Instagram Business Workflow

Connect Instagram conversations to the way your business works.

From official Instagram connection to a lead list your team can act on.

JadiAi connects approved business knowledge, customer conversations, lead forms and sales handoff in one operating flow—without claiming unsupported third-party integrations.

Instagram Business account linked to a Facebook Page required. No credit card to start.

Connected workflow
Instagram
Knowledge
Lead forms
Sales team
CSV export
One conversation moves from question to qualified handoff.
Official Instagram connection
Shared lead workflow
Exportable lead data
What it does

A connected workflow built around the customer conversation.

Each supported connection has a clear job: bring in trusted information, organize buyer intent, or help a person take over.

01

Official Instagram connection

Connect an eligible Instagram Business account linked to a Facebook Page through the guided official flow.

02

Business knowledge sources

Use saved business details and supported lookup sources so answers draw from information you control.

03

Public lead forms

Create branded forms with configurable fields and QR access to collect leads outside a DM.

04

Sales-rep access

Give sales representatives their own access to the leads assigned for follow-up.

05

Downloadable lead list

Filter lead records and download them as a CSV when your team needs a portable working file.

06

Manual takeover

Pause the assistant on a conversation when a person needs to step in from the shared inbox.

The journey

From Instagram activity to a handled conversation.

  1. 01Connect

    Instagram enters the flow

    Use the official connection for an eligible Business account and linked Facebook Page.

  2. 02Ground

    Approved facts guide replies

    Your saved knowledge and configured sources provide the answers the assistant can use.

  3. 03Capture

    Buyer intent becomes a lead

    Name, phone, interest and conversation summary can be organized for follow-up.

  4. 04Handoff

    Your team takes action

    Sales access, inbox takeover, public forms and CSV export support the next human step.

Control stays with your team.

  • Official Instagram connection
  • Human takeover remains available
  • Data stays inside supported workflows

Ready when you are

Create the path from Instagram question to team follow-up.

Start your account, connect your Instagram Business account, and configure the workflow your team will actually use.

30 free credits · No credit card to start · Prepaid credits, no auto-renewal