Meta (Facebook & Instagram)
Connect your Meta business accounts to manage Facebook Messenger and Instagram DMs alongside WhatsApp — all in one shared inbox.
What you get
Section titled “What you get”- Unified inbox — Facebook, Instagram, and WhatsApp conversations in one place
- AI auto-reply — The Closer responds on Facebook and Instagram too
- Cross-platform customers — customer profiles merge across platforms
- Single dashboard — manage all Meta channels from ChatAgent
Connecting
Section titled “Connecting”Facebook Page
Section titled “Facebook Page”- Go to Settings → Integrations → Meta
- Click Connect Facebook
- Log in with your Facebook account
- Select the Facebook Page you want to connect
- Approve the permissions ChatAgent needs
- The connection shows as Connected
Instagram Business
Section titled “Instagram Business”- Go to Settings → Integrations → Meta
- Click Connect Instagram
- Log in with your Instagram Business account
- Approve the permissions
- The connection shows as Connected
Configuration
Section titled “Configuration”Channel settings
Section titled “Channel settings”For each connected channel:
- AI auto-reply — enable/disable The Closer for this channel
- Business hours — set when AI responds vs. routes to human
- Welcome message — first message for new conversations
- Response rules — same rules as WhatsApp (shared or per-channel)
Conversation routing
Section titled “Conversation routing”| Setting | Description |
|---|---|
| Shared inbox | All Meta channels feed into the same inbox |
| Separate inboxes | Each channel gets its own inbox view |
| Priority | WhatsApp > Facebook > Instagram (configurable) |
Platform differences
Section titled “Platform differences”| Feature | |||
|---|---|---|---|
| AI auto-reply | ✓ | ✓ | ✓ |
| Message templates | ✓ (required) | Not needed | Not needed |
| Catalog sync | ✓ | ✓ | ✓ |
| Payments | ✓ (GoPay, Xendit) | Limited | Limited |
| Group chats | ✓ | ✓ | ✗ |
| Voice messages | ✓ | ✓ | ✓ |
- Start with WhatsApp — get your AI working well there first, then expand to Facebook/Instagram
- Customize per platform — adjust tone and responses for each channel’s audience
- Monitor all channels — check the shared inbox regularly for all platforms
Next steps
Section titled “Next steps”- The Closer — configure AI for all channels
- Shared Inbox — manage conversations across platforms
- Shopify — sync your store data