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

1. Click the Chat icon in the left sidebar

2. Open the messaging dashboard

📌 The chat module allows direct customer interaction and payment sharing.

Step 2: Select Customer Conversation

1. Choose a customer chat (e.g., Dheva)

2. 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

1. Click the Dollar ($) icon in the chat input area

2. This opens the Send Payment Link dialog

Step 4: Configure Payment Link

🔹 Select Payment App

1. Click Select App dropdown

2. Choose Razorpay

🔹 Select Connection

1. Click Select Connection dropdown

2. Choose your Ownchat Account

🔹 Enter Payment Details

1. Enter Amount

2. Enter Description

🔹 Enable UPI Link

1. Toggle the UPI Link switch to enable it

🔹 Send Payment Link

1. 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

1. Click the Payment menu icon in the left sidebar

2. Open the payment management dashboard

Step 8: Filter by Channel

1. Click the Channel dropdown

2. Select Instagram

• This filters payment links created via Instagram

📌 The dashboard supports filtering across multiple channels.

Step 9: View Transactions

1. Click the All Transaction tab

2. 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

1. Click on a customer name (e.g., Dheva)

2. 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	Instagram
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