Zoho SalesIQ Facebook Integration: Messenger Channel

Zoho SalesIQ: Facebook Messenger Channel Integration

This has changed since it was first documented. The old approach, embedding a Facebook Page Plugin live chat widget that required at least 2,000 page followers, has been replaced by a Facebook Messenger channel integration, with no follower count requirement at all.

How the Current Integration Works

Rather than an embedded chat widget on your Facebook Page, followers now message you directly through Facebook Messenger itself, and those conversations, along with any media shared, appear in your SalesIQ operator dashboard alongside your website chats. All chats and media are also stored in Facebook Messenger itself.

Setting It Up

  1. In your SalesIQ dashboard, go to Settings, then Channels, then Facebook.
  2. Click Add to enable the channel, read the user consent notice, and click Accept.
  3. Click Manage Users in the top-right corner, and you'll be redirected to a Facebook login page.
  4. Log in with your Facebook credentials to link your account.
  5. Click Edit Access, enable the required permissions to connect your Facebook business page, and click Continue.
  6. You'll be redirected back to SalesIQ, where your Facebook page is now linked. Choose the brand you want to configure the channel for.

Managing Missed and Idle Chats

If an operator doesn't attend a chat, it moves to the Missed Chats section. You can set a time limit, from 15 minutes up to a month, after which a missed chat automatically converts to a closed chat. Operators must respond before this limit, since they can't reply to a chat once it's closed. Separately, you can set a limit of up to 24 hours to automatically close chats that connect to an operator but then go idle with no further messages.

Need help? 1 Cloud Consultants can help you set up the Facebook Messenger channel in Zoho SalesIQ and configure missed and idle chat handling. Book a discovery call with 1 Cloud Consultants.