Facebook and Instagram Setup

This document explains how to configure the Instagram and Facebook Messenger channels in Evo CRM. Both channels use an authentication flow that connects your business account/page to the platform so messages can be received and managed.

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Starting a New Channel

To start, use the highlighted action on the Channels screen. The New Channel button (highlighted) is used to start creating a new communication channel.

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Selecting Instagram

On the Select a channel type screen, click the Instagram card. The highlighted card represents the Instagram direct messages channel.

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Connecting Instagram

After selecting Instagram, the system opens the configuration screen. Within the highlighted area, the screen shows:

• Connect with Instagram
• Description indicating that an Instagram business account is required
• Button: Connect with Instagram
• Option to Cancel the operation

Clicking Connect with Instagram redirects you to Instagram to authorize the connection.

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Selecting Facebook Messenger

To configure Facebook Messenger, return to the channel type selection screen and click Facebook Messenger. The highlighted card represents the Facebook Messenger chat channel.

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Connecting Facebook Messenger

After selecting Facebook Messenger, the configuration screen is displayed. Within the highlighted area, the screen shows:

• Connect with Facebook
• Button: Sign in with Facebook
• Message informing that you will be redirected to authorize the application
• Note indicating that you must be a Facebook page administrator

Clicking Sign in with Facebook redirects you to Facebook to authenticate and grant access to the selected page.

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Final Considerations

• Instagram requires an Instagram business account
• Facebook Messenger requires administrator access to the Facebook page
• Both channels use an external authorization flow
• After authorization, the channel is available in Evo CRM