Bring Facebook Messenger and WhatsApp chats into your inbox
Connect a Facebook Page and link a WhatsApp number so their conversations arrive in Messages.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Customers message businesses wherever is easiest for them. Connecting Messenger and WhatsApp puts those conversations in the same inbox as your forms and live chat, so the team answers from one place. Both connections are marked Beta.
By the end you can
- Connect a Facebook Page
- Link a WhatsApp number by QR code
- Know the risk of the WhatsApp method
Screens used
Steps
- 1
Open Integrations
On: /settings/integrationsOpen Settings and choose Integrations.
You should see: Boxes for Google Calendar, Zoom, Facebook Messenger, WhatsApp and Meta Ads.
- 2
Connect a Facebook Page
On: /settings/integrationsIn Facebook Messenger press Connect a Facebook Page, sign in to Facebook yourself, and choose the page.
You should see: "Facebook Page connected. Messenger conversations will appear in your inbox."
- 3
Link a WhatsApp number
On: /settings/integrationsIn WhatsApp press Connect a WhatsApp number. A QR code appears. On the phone open WhatsApp, go to Linked devices and scan it, the same way as WhatsApp Web.
You should see: The number is listed. Its chats appear in your inbox with a green badge, and replies send from that number.
- 4
Read the warning
On: /settings/integrationsThe page says this uses an unofficial method, the same one WhatsApp Web uses, and that WhatsApp may ban numbers that use it, especially for bulk or spammy messages. Use a business number you can afford to replace, and reply to people rather than broadcasting.
You should see: You have decided which number to link, knowing the risk.
- 5
Answer from Messages
On: /messagesOpen Messages and the Revenue tab. Reply to a Messenger or WhatsApp conversation like any other.
You should see: Your reply arrives in the customer's Messenger or WhatsApp.
Tips
- Disconnect stops new messages arriving; the history is kept.
- While Meta reviews the app, only pages managed by app admins and testers may be connectable.
Troubleshooting
- "Your Facebook account doesn't manage any pages. Messenger inbox needs a Facebook Page."
- Sign in with the Facebook account that is an admin of the business page, or ask the page's owner to make you an admin.
- "You don't have permission to connect Messenger on this workspace."
- Only the workspace owner, or a collaborator the owner has given the integrations area, can connect it. Ask the owner.
One row per shot, in the same order as the guide. Estimated length 2:06, recorded signed in as Owner. Use made-up data only. How to record
Say: Bring Facebook Messenger and WhatsApp chats into your inbox. Connect a Facebook Page and link a WhatsApp number so their conversations arrive in Messages.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Integrations.
Hold until you see: Boxes for Google Calendar, Zoom, Facebook Messenger, WhatsApp and Meta Ads.
Say: In Facebook Messenger press Connect a Facebook Page, sign in to Facebook yourself, and choose the page.
Hold until you see: "Facebook Page connected. Messenger conversations will appear in your inbox."
Say: In WhatsApp press Connect a WhatsApp number. A QR code appears. On the phone open WhatsApp, go to Linked devices and scan it, the same way as WhatsApp Web.
Hold until you see: The number is listed. Its chats appear in your inbox with a green badge, and replies send from that number.
Say: The page says this uses an unofficial method, the same one WhatsApp Web uses, and that WhatsApp may ban numbers that use it, especially for bulk or spammy messages. Use a business number you can afford to replace, and reply to people rather than broadcasting.
Hold until you see: You have decided which number to link, knowing the risk.
Say: Open Messages and the Revenue tab. Reply to a Messenger or WhatsApp conversation like any other.
Hold until you see: Your reply arrives in the customer's Messenger or WhatsApp.
Say: That is bring Facebook Messenger and WhatsApp chats into your inbox. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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