AI assistant

for Instagram Direct

AI assistant for Instagram Direct is the perfect solution for businesses that communicate with customers through social media and messengers.
It automates replies to messages in Instagram Direct, Facebook Messenger, WhatsApp, Telegram, website live chat, and other channels. The system helps you maintain real-time conversations and ensures that no customer request is missed. Your team can focus on closing deals and critical tasks, while the AI assistant takes care of routine communication.
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We connect Instagram Direct, Facebook Messenger, WhatsApp, Telegram, and live chat to your AI assistant in CRM
— so all customer interactions are managed in one place.

Communication channels integrated with AI assistant in CRM

Your clients can reach out through any channel — Instagram Direct, Facebook Messenger, WhatsApp, Telegram, or website live chat. The AI assistant processes inquiries and stores all conversations in a single CRM window. Managers have full communication history at hand and can step in instantly, ensuring every request gets answered.

Ideal for:

Sales managers

Stay focused on customer conversations in one place — Instagram Direct, Facebook Messenger, WhatsApp, Telegram, website live chat — without switching between tabs or apps.

Sales team leaders

Easily build and manage the sales pipeline: the AI assistant can execute predefined sales scripts, helping your team automate routine steps.

Business owners

Save time and resources — the AI assistant processes part of the traffic and routine inquiries. It connects a manager only when needed, according to the rules you set.

Customer support teams

Automate routine inquiries with the AI assistant, allowing your team to focus on complex or high-priority requests.

About the service:

1

Individual settings

Give your assistant a name, define tone and style of communication. Configure access levels, behavior rules, and communication policies. Adapt responses to your company’s specifics, clients, and processes.
2

Context retention

The assistant keeps the history of dialogues within tasks or customer profiles. It considers previous conversations to provide more personalized replies. Supports long dialogues and complex question chains.
3

Working with files and media

Analyzes documents, screenshots, and images sent by clients. Handles voice messages: recognizes speech and replies in text. Can generate structured extracts from files or provide summaries of information.
Learn more about
the features and functionality of the
service, apply for a free demo
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4

Symbiosis of AI assistant and CRM automation

The assistant can perform actions in Planfix (create tasks, update deal statuses, generate reports). Supports API requests to external systems: CRM, accounting, payment services, document management. Enables building personalized workflows — from booking services to issuing invoices or analytics. We use a direct connection between Planfix and OpenAI without third-party intermediaries, helping you save budget on AI implementation.
5

Customer communication process

Organize conversations with a communication funnel: track all messages in Instagram Direct, Facebook Messenger, WhatsApp, Telegram, and website live chat. The AI assistant helps respond quickly to standard requests and ensures no inquiry is missed.
6

Switching to employees

If a question goes beyond the assistant’s competence, it transfers the dialogue to the responsible manager. The full conversation history is preserved, simplifying the employee’s work. Managers can monitor the assistant in real time, instantly stop it if needed, or enable response pre-moderation — the assistant drafts a reply, but it is only sent once approved.
7

Analytics and quality control

Analyzes client message style and emotional tone (e.g., detects negativity). Generates regular reports on communication, efficiency of request handling, and team performance. Can suggest next steps in projects based on correspondence.

Detailed functionality

Client dialog monitoring
Track the current status of all conversations in real time and receive alerts about new inquiries.
AI sales scripts
Use predefined or custom response scenarios — the assistant will automatically follow the script and help close more deals.
Automated replies
The AI assistant handles routine questions, leaving only the most important conversations for your managers.
Filters and search
Quickly find conversations or contacts with convenient filters.
Reminders
Set up automatic reminders for replies, calls, and events so nothing gets lost.
Group chats
Bring your team and clients together in shared chats (Telegram, Viber, website live chat).
One-click reports
Generate statistics on inquiries, AI assistant performance, and manager efficiency.
Automated tasks
The system creates tasks for managers based on conversations and client behavior.
Conversation history
Keep a complete communication history in the CRM for easy analysis and transparency.
Integration with financial services
Automatically process payments and synchronize invoices.
Response and document templates
The AI assistant uses ready-made templates and the company’s knowledge base to provide accurate replies and documents quickly.

See how it works

AI assistant in Direct:
automatically answers common questions and forwards complex conversations to a manager.
Control and flexibility
A manager can step in at any moment to adjust the assistant’s replies or take over the conversation.
Learn more about
the features and functionality of the
service, apply for a free demo
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Pricing

Plan A
$200
Order
Plan В
“Custom”
$*
Order
Plan F
"Advanced"
$*
Order

Account setup

Registration of a new account, inviting and setting up employees in Planfix

Free support and training, hours

2
upon request
upon request

Knowledge base

Configuration of the AI assistant’s knowledge base structure
Integration of the knowledge base via API with the ability for self-updates

Integration of the AI assistant into client communications

Integration with Instagram Direct, Facebook Messenger, WhatsApp, Telegram, website chat
Personalized assistant settings (name, tone, response scripts)
AI replies to standard questions from your knowledge base
Conversation history saved in CRM
Online monitoring and pre-moderation of assistant replies
Switch conversation to a manager
Work with files, media, and voice messages
Communication funnel + dialog filters

Advanced business process automation powered by AI

API connections with external services (payments, document management, etc.)
Individually
Individually
Full CRM integration (task creation, deal field updates, report generation)
Individually
Individually
Automated scenarios for bookings, invoicing, analytics
Individually
Individually
AI assistant actions based on CRM data and dialogues
Individually
Individually
Flexible configuration of workflow logic via API requests
Individually
Individually
Ready-made dashboards with communication reports
Individually
Individually

Multi-agent business process automation powered by AI

Multi-agent customer request handling
Individually
Custom scenarios for multiple AI agents simultaneously — each agent performs its tasks and interacts with clients or systems independently.
Individually
Advanced integration scenarios with external services.
Individually
Ready-made dashboards with reports on communications and agent performance.
Individually

Description of General System Capabilities

Integration with websites, Instagram, Facebook, Google Forms, Viber, Telegram, WhatsApp, corporate email
IP telephony
Employee groups and hierarchical structures
Mobile application

* - Prices for a custom package are determined individually after assessing your company's needs.

How it works?

Platform Presentation

Arranging a video call with you to demonstrate the capabilities of the platform according to your request
1

Creating Terms of Reference

Discussing tasks and requirements for the implementation, agreeing on terms and conditions
2

System Setup

Configuring the platform according to the ToR
3

Hello World

Agreeing on all settings and connecting the platform to your accounts
4

Support and Maintenance

Providing technical support and staff training
5
Automate client communication
with artificial intelligence –

faster, more efficient, with complete control!

Chat with the support team

You can ask all questions about the platform or work process in a joint chat with our support team

User reviews

Victoria Brezgalova

СЕО
Thanks to ProcessFather and Planfix, we have improved all of our processes by 70%. 100% improvement wouldn’t have been possible since we are a large production company.

Without automation, we would go crazy, especially with social media. Thanks to Planfix, I have two online store managers working effectively. When it comes to requests from our social media accounts, my managers and I always have a finger on the pulse. Thanks to Planfix, managers see interested customers under each post and do their best to convert every lead to an actual buyer. In the past, we lost too many customers because we didn’t properly manage the comments under our posts. And now, using Planfix, we work with every customer who simply leaves a comment under a post expressing how they liked something that we sell. In 50% of cases, these leads become customers.

Big thank you to your entire team for constantly being online and answering my questions. Couldn’t be happier to work with professionals like you!

Andriy Panchenko

СЕО
I own a company that manufactures and sells shoes online. Before we implemented Planfix, my main problem was that we couldn't scale the business. I could not hire new managers, there were problems with connecting Facebook and Instagram, and other sites. We could not reply to our customers in messengers. I had a separate manager or several managers for each site, they were confused and conflicted with each other. Decent control of KPIs and manager productivity was out of the question.After we implemented Planfix, we were able to scale the business. Managers became universal regardless of the site, and clear and understandable control tools were implemented. Before Planfix, I had 3 people working in the sales department. Today I have 17 people working there. We’ve almost tripled our sales!I went through many CRM systems before implementing Planfix, the main deciding factor for me was the approach that Mykola and his team used at ProcessFather. I talked to a lot of teams that implemented both Bitrix24 and AMO CRM, and they weren’t completely satisfied with the CRMs. It was very important for me to be in constant contact with Mykola and his team so that my demands were met as quickly as possible, and exactly the way I wanted.I am absolutely satisfied with the cooperation, this is the fourth year that we’ll be working together. Everything is great. Thank you, ProcessFather!

Kim Fomkin

СЕО
To everyone who’s currently struggling with business automation and building systematic work processes for the company, I definitely recommend Mykola and his team.

Step by step we’re solving various processes in my IT company. As a recent example, we have developed and implemented a system for our new "server technical support and administration" services that automates and simplifies work with our clients.

I really like Mykola's work principles. He’s always eager to offer the best solutions, without trying to add extra work. Our cooperation is very efficient and transparent.

Yaremenko Vadym

СЕО
Our company offers chimney and venting services with home visits. For 6 months we’d been using AMO CRM, but it did not solve our problems, so we started to look for another solution that would cover our needs while offering flexible settings + good ratio of price/quality. At the Business Concentrate forum, we were advised to pay attention to PlanFix, and that’s how we turned to the guys from ProcessFather. We didn’t have a huge budget, so we broke down the CRM integration into step-by-step stages, and everything worked out 🙂 Hooray! Slowly but surely, we’ve adjusted all the main processes and taught the employees how to work with the platform. It took them some time to get used to this new software, but eventually, they figured it out! Now everything works as we wanted. The reports are displayed automatically and there’s finally no need to create them manually! We’re exploring all of the features, improving, making adjustments, and learning! I’m really satisfied with the cooperation 😀🙏 The most valuable thing to note is the loyal, understanding, and compassionate attitude of Mykola and his ProcessFather team!

Andriy Kolomiytsev

СTО
Many thanks to Mykola! I’m happy to cooperate with ProcessFather.

Their team of specialists managed to implement a model of our company's business processes into the CRM Planfix system, which allowed to formalize the relationship in the vertical management of the company and make the work process much more manageable.

I definitely recommend these guys.They respond almost instantly to any adjustment requests and when new tasks arise.

Cool people, great cooperation.

Albert Shoom

СЕО
Huge thanks to ProcessFather for helping to put our social media in order. Instagram and Facebook provide little functionality to work with customers, and ProcessFather, together with Planfix, fills all the gaps due to which we may lose customers, orders, and money.

The platform takes some time to get used to, but after that life becomes much easier))

And most importantly, whenever something is unclear, you can contact ProcessFather support, and they will instantly solve any of your problems.

Alexandr Kuznetsov

СЕО
Planfix is a powerful corporate governance tool. We at InteractiveCenter didn’t use PlanFix to its full potential before teaming up with ProcessFather. In the span of several months of cooperation, we’ve managed to digitize important business processes. Mykola is extremely proactive! He doesn’t simply follow the ToR but predicts and makes guesses about what we actually need. Then he helps us to form requests and implement them. Recommended!

Anastasia Karida

Lead Maketer
It is a pleasure to work with professionals who can hear, submerge into, and understand the specifics of the client's business process. Thank you Process Father for your promptness, expertise, and patience :)

Nikita Pustovoi

СMО
For some time we worked with AMO CRM. It was convenient for us in terms of making calls, the sales department was satisfied, the integration with landing worked great, and everything was great. But the integration with Instagram and direct messages, in particular, worked crookedly. There were very few useful settings, filters, analytics, controls, etc…

We didn't know what to do and by chance, I met Mykola and his company ProcessFather. He offered to start working with Planfix. We didn’t know about this software at all, you’d agree it’s not the most popular platform out there. But we decided to take a risk and give it a try. So now with Planfix, our team has grown to 17 people, they work with the platform efficiently, and everything’s clear and transparent. There are different policies for the distribution of leads, you can easily monitor conversion rates, and you can see how many leads of different statuses each manager works with. We can precisely determine the load and therefore draw conclusions. It has become much easier to run a company.

Simple chatting in the direct messages doesn’t lead to any conclusions, it is impossible to calculate the profit. With 12 people, you can’t just go in and count the money. Without this platform, we would not be making as much money for sure. Everything would be much more complicated. Employees would not earn so much, they would have lower efficiency, it’s all closely connected. We would have an increased staff turnover, the recruiter would have more work, and so on ...

Just imagine how one platform can solve so many issues. I am very grateful to ProcessFather for their help, what they did for us is just fantastic. You surely gotta try to work with them!

FAQ

This is the first time I'm seeing your platform. Why should I trust you?

Our Planfix platform team gets most of our work through word-of-mouth recommendations from our direct users and business owners, without any social media advertisements. We proudly share our client testimonials, you can find them directly on the website :)

How much does it cost to work with your platform?

Support and staff training are included in the cost of all service packages, the only difference between the packages is the duration of the support period.

How much will it cost to migrate to your platform?

Data import is included in the cost of Plan B and Plan F service packages.

How long does the setup take?

It can take 2-3 business days to prepare and set up your account. At any given stage of preparation, you can join the process and control the work if you wish.

Why are you unique?

We do not simply sell software, we set up the perfect workspace for your company. Our product is built based on our experience of working with more than 30 Instagram stores.

If I don't have a website now, will I be able to connect it later?

Absolutely! When setting up your account, we will prepare all the necessary settings for receiving requests from the website in advance. In the future, the site can be connected whenever you need, and the setup will take practically no time.

How much do your services cost?

The cost of CRM integration varies depending on the service package. Every package price you see on our website is a one-time payment for our services that includes CRM integration and setup.After making a one-time payment, you will only need to pay a subscription fee for the CRM Planfix software product. The cost of the subscription fee for further use is calculated based on the number of employees who will work in the account. For additional details about the pricing, please refer to https://planfix.ua/prices/

If I need to make adjustments after the test period, who should I contact?

Usually we cooperate with the majority of clients even after the end of the test period on the terms of hourly service payments. These are set individually.

What directories are available in the system, and what information do they contain?

The system provides various types of directories that make it easy to expand your product line and scale your business without requiring developer assistance. You can effortlessly add new locations, sources of information, courses or events, types and packages of sessions, and even include potentially interesting directions for your clients.

How can you communicate with clients through the system, and what features does it offer for this?

Communicate with clients through their preferred channels, such as Facebook, Instagram, Email, WhatsApp, Viber, or Telegram. All messages from different platforms are collected in the Planfix Timeline, where you can instantly respond to the client. The reply will be sent to the channel from which the query originated. If a platform you need is missing, integration possibilities through open APIs allow you to connect with any tool.

How does the system assist with processing client requests and tracking their statuses?

The system supports efficient processing of client requests manually, semi-automatically, or fully automatically. You can easily create unlimited requests for different products or events using a convenient request planner. Automatically generate the required number of sessions/events for each request, simplifying the planning process.

What can the AI assistant in Direct do?

The AI assistant in Instagram Direct automatically answers common questions, helps customers get instant replies, and suggests relevant products or services. Managers only step in when personal communication is required. This saves time and costs while providing 24/7 customer support.

What does automated message handling provide?

All conversations from Instagram, Facebook Messenger, Telegram, and website chat are centralized in one CRM window. The AI assistant can sort inquiries, prioritize them, record orders or requests, and escalate complex cases to managers. This ensures no message goes unanswered.

What are the advantages of OpenAI Agent Builder in the “Advanced” package?

OpenAI Agent Builder enables you to create flexible workflows involving multiple AI agents working simultaneously. Each agent can perform its own tasks, maintain context, interact with external services and the CRM, and respond to events within the workflow. This allows for full-scale business process automation without the need for extra integrations or complex coding, providing precise logic tailored to your company’s specific needs.

Why choose us?

Uniqueness
Our solution stands out in the market
Our solution has no equivalents on the market.
We support customers and respond to requests in an average of 15 minutes
Experience
Planfix has been on the market from 2013, providing a reliable foundation for your personalized HRM/ATS system
IT Expertise
Our team has of experience in IT from 2018, working on various IT solutions for businesses, which gives us insight into the specifics of such products and effective operational management
Ease of Use
We've ensured that making any changes can be done without involving programmers
Platform for Building Your Own Management System
Planfix is more than just project and task management. It helps you create CRM, production management systems, employee workload management, and much more. It's a comprehensive system for managing your company, not just a collection of modules
Unique Tools
Planfix allows you to do what's impossible in other systems. Even basic features like recurring tasks or report builders in Planfix are implemented at a deeper level, providing more capabilities. The Planner, Chronicle, and Analytics make the system powerful and pleasantly surprise everyone who gets acquainted with Planfix
Planfix Helps You Work the Way You Need
Not how its creators imagined. You can use ready-made solutions or decide how it should work yourself. This freedom attracts our users, and thanks to it, Planfix literally grows with your company
A Unified System Where Everything Is at Hand
All departments and business processes in Planfix work with shared data, eliminating the need for manual data transfer and duplication. This streamlines work and reduces the likelihood of errors between departments and processes
Planfix Can Look Like Your Corporate Management System
In corporate colors, with your company's logo and menu items leading to your websites and services. This makes it the "main program" that your employees launch when sitting at their computers, increasing their engagement in the work process
Planfix Offers User-Friendly and Fast Apps for iOS and Android
Even when you're on the go, you'll have access to your projects, receive timely reminders, communicate with colleagues and clients, assign and complete tasks