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1. Before you start
- A Facebook Page for your business (not a personal profile).
- You must be an administrator with full control of that Page. Editor or moderator roles are not enough.
- Recommended: the Page inside your business portfolio (business.facebook.com).
- If you will also connect Instagram, read the Instagram guide first: both are connected in the same window.
2. Do I have a Page or a profile?
| If you see… | It is… |
|---|---|
| An “Add friend” button, a friends list, a birthday | A personal profile ❌ |
| “Follow” or “Like” buttons, a category (for example “Restaurant”) and a “Send message” button | A Page ✅ |
If you only have a profile: create a free Page from Facebook → menu → Pages → Create new Page, using your business name. Your profile stays the same; you manage the new Page.
To confirm you are an administrator: go to your Page → Settings → Page access. Your name must appear under “People with Facebook access” with full control.
3. Step by step: what you will see
Meta changes the wording and order of its windows from time to time. If something looks slightly different, follow the same idea: choose your business, select your Pages and keep the permissions turned on.
- In SocialChat365: open the CRM → Channels and integrations menu → FB/IG account → “Connect with Facebook” button.
📷 Screenshot pending: FB/IG account screen with the “Connect with Facebook” button.
- A Meta window opens saying “Continue as [your name]”. If the name shown is not yours, switch accounts first: it must be the account that manages the Page.
- Choose your business portfolio, if Meta asks. Select your business.
- Choose your Pages. Select the Page (or Pages) you want to handle with SocialChat365. If you don't select a Page here, it will not appear later.
📷 Screenshot pending: Meta window to choose Pages.
- Choose your Instagram accounts, if you have any. Select your business account. If it doesn't appear, see the Instagram guide.
- Review the permissions and keep them all turned on. Each permission enables a feature (replying to messages, comments, publishing). If you turn one off, that feature won't work.
📷 Screenshot pending: Meta permissions window.
- Click Save or Done. The window closes by itself.
- Back in SocialChat365 you will see your Pages with their photo and, if applicable, their Instagram account. Choose the Page, choose the AI agent that will handle it and click Connect.
📷 Screenshot pending: list of Pages in the CRM to choose Page and agent.
- Test: from another Facebook account that does not manage the Page, message your Page on Messenger. The message should appear in your SocialChat365 inbox. Testing with your own admin account does not behave like a real customer.
4. What SocialChat365 does and doesn't do
- ✅ Receives and replies to your Page's Messenger messages, with your team or your AI assistant.
- ✅ Reads and replies to comments on your posts and, if you enable it, sends a private message to people who showed interest (once per comment, up to 7 days later).
- ✅ Publishes to your Page the content you create and approve.
- ⚠️ Under Meta's rules, a message can only be answered within 24 hours of the customer's last message.
- ❌ It does not work with personal profiles, groups or Pages you don't manage.
5. Common errors
| What happens | Why | What to do |
|---|---|---|
| My Page doesn't appear in the list | You are not an administrator with full control, you didn't select it in Meta's window, or it is actually a profile | Check section 2 and connect again, selecting the Page |
| The Page appears but not my Instagram | The account is personal, not linked to the Page, or message access is not allowed | Follow the Instagram guide and connect again |
| It connected, but comments don't arrive or I can't publish | You turned off a permission in Meta's window | Click “Connect with Facebook” again and keep all permissions on |
| Another Facebook account appears in the window | Your browser has another Facebook session open | Log out of facebook.com and sign in with the account that manages the Page |
| The window doesn't open | The browser is blocking pop-ups | Allow pop-ups for socialchat365.com and try again |
| People write to me and nothing appears in SocialChat365 | You tested with your own admin account, or the conversation is older than 24 hours | Test from another Facebook account with a new message |
6. How to disconnect
- In SocialChat365: FB/IG account → your Page → Disconnect. Previous conversations are kept.
- You can also remove access from Facebook: your Page → Settings → Business integrations → SocialChat365.com → Remove.
This is an English translation. In case of discrepancy, the Spanish version prevails. Screenshots are shown in Spanish.