XCALLY section | Plugins → Instagram |
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Overview
XCALLY Motion enables you to integrate Instagram as a New Channel, using the Open Channel module, for Instagram Direct Messenger (DMs).
The Instagram plugin at the moment does not support Posts and Reels' comments or Stories' reply.
Customers can interact with your Agents, sending and receiving direct messages, from your Instagram Official Account.
Agents are able to receive the incoming messages on a special Instagram Queue and to reply from the XCALLY Motion standard GUI.
To make the Integration work, you need to configure your Sinch Account, associated to your Instagram Account, and your XCALLY Motion.
Requirements
The Motion instance must have a public address accessible via HTTPS. For security reasons we strongly recommend to use a Reverse Proxy.
XCALLY Motion version 3.1.3 or higher
Access to a Sinch Account
Access to a Facebook Account
Access to an Instagram Account
Instagram Account Configuration
XCALLY Motion allows you to send and receive messages globally over Instagram Messenger using the Sinch Conversation API.
Follow these below steps to make the proper configuration under Sinch, Facebook and Instagram accounts.
sinch
Access or create a Sinch Account https://dashboard.sinch.com/login
From the Conversation API Menu, select Overview and create a new app
Save the app ID. This will be required later during the Instagram plugin configuration.
Access or create a Facebook Account https://www.facebook.com/login/
Create a new Facebook page
Access or create an Instagram Account https://www.instagram.com/accounts/login/
From Instagram Settings, connect the Instagram Account to the Facebook Account through the Meta Accounts Center
From Instagram Settings, switch to professional account
Log in to Facebook
From Pages section, choose the Page created before and enable the sync between Facebook and Instagram Accounts
sinch
Log in to Sinch
Open Apps section and create your App. As Processing Mode, select Conversation mode
In Set up channels, choose Instagram and click on set up channel. Agree the Terms of Service and continue
Click on Log in With Facebook and agree the Terms of Service (wait for the Active green check icon)
sinch
Go to Webhooks section and Add a new Webhook
Fill the popup form:
Target Type: Choose HTTP
Target URL: https://[YOUR PUBLIC DOMAIN]/api/plugins/webhook?port=3900&path=/webhook
The URL must be HTTPS. Save the generated Webhook. This will be required later during the Instagram plugin configuration.
Secret token: Insert a secret token. Save the Secret Token. This will be required later during the Instagram plugin configuration.
Triggers: please check if all the triggers in the image are selected
(At the moment OAuth2 authentication is not supported)
Click CREATE to save webhook settings.
To generate an API Key, go to the SINCH Profile
From the Access Keys section, save the Project ID. This will be required later during the Instagram plugin configuration.
Create a New Key, using api_key as dispaly name. Then click on Confirm.
Save the Key ID and Key Secret. They will be required later during the Instagram plugin configuration.
Confirm to Save the Keys.
XCALLY Configuration
This section explains how to install and configure the XCALLY Motion Instagram Plugin interface, allowing your agents to interact with Instagram users.
To perform this configuration, you must log in to XCALLY Motion as an Admin.
1. Setup Instagram Account
Access the Open Channel Accounts section, under Open Channel menu
Create a new Open Channel Account clicking on the plus blue button
Fill the below fields:
Name: choose a name for your Instagram Account
Key: enter a specif key (it must different for each channel)
Reply URL: http://localhost:3900/send-message . This URL is going to be used by Open Channel to answer to the interactions.
List: Choose the List where the new contacts will be saved in the Contacts Manager. If a contact is already present in the List, the new interaction will be associated and reported in the Customer Journey.
Description: (Optional) Describe to which bot the channel is associate.
Find the Instagram Account, that you have just created, in the list of Openchannel Accounts
Click on the three dots button next to the Instagram account and select Edit Open Channel account.
Check the information and complete the Instagram Account configuration.
On the top of the screen, you can see the ID Account (the number that follows the # ).
Save the ID Account Openchannel. This will be required later during the Instagram plugin configuration.
2. Setup Instagram Queue
To enable agents to receive notifications from the Instagram account and manage interactions, you must configure a specific Queue.
Create a new Open Channel Queue for Instagram.
Add agents or teams to the Instagram Queue.
Associate the Instagram Queue with the corresponding Instagram Account.
Please refer to the Open Channel Queues documentation.
3. Generate API Key
Plugins, such as Instagram, are connected to XCALLY Motion using an API Key.
To generate the API Key:
Go to the Staff section
Open the Users section
Select the account of interest and press on the three dots button to Edit it.
Click on the API Key Manager Icon:
Generate the API KEY. If the API KEY has been already generated, you just need to copy it.
Copy the API Key. This will be required later during the Instagram plugin configuration.
4. Upload the Plugin to XCALLY
XCALLY Motion does not support two or more identical plugins, concurrently active. For more information, please contact us via Support Portal.
Follow the below steps to upload a new plugin:
Download the Instagram Plugin zip file: https://repository.xenialab.com/repository/plugins/instagram-plugin/instagram-plugin-v1.1.0.zip
Open the App Zone section → Plugins
Upload the Instagram Plugin clicking the plus button, choosing the zip file and clicking on Confirm
After the upload, you will find the plugin in the list of the uploaded App Zone Plugins
To Install the plugin, click on the three dots button next to the plugin and click Install plugin
Click on the three dots button next to the plugin and click Edit plugin.
In the Sidebar field, select how and to whom this integration should be displayed in the menu. (default value: Admin Only)
5. Setup the Plugin
To configure the Plugin for Instagram:
Access the Plugins section and select Instagram Openchannel.
Fill and check the fields:
Webhook (XCALLY Motion Omnichannel): <http://localhost:9000/api/openchannel/accounts/<OPENCHANNEL_ID>/notify>, where the 'OPENCHANNEL_ID' is the Openchannel Account ID previously saved.
API Key (Admin): Insert the API Key previously saved
Port: Plugin port (choose a different port for each plugin)
URL (public) XCALLY Motion: Enter the public HTTPS XCALLY Motion URL
Proxy token: If necessary, insert the proxy token.
After the changes, remember to Restart the Plugin:
Go to the App Zone section
Find the Instagram plugin and click on the three dots button next to the plugin
Choose the Restart plugin command.
The Instagram Integration is ready to be used!
Debugging and Troubleshooting
If you experience issues with the plugin, please check the below scenarios:
Log files are saved in the following locations:
error logs only:
/var/log/xcally/instagram-plugin-plugin.error.pm2.logerror and info logs:
/var/log/xcally/instagram-plugin-plugin.pm2.log
Attach log files in support request ticket in order to have a faster solution.