Settings
Settings
The list splits in two: settings for you and your workspace — account, team, billing, notifications — and a page per connected channel for the things only that channel has. Connections live in the channel pages.
On this screen
In the order the tour shows them.
Yours, and each channel's own
The list splits in two: settings for you and your workspace — account, team, billing, notifications — and a page per connected channel for the things only that channel has. Connections live in the channel pages.
Jump to a setting
Type what you are looking for — a word from a page name is enough. Faster than remembering which group a setting lives in, which is the usual reason settings are hard to find.
Grouped by what they are about
Channels, AI, Commerce, Integrations, Workspace. When a channel's badge turns amber, its page under Channels is where the reconnect button is.
Ideas you'll meet
The same explanations the ⓘ marks give in the app.
- a Professional account
- Automation needs a Business or Creator account, not a personal one. It also has to be linked to a Facebook Page — Meta grants the messaging permission to the Page, not the profile. Read the guide →
- your Page role
- Connecting a Page needs a Facebook role on it — admin, or a role that includes managing messages. Being the account that created the Page is not the same thing. Read the guide →
- the bot token
- BotFather gives you this once and it is the whole credential — anyone holding it controls the bot. Treat it like a password, and regenerate it in BotFather if it ever leaks. Read the guide →
- quality rating
- Meta's read on how people receive your messages. It isn't cosmetic — blocks and reports push it down, and a low rating cuts how many people you can message a day. Read the guide →
Guides
The longer reads behind this screen.
Common questions
Which channel should I connect first?
The one your customers already use. Each channel has one requirement that stops people at the door — a Professional account linked to a Page for Instagram, a Page role for Messenger, a Business Platform number for WhatsApp, a BotFather token for Telegram — and clearing one is faster than clearing four.
Why is my inbox empty after connecting?
Because nothing has replied to anyone yet. Build one automation from a template, trigger it yourself from another account, and the inbox, the leads list and the analytics all start to fill from that first reply.
I dismissed the setup checklist — how do I get it back?
From the help menu at the top of every page: Show setup checklist brings it back, and Restart the product tour runs the walkthrough again. Both work on a phone as well as a laptop.
Where do I reconnect a channel whose token expired?
On that channel's own settings page — the bottom half of the settings list is one page per connected channel, and the connection, its health and the reconnect button all live there.