Use Case
Instagram → WhatsApp Phone Capture
A popular cross-channel pattern: capture leads on Instagram, follow up on WhatsApp the next day with a template message.
This uses
Integrations involved in this pattern
Setup
How to set up Instagram → WhatsApp Phone Capture
1
Connect both Instagram and WhatsApp
Make sure both channels are connected to Fiko first. See the platform guides for each.
2
Create a workflow with phone-capture step
New workflow → trigger: Instagram receive_message → AI condition: customer interested in product → Waiting node: ask for phone number → store in custom field.
3
Add a delay + WhatsApp template action
After the Waiting node, add a Delay (24 hours) → Action: send WhatsApp template using the captured phone number.
4
Approve a WhatsApp template for follow-up
Templates → New → write your follow-up message. Submit for Meta approval (24-48 hours).
5
Test end-to-end
DM your business from a personal Instagram. Provide a phone. Wait 24 hours and check WhatsApp.
Related features
Fiko features that use this integration
FAQ
Questions about Instagram → WhatsApp Phone Capture
Yes — as long as you have explicit consent from the customer to message them on WhatsApp. The Instagram conversation should make this clear (e.g., 'I'll follow up on WhatsApp in 24 hours, OK?').
Two reasons: (1) WhatsApp templates can be sent outside the 24-hour window, useful for re-engagement; (2) WhatsApp has higher engagement rates and better notification visibility on phones.
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