FreeNew 20-minute training: watch an AI receptionist answer a real call and book the job.Watch free →

Playbook · Set up an AI chat assistant for Instagram, Facebook and texts

Turn Instagram and Facebook DMs into booked appointments

An AI assistant that answers DMs, website chat and texts in seconds, qualifies the lead and books the appointment.

Show me howHave us build it

New to LeadDragon? Get the platform and a team for $97/month →

Works withFacebookInstagram

Someone comments “info” on your post at 10pm. By the time you reply the next afternoon, they've booked with whoever answered first.

An AI assistant replies in seconds on Instagram, Facebook, website chat and text. It answers questions, qualifies the lead and books the appointment while you're busy or asleep.

What you'll have

  • Instant replies on Instagram, Facebook, website chat and SMS
  • Answers based on your real services, prices and FAQs
  • Appointments booked straight onto your calendar
  • A clean handoff to your team when a person should take over

Have these ready

  • Your Facebook page and Instagram business account
  • Your services, prices and top 10 questions written down
  • A calendar set up for bookings

Do it yourself · Intermediate · About 2 hours

Here's exactly how.

  1. 1

    Connect your channels

    In Settings, open Integrations and connect your Facebook page and Instagram business account. SMS works once your texting registration is approved.

  2. 2

    Create the assistant

    In AI Agents, open Conversation AI and create a bot. Give it a name, your business details and the tone you want: friendly, short, no pressure.

  3. 3

    Teach it your business

    Add your services, prices, hours, service area and your top questions with answers. Point it at your website so it can pull details from there.

  4. 4

    Choose which channels it answers

    Turn it on for Instagram, Facebook, website chat and SMS. Start with one channel if you want to watch it closely first.

  5. 5

    Let it book

    Connect your calendar so it can offer real open times and book the appointment inside the conversation.

  6. 6

    Set the handoff rules

    Decide when it stops and alerts your team: angry customers, pricing exceptions, anything it isn't sure about.

  7. 7

    Test it like a customer

    Message your own page from a personal account. Ask easy questions, hard ones and off-topic ones. Tighten its instructions after each test.

Tips from our team

  • Start in suggest mode, where it drafts replies for your team to approve, then switch to automatic once you trust it.
  • Keep answers short. Two sentences and a question beats a paragraph.
  • Review conversations weekly and add any new questions to its knowledge.

Stuck on a step? Bring it to weekly office hours or ask in 24/7 live chat. That's what they're for.

Do it yourself, or hand it off.

Not on LeadDragon yet?

Get the platform and a team for $97/month.

Same HighLevel software you'd buy direct, plus a 1-hour onboarding call, weekly office hours and 24/7 live chat. Month to month, 30-day money-back guarantee.

Create your accountSee pricing

Rather not build it yourself?

Our team can set it up for you.

Funnels, websites, automations, texting, AI chat and AI Voice. Book a call, tell us what you need, and we'll scope it with you.

Book a build callDone-for-you services

Next playbooks

Start answering every lead this month.

$97/month with a 1-hour onboarding call and a team on call after. Prefer to talk it through first? Book a demo.

Create your accountBook a demo

Month to month. 30-day money-back guarantee.