HELP FILE

How do I set up a chat queue with Facebook Messenger?

    Connect your chat queue(s) to Facebook Messenger to reach more customers, gather rich data for analysis and growth, and optimize agent performance by enabling them to handle conversations in one central place. Available for Core and Complete only.

    Before you begin: You must be set up as a user and be assigned the admin role. This can also be done from your admin portal if you have access permissions. Make sure you have the following set up first. Visit https://www.facebook.com/help if you need help with your account setup, login, or pages.
    1. Sign in to our GoTo desktop/web app.
    2. From Call Queues and Contact Center > Chat Queues, select the chat queue you want to edit.
    3. From Settings > Facebook & Instagram > Enable Facebook Messenger, click Connect.

      Note: If you have previously linked Facebook to your chat queues, it will say Manage.

    4. From the pop-up window:
      1. Log in to Facebook if setting this up for the first time, otherwise click Edit Settings.
      2. Select the page(s) you want available for your chat queue(s). If you see Create a page instead of a list of pages, it's because you do not have a Facebook page available. One will need to be created before you can continue.
      3. Click Next.
      4. Make sure all permissions are enabled. Removing any permission may break the integration.
      5. Click Done > OK.

      Result: This will take you back to your chat queue settings page. If it does not happen automatically, refresh the app to load the list of Facebook pages. These will now display for all chat queues.

    5. From Facebook Pages, toggle on a page to make it available for agents in this chat queue.

      Note: You can connect multiple pages to a single queue and you can also connect the same pages to multiple queues.

    6. Click Save when you are finished.
    What to do next: Ensure your agents know how to use the chat queue in their agent dashboard.