Messenger

If you are new to the Messenger platform, in search of advanced features like the Send to Messenger button, or ready to deploy your Messenger bot to the public, these docs are for you!

Requirements

  • Facebook Page: A Facebook Page will be used as the identity of your bot. When people chat with your bot, they will see the Page name and the Page profile picture.
  • Permissions: Your user account needs to have the proper page permissions to connect Flow.ai to the intended Facebook page.

Installation

We provide a one-click installation for Facebook Messenger.

Messenger click to install

  1. Add a new Messenger integration within the Flow.ai dashboard integrations section
  2. Press the + button and choose Messenger from the messaging section
  3. After adding, press the "Login with Facebook" button
  4. Choose all the permissions you want to give Flow.ai to connect with any Facebook pages
  5. Choose the facebook page you wish to connect with and press save

Customization

Messenger provides detailed customization such as the welcome screen and a persistent menu.

Messenger click to install

Within the customization screen you can:

  • Add a welcome text for different languages and regions
  • Configure a get started button
  • Whitelist domain URLs

Within the persistent menu tab you can configure a persistent menu for one or more languages.

Messenger click to install

Discovery & Re-engagement

Facebook provides additional ways to opt-in to your bot. We've added an easy way to handle these opt-ins using events.

Messenger m.me links

By creating m.me links you can easily redirect users and trigger a specific flow.

Simply create a link in the format http://m.me/<PAGE_NAME>?ref=<EVENT_NAME>.

Here is an example that will trigger a flow that has an event named OPTIN_MESSENGER.

http://m.me/awesomecorp?ref=OPTIN_MESSENGER

Within the Flow design app you simply add an event trigger with the same name.

Requirements

In order to use the ref your app needs to comply with a couple of requirements:

  • Your Messenger app must have a get started button set to trigger events
  • The Page the Messenger app is connected to must be published to receive the referral parameter for all users, except those that have the developer, tester, or admin role

Use cases

Some use cases for m.me links are:

  • Sending users directly into a sales flow or marketing campaign
  • Using QR codes based on the m.me link that redirect users into a pickup service flow
  • Handing off Facebook users that are communicating on a public Facebook page and redirecting them into a private channel

Send to Messenger plugin

The triggering of events also works with Send to Messenger plugins. Simply provide the event name to trigger with the data-ref option.

Ads

Even Facebooks Ads can be used the same way as buttons and links. Using attribution you'll need to specify the event name.

Example:

{
   "source": "ADS",
   "type": "OPEN_THREAD",
   "ad_id": "6045246247433",
   "ref": "OPTIN_MESSENGER" // Only included if specified in "URL Params" in the Ad as "ref=OPTIN_MESSENGER"
}

Webviews

Flow.ai supports Messenger webviews using buttons. You can control the use of Messenger extensions by adding query parameters to your webview url.

The following example would open a webview in compact height supporting the Messenger extensions SDK.

https://www.mywebview.com/?extensions=true&height=compact
Query paramDescriptionExample
extensionsAdd extensions=true to indicate your web view supports the Messenger Extensions SDKhttps://mywebview.com/?extensions=true
heightSpecify the webview height ratio. Valid values are: compact, tall, full.https://mywebview.com/?height=compact
shareSet to hide to disable the share button in the Webview (for sensitive info). This does not affect any shares initiated by the developer using Extensions.https://mywebview.com/?share=hide
fallbackThe URL to use on clients that don't support Messenger Extensions. If this is not defined, the url will be used as the fallback. It may only be specified if extensions is true.https://mywebview.com/?fallback=https%3A%2F%2Ffallbackurl.com&extensions=true

Analytics

Facebook Analytics allows you to understand and optimize your complete customer journey across mobile, web, bots, offline, and more.

Flow.ai provides custom app events for analytics. Whenever you apply a tag within your flow (that confirms to Facebook guidelines), Flow.ai will automatically apply this tag as a custom app event.

This opens up use cases like funnel optimization, re-targeting and opt-in campaigns.

Advanced installation

Flow.ai also supports connection with a custom Facebook Messenger App.

Requirements

  • Facebook Developer account. You can create a one at the Facebook Developer website.

  • Facebook App: The Facebook App contains the settings for your Messenger Platform integration. This is where you will setup your webhook, retrieve your page access token, and submit your app for approval.

  • Facebook Page: A Facebook Page will be used as the identity of your bot. When people chat with your bot, they will see the Page name and the Page profile picture.

Create a new Facebook channel

Connect Facebook Page to Messenger

  • Login at the Facebook Developer website
  • Choose at My Apps the option Create new App
  • Choose basic setup
  • Decide what to name your app, add a contact email and choose a category (like Apps for pages)
  • When the app is created select Add Product
  • Choose Messenger and Get started
  • Select your Facebook page you want to connect
  • Select the Page Access Token and copy the Page Access Token
  • Switch to the Flow.ai dashboard and paste the Page Access Token
  • Press the verifyM button and press =saveM

Configure webhooks

  • Go back to the Facebook Developer website
  • Choose your app under My Apps
  • Choose Messenger
  • Choose Setup webhooks under the item called Webhooks
  • Switch back to the Flow.ai dashboard
  • Copy and paste the Callback url from Flow.ai to the developer platform
  • Copy and paste the Verify token from Flow.ai to the developer platform
  • Check the following options: messages, message_echoes, messaging_postbacks messaging_optins en message_deliveries
  • Press Verify and save

Testing

After adding Messenger you can test your Messenger integration straight away. Only admins can test your bot though, so if you want other people interact with your bot you'll need to add them as a tester.

If you want the world yo use your Messenger app, you'll need to publish it.

Publishing

When you want to enable your bot for the world to interact with you'll need to complete the review proces.

pages_messaging

  • Choose Edit notes for pages_messaging
  • Choose Select page and select your Facebook page name
  • Add a number of example sentences you expect people to ask

pages_messaging_subscriptions

Messaging subscriptions require additional review information. Skip this if you can.

  • Click Edit notes for pages_messaging_subscriptions
  • Mark The app does not send advertisement or promotional messages
  • Mark You agree that your bot matches one of the 3 use cases below:
  • At Select use case select the category that matches your bot
  • At Upload screencast upload a screenrecording of your bot interacting
  • Press the Submit For Review button

Read more

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