AI Engine · $59/mo
Instagram DM automation for loan officers, with a human one tap away.
Your posts and reels get people asking "how do I start?" in your DMs. The AI Engine replies within moments in Facebook Messenger and Instagram Direct, answers general questions, captures details and books a call.
Never quotes rates Human hand-off Trained on your information
What does a facebook & instagram dms conversation look like?
Short, friendly and honest. The assistant says it is AI, answers general questions from your approved content, declines anything that needs a licensed loan officer, and books time with you. Every conversation is saved to your CRM.
It can
- Reply to new DMs and comment-to-DM prompts in Messenger and Instagram
- Answer general questions from your approved content
- Send links to the right program page or calculator
- Collect contact details and book calls
- Pass the conversation to you at any time
It cannot
- Send unsolicited promotional DMs
- Message outside the platform's allowed messaging window
- Quote rates or make credit decisions
- Access personal profiles beyond the conversation
Borrower: Saw your reel about first homes. How do I even start?
AI assistant: Great question! I'm Avery's AI assistant. Most people start with a quick budget check and a pre-approval conversation. This calculator gives a rough idea: [link]. Want me to book 15 minutes with Avery?
Borrower: Yes please, evenings are best
AI assistant: Avery has Wednesday at 6:00 or Thursday at 7:00. Which works? I'll just need your name and number.
Booked Thursday 7:00 PM · contact added to CRM
Set-up
How the Facebook & Instagram DMs is set up
Usually live within three business days once your accounts are connected.
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01
Connect pages
Your Facebook Page and Instagram professional account.
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02
Train
Same approved knowledge as every channel.
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03
Set triggers
New DM, story reply or a keyword comment.
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04
Go live
DMs land in your CRM inbox too.
Consent and compliance for facebook & instagram dms
Meta platform policies
Automated replies follow Meta's messaging rules, including the standard messaging window for responses and restrictions on promotional messages. We configure within those rules.
Disclosure
The first reply says it is an AI assistant for your team.
Advertising rules still apply
DM replies are marketing communications; they avoid trigger terms and use your approved language.
General information for marketers, not legal advice. Your compliance team approves the wording before launch.
Facebook & Instagram DMs pricing
Facebook & Instagram DMs is $59 a month, with no set-up fee. Take every channel with AI Engine Complete (all channels) for $329/mo, or bundle it with a website plan.
All AI Engine prices and bundlesOther channels, same brain
Learn more: AI receptionists for loan officers · AI replies across DMs and SMS
Help desk
Facebook & Instagram DMs: questions loan officers ask
01Can AI reply to my Instagram DMs?
Yes, for business and creator accounts connected through Meta's approved messaging tools, within the platform's rules on response windows and message types.
02Will people know it is automated?
Yes. The assistant introduces itself as an AI for your team, and you can step in at any time.
03Does it work with comments?
It can respond to people who comment a keyword on your posts by starting a DM, where the platform allows it.
04Can it send promotional blasts?
No. It replies to people who contact you. Unsolicited promotional messaging breaks platform rules and is not something we set up.
05Do I need a Facebook Page?
For Messenger, yes. For Instagram, a professional (business or creator) account connected to a Facebook Page.
06Where do conversations go?
They stay in Instagram and Messenger, and copies land in your CRM inbox with the contact record.
07What does it cost?
See the price card on this page. Facebook and Instagram are one channel price; AI Engine Complete includes every channel.
08What if Meta changes its rules?
Platform rules change. We adjust your configuration to stay within them and tell you if a feature stops being available.
Never miss a message again.
We train it on your information, set the guardrails and connect it to your CRM. You stay in control of every licensed conversation.
