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Version: 8.1

Set up Facebook Messenger integration

Level: beginner

Set up Facebook Messenger integration to let contact center agents process messages sent via your Facebook Page chat in Creatio.

  1. Set up chat processing in Creatio. Read more >>>

  2. Add the Facebook Messenger channel. Read more >>>

    Before you start setting up the Facebook messenger channel, make sure the “Identity server Url” (“IdentityServerUrl” code), “Identity server client id” (“IdentityServerClientId” code), and “Identity server client secret” (“IdentityServerClientSecret” code) system settings are populated. If the values of these system settings are not populated, contact Creatio support.

  3. Set up a third-party chatbot for message processing (optional). Read more >>>

Step 1. Add Facebook Messenger channel​

Add the channel to let Creatio send and receive messages on behalf of your Facebook Page. Perform the setup in the Chat settings section of the System Designer.

  1. Click the button to open the System Designer.

  2. Click Chat settings.

  3. Click the button in the Channels area. Select “Facebook messenger” in the pop-up menu. This will open the Facebook login window.

  4. In the opened Facebook window:

    1. Log in to Facebook.

    2. Select the checkboxes for the pages you would like to synchronize with Creatio. Note that you can only set up synchronization for Facebook Pages and not for personal profiles.

    3. Click Next.

      Fig. 1 Selecting a Facebook Page to synchronize with Creatio
      Fig. 1 Selecting a Facebook Page to synchronize with Creatio

    4. Allow Creatio to manage your Facebook Page. This will let Creatio send and receive messages using the Facebook Messenger channel on behalf of your brand. If you restrict Creatio from managing the page, the chat functionality may not work properly.

    5. Click Done.

      Creatio will add a separate channel for each of the selected pages. The channel name will match the name of the corresponding Facebook page.

      Fig. 2 Setting up access to page management
      Fig. 2 Setting up access to page management

  5. To process messages from the new channel in the communication panel, activate the channel and link it to a queue.

    1. Click the channel name in the Channels detail list.

    2. In the mini page that opens:

      • Set the switch to “Active.”
      • Select the chat queue that will process the messages that come via this channel.
      • Select the expected channel message language. This will let the agents use quick reply templates in the customer language.
      • Click Apply.

  6. Repeat step 5 for all other channels if needed.

note

Keep in mind that you can only connect a single Facebook page to a single Creatio application. If you add the channel to several applications, e.  g., development, testing, and production environments, only the last integrated instance will receive messages.

Step 2. Set up third-party chatbot integration (optional)​

Creatio allows you to integrate third-party chatbots that will process common user requests, reducing the load on the agents. This option is only available for Facebook Messenger chats. The chatbot setup and Facebook integration procedure depend on the bot platform. These instructions are usually available in the bot platform's vendor documentation.

This functionality requires:

To integrate Creatio with the chatbot:

  1. Go to the “Settings” section of your Facebook page → “Advanced Messaging.”

  2. Configure the “Messenger receiver” parameters in the “Connected Apps” block:

    • Primary Receiver for Handover Protocol – your bot platform

    • Secondary Receiver for Handover Protocol – Creatio Social application.

      Fig. 3 Configuring the Messenger receiver
      Fig. 3 Configuring the Messenger receiver

    As a result, the chatbot will process messages sent to your Facebook Page. Creatio will display them in the Chats section. The Agent field will be left empty for bot-processed chats.

See also​

Set up chat processing

Chat access

Set up Telegram integration

Set up WhatsApp integration

Work with chats