Configure Facebook Integration with BoldDesk

BoldDesk empowers businesses to transform their customer service on Facebook with an intelligent integration solution. You can now manage Facebook messages as well as those from other channels within a unified platform.

Key features of Facebook integration in BoldDesk

• Converting Facebook messages to conversations: Automatically create a help desk chat conversation whenever a customer sends a message in Messenger and add a post or comment on your Facebook page.

• Two-way communication: Empower your support agents to reply to customer messages directly through BoldDesk, eliminating the need to switch between platforms. This ensures faster response times and a smoother customer experience.

• Boosting efficiency: Elevate your customer support experience and boost customer satisfaction with the power of Facebook integration.

Check out this video tutorial for more details.

Configure Facebook in BoldDesk

1. Sign into BoldDesk.

2. Click Admin > Chat > Facebook.
   
   

   
   
   

3. Click the Authenticate button to integrate Facebook with BoldDesk.
   
   

   
   
   

4. Then, log in to Facebook or continue with the account you’re already logged to.
   
   

   
   
   

5. Select the businesses you want BoldDesk to access and click Continue.
   
   

   
   
   

6. Select the pages you want BoldDesk to access and click Continue.
   
   

   
   
   

7. Review the necessary permissions BoldDesk requires for seamless integration with your Facebook page, and click Save.
   
   

   
   
   

8. The confirmation page indicates that your account has been successfully connected to BoldDesk. Click Got it to return to BoldDesk.
   
   

   
   
   

Manage Facebook page in BoldDesk

Add a Facebook page in BoldDesk

Follow the given steps to add a Facebook page:

1. Click Admin > Chat > Facebook > Manage.
   
   

   
   
   

2. Click Add Page.
   
   

   
   
   

3. Enter the channel Name.

4. Select the Facebook Page from the dropdown list.

5. Select the Brand and Group from the dropdown list and click Next.
   
   

   
   
   

6. Enable the necessary options for comment-related configuration and click Next.
   
   

   
   
   

7. Enable the necessary options for Messenger-related configuration and click Save.
   
   

   
   
   

8. The Facebook page will be added successfully.
   
   

   
   
   

Edit a Facebook page in BoldDesk

Follow the given steps to edit a Facebook Page:

1. Click Admin > Chat > Facebook > Manage.

2. Click the Kebab icon (⁝) and select Edit to modify your Facebook page.
   
   

   
   
   

3. Modify the page details on the edit Facebook page.
   
   

Activate a Facebook page in BoldDesk

Follow the steps to activate a Facebook page:

1. Click Admin > Chat > Facebook > Manage.

2. Click the Inactive page list column.

3. From the page list, click the Kebab icon (⁝) and select Activate.
   
   

   
   
   

4. Click the Yes, Activate button in the confirmation dialog to activate a Facebook page.
   
   

   
   
   

Deactivate a Facebook page in BoldDesk

Follow the given steps to deactivate a Facebook page:

1. Click Admin > Chat > Facebook > Manage.

2. Click the Active page list column.

3. From the page list, click the Kebab icon (⁝) and select Deactivate.
   
   

   
   
   

4. Click the Yes, Deactivate button in the confirmation dialog to deactivate a Facebook page.
   
   

   
   
   

Delete a Facebook page in BoldDesk

Follow the given steps to delete a Facebook page:

1. Click Admin > Chat > Facebook > Manage.

2. From the page list, click the Kebab icon (⁝) and select Delete.
   
   

   
   
   

3. Click the Yes, Delete button in the confirmation dialog to delete a Facebook page.
   
   

   
   
   

Remove Facebook in BoldDesk

1. Sign into BoldDesk.

2. Click Admin > Chat > Facebook > Remove.
   
   

   
   
   

3. Click the Yes, Remove button in the confirmation dialog to remove Facebook integration.