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Integrations guide

Connect Facebook and Instagram

Authorize the correct Meta business assets, select the intended Facebook Page and professional Instagram account, then verify routing and real message delivery before launch.

Quick answer

Connect the assets first, then configure message handling

Sign in through the supported connection flow as an authorized Meta administrator, approve the intended assets and permissions, select the correct Page and return to ConvoRev. Then choose the AI Agent, entry routes and human queue that should handle each channel. Send real test messages through Facebook Messenger and Instagram before using the connection with customers.

1 Prepare2 Authorize3 Select4 Route5 Test
Connection model

One Meta session can expose several eligible assets

Facebook Messenger and Instagram messaging are authorized through Meta. One connection session can expose the Pages and professional Instagram accounts the administrator is allowed to manage.

1 · Meta access
Authorized administratorBusiness portfolio accessRelevant permissionsSecurity checks complete
2 · Business assets
Published Facebook Page
Linked professional Instagram account
Messenger and Instagram messaging
Select the intended assets
3 · ConvoRev
C
ChannelAvailable to the accountRoutingAgent or entry routeHuman queueOwnership and handoffTestingLive message verification
Availability is not routing. The authorization exposes eligible assets. ConvoRev routing determines which AI Agent or human workflow handles their messages.
Prerequisites

Prepare the Page, business portfolio and access

Complete the asset relationship and access checks before opening the authorization window. This prevents a successful login from ending with no eligible Page or Instagram account to select.

RequirementConfirmCommon mistake
Facebook Page

The Page is published and ready for business messaging.

Trying to connect a personal profile instead of a Page.

Business portfolio

The Meta business portfolio contains or controls the intended Page.

Signing into a different business that cannot see the asset.

Instagram account

A Business or Creator account is linked to the Page when Instagram messaging is required.

Using an unlinked or personal Instagram account.

Administrator access

The person authorizing has the relevant Page, Instagram and messaging permissions.

Assuming account login alone provides asset access.

Confirm the Page-to-Instagram relationship before connecting. A Page without a linked professional Instagram account can still support Messenger, but not Instagram direct messages through that relationship.
Pre-connection check

Map the exact assets you intend to connect

Write down the Facebook Page, professional Instagram account, Meta business portfolio and administrator that belong together. If several Pages or businesses have similar names, use the unique asset details shown in the account—not the name alone.

1Business

Correct portfolio

2Page

Published asset

3Instagram

Business or Creator

4Administrator

Relevant access

5ConvoRev

Target account

Messenger only

A published Facebook Page can be connected for Messenger without requiring an Instagram account.

Messenger and Instagram

The professional Instagram account should be linked to the intended Page before authorization.

Asset not visible

The authorizing person may lack access, be in the wrong business portfolio or have an incomplete asset relationship.

Several similar assets

Confirm the intended Page and Instagram account before approving or selecting anything.

Use an existing, verified asset relationship. Do not create duplicate Pages, Instagram accounts or business portfolios merely to work around an access problem.
Meta authorization

Approve the correct assets and permissions

Start from the supported connection flow in ConvoRev and sign in as the authorized Meta administrator. Read each authorization screen rather than accepting based on the account name alone.

  1. Start in the intended ConvoRev account.Confirm which customer or business workspace will receive the connection.
  2. Sign in as the authorized administrator.Use the Meta identity that can manage the intended Page and professional Instagram account.
  3. Review the requested assets.Confirm the correct business portfolio, Page and Instagram account.
  4. Review the requested permissions.Approve the messaging access required by the supported connection.
  5. Return to ConvoRev.Allow the authorization window to complete and close before starting another attempt.
  6. Select the intended Page.If several assets appear, choose the exact Page planned during the pre-connection check.
Do not create new Meta assets from an unrelated optional prompt. If Meta presents a business setup step that is not part of the messaging connection, confirm the need with ConvoRev before proceeding.
Asset selection

Verify the Page selection after authorization

An authorization can appear successful while the ConvoRev account is still waiting for a Page selection. Confirm the final channel status and the exact Page associated with it.

CheckExpected resultIf it is wrong
Page name

The selected Page matches the planned business asset.

Stop before routing messages and choose the correct Page.

Instagram relationship

The linked professional account appears when Instagram messaging is required.

Repair the Page relationship and complete a clean authorization retry.

Channel status

The intended connection shows as available in the correct ConvoRev account.

Check whether selection, permission or authorization remains incomplete.

Duplicate session

Only the intended current connection is used for testing.

Close incomplete windows and avoid overlapping retries.

Save only after you verify the asset. Similar Page names can mask a connection to the wrong business or location.
Conversation handling

Choose what handles Messenger and Instagram messages

The connection makes a channel available; routing decides what handles its messages. Configure each required channel before testing with a customer-style conversation.

Default

AI Agent

Select the approved Agent that should receive eligible messages when no more specific route applies.

Confirm its knowledge and boundaries
Selective

Entry routes

Define keywords, triggers or other approved conditions that send conversations to a specific Agent or workflow.

Test both matched and unmatched cases
Human

Queue and ownership

Decide where escalations, paused contacts and manual conversations receive a responsible owner.

Preserve context and next action
Campaign

Comment or advertising triggers

Include only the triggers that belong to the approved campaign and current channel setup.

Do not assume connection enables every trigger
Authorized channelFacebook Page or linked professional Instagram account
Configured handlerDefault Agent, selective route or human queue
Connection and routing are separate checks. A green connection status does not prove that the correct Agent, trigger or human queue will handle the next message.
Connection testing

Send real inbound messages through each connected channel

Use a separate test account that represents a customer. Test Facebook Messenger and Instagram direct messages independently because one can succeed while the other still has an asset, permission or routing problem.

1Send

Customer-style message

2Receive

Correct inbox thread

3Route

Expected handler

4Reply

Approved response

5Handoff

Human path works

TestVerifyEvidence to preserve
Messenger inbound

The message appears under the intended Page and reaches the expected route.

Test sender, approximate time and resulting conversation.

Instagram inbound

The direct message appears for the linked professional account and routes correctly.

Test profile, approximate time and resulting conversation.

AI response

The selected Agent follows approved knowledge, boundaries and next-step logic.

Prompt, response and expected behavior using synthetic content.

Human handoff

A person can take control, reply and preserve ownership without duplicate responses.

Assignment, pause status and final channel delivery.

Do not test only from inside the account. Confirm the complete customer path—from the external channel to ConvoRev and back again.
Connection health

Review access whenever Meta assets or team roles change

Changes to Page access, business ownership, linked accounts, passwords, security settings or permissions can interrupt messaging access.

ChangePossible impactReview
Page access

The authorizing person can lose permission to manage messages or assets.

Current administrators, Page access and connection status.

Business ownership

The Page or Instagram account may move outside the connected portfolio.

Asset ownership, partner access and intended business relationship.

Instagram link

Instagram direct messages can stop reaching the expected Page relationship.

Professional account type and linked Facebook Page.

Security change

Password, session or account-protection changes can require renewed authorization.

Complete a clean supported reconnect without sharing codes.

Team departure

An authorization can depend on access held by someone who no longer works with the business.

Remove former access and confirm continuing administrator coverage.

Maintain resilient administration where governance permits. More than one appropriately authorized business administrator can reduce dependence on a single person while still following least-access principles.
Security and governance

Authorize through Meta and protect account access

Use the supported authorization window rather than sending credentials to another person. Review access periodically and remove people or partners who no longer need the assets.

✓

Named administrators

Every person uses their own approved Meta identity and receives only the required asset access.

✓

Protected sign-in

Account recovery information and multi-factor security remain current for authorized administrators.

✓

Controlled assets

Pages and professional Instagram accounts belong to the intended business portfolio.

✓

Access review

Former team members and unnecessary partners are removed according to the approved process.

Never email passwords, recovery details or temporary security codes. ConvoRev support does not need them to investigate a connection problem.
Troubleshooting

Resolve common connection problems without creating duplicates

Page does not appear

Check the business and administrator

Confirm that the authorizing person can manage the Page in the intended business portfolio and has the relevant access.

Instagram account does not appear

Check type and Page relationship

Confirm it is a Business or Creator account linked to the selected Facebook Page.

Authorization succeeds but channel is unavailable

Complete the asset selection

Return to ConvoRev, select the intended Page and confirm that no authorization window remains incomplete.

Messages arrive but use the wrong handler

Review routing, not authorization

Inspect the default Agent, selective entry routes, campaign triggers and human queue for that channel.

Connection worked and then stopped

Review recent Meta changes

Check Page access, linked accounts, business ownership, passwords, security settings and permission changes.

Retry produces the same error

Close the incomplete session first

Record the selected Page, administrator role, time and error, then make one clean supported retry.

Avoid creating duplicate business assets to solve a permission error. Preserve the existing Page and account relationship while you identify the missing access or selection step.
Common questions

Facebook and Instagram connection questions

Can I connect a personal Facebook profile?

No. The messaging connection uses a published Facebook Page. The authorized person signs in with their own approved Meta identity to grant access to that Page.

Do I need Instagram to connect Facebook Messenger?

No. A published Facebook Page can support Messenger without a linked Instagram account. A linked professional Instagram account is required when Instagram messaging is part of the connection.

What kind of Instagram account is required?

Use a professional Instagram account—a Business or Creator account—linked to the intended Facebook Page.

Why can I sign in but not see the Page?

The Meta identity may be in the wrong business portfolio, lack the relevant Page access or have an incomplete asset relationship. Verify the asset map before retrying.

Does connecting the Page choose the AI Agent?

No. Authorization makes the channel available. You must separately configure the default Agent, selective routes, campaign triggers and human queue.

What should I send support if the connection fails?

Send the ConvoRev account, intended Page, Instagram account when applicable, administrator access level, approximate time, exact error and the completed troubleshooting checks. Never send passwords or security codes.

Need connection help?

Send the asset map and exact error

Include the ConvoRev account, intended Facebook Page, professional Instagram account when applicable, Meta business portfolio, administrator access level, approximate time and exact error. Never send passwords, recovery information or temporary security codes.

Email ConvoRev support