — and after that the next DM is treated as a fresh message.

A tap on an old button from earlier in the thread, or on the persistent menu, is not an answer to the current step. It goes to your rules instead.


Reward Followers with Follow Check

Follow Check sends the person down one of two branches: Follows you or Doesn't follow yet. The Follow to unlock a code example shows the pattern — the code goes out on the first branch, a "Follow us, then send “code” again" nudge on the second.

Instagram only shares who follows you once the person has messaged you. A Follow Check straight after a comment always takes Doesn't follow yet. Put it after a quick reply — "Follow us, then tap Done" — so the person has written to you first.


Chatbots Started by a Comment

When a comment rule starts a chatbot, the bot's first message goes out as a private reply to that comment — the only way to reach someone who has never messaged you. Instagram allows one per comment, and nothing more until the person writes back:

  • Only a Text step is sent as the private reply. Make the bot's first step a Text.
  • An image, video or audio cannot be a private reply. If one comes first, the bot sends its caption (or "Thanks for your comment!") as the private reply, then tries the media as a normal DM.
  • Every step after the private reply is a normal DM. Instagram refuses those to someone who has never messaged you, and a refused message stops the bot at that step.

Keep a comment bot to one Text message — the Comment to DM a link example is built exactly that way.


Test It

Click Preview in the editor to walk the conversation in a phone frame. Check that every reply leads somewhere, that nothing loops, and that a person is reachable within a step or two.


Manage Chatbots

ActionNotes
Search chatbots...Filters by name
SortOrders the cards
CloneFrom More actions. Asks for a name, prefilled "Copy of …"
DeleteFrom More actions, after you confirm
SettingsIn the editor toolbar. Renames the chatbot

Editing a chatbot changes it for everyone already part-way through it. Clone, edit the clone, test it, then point the rule at the clone.


Troubleshooting

SymptomCauseFix
The bot never runsNo rule starts itAdd Trigger Chatbot to an Instagram rule
The bot does not move on after a quick replyThe person typed something that matches no buttonWord the buttons so people tap them; a typed message is handled by your rules
Everyone gets the "follow first" branchThe Follow Check runs before the person has messaged youPut a quick reply before it
A comment bot sends nothing, or stops after one messageIts first step is not a Text, or it sends more than the one private reply Instagram allowsStart with a single Text step
The rule's Trigger Chatbot list is emptyThe rule's platform is not InstagramSet the rule's platform to Instagram

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