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Instagram

Lead generation

From Instagram DM to qualified lead

Each new person who messages your account is filed as a lead. The agent answers, qualifies and gathers the contact details your team needs to follow up.

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AI agent

Online

Customer

hi! saw your reel about the 8-week programme, how does it work?

AI agent

Hi! 👋 The 8-week programme combines three home workouts a week with a weekly video check-in with a coach, for €249. What's your main goal — strength, weight loss or getting back into sport?

Customer

getting back into it after my second baby

AI agent

That's exactly what the postnatal track is for, with exercises adapted to recovery. Would you like a free 15-minute call with a coach? Leave me your email or phone number and the team will get in touch.

AI agent

Thanks Claire! I've noted it. A coach will email you within 24 hours to schedule the call.

A coaching enquiry after a reel

Followers who write are prospects

Coaches, studios, salons, agencies and creators get their best enquiries by DM: someone saw a reel, liked the result and asks "how does it work?". Those conversations are easy to lose among likes and reactions. AI SmartTalk files each new person who messages your account as a lead in its CRM, with the conversation, and notifies your team.

The agent answers the question first, then qualifies: your SmartForm questions are asked one at a time — goal, budget, availability — and the follower types the answers. Because Instagram does not share a phone number or email, the agent asks for one when it matters; the details are recorded on the lead, and if they match a contact you already know, the CRM suggests linking the files. A SmartFlow workflow can forward each new lead to your own tools.

What the agent does

  • Automatic lead files

    A new person who sends a DM becomes a lead in the AI SmartTalk CRM, with a notification for your team and a lead.captured event for your workflows.

  • Qualifying questions in the DM

    SmartForm asks your questions one by one, with branching and optional scoring, in the tone you set for the agent.

  • Collects contact details

    Emails and phone numbers the follower writes are recorded on the lead, so your team can reach them outside Instagram.

  • No duplicates across channels

    A declared email or number that matches an existing contact is suggested as a link, so someone who also wrote on WhatsApp keeps a single file.

  • Your team takes the warm leads

    When the follower is ready to book or buy, the agent hands the DM to your team, who reply from the inbox.

Set it up

  1. 1

    Prepare the account

    Use an Instagram business account linked to a Facebook Page and turn on "Allow access to messages" in Settings → Messages → Connected tools.

  2. 2

    Connect Instagram

    Open Integrations → Instagram in AI SmartTalk, log in with Facebook and select the account.

  3. 3

    Write your qualification form

    Create a SmartForm with your questions, attach it to a workflow, and tell the agent when to ask for an email or phone number.

  4. 4

    Invite DMs

    Ask followers to send a DM in your captions, stories and bio; each conversation that starts becomes a lead the agent can qualify.

Read the full setup guide

Honest limits

What it does not do

Only direct messages create leads: people who comment, like or mention you in a story are not captured. Instagram does not share a follower's email or phone number, so a lead has contact details only if the follower types them, and those details are not verified. AI SmartTalk does not send follow-up DMs after Instagram's 24-hour window and does not run DM campaigns.

Frequently asked questions

Does it start conversations with people who comment?

No. AI SmartTalk answers DMs that people send you; it does not reply to comments or send the first message.

Where do the leads go?

Into the AI SmartTalk CRM with the conversation. A SmartFlow workflow on lead.captured can send them to a webhook, an n8n scenario or another CRM.

Can I use it with ads that open a DM?

Yes. A conversation started from an ad arrives as a normal DM, is answered by the agent and filed as a lead.

How much does it cost?

The CRM, SmartForm and SmartFlow are included in AI SmartTalk plans from €9.90 per month, with a 30-day free trial.

Sources

  1. [1]AI SmartTalk Instagram documentation
  2. [2]Meta — Messenger Platform policy overview

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Everything the agent does on Instagram

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