1. Extension installed and enabled for Instagram
This feature requires our extension to be installed and enabled, and your platform login to be active. Make sure the feature is turned on in the extension settings for this social platform.
2. Instagram Chats page
On the Instagram Messages page, when you select a conversation with an imported lead, all the details will appear in an overlay lead card.
3. Lead Card
On the lead card, you can view and edit all relevant information about the lead, including priority, status, follow-up date, notes, and more.
4. Click "Lead Details"
By clicking on the lead’s name or the edit icon at the top of the lead card, you can open the lead details. In the lead details window, you’ll find all the information you've imported or added, organized into sections: Basic Information, Contact Info, Links, Company, Other, Custom Fields, and Notes.
5. Message Templates
You can use the lead card to quickly access message templates assigned to the current lead stage, paste them into the chat editor, and send the message.
6. AI Response Assistant
You can also use the AI Response Assistant to generate replies based on the most recent chat messages with a predefined prompt set in your account settings.
7. AI Response Assistant
Choose the "AI Response Assistant" option
8. Update lead's stage
After sending the message, you may want to update the lead’s stage to the next step in your flow. You can do this directly on the lead card, using the pipeline stage dropdown.
This guide highlights the benefits of managing your conversations and updating lead stages without leaving the inbox. Thank you for watching!