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How to set up an Astra AI agent for Instagram

Summary

You can use Astra AI agents in Wati to automatically respond to Instagram direct messages (DMs) 24/7. The agent uses its configured instructions and knowledge to answer customers, save contact details, hand conversations over to your team, and perform actions such as updating your CRM or Google Sheets.

To use Astra with Instagram, create an agent with Instagram selected as the channel and install it on the Instagram account connected to your Wati account. Each agent supports only one channel, so you need separate agents for WhatsApp and Instagram.

Instructions

Before you begin

Before setting up an Astra agent for Instagram, connect your Wati account to Astra. You only need to do this once. For instructions, see How to connect your Wati account to Astra.

You also need an Instagram account already connected to Wati. To verify this, go to Settings → Channels in your Wati account. If it isn’t connected yet, see How to connect your Instagram account to Wati.

Create a new Astra AI agent

1. Create a new agent

  • Log in to your Astra account and select Agents from the menu.

  • Under My agents, click + New agent.

2. Configure the agent

  • Select an agent role that matches your goal, such as support, sales, lead qualification, or booking.

  • Select Text agent and click on Use this template.

  • Enter a name for your AI agent and select Instagram as the channel type.

  • Enter your website URL to help Astra understand your business and generate initial instructions, if this option is available.

  • Click Set up your agent and wait for Astra to generate the agent.

3. Review and edit the agent’s instructions

Astra generates initial instructions based on the role you selected. Review them and make changes to define how the agent should respond to Instagram DMs.

You can describe changes in plain language, such as asking the agent to use a warmer greeting or provide billing guidance. Astra Vibe updates the instructions automatically.

Review the updated instructions and select Auto Approve or Approve Once and click Submit.

Click Publish this draft to publish the changes to the Astra agent instructions. You can also choose to keep it as a draft and leave the draft unchanged.

4. Add knowledge sources, variables, and actions

Go to Knowledge source to review the knowledge your Astra AI Agent is trained on. Astra AI Agent will automatically crawl your website and add all the pages as a source of knowledge under Website.

Click on Add Websitse if you want to add more web pages if you want Agent to train on specific knowledge. Additionally, you can also add documents or Q&A as knowledge sources to train your Astra AI Agent.

5. Test the agent

Save your changes before testing. Go to Build My Agent to test the agent with different customer questions and scenarios to check whether its responses follow your instructions and use the configured knowledge correctly.

Additionally, you can also use Astra's native evaluation feature to evaluate your newly created AI agent against hundreds of scenarios in one go.

Click Auto generate to generate the test cases automatically or if you already have a list of test cases you want to test, you can upload the CSV file.

6. Install the agent on Instagram

  • Go to Build My Agent and click Install agent to install your Astra AI Agent.

  • Review your connected Wati account and select the Instagram channel where you want to deploy the agent.

  • Click on Save and deploy to deploy the agent.

Important

  • Make sure the Instagram account is already connected to your Wati account.

  • Verify that the agent is configured to respond to Instagram DMs as expected.

Once installed, the agent can automatically respond to Instagram DMs 24/7.

Use an Astra AI agent for Instagram conversations

You can use an Astra AI agent to handle Instagram conversations in 2 ways:

  • Through an automation rule: Configure the rule to trigger an Astra AI agent when an Instagram DM matches the rule's conditions.

  • Through the Team Inbox: An operator can open a conversation in the Team Inbox and assign or reassign it to an Astra AI agent.

Add an Astra AI agent under Actions in an automation rule

To automatically start an Astra AI agent when a customer sends an Instagram direct message (DM), create an automation rule with New Instagram DM received as the trigger.

  • Go to Rules and create a new rule.

  • Select New Instagram DM received as the trigger.

  • (Optional) Add filters to target specific messages or audiences.

  • Under Actions, select Start Astra AI Agent.

  • Select the Astra AI agent you created for the Instagram channel.

  • Save the rule to activate the automation.

When an Instagram comment matches the rule's conditions, the rule triggers the selected Astra AI agent.

Assign a conversation to an Astra AI agent from the Team Inbox

An operator can also assign or reassign an existing Instagram conversation to an Astra AI agent directly from the Team Inbox.

  • Open the conversation in the Team Inbox.

  • Select the option to assign or reassign the conversation.

  • Choose the Astra AI agent you want to handle the conversation.

The selected Astra AI agent can then handle the conversation according to its configured instructions and knowledge.

What can an Astra agent do on Instagram?

An Astra agent for Instagram supports the following capabilities:

  • Reply to messages 24/7: Respond to Instagram DMs using its configured instructions and knowledge.

  • Save contact details: Save phone numbers and email addresses shared during conversations to the corresponding Wati contact.

  • Hand conversations over to your team: Hand conversations over to a teammate in the Wati inbox.

  • Run actions and integrations: Perform supported tasks.

Note: For Instagram conversations, Astra AI agents currently support 2 actions: handing over the conversation to a human agent and updating the contact's phone number in Wati. Make sure the Astra AI agent is configured for Instagram before using it.

Use separate agents for WhatsApp and Instagram

Each Astra agent runs on one channel. To automate conversations on both WhatsApp and Instagram, create a separate agent for each channel.

For example:

  • Create one Astra agent for WhatsApp.

  • Create another Astra agent for Instagram.

Configure each agent for its respective channel. You can use the relevant instructions, knowledge sources, variables, and actions for each agent.

Frequently Asked Questions (FAQs)

Setting up an Astra AI agent for Instagram

1. What do I need before setting up an Astra AI agent for Instagram?

You must connect your Wati account to Astra and ensure that your Instagram account is connected to Wati. You can verify the Instagram connection under Settings → Channels in Wati.

2. Can I use the same Astra AI agent for WhatsApp and Instagram?

No. Each Astra AI agent supports only one channel. To automate conversations on both WhatsApp and Instagram, create a separate agent for each channel and configure each agent for its respective channel.

3. What can an Astra AI agent do on Instagram?

An Astra AI agent can automatically respond to Instagram DMs 24/7 using its configured instructions and knowledge. It can save phone numbers and email addresses to the corresponding Wati contact, hand conversations over to a human teammate, and perform supported actions. For Instagram, the currently supported actions are handing over a conversation to a human agent and updating the contact's phone number in Wati.

Using Astra AI agents in Instagram conversations

4. How can I start an Astra AI agent automatically when a customer sends an Instagram DM?

Create an automation rule with New Instagram DM received as the trigger. Under Actions, select Start Astra AI Agent, choose the agent configured for Instagram, and save the rule. You can optionally add filters to target specific messages or audiences.

5. Can I assign an Instagram conversation to an Astra AI agent from the Team Inbox?

Yes. An operator can open an existing Instagram conversation in the Team Inbox, select the option to assign or reassign the conversation, and choose the Astra AI agent that should handle it. The selected agent handles the conversation according to its configured instructions and knowledge.

6. What actions does an Astra AI agent currently support for Instagram conversations?

For Instagram conversations, Astra AI agents currently support two actions: handing over a conversation to a human agent and updating the contact's phone number in Wati. The Astra AI agent must be configured for Instagram to use these actions.

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