AI Engine · Facebook & Instagram DMs
Messenger and Instagram DMs, answered in one inbox
Your ads and posts start conversations in DMs, then they sit until you check your phone. The AI Engine replies from the same approved knowledge as your chat and texts, books calls, and hands off to you in the same inbox.
AI Social DMs (Messenger, Instagram, TikTok): $169/mo · AI Engine setup $490
saw your video, is it actually possible to buy with not much saved??
Hi! I'm the AI assistant for Dana's team. Some first-time buyers use low-down-payment programs or local assistance — it depends on your situation. Want a quick call with Dana to see what fits?
yes but I work nights
No problem — Dana has early-morning and Saturday times. Would Saturday 10 am work? I just need your phone number for the confirmation.
Booked Sat 10:00 · conversation assigned to Dana
Sample conversation — fictional team
What it is
What is facebook & instagram dms for loan officers?
AI replies for Facebook Messenger and Instagram direct messages connect your business page and professional Instagram account to your CRM inbox, so an AI assistant can answer general questions, collect details and book calls inside the DM thread — within Meta's messaging policies — and hand the conversation to you at any time.
How it works
Set up once, answers every time
- 01
Connect your page and account
Your Facebook business page and Instagram professional account connect to the CRM inbox with the permissions Meta requires.
- 02
Replies within Meta's rules
Automated replies run inside the messaging window and rules Meta sets for business messaging.
- 03
Same brain as every channel
One set of approved answers across DMs, chat, SMS and phone.
- 04
You take over anytime
Reply from the CRM mobile app; the AI steps back the moment you do.
Honest limits
What it can do, and what it never will
It can
- Reply to new DMs and ad-click conversations
- Answer approved questions
- Collect a phone number and book
- Tag the lead by program interest
- Hand off instantly
- Keep all DMs in the CRM inbox
It cannot
- Comment publicly on your behalf
- Message people who have not messaged you first
- Quote rates or decide eligibility
- Work around Meta's messaging window or policies
On every channel, never
- Quote a rate, APR, payment or fee
- Say a borrower is approved, pre-approved or qualifies
- Give financial, legal or tax advice
- Ask for Social Security numbers, account numbers or passwords
- Pretend to be a human when asked
- Treat borrowers differently based on protected characteristics
Consent & compliance
The rules we build around
We summarise public rules so you can ask the right questions. We are not lawyers; your compliance team approves the setup.
- 1
Meta's business messaging rules limit when and how businesses can send automated messages; the assistant only replies inside those rules.
- 2
Mortgage ads that start DMs still run in Meta's Special Ad Category.
- 3
AI assistant disclosure in the first reply.
- 4
No sensitive financial data requested in DMs.
What we need from you
Setup checklist
- Admin access to your Facebook page
- An Instagram professional (business or creator) account linked to it
- Approved answers
- Your calendar
Pricing
$169/mo
AI Social DMs (Messenger, Instagram, TikTok)
AI Engine — all channels: $459/mo · one-time ai engine setup $490
Same brain, other channels
Can the AI message people who follow me?
No. It replies to people who message you first — through a DM, a story reply or a click-to-message ad — within Meta's messaging rules. It does not cold-message followers.
Do I need a business account?
Yes: a Facebook business page and an Instagram professional account linked to it. We help you check the settings during setup.
Will my DMs be mixed up with personal messages?
Only your business page and professional account connect. Personal messages are never involved.
What about comments on my posts?
The AI Engine works in DMs, not public comments. We can set up a simple keyword auto-reply that invites commenters to message you, which you approve.
Does this work with click-to-message ads?
Yes. Ads that open a Messenger or Instagram conversation feed straight into the assistant, which greets, qualifies and books. The ads themselves still follow the Special Ad Category rules.
How fast does it reply?
Typically within seconds of the message arriving. We do not publish an average because it depends on Meta's delivery and the conversation.
Can my assistant (human) still answer?
Yes. Anyone on your team with inbox access can reply; the AI pauses on that conversation when a human responds.
What if Meta changes its rules?
Platform rules change. We monitor changes for clients on the plan and adjust settings; if a feature becomes unavailable we tell you and adjust the price where a channel can no longer run.
No question matches that.
Try fewer words, pick "All", or send us the question — we answer within one business day.
Next stage: booked
Hear facebook & instagram dms answer your own questions
On the walkthrough we load a few of your real FAQs into a demo assistant and let you try to trip it up.
Free 25-minute call · month-to-month plans · no ad spend required to start
