Step-by-Step Instructions: Setting Up the Charlie AI Comment Feature for Instagram and Facebook
Integrate Facebook and Instagram Accounts:
Before starting, ensure your Facebook fan page and Instagram account are integrated into your GHL (Go High Level) account.
To do this:
Navigate to Settings.
Go to Integrations and connect your Facebook and Instagram accounts.
Once connected, you will see the accounts listed in the integrations section.
Access Charlie Native Use Cases:
Go to Automation and find the Charlie Native Use Cases folder.
Look for a specific workflow designed for comment-based interactions (e.g., "Organic IG/FB Comments").
Set Up Instagram Trigger:
Open the workflow for Instagram comments.
Add a trigger for Instagram Comment on Post.
Once the trigger is added, select the Instagram page (e.g., "Super M Transformation") from your integrated accounts.
Choose the Trigger Keyword:
Set up the contains phrase condition to specify the keyword users need to comment to trigger Charlie.
For example, if you're asking users to comment the word "strong", the trigger will activate when someone comments "strong" on the post.
Set Up Facebook Trigger:
For Facebook, follow the same steps:
Add the Facebook Comment on Post trigger.
Select the integrated Facebook page.
Set up the contains phrase condition with the keyword (e.g., "strong" or "booty") that users must comment to trigger Charlie.
Combine Instagram and Facebook in One Workflow (Optional):
To keep things simple, you can set up both Instagram and Facebook triggers in the same workflow.
Add a condition to differentiate between Instagram and Facebook comments.
One branch for Facebook comments.
One branch for Instagram comments.
Configure Conditions:
Under the condition, select:
Workflow trigger is Facebook comment for the Facebook branch.
Workflow trigger is Instagram comment for the Instagram branch.
Ensure that after setting the triggers, you save the workflow to avoid issues where conditions don’t appear.
Respond to Comments:
Under each branch (Facebook and Instagram), set up responses to comments.
Example: “Check your DMs” or “Sent the details to your DMs”.
Optionally, you can also configure the system to like the comment before sending the response.
Send Direct Message (DM):
Set up the system to send a Direct Message (DM) after the comment.
Select Facebook Interactive Messenger for Facebook or Instagram Interactive Messenger for Instagram.
In the DM, you can include a link or a call to action (e.g., “Tap here to get access to your free guide”).
Provide the necessary link (e.g., website, Google form, etc.).
Add a Wait Time:
After sending the message, add a wait time (e.g., 5 minutes) to allow users time to take action (e.g., clicking the link).
Adjust the wait time to your preference (e.g., 10-15 minutes if needed).
Select the Appropriate Charlie Use Case:
For each platform, select the corresponding Charlie AI use case (e.g., FB only Charlie or IG only Charlie).
Ensure the API key is left as is, and select the source (e.g., Facebook or Instagram) accordingly.
Replicate for Both Platforms:
The setup for Instagram is nearly identical to Facebook, except you’ll be selecting Instagram Interactive Messenger for Instagram interactions.
Ensure you select the correct source for Instagram to trigger the right Charlie use case.
Final Review and Testing:
Review the workflow to ensure everything is set up correctly for both platforms.
Test the workflow by posting a comment on your Instagram or Facebook post using the trigger keyword and verifying that Charlie responds as expected.