1 Sep 2026 · 13 min read
Connect Instagram Direct to ConveRact, step by step
A client-ready guide to professional-account prerequisites, Meta app permissions, credentials, signed webhooks, testing, app review, and safe AI handover.
By ConveRact Channel Engineering
•
Reviewed for production implementation
WHAT YOU WILL LEARN
Professional account and Meta app
Signed DM webhook setup
Live-mode and app-review checklist
01
Confirm the account is eligible
Use an Instagram professional account owned by the client. Personal accounts are not suitable for the production messaging integration. Keep the Instagram account, Meta app, token owner, and ConveRact tenant under the same documented business owner so credentials can be rotated without losing control.
For initial development, add the people who will test as app roles or approved testers. Before serving customers who are not app roles, complete every permission and review requirement shown in the Meta app dashboard.
STEP BY STEP
- 1
Open Instagram and convert the client account to a Business or Creator professional account if needed.
- 2
Open Meta for Developers and create or select the client-owned Business app.
- 3
Add the Instagram product and enable the Instagram messaging use case.
- 4
Add the test Instagram accounts required by Meta and accept all tester invitations.
LAUNCH CHECK
Professional account confirmed
Client owns the Meta app
Test users accepted
Public launch requirements reviewed
02
Generate the required credentials
ConveRact manual setup needs the Instagram professional account ID, an access token authorized for that account, and the Meta app secret. The account ID is a provider identifier, not the @username. Never paste an app secret or long-lived token into website code, a support ticket, or a public document.
Use the permissions and token flow shown for the Instagram login configuration selected in your Meta app. After generating the token, verify the account returned by Meta before saving it in ConveRact.
STEP BY STEP
- 1
Complete the Instagram authorization flow in the Meta app for the professional account.
- 2
Copy the professional account ID returned by Meta.
- 3
Generate the access token with the messaging permissions requested by your app configuration.
- 4
Copy the App Secret from App settings → Basic and keep it server-side.
OFFICIAL LINKS
LAUNCH CHECK
Account ID belongs to the correct client
Token resolves the correct account
Required scopes granted
Secret stored only in ConveRact
03
Create the ConveRact connection
Sign in to the correct tenant as Tenant Admin. Open Channels, choose Instagram Direct, and create a live connection. ConveRact encrypts the provider token and app secret and does not return their raw values after saving.
The Meta channels feature requires the Growth plan or above. A demo connection is useful for interface review, but it does not prove that real Instagram messages can be delivered.
STEP BY STEP
- 1
Open ConveRact → Channels → Instagram Direct → Connect.
- 2
Enter a recognizable connection name.
- 3
Paste the Instagram professional account ID.
- 4
Paste the provider access token and Meta app secret.
- 5
Save, then open Connection details and copy the webhook URL and verify token.
LAUNCH CHECK
Correct tenant selected
Live mode selected
Credentials saved
Connection details opened
04
Subscribe the signed webhook
The ConveRact API must be reachable on a public HTTPS URL. Meta sends the verification challenge to that URL, followed by signed messaging events. ConveRact checks the verify token and x-hub-signature-256 before accepting live traffic.
Subscribe only the fields needed by the integration, including messages and messaging postbacks. A verified callback is not a complete test; a real DM from a separate account must reach the correct tenant and receive a reply.
STEP BY STEP
- 1
In the Meta app, open the Instagram webhook configuration.
- 2
Paste the callback URL and verify token displayed by ConveRact.
- 3
Complete webhook verification.
- 4
Subscribe to messages and messaging_postbacks.
- 5
Send a DM from a separate non-admin Instagram account.
- 6
Confirm inbound message, AI response, provider delivery, and human takeover in ConveRact.
OFFICIAL LINKS
LAUNCH CHECK
Public HTTPS active
Webhook verified
Signature accepted
Real external DM tested
05
Move from testing to live use
Complete the permission review, business verification, data-handling declarations, privacy-policy URL, deletion instructions, and any screencast requested by the Meta dashboard. The exact review list depends on the products and permissions enabled in the app, so treat the dashboard as authoritative.
Before launch, test unsupported media, deleted messages, expired tokens, duplicate webhooks, unavailable catalog data, customer requests for a human, opt-outs, and provider outages. Monitor connection health after any Meta app or account change.
OFFICIAL LINKS
LAUNCH CHECK
Meta review completed where required
Privacy and deletion pages published
Failure cases tested
Credential owner and rotation documented
Put this guide into practice
ConveRact exposes setup steps, credential tests, connection health, role controls, and post-connect guidance inside the workspace.
Open workspace