Connect Ad Account

Connect your Meta ad accounts to AI Chat Assist to create, manage, and optimize your advertising campaigns directly from the platform.

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Prerequisites

Before you begin, ensure you have:

• A Meta Business Manager account with admin access
• At least one active ad account in good standing
• Admin or editor access to the Facebook Page you want to connect
• The necessary permissions for the assets you want to connect

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Connection Process

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Step 1: Initiate Connection

1. Log in to your AI Chat Assist dashboard
2. Navigate to AI Campaigns Manager > Meta Integration
3. Click “Connect Facebook”

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Step 2: Authorize Access

1. You’ll be redirected to Meta’s login page
2. Log in with your Facebook credentials (if not already logged in)
3. Select the Business Manager account you want to connect

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Step 3: Select Assets to Connect

Choose which assets to connect to AI Chat Assist:

• Ad Accounts: Select the ad accounts you want to manage
• Facebook Pages: Choose the pages you want to connect
• Instagram Accounts: Select any Instagram business accounts
• Pixels: Choose the Meta Pixels for tracking
• Catalogs: Select product catalogs if applicable

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Step 4: Review and Confirm

1. Review the list of assets being connected
2. Check the required permissions
3. Click Confirm to complete the connection

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Required Permissions

For full functionality, ensure these permission levels in Meta Business Manager:

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Configuration Settings

After connecting, configure these settings for optimal performance:

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Default Ad Account

Select which ad account to use by default for new campaigns

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Default Facebook Page

Choose your primary Facebook page for sharing and engagement

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Pixel Configuration

Set up event tracking between your chatbot and Meta Pixel

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Conversion API

Enable server-side event tracking for more accurate data collection

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Verifying Your Connection

To ensure everything is working correctly:

1. Go to Connection Status in your dashboard
2. Check that all connected assets show “Connected” status
3. Run the connection test to verify data flow
4. Review any warnings or recommendations
5. Test a sample ad to confirm tracking is working

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Troubleshooting Common Issues

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Connection Failures

• Verify your internet connection
• Check if Meta’s services are experiencing outages
• Ensure you’re using the correct login credentials

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Permission Errors

• Confirm you have admin access to all assets
• Check if your access was revoked in Business Manager
• Re-authenticate if needed

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Data Sync Issues

• Check if the Meta Pixel is firing correctly
• Verify events are being tracked in Events Manager
• Ensure your tracking implementation follows Meta’s guidelines

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Best Practices

1. Regular Audits

   • Review connected assets monthly
   • Remove unused or outdated connections
   • Update permissions as team members change roles

2. Security

   • Use strong, unique passwords
   • Enable two-factor authentication
   • Regularly review active sessions

3. Performance

   • Keep your Meta Pixel implementation clean
   • Use custom conversions for better tracking
   • Regularly review and update your audience lists

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Next Steps