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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. 1

    Open Instagram and convert the client account to a Business or Creator professional account if needed.

  2. 2

    Open Meta for Developers and create or select the client-owned Business app.

  3. 3

    Add the Instagram product and enable the Instagram messaging use case.

  4. 4

    Add the test Instagram accounts required by Meta and accept all tester invitations.

OFFICIAL LINKS

Open Meta app dashboardInstagram Messaging APIInstagram platform overview

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. 1

    Complete the Instagram authorization flow in the Meta app for the professional account.

  2. 2

    Copy the professional account ID returned by Meta.

  3. 3

    Generate the access token with the messaging permissions requested by your app configuration.

  4. 4

    Copy the App Secret from App settings → Basic and keep it server-side.

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. 1

    Open ConveRact → Channels → Instagram Direct → Connect.

  2. 2

    Enter a recognizable connection name.

  3. 3

    Paste the Instagram professional account ID.

  4. 4

    Paste the provider access token and Meta app secret.

  5. 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. 1

    In the Meta app, open the Instagram webhook configuration.

  2. 2

    Paste the callback URL and verify token displayed by ConveRact.

  3. 3

    Complete webhook verification.

  4. 4

    Subscribe to messages and messaging_postbacks.

  5. 5

    Send a DM from a separate non-admin Instagram account.

  6. 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.

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