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An AI booking assistant for Instagram DMs — that hands the booking to your team

6 min readFor the workspace owner and adminsUpdated

On this page
  1. Before you start
  2. 1. Teach it your offer
  3. 2. Turn it on for Instagram
  4. 3. Hand the booking to a person
  5. Live availability from your own system
  6. What to know

In short

The AI answers Instagram DMs from what you teach it — prices, rooms or services, what’s included, how to book. When a question needs a person, it says your team will confirm and hands the conversation over. It does not write bookings into a calendar by itself: a person on your team confirms the booking.

Before you start

  • A paid package — Starter, Growth or Pro — or the free trial. Free has no AI.
  • An Instagram professional account connected in Channels — Connect Instagram.
  • Your website, price list or the facts you want it to use.

1. Teach it your offer

In AI › Libraries, add your website and your documents: prices, what’s included, check-in times, the cancellation policy, how to book. The AI answers only from this — Teach the AI with libraries.

2. Turn it on for Instagram

  1. Open AI › Channels

    Find your Instagram account and choose the library it reads.

  2. Choose how it works

    Suggests — it writes a reply in the Inbox and your team sends it. Replies — it answers by itself and hands over when it isn’t sure.

  3. Test it

    In the Test tab, ask what a customer would ask. Nothing is sent to anyone.

3. Hand the booking to a person

  1. Build the steps

    In Automation, press New automation, pick A new customer writes, then Several steps.

  2. AI answers

    Add + AI answers: it answers from your libraries, in the customer’s language. If it has nothing to say, the next step runs.

  3. Hand to the team

    Add + Hand to the team and choose a person or the whole team. The automation ends there: once a person owns the conversation, nothing automated replies underneath them.

Two panels: AI › Channels with the Seaside Villa row for Instagram and Messenger set to Replies, and a new automation in Several steps — 1. AI answers, 2. Hand to the team — with the live preview of the Instagram chat ending in Handed to the team.
Replies on Instagram, then an automation where the AI answers and a person takes over. Illustration with sample names.

Live availability from your own system

If your booking system has an API, Security › Developer › AI Tools lets the AI call it while it answers — for availability or prices, live. It needs AI Tools in your package and works with Claude models only. Anything it books is booked by your own system.

What to know

  • It never invents a price or a free date. What isn’t in your libraries or your tool’s answer, it leaves for your team to confirm.
  • Questions it couldn’t answer wait for you in AI › Overview under To do. Answer once, and it knows next time.
  • Not yet: sending the booking planner and a payment request from inside a flow are marked «Soon» in the editor.
  • The same works on WhatsApp, Messenger, Telegram and your website chat — each channel has its own row in AI › Channels.
Can the AI confirm a booking by itself?

No. It answers from your information and a person confirms. Only your own system can book, through AI Tools.

What happens when it doesn’t know?

It says your team will confirm, and the question waits for you in AI › Overview.

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