Getting Started with Lead Inbox

Welcome to the Lead Inbox! This guide will help you connect your social media communication channels—WhatsApp, Instagram, and Facebook Messenger—so you can receive and respond to all customer messages directly within our application.

Connecting Facebook Messenger

Facebook Messenger integration is page-based, meaning it links directly to your business Facebook Page.

Prerequisites

• A personal Facebook account with Admin access to your company's Facebook Page.
• A Facebook Page representing your business.

Setup Steps

1. Navigate to Lead Inbox -> Messenger -> Connection Setup.
2. Click Connect Facebook Page.
3. Log in with your Facebook account and select the Facebook Page you want to link.
4. Grant the required permissions for page management and messaging.
5. Click Save Setup.

Verification

Once connected, send a message to your Facebook Page from a personal account. The new message thread should appear in your Lead Inbox under the Messenger tab.

Connecting Instagram Direct Messages (DM)

Instagram DM integration allows you to reply to Instagram messages directly from the dashboard.

Prerequisites

• An Instagram Professional (Business or Creator) account. Personal Instagram accounts are not supported.
• Your Instagram Professional account must be linked to your business Facebook Page.
• Admin access to that Facebook Page.

Setup Steps

1. Navigate to Lead Inbox -> Instagram -> Connection Setup.
2. Make sure your Instagram account is linked to your Facebook Page in your Instagram settings.
3. Click Connect Instagram Business Account.
4. Log in using the Facebook account that admins the linked Page.
5. Select the Instagram Business account and Facebook Page.
6. Grant permissions for message management (instagram_manage_messages).
7. Save the setup in the application.

Connecting WhatsApp Business

WhatsApp integration connects your WhatsApp Business Account (WABA) to the platform.

Prerequisites

• A registered WhatsApp Business Account.
• Access to the Meta Business Manager.
• A phone number that can receive SMS or voice calls for verification (cannot be an active personal WhatsApp number).

Setup Steps

1. Navigate to Lead Inbox -> WhatsApp -> Connection Setup.
2. Enter your WhatsApp Business Account ID, App ID, and Meta Graph Token.
3. Register your phone number and trigger the verification code.
4. Enter the verification code received via SMS/voice call.
5. Complete the setup.

Troubleshooting Tips

• Message Not Appearing: Make sure the Webhook verify token in your Facebook/Meta developer settings matches the one shown on your connection setup page.
• Token Expired: Meta access tokens expire periodically. If messages stop syncing, navigate to connection settings and click Reconnect or refresh your access token.