Facebook & Messenger Setup Guide

BEFORE YOU START

What you need

• Admin access to the intended Facebook Page
• Permission to grant Messenger and Page interaction access
• Permission to manage Integrations in SEROS

CONNECTION STEPS

Connect Facebook & Messenger, one click at a time

Complete each small action in order. Do not move to the next step until the expected result matches what you see.

1. 01
   FacebookOpen Meta Business Settings

   Check Page access

   Use a Facebook account with full control of the Page. Task-only access may not be enough to approve every permission.

   • Open Meta Business Settings.
   • Go to Accounts, then Pages.
   • Select the Page you want to connect and review People or Partners with access.
   • Confirm your account can manage messages and Page activity.

   Expected resultYour Facebook account can administer the intended Page.

2. 02
   Facebook Page

   Confirm messaging is enabled

   Customers must be allowed to message the Page if you want Messenger conversations in SEROS.

   • Open the Page as an administrator.
   • Open Settings, then Messaging or How people can contact your Page.
   • Confirm that people can send private messages to the Page.
   • Open a recent Page post that can be used for the comment test later.

   Expected resultThe Page accepts messages and has a safe post available for testing comments.

3. 03
   SEROS

   Start the Facebook connection

   Connect from the workspace where this Page's conversations should be assigned.

   • Open SEROS and select Integrations.
   • Find the Facebook block.
   • Select Connect Facebook.
   • Wait for the official Meta login and authorization page.

   Expected resultMeta asks you to continue with a Facebook account.

4. 04
   Meta authorization

   Continue with the Page administrator

   If a different Facebook profile is displayed, switch accounts before approving access.

   • Check the Facebook name and profile photo shown by Meta.
   • Select Continue as the correct administrator.
   • Keep Page, Messenger, and comment permissions enabled.
   • Complete any two-factor security check Meta requests.

   Expected resultMeta returns a list of Pages the account may connect.

5. 05
   SEROS

   Select the Page and channels

   Connect only the Page and interaction types this workspace should manage.

   • Find the Page by its name and profile image.
   • Enable Messenger for private messages.
   • Enable Facebook comments for Page-post comments.
   • Select Save channels.

   Expected resultSEROS shows the Page with the selected Messenger and comment channels.

6. 06
   SEROS

   Run the Facebook health check

   The check confirms the Page authorization, webhook, and channel subscriptions.

   • Open Manage on the connected Facebook block.
   • Select Health.
   • Wait until the Page and webhook checks finish.
   • If SEROS reports a missing permission, select Reconnect and approve the requested permission instead of creating a duplicate connection.

   Expected resultFacebook shows ready with no permission or webhook warning.

7. 07
   Facebook + SEROS Inbox

   Test Messenger and comments

   Use another Facebook account so each test arrives as a real customer interaction.

   • Send the Page a private message from another Facebook account.
   • Add a harmless comment to the test post from that account.
   • In SEROS Unified Inbox, confirm the message and comment appear in their correct channels.
   • Reply to both from SEROS and verify the replies appear on Facebook.

   Expected resultMessenger and Facebook comments can both be handled from SEROS.

FINAL CHECK

Verify before your team relies on it

• The correct Facebook Page is connected
• Messenger and comment channels match your selection
• Inbound Page interactions appear in SEROS
• Replies are sent from the expected Page identity

IMPORTANT NOTES

Know the provider rules