FAQs in this section
How can I send images to the client from the chat window?
What are Web Chats?
Is Web Chats available in the Sales Professional edition?
How can I install Web Chats module?
How can I activate the Live chat widget on my website?
What is the importance of the Live Chat widget?
How can I customize the live chat widget to my needs?
What is the Live Chat console?
What is the green tick mark beside the client's photo?
What actions can an agent do in the chat window?
Can I see the location of the client in the Live Chat console?
What are transcripts? Where can I find it?
How can I go back to the Live chat console from List View?
Who are agents in Web Chats?
Can I get a link to the chat record?
Can I add a case from a chat?
Can I add a deal from a chat?
What does One View in Web Chats show?
How can I track the performance of my agents?
How can I see a client's feedback?
How can I as a reviewer, give feedback to the agents?
Where can I see a chat's metrics?
What metrics of Web Chats can I see from the Reports module?
Is the Web Chats module available by default in the CRM?
What are the main features of the Live Chat widget?
Why should I configure the Live Chat widget?
Why am I seeing a smiley beside the chat number?
Can I send a transcript to the client if needed?
Who are clients in Web Chats?
What is a tracker code in Web Chats?
What do Pages Visited show in Web Chats?
Can the customers automatically view answers in the widget?
I can see green dots next to a client's name. What does this mean?
What do the numbers in a chat list indicate?
How will I know the source of the customer?
What is the difference between Busy and Offline statuses of an agent?
Can an agent transfer their chat to another agent?
Can an agent view the chats assigned to another agent?
What happens when an agent goes offline?
What is the difference between the New and Open status of a chat?
How will I know when a client replies to me?
How can I add a tag to a chat record?
What does the bulb icon do in Web Chats?
What are the tick marks in the chat window?
Can I send images to the client from the chat window?
Can I open an active chat in a new tab?
Why should I integrate Facebook with Web Chats?
I have a Facebook account, is that enough for Web Chats?
How can I check if the Facebook integration with Web Chats is working or no?

How can I configure Facebook's integration with Web Chats?

The configuration includes two steps:

  1. Linking your Facebook Page to Vtiger CRM
  2. Enabling Facebook in Web Chats

Let us understand both of them in detail…

Step 1: Linking your Facebook Page to Vtiger CRM

  1. Log in to your CRM account.
  2. Click the User Menu icon on the top right corner of the screen.
  3. Click the Settings button.
  4. Look for the Extensions block.
  5. Click Facebook.
  6. Click the Connect button to log in to your Facebook Business Page. 
    • The Facebook authorization page opens.
  7. Enter your Facebook credentials.
  8. Click Log In
  9. Select the Facebook page that you want to link.
  10. Click Next.
  11. Select the different options that are available for syncing.
  12. Click Done.
  13. Click OK
    • You will be redirected to the CRM.
  14. Enable the toggle button beside your page name to enable your page.

Your Facebook account is now connected to Vtiger CRM.

Step 2: Enabling Facebook in Web Chats

  1. Click on HOME in the path on the top left side of the screen. 
    • You will be taken to the Settings homepage.
  2. Look for the Websense block.
  3. Click Widgets.
  4. Select the tracker that is in charge of the widget on your website from the Select Tracker drop-down.
  5. Select the widget that you want to customize from the Select Widget drop-down.
  6. Click the Facebook tab.
  7. Click the Enable Facebook Messenger toggle button.
  8. Click the Page Status toggle button for the page in which you wish to enable Web Chats.
  9. Click Save.

You have successfully integrated Facebook with Web Chats.

To know more about Facebook Integration with Web Chats, click here.
To learn more about Web Chats in Vtiger CRM, click here.
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