Connecting Instagram is the step that lets your Cloziq AI sales agent read and reply to your DMs and comments. It is the one thing that makes everything else work, so it is worth doing first. Each connected account is called a channel.
Before you start
You need an Instagram professional account, which is Instagram's term for Business and Creator accounts alike. If your account is currently a Personal account, switch it in the Instagram app first; Cloziq cannot connect a personal account, and it will tell you if yours needs converting. If you are choosing between the two professional types, Business is the safer pick. For the full details and the reason behind it, see What kind of Instagram account you need.
Connect your Instagram
[SCREENSHOT: the Connect step showing the "Connect to Instagram" button]
- On the Connect screen (it shows during setup, and you can also reach it later from Manage Workspace), click Connect to Instagram.
- A Meta login window opens. Log in to the Instagram account you want to use and approve the permissions Cloziq asks for.
- When it finishes, you are sent back to your dashboard with a confirmation that your channel is connected.
That is all you need to start running conversations on Instagram.
A small convenience on your first connection: Cloziq borrows that account's profile picture for your account photo and your business logo, so your download pages and delivery emails look like you from day one instead of showing a placeholder. It only ever does this once, and anything you set yourself in Settings always wins. Change either in Settings → Profile or Settings → Business Identity.
What you're approving
The permissions you grant let Cloziq do exactly three things on your behalf: read and reply to your DMs, read and reply to comments on your posts, and read your basic account insights. It cannot post to your feed, create stories, or change your profile. For more, see How Cloziq connects to Instagram.
If it doesn't connect
The most common reason a connection fails is that the account is still a personal account, or a permission was skipped during the Meta login. Switch to a professional account if needed, and approve every permission when you try again. The full troubleshooter is in Why isn't my Instagram account connecting?.
Tips
- One Cloziq workspace can hold more than one channel. You can add other Instagram accounts later from Manage Workspace. See Connect and switch between Instagram accounts.
- If a connection ever drops, you reconnect from the same place, and your agents, offers, and contacts stay exactly as they were.