Turn followers into leads
“Hi, I love your post and business . . . How do I learn more?”
“Hey, sent a message two days ago, I’m interested in your business . . . Is anyone there?”
“Hi, leaving my last DM. I like your products but no one’s responded to me 👎. If this is the experience people have when contacting you, I’m sorry, I can’t tell my followers about you 🫤.”
This customer experience should never happen. But whether it’s because of a busy schedule or a lack of resources, unfortunately all too often small businesses and entrepreneurs on social media can’t keep up with customer outreach and support.
We’re happy to announce a solution. Meet the latest addition to our AI Agents offering: Instagram Agent, your always-on social media superstar that responds to every DM and comment.
Introducing the Jotform Instagram Agent
What it is: The Instagram Agent is an AI-powered, automated DM (direct message), comment, and story reply assistant — built directly inside Jotform. The Instagram Agent empowers your teams to maintain engagement with followers 24-7, boosting engagement and driving more leads, donors, and customers.
The Instagram Agent empowers organizations to
- Automate on-brand replies that address FAQs like product availability and pricing, locations and hours, or services and events
- Improve customer engagement by providing fast, consistent responses that are on brand and in the same language as whoever is DMing your account
- Free up teams to focus on mission-critical, strategic efforts, from major marketing campaigns to optimizing operations and customer success
What makes the Instagram Agent different: The Instagram Agent has a superpower: It integrates with other Jotform tools to automate more than just replies. Send relevant links or forms, book appointments, connect with integrations . . . the message is just the beginning.
The problem it solves
Customers’ attention span has shrunk, while the ways they can interact with you have grown exponentially. Your brand has to be ready 24-7 to meet the engagement needs of new and existing customers.
Identifying opportunities in a sea of innocuous comments presents a communications challenge for companies, nonprofits, educational institutions, and public agencies alike. Fortunately, the Instagram Agent helps you keep up with the demanding pace of social media and manage messages, all from the Jotform Enterprise platform.
We’re excited to deliver a solution that helps you scale your responses on social media in a compliant way (no spam, no bans). You’ll improve engagement and gain potential leads while freeing your workflow to be more flexible across your business automations.
Positive business impact
You’ll be happy to know that if you’ve already set up an AI Agent, you can extend the capabilities of that agent — using the same knowledge base, customized style, and actions/triggers — to Instagram. Instagram is another channel within our agent ecosystem that helps you cover more ground and provide the best service to your customers and communities.
Plus, all agent communication is tracked and listed on the agent’s Conversations page, giving you full visibility to review and manage your messages. You can analyze messages for trends to help gain a new perspective on your target audience’s needs.
Influencers and brands can manage day-to-day interactions without straining their team or dedicated social media assistant. Instead, teams can use the Instagram Agent as an automation tool, saving your organization time and money, while driving positive business outcomes.
How it works in 4 simple steps
1. Enable AI Agents
The first step is to enable AI Agents from the Admin Console and toggle on the Instagram Agent option. Note that you need to be an Admin on your Jotform Enterprise instance to do this.
2. Connect your Instagram
If you have an existing agent that’s already trained with your brand or organization’s knowledge, or if this is your first agent with Jotform Enterprise, you can add Instagram Agent capability simply by connecting your Instagram account in the Build or Publish page of the AI Agent Builder.
When you click the Log in with Instagram button in the Publish page of the AI Agent Builder, you’ll be prompted to allow Jotform access. Be sure to allow access to both messages and comments.
Did you know
Connecting your social account to Jotform is a safe and secure process. Data security is a top priority, backed by measures to ensure your information remains safe, confidential, and compliant with global standards. Learn more.
3. Auto-train your agent
The next step is your agent’s training. And the good news is this happens on its own!
By default, the Instagram Agent will train itself on your Instagram bio and posts. Your agent also reviews your previously sent DMs to understand the tone and style of your messages.
The more your agent learns, the better it will adapt to your style and tone.
The agent will take a few minutes to get up to speed on your account.
And voilà! Your Instagram Agent is now set up and ready to begin helping you respond to DMs, comments, and mentions.
4. Reply automatically
Once setup is complete, you can choose what your Instagram Agent responds to. You have several options: Your agent can instantly answer DMs, story replies, post comments, and story mentions, no matter what time of day or night. Simply toggle on the abilities you want. As a result, anyone who shows an interest in your brand will feel seen.
Key features
Full coverage engagement
Whether you want to automate replies to DMs, comments, story replies, or story mentions, you have full control over what your Instagram Agent responds to, keeping conversations alive and engaging.
To access the agent abilities features, open the Publish page of the AI Agent Builder and choose Instagram Agent from the sidebar. Alternatively, in the Build page, choose Instagram from the Channels sidebar, then click the gear icon to open the Instagram Settings panel and click the Abilities tab.
In both the Build and Publish pages of the AI Agent Builder, you can select which reply capabilities to enable for your agent. For instance, if your account is heavy on stories but you’re less interested in comments on infrequent posts, you can toggle on the reply options for DMs, story replies, and mentions, but leave the comments reply feature disabled.
Response intelligence and flexibility
We’ve talked about the “what,” so now let’s get into the “how.” The Instagram Agent gives you the flexibility to guide the kind of responses you want your social assistant to write.
Each agent ability lets you set conditions on how your agent replies. In the Build page, in the Abilities tab of the Instagram Settings panel, click the gear icon next to a reply option to configure settings. In the Instagram Agent window of the Publish page, click the gear icon next to a reply option to configure settings.
For example, if you’re a clothing retailer and want your agent to respond to DMs related to merchandise or order questions, you can set it to reply only when certain keywords are included.
First, click the gear icon by Reply to DMs. Then, in the Set Up Agent Reply section, click DMs with keywords, and enter your desired keywords in the field. When you’re done, click Save.
Advanced customizable settings also let you ensure your agent will only respond to users with certain follower thresholds or within the time windows that you set.
In the Reply to Comments options, you can also elect to have your agent reply with a DM or a comment. You can specify exactly what it says in the DM, or have it answer using the Knowledge Base associated with your agent.
By leveraging the agent’s Knowledge Base in its replies, you can set additional automations in motion, which we’ll get into shortly.
For those with a multilingual audience, your agent will always respond intelligently by auto-detecting the language of messages and replying in that language.
Smart control and safety
You control whether you’d like to pause, edit, or take over any conversation your agent is involved with. To pause your agent, in the Instagram Agent window of the Publish page, click the three-dot icon in the Connected Account section. In the menu that opens, simply click Pause to temporarily pause your agent from replying. You can open this menu again and click Resume to have your agent begin auto-replying again.
You can monitor your Instagram conversations in real time in the Conversations page. In the Agent Summary section of the Instagram Agent window, just click View Conversations.
When a conversation gets to the point where you’d like to intervene, simply click the Take Over button so you can run with the ball your agent is handing off!
On the safety front, rest assured that your Instagram Agent is fully API-compliant and rate-limit safe according to Instagram’s user guidelines. So your agent is free to respond to users without you needing to worry about violating any terms.
Fully loaded automation
With a few clicks you can add automatic actions that your Instagram Agent will take under certain circumstances, bringing your workflow automations to another level!
In the AI Agent Builder, open the Train page and choose Actions from the sidebar. This window lets you choose which channel your agent performs specific actions in (the Channels dropdown), what circumstances of a user conversation prompt the action (the When dropdown), and what the action actually is (the Do dropdown).
Say you get a DM from a customer who has feedback about an item, and you’d like to send them a feedback form to fill out. Here’s how you’d set that up:
- In the Channels dropdown, make sure Instagram is checked.
- In the When dropdown, click User talks about. An About field will appear. Enter “Feedback on a product” or a similar phrase.
- In the Do dropdown, click Fill form. A Form dropdown will appear. Select your feedback form.
- Click Save.
And that’s it.
Once this action is set up, if one of my customers expresses (hopefully) positive sentiment about a product, then my agent will gently guide them to fill out a customer feedback form in a natural and organic way.
Triggering automations like these through Instagram means converting simple messages and comments into actionable customer follow-up and creating a powerful, always-on ally for your business.
Gathering prospective or existing customer data with Jotform Enterprise lets you easily organize, manage, and analyze it.
And forms are just the start. You can also use Tools in the AI Agent Builder to book appointments, extend your workflow with third-party integrations, share videos to showcase products or tutorials, and more.
Who is the Instagram Agent For?
Instagram boasts two billion monthly active users, and 61 percent of social users leverage Instagram when shopping for products. If your organization has yet to build a presence, there’s likely an untapped audience waiting to be engaged.
If you’re already on Instagram and receiving a steady stream of messages or comments, the Instagram Agent can be a great asset to your team. Here’s a quick snapshot of organizations that might benefit most and how.
| Business Type | Instagram Agent Features | Uses |
|---|---|---|
| E-commerce | Conditional logic for DM replies, automatic replies to comments, forms for feedback and waitlists | Instantly send promo codes or feedback forms based on DM content |
| Travel and tourism | Multilingual DM replies, comment replies with links, forms for collaborations, emojis for story reactions | Reply in fans’ native languages, auto-send gear list or location blog link, route brand requests to a form |
| Restaurant and catering | Auto-FAQ replies, menu sharing, DM and comment replies with order links | Send pricing/menu instantly, link order form in DMs and post comments, answer availability and delivery questions automatically |
| Social media consultant | Multi-agent management, response time window logic, reservation form integration | Each client gets its own agent; after-hours messages still capture leads |
| Schools and universities | Multilingual replies, appointment form integration, automated FAQs | Reply in the user’s native language; applicants can schedule visits via a form sent in a DM or shop spiritwear via post comment replies |
| Health and wellness | Forms for new patient intake, auto FAQ replies, appointment scheduling | DMs trigger automated links to services or intake forms; comments promote special offers and services |
| Nonprofit coordinator | Volunteer sign-up forms, donation link sharing, multilingual support | Reply instantly with sign-up forms, share donation links, answer FAQs about events in multiple languages |
The Instagram Agent sets you apart
The Instagram Agent is easy to use, simple to set up, and conversational; it’s flexible and not limited to rigid templates. It sets you apart by going beyond typical unhelpful auto-replies to deliver context-aware, friendly responses — something most tools don’t offer natively.
Not only does the agent provide a higher level of value by saving you time, growing your engagement, and improving your response quality, but it’s also integrated directly into Jotform, meaning you can manage content, conversations, and performance from one platform.
The solution’s strength is not only in its ability to answer DMs and comments, but in its ability to trigger business outcomes that positively impact your bottom line.
You can make your Instagram Agent live in about five minutes, and it instantly (pardon the pun) gives you multichannel reach. You can use your agent across multiple platforms — Instagram, Gmail, chatbot embeds in websites, voice support, and more.
The Instagram Agent is free to try out with some use limits. Thousands of conversations are available on certain plans, and unlimited conversations are available on our Enterprise plan.
Turn your Instagram DMs into leads today.
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