Meta, WhatsApp & Social Media
Overview
Connect Meta platforms (Facebook, Instagram, WhatsApp) to handle customer messages from social media with your AI agents.
Facebook & Instagram
1. Go to Connections > Meta
2. Click Connect and sign in with your Facebook account
3. Select which Pages and Instagram accounts to link
4. Messages from Messenger and Instagram DMs flow into the Inbox
5. AI agents respond automatically on these channels
WhatsApp Business
WhatsApp uses Embedded Signup:
1. Go to Connections > WhatsApp
2. Complete the inline signup form
3. Verify your business phone number
4. WhatsApp messages appear in the Inbox
5. AI agents can send and receive WhatsApp messages
Supports text, images, and document sharing.
Meta Ads tracking
Track Facebook and Instagram ad performance:
- Lead volume from Meta ads
- Cost per lead
- Ad campaign ROI
- Attribution to pipeline deals