Instagram Payment Link & Tracking Guide
This document provides a complete step-by-step guide to:
Sending payment links via Instagram chat
Configuring Razorpay payment integration
Enabling UPI payment links
Tracking payment transactions inside Ownchat
Viewing customer-level payment details
Overview
With this feature, you can:
Send payment links directly inside Instagram conversations
Accept payments via Razorpay integration
Track payment status (Created → Paid)
Monitor payment performance across channels
Access detailed transaction history
Step 1: Access Chat
Click the Chat icon in the left sidebar
Open the messaging dashboard
📌 The chat module allows direct customer interaction and payment sharing.
Step 2: Select Customer Conversation
Choose a customer chat (e.g., Dheva)
Open the conversation window
You can now interact directly with the customer
Payment links can be shared within this chat
📌 The chat screen displays customer details and conversation history alongside payment options.
Step 3: Add Payment Link
Click the Dollar ($) icon in the chat input area
This opens the Send Payment Link dialog
Step 4: Configure Payment Link
🔹 Select Payment App
Click Select App dropdown
Choose Razorpay
🔹 Select Connection
Click Select Connection dropdown
Choose your Ownchat Account
🔹 Enter Payment Details
Enter Amount
Enter Description
🔹 Enable UPI Link
Toggle the UPI Link switch to enable it
🔹 Send Payment Link
Click Send
📌 The payment link is instantly generated and shared in the chat interface.
Step 5: Verify Payment Link Sent
The payment link appears inside the customer chat
You can confirm successful delivery
📌 The chat preview shows the payment message along with a “Pay Now” option.
Step 6: Automation Support
Payments can also be configured through automation chatbot flows
You can track payments initiated via bot interactions
📌 Supports both manual chat payments and automated workflows.
Step 7: Access Payment Dashboard
Click the Payment menu icon in the left sidebar
Open the payment management dashboard
Step 8: Filter by Channel
Click the Channel dropdown
Select Instagram
This filters payment links created via Instagram
📌 The dashboard supports filtering across multiple channels.
Step 9: View Transactions
Click the All Transaction tab
View complete payment records
Available Details
Customer Name
Amount
Description
Source
Created At
Status
From
Payment Link ID
Reference ID
Additional Details
You can check the Source field to identify the payment provider or origin
Once a payment link is generated, it appears under Created status
After successful payment, the status updates automatically to Paid
Use the Customer Reference ID to access detailed transaction history
Step 10: Analyze Transaction Data
🔹 Source Tracking
Identify how the payment was triggered:
Chat
Bot
Workflow
📌 Helps measure performance of manual vs automated payment flows.
🔹 Status Tracking
Created → Payment link generated
Paid → Payment completed
📌 Status updates automatically upon successful payment.
Step 11: View Customer-Level Details
Click on a customer name (e.g., Dheva)
You will be redirected to the chat screen
View complete conversation history
Access payment interaction context
📌 Enables seamless transition between payments and customer communication.
Workflow Summary
Component
Description
Channel
Payment Provider
Razorpay
Trigger
Manual Chat / Bot
Payment Mode
UPI Link Enabled
Tracking Dashboard
Payment Module
Status Tracking
Created → Paid
Key Outcome
After completing this process:
Payments can be collected directly via Instagram
Payment links are generated instantly
Transactions are fully trackable
Customer communication remains centralized
Conversion tracking becomes easier and more actionable
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