AI agent - Instagram booking hack

Module Goal and What You Will Learn

In this lesson, you'll find out why SendPulse is a total game-changer for marketing and how it can act as your entire digital marketing team. I'll show you how to handle automation without touching a single line of code, why the free plan is perfect to start with, and how to link it all with Instagram or Messenger without wasting hours on complex Meta developer settings.

• What is SendPulse?
  You will explore the platform that brings emails, SMS, and chats into one simple dashboard.

• Overview of Key Marketing Features
  You'll learn how professional email campaigns and automated "welcome" sequences actually work.

• Automation 360 and Digital Assistants
  You’ll understand how to set up a bot that recovers abandoned carts and sends offers at the perfect time.

• Chatbots and Multi-channel Communication
  You will see how to integrate automated replies on Telegram, WhatsApp, and other social platforms.

• CRM and Website Builder
  You'll learn to manage customer data and build simple bio-link pages without any IT skills.

• Boosting Conversions with Pop-ups and Push
  You will discover smart pop-up windows and browser notifications that keep users engaged on your site.

• Transactional Emails and Online Courses
  You'll find out how to send automatic order confirmations and even build your own educational platform.

• Why Choose This Tool?
  I’ll explain why it’s better to have everything in one place rather than juggling ten different apps.

• Integrating with Meta (Instagram, Messenger, WhatsApp)
  You'll learn why using SendPulse or ManyChat is way easier than building your own integration via Meta's developer tools.

• Pricing and the Free Plan
  We will check how to kick off your automation journey for free with up to 500 contacts.

Module Goal and What You Will Learn

In this lesson, we’re tackling the essentials that make automation possible in the first place. I’ll walk you through the step-by-step process of setting up an Instagram account and, most importantly, how to instantly flip it into a Business account. This is a total must-have step because only a professional profile allows us to link up with SendPulse and start gathering those first subscribers.

• Registration and Logging into Instagram You’ll learn how to smoothly navigate the signup process or log in using your existing credentials.
  

• Security and Data Verification We’ll go through setting your birth date and confirming the account with a six-digit code sent to your phone.
  

• Initial Profile Personalization You’ll see how to quickly upload a profile picture to give your account an authentic look from the get-go.
  

• Switching to a Professional Account Type We’ll head into the "Account type and tools" settings to ditch the private profile for a business one.
  

• Choosing Business vs Creator Profile We will focus specifically on selecting the Business account, as it’s the one we need for full automation.
  

• Finalizing Business Settings We’ll confirm the switch to a professional account, opening the door for integrations with external tools.

Module Goal and What You Will Learn

In this lesson, we’re getting down to business by connecting your new professional account to the SendPulse platform. I’ll show you the simplest way to activate a bot that doesn’t require any coding skills—all you need is your phone and a few clicks. You’ll also learn how to set up your first automatic "standard reply" so your clients are never left hanging, even when you’re too busy to reply personally.

• Establishing Initial Interactions on Instagram We'll start by following another profile to get your account ready for active networking.
  

• Navigating to the Chatbots Section in SendPulse We will head to the "Chatbots" tab and locate the bot management options to start the integration process.
  

• Selecting the Right Communication Channel From the list of available tools (like Telegram or WhatsApp), we will specifically choose the Instagram integration.
  

• Quick Connection via Instagram We’ll use the intuitive "Continue via Instagram" method, which is much easier than the technical workarounds meant for developers.
  

• Activating the Bot via QR Code We will use your phone's camera to scan a code and send a quick verification message to trigger the system.
  

• Understanding the "Standard Reply" Function You’ll learn what a "standard reply" is and why the bot sends it when no other response matches the user's input.
  

• Optimizing Bot Response Time We will adjust the trigger time to 3 seconds to keep even the most impatient customers happy.

Module Goal and What You Will Learn

In this lesson, we’re diving into the real automation magic that will save you tons of time. You’ll find out how to set up smart replies based on your business hours and how to create those popular Instagram automations that send e-books or links in exchange for a comment or DM. I’ll show you how to make your bot work for you 24/7, reacting to specific keywords with lightning speed.

• Setting Time-Based Conditions for Replies You’ll learn how to define working hours so the bot sends different messages during the day and late at night.

  
  

• Creating Keyword-Based Triggers You’ll see how to set up a simple password (like a name) that triggers an instant bot reaction when typed in a DM.

  
  

• Automatically Sending Links and Files You’ll find out how to configure a thank-you message with a link to your materials that reaches the client in a second.

  
  

• Reacting to Comments on Posts and Reels You’ll discover a genius way to automatically reply to people who leave a keyword like "e-book" under your post.

  
  

• Personalizing Public Comment Replies You’ll explore the feature of adding public "thank you" replies to user comments, which further boosts your profile's reach.

  
  

• Editing and Customizing Message Flows You’ll learn how to delete SendPulse default settings and build your own personalized communication paths with buttons.

  
  

• Testing Automations in Practice We’ll walk through a phone test together to make sure every mechanism works instantly and flawlessly.

Module Goal and What You Will Learn

In this lesson, you will build the foundation of your entire automation system by connecting SendPulse to the Make.com platform using a webhook. You'll learn how to send Instagram message data to an external system, how to configure a JSON structure, and how to cleverly use the free trial to test advanced API features. This is a crucial step that allows your bot to "talk" to more complex algorithms.

• Creating a Scenario and Webhook in Make.com You’ll learn how to generate a special URL that acts as a digital mailbox for your bot's data.
  

• Activating the SendPulse Free Trial I’ll show you how to unlock the API request feature via a 7-day free trial so you don't have to pay upfront for testing.
  

• Configuring API Requests (POST Method) You will learn to send data from the bot directly to Make.com by pasting your previously generated webhook address.
  

• Building a JSON Data Structure You’ll realize JSON isn't scary at all—you'll learn to create simple key-value pairs for names and message content.
  

• Capturing User Data and Message Content You will configure the transfer of information such as username, contact ID, and the last message received from the user.
  

• Instagram API Limitations and Chat History You’ll find out why the system only sees the last message and how to work around it using tools like Google Sheets.
  

• Tag Management and Error Handling You will learn to finish the scenario by assigning a tag upon success or setting up a notification if something goes wrong.
  

• Real-Time Connection Testing We will run through a test automation to ensure that data from your phone correctly reaches Make.com.

Module Summary

In this session, you'll learn how to close the communication loop in your automation. You'll see firsthand how to capture a customer's message and fire back an instant response without lifting a finger. The goal here is simple: make your Instagram bot feel fluid and professional by integrating two powerful tools seamlessly.

What’s included in this module:

• Testing the Make.com connection – You will verify if the webhook data is correctly hitting your scenario after sending a quick test message.

• Input data analysis – You'll explore what specific details, like contact IDs and message content, SendPulse hands over to your automation.

• Setting up the response module – You will learn how to add the SendPulse module within Make.com to enable your bot to send replies.

• API Authorization – You’ll see exactly where to grab your Client ID and Client Secret from your account settings to link both platforms securely.

• Mapping the contact ID – You'll discover how to dynamically select the message recipient using the unique ID pulled from the previous step.

• Customizing the reply content – You will set up the specific text that your bot will automatically send back whenever a user reaches out.

• Live automation verification – You’ll run a final real-world test on a mobile device to ensure the entire flow from query to response is working perfectly.

Module Summary

In this session, we’ll focus on building the "memory" for your automation. You will learn how to set up a database in Google Sheets to automatically store user details and reservation dates. Creating a solid file structure on Google Drive is essential for keeping your data organized and ready for the bot to process.

What’s included in this module:

• Organizing your Google Drive – You will learn how to create a dedicated folder for your projects to keep all automation files neatly arranged.

• Creating a new Google Sheets file – You’ll see how to generate a fresh spreadsheet directly within your chosen folder.

• Defining database headers – You will set up specific columns for first name, last name, Instagram username, contact ID, email, and reservation date.

• Converting data into a table – You’ll learn how to use formatting tools to transform simple cells into a clean and functional table structure.

• Naming files and tables – You will discover best practices for naming your sheets and tables to make them easy to find later in Make.com.

• Setting the foundation for automation – You will create the starting point needed to collect and manage leads from social media.

Module Summary

In this session, we will lay the groundwork for three key processes that your bot will use. You’ll learn how to efficiently generate and secure unique addresses for automations triggered by external signals. Organizing these elements right from the start will allow you to build advanced communication flows much faster in the upcoming steps.

What’s included in this module:

• Planning the automation structure – You will understand why setting up three separate processes is vital for your bot's smooth operation.

• Creating custom webhooks – You’ll learn how to step-by-step add a Custom Webhook module within the Make.com platform.

• Managing URL addresses – You will learn how to copy and safely store the generated addresses for easy access later on.

• Naming scenarios for organization – You’ll see how to label individual steps (e.g., Step 2, Step 3) to prevent chaos in your project folder.

• Batch connection generation – You will discover a quick process for repeating the configuration for subsequent automation stages.

• Verifying the connection base – You’ll double-check that all three webhooks are correctly saved and ready for bot integration.

Module Summary

In this session, you will build the "brain" of your agent, responsible for intelligent user verification within the system. You’ll learn how to connect Make.com with Google Sheets so your bot can independently check if an Instagram user is an existing client or a completely new lead. By utilizing a router and filters, you will create two independent logical paths, allowing for fully personalized customer service.

What’s included in this module:

• Searching for records in a sheet – You will configure the Google Sheets module to scan your database for a specific user identifier.

• Search range optimization – You’ll learn why setting a broad column range (e.g., A to Z) is crucial for keeping your automation stable during future table updates.

• Branching logic (Router) – You will implement a router to intelligently direct data flow based on whether a user was found in the database.

• Passing data with the POST method – You'll learn how to send data packets to the next steps of the process using the HTTP module.

• Automated new user registration – You will set up an "add row" function to instantly save new user details into your system.

• Advanced numeric filtering – You'll establish precise conditions based on the number of results so the router chooses the correct path every time.

• Managing conflicts in SendPulse – You’ll discover how to disable redundant keywords to prevent errors and stop the automation from being interrupted by standard bot replies.

Module Summary

In this session, you will build the "brain" of your agent, responsible for intelligent user verification within the system. You’ll learn how to connect Make.com with Google Sheets so your bot can independently check if an Instagram user is an existing client or a completely new lead. By utilizing a router and filters, you will create two independent logical paths, allowing for fully personalized customer service.

What’s included in this module:

• Searching for records in a sheet – You will configure the Google Sheets module to scan your database for a specific user identifier.

• Search range optimization – You’ll learn why setting a broad column range (e.g., A to Z) is crucial for keeping your automation stable during future table updates.

• Branching logic (Router) – You will implement a router to intelligently direct data flow based on whether a user was found in the database.

• Passing data with the POST method – You'll learn how to send data packets to the next steps of the process using the HTTP module.

• Automated new user registration – You will set up an "add row" function to instantly save new user details into your system.

• Advanced numeric filtering – You'll establish precise conditions based on the number of results so the router chooses the correct path every time.

• Managing conflicts in SendPulse – You’ll discover how to disable redundant keywords to prevent errors and stop the automation from being interrupted by standard bot replies.

Module Summary

In this session, you will move on to building the second stage of your automation, focusing on dynamically retrieving data from your pre-configured tables. You will learn how to make Make.com intelligently read the number of available actions and adjust its behavior accordingly. The goal is to create a flexible system that responds to sheet updates without manual scenario editing and to activate constant bot monitoring for user queries.

What’s included in this module:

• Retrieving single cell values – You will learn how to use the Get a cell module to extract specific information from Google Sheets, such as the total count of actions.

• Dynamic range reading – You’ll configure the Get range values module, allowing the bot to pull the entire list of possible user intents at once.

• Mapping range variables – You’ll discover how to use values from a previous step to automatically define the end row for the table search.

• Activating constant listening – You will see how to switch your scenario to active mode, ensuring the bot is ready to work 24/7.

• Managing platform limits – You'll learn how many scenarios can remain active simultaneously in the free version of Make.com.

• Debugging and error correction – You will go through the process of detecting cell range mistakes to ensure the system sees all options, including the "unknown" category.

• Verifying results in Bundles – You’ll learn to inspect the output data to confirm that every action from the table has been correctly processed by the automation.

Summary

In this lesson, we’re getting down to business by configuring your very own AI assistant—the brain behind the entire operation. You’ll learn how to link data from your sheets, navigate the OpenAI registration process, and set up a system that intelligently recognizes customer intent.

• Merging data into a coherent block
  You will use the TextAggregator tool to combine scattered information from previous steps into one clear piece of text.

• Getting started with the OpenAI platform
  We’ll walk through creating an account, generating API keys, and locating your Organization ID to establish a solid connection.

• Funding your account and usage costs
  I’ll explain why a small initial deposit is required and show you how incredibly affordable this automation really is.

• Creating and configuring your assistant
  We will build a dedicated assistant named "IG Reservations" from scratch and get it ready to handle your workflow.

• Writing effective system instructions
  You’ll learn how to craft a precise prompt by leveraging tools like ChatGPT or Claude to get the best possible results.

• Assistant logic and JSON formatting
  You will teach the assistant to analyze customer messages and return data in a structured format for easier processing.

• Selecting the optimal AI model
  We’ll choose the GPT-4o model to ensure high-quality response analysis while keeping your operational costs low.

Summary

In this section of the course, we will finalize the assistant's configuration within your automation scenario. You’ll learn how to correctly pass user messages to the AI and how to "unpack" data from the JSON format so the system can precisely recognize customer intent—whether they want to book a meeting, cancel one, or are asking about something entirely different.

• Configuring the Message Assistant module
  You will select the previously created IG Reservations assistant and set your role as the user submitting the query.

• Passing messages for AI analysis
  You’ll input the customer's message from Instagram along with the list of possible actions for the assistant to consider.

• Setting the JSON response format
  In the advanced settings, you will specify the JSON format to ensure the response is structured according to your prompt.

• Parsing data for better usability
  You will enable the Parse JSON option to turn a raw block of text into convenient data fields ready for further use in Make.com.

• Testing meeting request recognition
  You’ll perform a live test by sending a meeting inquiry and checking if the assistant correctly assigns the "arrange a meeting" action.

• Verifying the cancellation scenario
  You will check how the system handles messages about declining a meeting to ensure OpenAI correctly returns the "cancel the meeting" result.

• Handling off-topic inquiries
  You’ll test the assistant's reaction to general questions, confirming that the system returns "unknown" when no specific action is recognized.

Summary

In this lesson, we’re getting into the nitty-gritty of calendar management. You’ll learn how to set up Cal.com as your central booking hub and how to cleverly link it to Make.com using webhooks. We’ll configure the system to automatically react to every new booking, reschedule, or cancellation, allowing you to stop worrying about manual scheduling for good.

• Introduction to the Cal.com platform
  You will discover the capabilities of this flexible scheduling tool and learn why it’s the perfect fit for your automation workflows.

• Creating and personalizing a new event
  You’ll configure meeting parameters, such as duration (e.g., 30 minutes), and tailor them to the specific needs of your business.

• Managing availability and booking limits
  You’ll set up your own working hours and buffer times between meetings to ensure the system never books you during your personal breaks.

• Adding custom form fields
  You will implement a hidden field for Instagram to allow the system to identify users without requiring extra input from them.

• Configuring your first Webhook
  You’ll link the calendar to Make.com by pasting the correct URL to send real-time event notifications.

• Selecting automation trigger events
  You’ll choose key actions—booking created, cancelled, or rescheduled—that will prompt your system to react instantly.

• Testing the connection (Ping Test)
  You’ll run a quick test to verify that the data from the calendar is successfully reaching your automation scenario.

Summary

In this lesson, we move on to the technical configuration of your AI assistant, which will serve as the "brain" of your automation. You will learn how to link data using aggregation tools, register with OpenAI, and prepare the system to intelligently recognize customer intent. We will focus on ensuring your assistant can logically assign user messages to specific actions in your calendar.

• Merging data into a coherent block You will use the TextAggregator module to combine scattered information from previous steps into one clear piece of text.

• Getting started with the OpenAI platform We will walk through the process of creating an account, generating API keys, and retrieving the Organisation ID required for the connection.

• Funding your account and usage costs You will learn why a minimum deposit (recommended $5) is needed and how affordable this automation actually is for daily use.

• Creating and configuring your assistant We will build an assistant named IG Reservations from scratch, specifically dedicated to handling your bookings.

• Writing effective system instructions I will show you how to create a precise prompt (ideally in English) with the help of tools like ChatGPT or Claude.

• Assistant logic and JSON formatting You will teach the assistant to analyze messages and return results in a structured JSON format, allowing for easy data segregation within the system.

• Selecting the optimal AI model We will choose the GPT-4o model, which offers the best price-to-quality ratio for processing customer inquiries.

Summary

In this lesson, we’ll focus on branching logic—specifically, how your system distinguishes between new leads and existing clients. You’ll learn how to send personalized booking links via Instagram and configure filters to ensure the assistant stays organized when someone tries to book multiple appointments.

• User segmentation with a router
  You will implement a router module to separate the workflow for new users from the path for returning clients.

• Automating booking link delivery
  You’ll configure SendPulse to send a greeting and an active link to your calendar directly through an Instagram message.

• Optimizing message readability
  You will learn why it’s crucial to separate text from links to ensure social media platforms display them as clickable URLs.

• Creating a filter for new bookings
  You’ll set up a condition to check if the Scheduling ID field is empty, allowing the system to identify a first-time visitor.

• Handling existing appointment logic
  You will configure a filter for users who already have an ID, so the system offers to reschedule instead of booking a new slot.

• Personalizing system responses
  You’ll draft the message that informs clients their meeting is already booked and tells them where to find the details.

• Testing user identity verification
  You will perform a live test to ensure that when a request is sent, the system correctly recognizes the user's data in the sheet.

Summary

In this module, we'll focus on closing the communication loop by automatically sending confirmations to people who booked a meeting with you. You'll learn how to connect data from Cal.com with OpenAI to generate natural responses, update statuses in Google Sheets, and send a reply via SendPulse.

• Webhook Configuration in Cal.com
  We verify the webhook address to ensure the system correctly receives signals about new bookings.

• Creating an Assistant in OpenAI
  We build and configure an OpenAI assistant that uses dynamic data to craft personalized message content.

• AI Prompt Engineering
  We teach the assistant how to interpret dates and meeting statuses while maintaining a friendly and human-like tone.

• Mapping Dynamic Data
  We link fields from Cal.com, such as customer name and start time, to the assistant module in Make.com.

• Searching for Contacts in Google Sheets
  We use the search module to locate the specific user row within our database.

• Sending Messages via SendPulse
  We set up the delivery of the generated confirmation directly to the user on Instagram.

• Data Updates and Filtering
  We add a Google Sheets module that automatically fills in email addresses and scheduling IDs specifically for new bookings.

• Testing Reschedule and Cancellation Scenarios
  We practically verify how the system handles date changes and prevents duplicate meeting entries.

Summary

In this module, we’ll tackle how to handle customers who need to change their appointment date. You’ll learn how to expand your scenario with smart filters that check if a reservation already exists and automatically send the right link for rescheduling or making a new booking.

• Expanding the router with new paths You will add a new filter called "Reschedule Meeting" that triggers when the assistant identifies a user's intent to postpone.

• Finding the customer in your database You’ll use the Google Sheets module to locate the user and retrieve their specific scheduling ID.

• Verifying reservation status You will configure filters to check the length of the "Scheduling ID" field to determine if a valid reservation actually exists.

• Automating the reschedule link delivery If a reservation is found, SendPulse will send a personalized link containing the unique Reschedule UID directly to the user's Instagram.

• Handling missing or inactive reservations You’ll set up an alternative message for users trying to reschedule when they don’t have an active appointment in the system.

• Securing data within URLs You will learn to use the "encode URL" function to ensure special characters in usernames don't break your dynamic links.

• Understanding Make.com subscription plans I’ll explain the limitations of the free version and why upgrading to a basic plan is necessary for running multiple active scenarios.

Summary

In this lesson, we’re tackling the final piece of the puzzle: automatic meeting cancellation. You’ll learn how to connect Make.com to your booking system using an API key, allowing your assistant to not just chat, but actively manage your calendar by removing appointments. Honestly, this is where the real automation magic happens.

• Configuring the cancellation path in the router
  You will add a new module and a "Cancel a meeting" filter that triggers when OpenAI identifies the intent to cancel.

• Verifying the absence of a reservation
  You’ll set up a safeguard to check if the user actually has an appointment before the system attempts to delete anything.

• Automated Instagram response
  You will configure SendPulse to send a follow-up message with a booking link if a customer tries to cancel a non-existent meeting.

• Generating an API key in the booking system
  You’ll retrieve a special "password" (API Key) that acts as your digital signature, enabling secure communication between platforms.

• Analyzing technical documentation (API Reference)
  You will learn how to read the system's "menu" to know exactly which URL and parameters are needed to cancel a booking.

• Configuring the HTTP Make a Request module
  You’ll set the POST method and appropriate headers to ensure your request "talks" to the external server correctly.

• Sending the cancellation reason in JSON format
  You will prepare a brief note regarding the reason for cancellation, which is required for the booking system to accept your request.

• Live testing of the cancellation process
  You’ll perform a full test of the automation—from sending the message on your phone to receiving confirmation (just make sure you have an active booking to cancel first!).

Summary

In this module, we’re finalizing the system to ensure your database stays clean and organized. You’ll learn how to automatically delete rows from your sheet when a visit is canceled and how to make appointment dates look professional and easy to read. These technical "finishing touches" are what make the customer feel they’re dealing with a pro, while saving you the headache of manual data cleanup.

• Cleaning up your Google Sheets database
  You will learn how to safely remove unnecessary rows to prevent recording errors or data being overwritten by the system.

• Automating reservation removal
  You’ll configure the Delete Row function, which ensures a customer's data disappears from the table the moment they cancel their appointment.

• Setting up the Booking Cancelled trigger
  You will link the booking system to your sheet so that every cancellation is immediately reflected in your automation.

• Formatting dates for humans
  You’ll transform raw system timestamps into a readable format (day-month-year) using built-in calendar functions.

• Adding time and time zone adjustments
  You will set the time zone to Europe/Warsaw, ensuring the appointment time in your sheet perfectly matches reality.

• Final end-to-end data test
  You’ll perform a live check to verify that the email, scheduling ID, and formatted date are all being recorded correctly.

• Leveraging AI for process support
  I’ll show you how to creatively use tools like ChatGPT or Claude to troubleshoot and debug your automation scenarios.