Overview
Social channels bring your social media messages into the platform. Direct messages and interactions from Facebook Messenger, Instagram and TikTok arrive as conversations in the same panel, with per-contact history, assignment, internal notes and automations.
Your team replies to everything in one place, without switching between apps and without losing the context of each customer.
Prerequisites
- An administrator profile to create social channel inboxes.
- An account/page on the corresponding network with admin permission to connect it.
- Authorization (login) on the social network at connection time, granting the requested permissions.
- Some social channels may depend on being enabled for your account β check with an administrator if the option doesn't appear.
Step by step
- Under Settings β Inboxes, create a new inbox and choose the desired social channel (Facebook Messenger, Instagram or TikTok).
- Log in to the social network and authorize the connection, granting the requested permissions.
- Select the page/account to connect to the inbox.
- Finish creating the inbox.
- Send a test message through the social network and confirm it reaches the platform.
Settings & options
- Connected account: the network page/account linked to that inbox.
- Assignment and teams: define who handles conversations from that channel.
- Automation and replies: apply automations, canned responses and greetings as in other channels.
- Reconnection: if the authorization expires, log in again to reactivate the channel.
Use cases
- Handle Instagram and Messenger DMs alongside WhatsApp and website, without switching apps.
- Reply to interactions coming from TikTok and turn followers into CRM contacts.
- Standardize marketing and sales support across every network.
Tips, limits & best practices
- Each network has its own rules and reply windows β answer within the allowed timeframe.
- Keep the account permissions valid; expired authorizations stop messages from arriving.
- Use a profile with page admin access to avoid connection blocks.
Troubleshooting
- Messages don't arrive: check whether the authorization is still valid and log in again if needed.
- Can't select the page/account: confirm your user is an admin of it on the network.
- The channel doesn't appear at creation: it may not be enabled for your account β talk to an administrator.