Connect Instagram and Facebook

Instagram direct messages and Facebook Messenger chats arrive in Dromix through your company's own Meta app. Instagram and Facebook are set up separately, but the steps are the same. Only Owner and Company admin can change these settings.

Open Company admin → Sales & integrations → Integrations → Instagram (or Facebook). The guide on the right (Meta setup, How it works) shows each step in Meta.

#Before you start

• The Instagram account must be a professional account linked to a Facebook Page. Facebook uses that Page's Messenger inbox.
• This Dromix server must be reachable on the internet over HTTPS with a valid certificate.

#Connect the account

1. On developers.facebook.com, create a Business app. Add the Instagram product (for Instagram) or the Messenger product (for Facebook) and connect the Page.
2. Copy the IDs into Dromix: the Instagram account ID (the professional account's ID) and the Facebook Page ID. Both are numeric.
3. Generate a Page access token. Use a system-user token so it does not expire when someone logs out of Facebook.
4. Copy the App Secret from App settings → Basic.
5. Select Save Instagram (or Save Facebook), then Test connection.
6. In the Meta product settings, paste the Webhook callback URL and the Verify token from Dromix and subscribe to messages.
7. Tick Active and save. Send a test message to your account from another phone: it appears as a Dromix chat for the people you gave access.

Below the fields, Dromix shows when Meta last reached the server. If you select New token, paste the new verify token in Meta and verify again.

#Choose who answers

Under Access, pick people or department managers and select Give access. Only they see the chats of that channel and become channel agentsChannel agent A person chosen to answer a WhatsApp, Instagram or Facebook channel. Channel agents get CRM access automatically. with CRM access. See Assign channel agents.

#Automatic reply

Turn on Automatic reply, write the message and select Save reply. It is sent once, only to someone who is not already in Customers.

Facebook lead ad forms are set up separately: see Where leads come from.