Instagram

Instagram DMs for business - one inbox next to WhatsApp

Direct messages to your business Instagram profile land in an inbox with history and an unread count, you reply from the system, and story-reply context is kept. You can also set a business bot to answer automatically, and every conversation also shows up in Lynxbe's unified inbox.

DM
Direct messages from the business profile
סטורי
Story replies inside the conversation
בוט
Automatic first reply

What the Instagram DM module is

The Instagram DM module connects your business Instagram profile's direct messages to the system. Every message from a customer - including a reply to your story - lands as a conversation with full history and an unread count, and a rep can answer straight from the system. You can also set a business bot to reply automatically to incoming messages. This is message management only - publishing posts and stories to Instagram lives in the separate Social module.

What the module actually does

An inbox with history and an unread count

Every DM conversation with a customer keeps its full message history, and every conversation shows how many messages in it are unread - like any other inbox in the system.

Reply to customers from the system

A rep replies to a customer's message straight from the conversation in the system, without switching to the Instagram app separately.

Story-reply context is kept in the conversation

When a customer replies to your business's story, the message that arrives carries the story context it replied to, and it is shown inside the conversation - not lost inside a plain text message.

A business bot for Instagram messages

You can choose an existing business bot and enable it to answer incoming Instagram messages, so a first reply can go out without a rep involved.

Shows up in the unified inbox

Every Instagram conversation is mirrored into Lynxbe's unified inbox alongside WhatsApp and other channels, so it is not a separate inbox you have to open on its own.

No duplicate customer record

A customer reaching out on Instagram is matched by their Instagram user and linked to a CRM customer record, so the conversation does not stay disconnected from the customer's overall history.

All-in-One Platform

One Platform. Everything Connected.

Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.

No More Switching Apps

Everything you need in one place. No juggling between 10 different tools.

Automatic Data Sync

Customer data, bookings, payments, and communications sync automatically.

Lynxbe

Smart Automation

Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.

Unified Analytics

See your entire business performance in one dashboard with cross-module insights.

Smart Integrations

See How Modules Work Together

Click any connection to see how two modules combine to create powerful automations

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WhatsApp + CRM

See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.

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Booking + Invoicing

Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.

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Payments + Booking

Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.

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AI + WhatsApp

24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.

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Contracts + Payments

Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.

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Automation Flows

Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.

Real Example: The Perfect Customer Journey

1Customer books via website
2Confirmation sent via WhatsApp
3Reminder SMS 24h before
4Service completed
5Invoice auto-generated
6Payment link sent
7Review request automated

Zero manual work. Every step automated.

Power Combinations

See how 3 and 4 modules create complete business workflows

3 Modules
3

Smart Booking Experience

Booking + WhatsApp + CRM

Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences

3

Automated Billing Cycle

Invoicing + Payments + Email

Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered

3

24/7 Smart Scheduler

AI + WhatsApp + Booking

Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed

3

Smart Call Center

Voice + CRM + Analytics

Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance

3

Multi-Channel Reminders

SMS + WhatsApp + Booking

Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels

3

Omnichannel AI Support

Voice + WhatsApp + AI

Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved

4 Modules
4

Complete Service Business

CRM + Booking + Invoicing + Payments

New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM

From first contact to payment - fully automated
4

Intelligent Customer Engagement

CRM + AI + WhatsApp + Analytics

AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign

Self-improving marketing that gets smarter
4

Deal Closing Machine

CRM + Contracts + Payments + Email

Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed

Close deals while you sleep
FAQ

Instagram DM FAQ

Does this module publish posts to Instagram+
No. This module only handles direct messages to the business profile. Publishing and scheduling Instagram posts and stories lives in Lynxbe's separate Social module.
How does a story-reply message arrive+
When a customer replies to your business's story, the message lands in their conversation as usual, but carries the context of the story they replied to - so the rep can see exactly what the customer was reacting to.
Is there an unread message count+
Yes. Every Instagram conversation in the inbox shows how many messages in it are unread, so nothing gets missed.
Can a bot answer Instagram messages automatically+
Yes. You pick an existing business bot in the system and set it to answer incoming Instagram conversations.
Do Instagram conversations also show up in the WhatsApp unified inbox+
Yes. Every Instagram conversation is mirrored into the unified inbox, so you can see it alongside WhatsApp and other channels in one place.
Which plan includes the Instagram DM module+
The Instagram DM module is included in the Lynxbe Pro, Enterprise and Restaurant plans.

Integrations with the tools your business already uses

Google Meta WhatsApp Stripe Zoom HubSpot monday.com Airtable Zapier Priority Explore our marketplace
Want to see your Instagram DMs in one inbox

We will show you how a customer's message, including a story reply, lands in your system with history, an unread count and a bot that can answer first.

Security & Privacy Review

Security and Privacy Controls

Review access, privacy, encryption, retention, and audit controls against your organisation's requirements. Certification or legal compliance is confirmed only with current independent evidence and legal review.

Access Control Review

Define roles, permissions, sensitive-data scope, and approval paths, then verify them in a test environment before production access is granted.

Privacy Workflow Review

Map access, correction, export, deletion, consent, and retention workflows to the legal requirements that apply to your organisation. Regulatory compliance depends on configuration and operating processes and requires legal review.

Encryption & Secret Handling

Confirm transport encryption, storage protection, backup handling, and secret management for the selected services during the security review.

Account & Permission Boundaries

Review account scoping, role boundaries, administrator access, and integration permissions against your security requirements before launch.

Auditability Review

Review which user and configuration events are recorded, how long logs are retained, and which exports are available for the modules you select.

Retention, Export & Deletion

Define access, export, retention, and deletion requirements during implementation and verify the workflow for the modules and jurisdictions you use.

Access Controls
Privacy Review
Audit Evidence
Israeli Requirements Review

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