Facebook Messenger

Connect one Facebook Page to CRMAI through Connections, so every incoming message can be managed directly from CRMAI.

Never copy access tokens, App Secrets, or customer data into screenshots, documentation, or support tickets.

Before you start

You have access to the CRMAI workspace and the connections:create permission.
You're an admin or manager on the Facebook Page you want to connect.
The Meta account you'll use for OAuth manages only one selectable Page — this release doesn't support picking from multiple Pages yet.
Your browser allows redirects/popups from Meta.

1. Open Connections, then click Add Channel.

[SCREENSHOT: Connections page with the Add Channel button] facebook-messenger-01-add-channel.png

2. Enter a connection name and pick the division that'll handle these conversations.

[SCREENSHOT: connection name field and division selection] facebook-messenger-02-name-division.png

3. Select the Facebook Messenger channel, confirm the provider is Facebook Messenger Meta.

[SCREENSHOT: Facebook Messenger channel and provider selection] facebook-messenger-03-channel-provider.png

4. Click Connect Facebook Messenger, then log in and authorize on Meta's page.

[SCREENSHOT: Connect Facebook Messenger button] facebook-messenger-04-connect-button.png

[SCREENSHOT: Meta's authorization page — use a test account, hide identifying info] facebook-messenger-05-meta-consent.png

5. Select the one Facebook Page you want to use, then finish granting access on Meta's side.

[SCREENSHOT: Page selection on Meta] facebook-messenger-06-select-page.png

6. Once you're redirected back to CRMAI, check the success notification and the connection card.

[SCREENSHOT: success notification and Facebook Messenger connection card] facebook-messenger-07-success-card.png

Once OAuth succeeds, you can still adjust:

[SCREENSHOT: Facebook Messenger connection settings panel] facebook-messenger-08-settings-panel.png

Click Save after any change, and wait for the success notification before leaving the page.

Issue	Fix
Multiple Pages detected	Use a Meta account with only one eligible Page.
OAuth fails / no redirect	Confirm the Meta account and Page are accessible, then retry from the Connect button. Don't click repeatedly.
Connection not showing after redirect	Refresh the state on the connection card instead of creating a new one.
No Add/Save/Delete button	Ask an admin to check the `connections:create`/`edit`/`delete` permissions.

For the full operator guide, editing, deleting, and more detail, see the complete Facebook Messenger guide.