Instagram Actions

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Send Message

Sends an Instagram Direct message to the contact in the current chat. You can add optional quick-reply buttons and choose to wait for a reply, with optional timeout and saving the reply to a variable or attribute. Use this for replies in Instagram DMs, follow-ups after a comment, or guided choices.

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Fields

• Channel (required): Select the Instagram channel to send from.
• Body (required): The message text. You can use workflow variables and contact attributes.
• Quick replies (optional): Add quick-reply buttons the contact can tap.
• Reply timeout (optional): Duration after which the automation continues if the contact doesn’t reply.
• Wait for reply (optional): When enabled, the automation pauses until the contact replies.
• Save text reply to (optional): Save the contact’s text reply to a variable or attribute.
• Save file reply to (optional): Save the contact’s file reply to a variable.

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Use cases

• Reply in the current chat: Use the action to send a text message in the Instagram DM (e.g. after a trigger or another action). The body can use variables and attributes; add quick replies if you want the contact to tap a choice.
• Ask and branch on the reply: Use “Wait for reply” and “Save text reply to”, then add a Condition or AI action to branch the automation (e.g. qualification, routing) based on what the contact replied or tapped.
• Confirm or follow up after another action: After another step (e.g. New Instagram comment flow, Set attribute), use Send Message to confirm or ask a follow-up question in the DM.

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Send Media

Sends an Instagram Direct message with a media attachment (image, video, or document). You upload a file or paste a URL. You can optionally wait for a reply, set a reply timeout, and save the contact’s reply to a variable or attribute. Use this to send images, videos, or documents in Instagram DMs from an automation.

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Fields

• Channel (required): Select the Instagram channel to send from.
• Media (required): Choose image, video, or document and upload a file or paste a URL.
• Reply timeout (optional): Duration after which the automation continues if the contact doesn’t reply.
• Wait for reply (optional): When enabled, the automation pauses until the contact replies.
• Save text reply to (optional): Save the contact’s text reply to a variable or attribute.
• Save file reply to (optional): Save the contact’s file reply to a variable.

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Use cases

• Share a visual or file in the DM: Use the action to send an image, video, or document in the Instagram chat (e.g. after inviting a commenter into DMs, or as part of a product or support flow).
• Ask and branch after sending media: Use “Wait for reply” and “Save text reply to” so the next steps (e.g. Condition, Assign) can use the contact’s response to the media you sent.
• Follow up a comment with media: In an automation triggered by “New Instagram comment”, use Send Media to deliver a visual or document in the DM (e.g. brochure, link to reel).

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Send Buttons

Sends an Instagram Direct message with interactive buttons. You set the body text and add one or more buttons; you can optionally wait for a reply, set a reply timeout, and save the contact’s reply to a variable or attribute. Use this to present clear choices (e.g. “Book now”, “More info”) in Instagram DMs.

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Fields

• Channel (required): Select the Instagram channel to send from.
• Body (required): The message text. You can use workflow variables and contact attributes.
• Buttons (required): Add one or more buttons. Each button has a label and type (e.g. postback, URL).
• Reply timeout (optional): Duration after which the automation continues if the contact doesn’t tap a button or reply.
• Wait for reply (optional): When enabled, the automation pauses until the contact taps a button or sends a message.
• Save text reply to (optional): Save the contact’s reply (button tap or text) to a variable or attribute.
• Save file reply to (optional): Save the contact’s file reply to a variable.

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Use cases

• Present clear choices in the DM: Use the action to send a message with buttons (e.g. “Book now”, “More info”, “Talk to sales”) so the contact can tap a choice; use “Save text reply to” to branch the automation on their selection.
• Confirm or collect consent: After another step (e.g. AI, Set attribute), send a message with “Confirm” and “Cancel” (or similar) and branch the flow based on which button the contact taps.
• Store the choice on the contact: Save the button label or reply to a contact attribute so you can use it later in the same automation or in campaigns and views.