AntCRM - Instructions to set up Facebook Fanpage on AntCRM

Step 1: Go to Omni chat page - Facebook Integrations

Step 2: Click on Settings button at the page (registered) that you want to set up

The page will redirect to the setting page for fanpage

1.1. Add support user:

Step 1. Go to Setting page of Fanpage - Users support section (according to the instructions above)

Step 2. Choose or search user to add to support user list

If you want to delete the user from the support list, click the button X

Step 2. Tick or untick to customize receiving Facebook chats and Facebook comments for each support staff member

1.2. Automatic distribution feature and Assignment Mode

Step 1. Go to Fanpage setting page - User support section

Step 2. Turn on auto assign

Step 3: Tick the desired assignment option:
Round robin or Random

Round robin: Fanpage messages and comments will be automatically distributed sequentially to employees in the support user list.

Random: Fanpage messages and comments will be automatically distributed randomly to employees in the support user list.

Step 4. Options apply to employees

Only users online: Only applies to employees who are online

All users: Apply assignments to all employees even if they are offline

Bước 5. Click Lưu

1.3. Configure tagging for new customers from Omni

Step 1. Go to setting page of Fanpage - Tags section

Step 2. Choose tag , The chosen tag will automatically be attached to new customers from this Fanpage

Step 3. Click Save

1.4. Configure Lead Source for new customers from Omni

Step 1. Go to setting page of Fanpage - Lead source section

Step 2. Choose source, New customers from this page will have the source as the chosen source

1.5. Add support group:

1.5. Add support group

Step 1. Go to setting page of Fanpage - Groups in Support section (according to the instructions above)

Step 2. Choose or search Group to add to support group list