How to Integrate Facebook to Tegsoft Web Chat?
  • 01 Dec 2022
  • 4 Minutes to read
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How to Integrate Facebook to Tegsoft Web Chat?

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Article summary

Facebook Messenger is a real-time messaging app built into the social media platform Facebook itself. It's fast, mobile, and has some great features for managing conversations.

Tegsoft provides the opportunity to integrate Facebook Messenger into their products. This integration enables users to manage, record, process and report inbound customer conversations emerging from Facebook Messenger as Tegsoft web chat calls without the need to transfer call data from third parties.

This article describes how to integrate Facebook to Tegsoft Web Chat.

By reading this article, you will have information about:

  • activating Facebook Business Manager
  • activating Facebook Messenger
  • integrating and activating Facebook Messenger into Tegsoft.

Facebook Messenger Activation Steps

Please, follow the steps below to integrate Facebook Messenger to Tegsoft Web Chat.

1. Facebook Business Manager Activation

First, you need to activate Facebook Business Manager account. Therefore, please create an account from Facebook Business Manager by following the steps in flowchart below.
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2. Facebook Messenger Activation

Please, follow the steps below to activate Facebook Messenger account.

Note: Before you begin, make sure that you are the admin of the page to be integrated.


1.  ➤ Go to https://developers.facebook.com/ and login to your account.
➤ Click My Apps.
Screen Shot 2021-12-30 at 11.34.34.png


2.  ➤ Click Create App button in the top right-hand corner.
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3.  ➤ Select Business app type. (The app type cannot be changed after your app is created.)
➤ Click Next.
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4.  ➤ Enter a Display name for your app.
     (This is the app name associated with your app ID. You can change this later.)
➤ Enter an App Contact Email address for your app.
     (This email address is used to contact you about potential policy violations, app restrictions or steps to recover the app if it’s been deleted or compromised.)
➤ Select the Business Account from the list.
     (To access certain permission of features, apps need to be connected to a Business Account.)
➤ Click Create App.
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5. After creating app successfully;
➤ Click Set Up Messenger to customize the way you interact with people on Messenger.


6. After setting up Messenger;
➤ Click Messenger and then Settings.
➤ Click Add or Remove Pages.
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7. After adding new page;
➤ Click Generate Token.
➤ Copy generated Token.
➤ Click Done.
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8. After the Facebook Messenger activation is completed successfully, integration parameters shall be set in Tegsoft software.
Follow the steps below in Tegsoft software to set integration parameters.
Step 1 – Click CC Management tab.
Step 2 – Click Contact Center Settings tab.
Step 3 – Click plus icon (+) to add new integration parameters.
Step 4 – Set parameters.
Step 5 – Click the Save button.

The parameters in Step 4 are described in the table below.

ParameterDescription
Account NameEnter an account name.
Account TypeSelect account type as Facebook from the list.
URLEnter the URL as https://graph.facebook.com/v13.0.
API keyEnter your Token generated from Facebook for Developers.
UsernameNULL
PasswordNULL
Phone NumberNULL
Is activeClick checkbox as active.
NotesType your notes.
Account idThis is your TRUNKID parameter value in the CallbackURL. Copy and keep it.


⚠️  IMPORTANT NOTICE
The Account ID in the integration parameters will be used as the value of the TRUNKID parameter in the Callback URL in the activation steps on the Facebook for Developers screens. Please keep this Account ID for future use in the next step.


9. After generating token;
➤ Click Add Callback URL.
➤ Enter your Callback URL.
    (Validation requests and Webhook notifications for this object will be sent to this URL.)
    ➤ Enter your Verify Token.
    (Token that Facebook will echo back to you as part of callback URL verification.)

Callback URL is:
https://{{YOUR_DOMAIN}}/Tobe/app/ApplicationServlet?externalService=textRouter&TRUNKTYPE=FBMESSENGER&TRUNKID=ACCOUNTID

Verify Token is:
tegsoft123

Note: In Callback URL, TRUNKTYPE and TRUNKID parameters aremandatory.

    ➤ Click Verify and Save.

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10. After adding Callback URL;
➤ Click Add Subscriptions.
➤ Select messages subscription.
➤ Click Save.
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11. After subscribing to the messages webhook;
➤ Click App Review.
➤ Click Permissions and Features.
➤ Filter 
email.
➤ Click 
Get advanced access for e-mail permission.


➤ Filter public_profile.
➤ Click Get advanced access for public profile permission.


➤ Filter pages_messaging.
➤ Click Request advanced access for pages messaging permission.


➤ Filter Business Asset User Profile Access.
➤ Click Request advanced access for business asset user profile access.


12.After adding the above four permissions and features;
➤ Click Requests.
➤ Click Edit.


13. After clicking the edit button, you will see the following page. In this page, you need to complete all steps of app settings and submit your settings for review. App review process takes approximately 5 days. If your requests are approved, you can proceed to the next step. If your requests are not approved, please edit your requests again, taking into account the feedbacks sent by the facebook team.


14. After all settings are configured and activations steps are completed successfully, web chat skill shall be created using the related number.

For detailed information about creating a web chat skill, please check out Web Chat Skills (Queues) article.



15. After web chat skill is created successfully, text routing rules shall be defined.

For detailed information about Text Routing Rules, please check out Text Routing Definitions article.



Tegsoft makes no representations or warranties, either express or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages.

Copyright © 2022, Tegsoft. All rights reserved.

"Tegsoft" and Tegsoft’s products are trademarks of Tegsoft. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only.


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