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Instagram OS

Buildernaut avatar
Written by Buildernaut
Updated over 2 weeks ago

Integrate Instagram with OS so you can automate DMs, capture leads, and grow your audience.

Your Instagram inbox is your new sales funnel. With the right DM system:

  • Every comment, story reply, or DM becomes a captured lead.

  • Messages auto-fire with links, offers, and follow-ups.

  • You save hours, while your pipeline fills itself.

🖥️ Connect Instagram to OS

✅ Before You Connect

Make sure the following are set up correctly:

🔗 How to Connect Instagram to OS

  1. In your OS dashboard, go to Settings > Integrations

  2. Click Connect Instagram

  3. Follow the Meta login prompts

    → Log into Facebook (if asked)

    → Accept all requested permissions

    → Ensure your Instagram is linked to the correct Facebook Page

  4. Choose your Facebook Page(s) and click Update

  5. Click Connect Facebook & Instagram to finalize

💡 Once connected, the Facebook + Instagram icons will light up in your OS dashboard. This means your accounts are synced and ready for automated DMs, lead capture, and tracking.

⚡️ Set Up Your IG Comments & DM’s WorkflOS

Steps:

  1. Go to Automations → IG Comments & DMs Template → Clone it!

  2. Pick trigger type(s):

    • Comment on Post

    • Customer Reply DM with CTA keyword

  3. Add your desired Call To Action (CTA) - you can add unlimited CTAs

  4. Update actions: send DM, tag contact, update pipeline stage.

  5. Publish & test from your IG account.

💬 Write Engaging DMs with GPTOS

  1. Write a 3-part DM sequence:

    1. First auto-reply (deliver value or freebie).

    2. Bump-up message within 24 hours if no action taken.

    3. Final CTA (book call, download guide, join challenge).

  2. Save messages inside OS → Messaging → Snippets/Templates.

  3. Keep it short, clear, and aligned with your brand voice.

💡 Want to capture more leads? Include DMs to capture Name, Email & Phone Number. The IG Workflow will create a contact for you!

Example:

Smart move! 🔥 Love it.

Want me to send you access?

Tap below to get instant access 👇

(Must be on mobile to view 📲)

🎨 Create Your Link in Bio (LinkOS)

Steps:

Follow our full Page Building Checklist to create your LinkOS

  1. Go to Sites → Funnel Builder → Templates → LinkOS

  2. Clone a premium template

  3. Add your DM CTA & Offer Links (Booking Page, Freebie, Ebook).

  4. Publish live & Add to Your IG Link in Bio

🎥 Publish Content with the Social Planner

Steps

Follow our full Social Planner Checklist

  1. Open Social Planner in OS.

  2. Schedule 7+ days of posts with CTA keywords (“Comment START for my script”), using the bulk upload Social Planner Template

  3. Publish your Content

Use this Social Planner Posting Template: OS Social Planner Template

Examples

⚙️ Recommended Instagram Settings

To ensure delivery, we strongly suggest updating these settings in the Instagram app:
​

Turn OFF FAQs

  • Profile > Settings > Business tools and controls > Frequently Asked Questions OFF

NOTE - In order to toggle off FAQs, you may first need to add an FAQ. In this case - create a Test FAQ and then toggle the setting as off.

Turn ON Story Replies

  • Profile > Settings > Messages and Story Replies > Story Replies > ‘Allow from Everyone’

Turn ON DMs from Anyone

  • Profile > Settings > Messages and Story Replies > Message Controls > ‘Message Requests’

📚 Resources

  • Demo Video (Insert OS training link)

  • Prebuilt DM Templates (CSV/Notion link)

  • Link In Bio Template (Canva/OS template link)

🗯️ Case Study

“After setting this up, we booked 15 calls in a week—without replying manually. Every comment was a captured lead.”

💡 Pro Tips

  • Keep all follow-ups inside the 24-hour DM rule.

  • Always stack your DM triggers with content (stories + posts).

  • Use buttons inside DMs to qualify leads (“Book Call”, “Learn More”).

📌 Related Articles

  • How to Integrate Your Facebook and Instagram

  • IG Comments & DMs Automation

  • Social Planner </aside>

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