Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I configure Facebook's integration with Web Chats?
    FAQs in this section
    What are Live Chats? Is Live Chats available in the Sales Professional edition? How do I install Live Chats module? How do I activate the Live chat widget on my website? What is the importance of the Live Chat widget? How do 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 take in the chat window? Can I see the location of the client in the Live Chat console? What are transcripts? Where do I find it? How do I go back to the Live chat console from List View? Who are agents in Live Chats? Do I get a link to the chat record? How do I add a case from a chat? Can I add a deal from a chat? What does One View in Live Chats show? How do I track the performance of my agents? How do I see a client's feedback? How do I, as a reviewer, give feedback to the agents? Where do I see a chat's metrics? What metrics of Live Chats do I see from the Reports module? Is the Live Chats module available by default in the CRM? What are the main features of the Live Chat widget? Why do I configure the Live Chat widget? Why am I seeing a smiley beside the chat number? How do I send a transcript to the client? Who are the clients in Live Chats? What is a Tracker code in Live Chats? What do Pages Visited show in Live 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 do I know the source of the customer? What is the difference between the 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 do I know when a client replies to me? How do I add a tag to a chat record? What does the bulb icon do in Live 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? How do I send images to the client from the chat window? Why do I integrate Facebook with Live Chats? I have a Facebook account, is that enough for Live Chats? How do I check whether the Facebook integration with Live Chats is working? How do I activate Webchats?

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

    Table of Contents

    The configuration includes two steps:

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

    1. Click on HOME in the path on the top left side of the screen. 
      1. 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 on which you wish to enable Live Chats.
    9. Click Save.

    You have successfully integrated Facebook with Live Chats.

    To learn more about Facebook Integration with Live Chats, click here.
    To learn more about Live Chats in Vtiger CRM, click here.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger