Meta Connection

Connect your AI Chat Assist platform with Meta Business Suite to leverage powerful advertising capabilities, audience insights, and cross-platform integration.

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Benefits of Meta Integration

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Connection Setup Process

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Step 1: Access Meta Integration Settings

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 Meta Business Assets

You’ll be redirected to Meta to authorize access to your business assets:

1. Log in to your Meta account (if not already logged in)
2. Select the Business Manager account you want to connect
3. Choose which assets to connect:
   • Ad Account(s)
   • Facebook Page(s)
   • Instagram Account(s)
   • Pixel(s)
4. Review and grant the requested permissions

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Step 3: Configure Connection Settings

Once connected, configure your integration settings:

1. Default Ad Account: Select which ad account to use by default
2. Default Facebook Page: Choose your primary Facebook page
3. Pixel Configuration: Set up event tracking between your chatbot and Meta Pixel
4. Conversion API: Enable server-side event tracking for more accurate data

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Step 4: Verify Connection

To ensure your connection is working properly:

1. Go to the Connection Status tab
2. Check that all services show “Connected” status
3. Run the automated connection test
4. Review any warnings or recommendations

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Data Sharing Configuration

Control what data is shared between AI Chat Assist and Meta:

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Creating Custom Audiences

Leverage chatbot data to create powerful custom audiences:

1. Go to Audiences > Create New
2. Select “Chatbot Data Source”
3. Choose from audience templates:
   • Users who discussed specific topics
   • Users with high purchase intent
   • Users who abandoned conversations
   • Custom segment based on tags or attributes
4. Set audience refresh frequency
5. Name and save your audience

These audiences will automatically sync with your Meta Ad Account for use in campaigns.

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Privacy & Compliance

• Update your privacy policy to reflect data sharing with Meta
• Implement proper consent mechanisms in your chatbot
• Provide opt-out options for users
• Regularly audit data sharing settings

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Troubleshooting

If you encounter issues with your Meta connection:

1. Check that your Meta Business account is in good standing
2. Verify you have the necessary permissions
3. Ensure your Meta app review status is approved (if applicable)
4. Try disconnecting and reconnecting the integration
5. Contact support if issues persist

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Next Steps