This guide explains, step by step, how to connect your Facebook Page, your Instagram account and your WhatsApp number to SocialChat365, what you will see on each screen and which mistakes to avoid. Read it before you start: most problems come from confusing a personal profile with a Page, or from using a number that is already in use somewhere else.
1. First, understand these pieces
Meta (the company that owns Facebook, Instagram and WhatsApp) separates the person from the business. Think of it this way: your personal profile is your ID card; your Page is your business sign; and the business portfolio is the folder where your company keeps everything.
| Piece | What it is | Example | Can it be connected to SocialChat365? |
|---|---|---|---|
| Personal Facebook profile | Your account as a person: friends, photos, personal posts. | Juan Pérez | ❌ No. Meta does not allow personal profiles to be connected to any system, not even with “professional mode”. You only use it to sign in. |
| Facebook Page | Your business presence on Facebook. It has followers, a category and a message button. | Cevichería Don Juan | ✅ Yes. |
| Business portfolio (formerly “Business Manager”) | Your company's folder in Meta, where your Page, Instagram and WhatsApp are kept. | Cevichería Don Juan | Required for WhatsApp and recommended for Facebook. If you don't have one, Meta lets you create it while connecting. |
| Instagram account | It can be personal or professional (business or creator). | @cevicheriadonjuan | ✅ Only a professional account linked to your Facebook Page. |
| WhatsApp number | A new number, one with regular WhatsApp or one with WhatsApp Business. | +593 99 123 4567 | ✅ Yes, but each type of number has its own path (see the WhatsApp guide). |
2. Rules that apply to every channel
- You connect with your own Facebook account. SocialChat365 will never ask for your password. The connection happens in an official Meta window.
- You must be an administrator of the Page, the Instagram account and the business portfolio. If someone else created your Page, they must first give you full control.
- Only connect what is yours or what you are authorized to manage.
- In Meta's windows you will see the name “Trackex Developer Portafolio”. It is the company (TRACKEX S.A.S.) that operates SocialChat365 and is an authorized Meta partner. This is normal: it is not an error or a different company.
- Use a computer, with pop-up windows allowed in your browser, and set aside about 15 uninterrupted minutes. If Meta's window stays open for a long time, the session expires and you have to start over.
3. Usage rules (so you don't lose your account)
Meta monitors how each Page and number is used. If you break its policies, it can limit or close your account. Before connecting, keep in mind that:
- You may only message people on WhatsApp with templates or campaigns if they agreed to receive messages from your business.
- Spam and bought, rented or scraped lists are not allowed.
- Political use (parties, candidates or campaigns) and selling products prohibited by Meta are not allowed.
- On Messenger and Instagram you can only reply within 24 hours of the customer's last message.
Details are in our Terms of service.
4. Need help?
Write to contacto@socialchat365.com or on WhatsApp at +593 99 331 0310. If something fails, send us a screenshot of the full screen, including the “Session ID” shown at the bottom of Meta's windows.
This is an English translation. In case of discrepancy, the Spanish version prevails. Screenshots are shown in Spanish.