Prepare an Instagram messaging account
Choose the Instagram professional account that will answer inquiries.
After this taskThe customer and thread match on both sides. Advertising access alone is insufficient.
Starting conditions and inputs
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, instagram_business_id, account_id, probe_text, account_url, inbox_url
Command sequence
open "$entry_url" && snapshot -i
get text body
# Outside browser: The account administrator approves messaging permissions and the operator completes authentication.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer sends this Instagram account a DM.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read the Instagram professional account and linked asset IDs in Meta settings. |
| 2 | Outside browser | The account administrator approves messaging permissions and the operator completes authentication. |
| 3 | open | Laney Instagram account record |
| 4 | get text | Compare Instagram account ID and organization. |
| 5 | Outside browser | A test customer sends this Instagram account a DM. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare the new DM text, customer and time. |
Check the result
The customer and thread match on both sides. Advertising access alone is insufficient.
Resuming after interruption
Recheck the same account and organization. Resume after required authentication or review; do not substitute a new account.
Confirm channel use
Choose the Instagram professional account that will answer inquiries. Confirm its connected Facebook Page and owning business. Advertising-account access alone does not grant messaging access.
Prepare assets and permissions
Have the account and Page administrator confirm messaging access. Complete the required asset sharing and connection approval. Give the professional account ID to your Laney contact.
Match the Laney account
Give the Instagram messaging account identifiers and Laney organization to your contact. After connection, compare the platform, organization, and external account. Do not manually mark access complete while external approval or authentication is pending.
Test reception and replies
Have a test customer send a message first. Check that it appears in Laney, then verify the reply in the same customer channel. Record the reception time and conversation ID. Prepare and test outbound templates separately.