Setup Guide

Up and running
in under 10 minutes.

Follow these simple steps to connect your Instagram, train your AI, and start converting DMs into revenue — automatically.

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Step 1

Connect Your Instagram

~1 minute

FloChat connects securely via the official Meta API — no passwords shared, no third-party access. You'll need an Instagram Business or Creator account linked to a Facebook Page.

1

Sign up or log in to your account

Head to FloChat and create your free account, or sign in if you already have one.

2

Click "Connect Instagram"

From your dashboard, click the Connect Instagram button. You'll be redirected to Meta's secure login page.

3

Authorise access

Select your Instagram Business account and grant FloChat permission to read and send DMs on your behalf. You can revoke access at any time.

Requirements

You need an Instagram Business or Creator account connected to a Facebook Page. Personal accounts are not supported by the Meta API.

Step 2

Train Your AI with Business Context

~5 minutes

This is where the magic happens. Tell FloChat about your business — your offer, your customers, your tone of voice, and how you want leads handled. The more context you give, the smarter your AI becomes.

Example Business Context

What does your business do?

I'm a wellness coach helping busy professionals reduce stress and improve energy through 1:1 coaching.

Who is your ideal customer?

Professionals aged 28–50, feeling burnt out, earning £50k+, open to investing in their health.

What's your offer and price?

8-week 1:1 coaching programme. £1,200 upfront or 3 × £450 instalments.

How should the AI qualify leads?

Ask about their main struggle, their goals, and whether they've tried coaching before. If they're a fit, send the Calendly link.

Your tone of voice

Warm, encouraging, professional. Never salesy. Use their name.

Pro tip

You can update your business context at any time. The AI will immediately apply your new instructions to future conversations. Think of it like briefing a new team member.

Step 3

Create Your Automations

~3 minutes

Automations are the rules that tell FloChat when to act and what to do. Each automation has a trigger (what starts it) and an action (what the AI does). Build as many as you need.

New follower DM

Automatically greet new followers with a warm, personalised message and qualify their interest.

Keyword trigger

Reply instantly when someone mentions specific words in a DM, like "price", "book", or "interested".

Follow-up sequence

Set a series of personalised messages to go out over days or weeks for cold leads.

Booking confirmation

After a meeting is booked, automatically send confirmation details and a reminder.

Recommended starter automations

Start with a New Follower greeting and a 3-day follow-up sequence. These two alone can dramatically increase your conversion rate.

Step 4

Launch & Monitor

You're live!

Toggle your automations on and watch FloChat go to work. Your dashboard gives you a live feed of all DM activity, reply rates, leads qualified, and meetings booked.

Live DM feed

See every message sent and received in real time.

Analytics

Track reply rates, conversions, and automation performance.

Pause anytime

Toggle any automation on or off instantly. You're always in control.

Get started — it's free

FAQ

Common questions.

Not at all. FloChat is designed for business owners, not developers. If you can use Instagram, you can use FloChat. Setup takes under 10 minutes with no technical knowledge required.

Your AI is trained to sound like you and reflect your brand voice. It has natural conversations and is indistinguishable from a human reply in most cases. You can always step in and reply manually at any time.

FloChat uses the official Meta Messaging API, which is fully compliant with Instagram's terms of service. We do not use bots, scrapers, or unofficial methods. Your account stays safe.

Yes. Calendly is optional. You can use any booking link, a custom form, a WhatsApp link, or just have the AI direct leads to your website. The automation is fully customisable.

Your AI handles off-script replies gracefully using its business context. For anything it cannot answer, you'll receive a notification and can jump into the conversation manually from your dashboard.

Absolutely. You can run multiple automations simultaneously — a welcome sequence, a follow-up sequence, and keyword triggers all running in parallel across different conversations.

FloChat offers a free tier so you can get started with no credit card required. Connect your Instagram and run your first automations for free.

Ready to automate your growth?

Start for free. No credit card required. Your first automation is just minutes away.