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Connections

URL: https://app.leadsai.in/connection The Connections page allows you to create new or update existing integrations with Facebook, WhatsApp, and Instagram through Meta’s platform. On top of the page, you will see an area chart graph that displays the traffic to your connections over time.

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Creating or Updating a Connection

  1. Click the + Add Connection button.
  2. Enter the following details:
    • Connection Name — a recognizable label for your integration*.
    • Description — a short explanation of the connection’s purpose*.
    • Platform — choose from Facebook, WhatsApp, or Instagram*.
  3. Click Next.
  4. Review and verify the name, description, and platform selection.
  5. Click Connect to Facebook/Instagram/Whatsapp

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Platform Authorization Flow

  • For WhatsApp and Facebook
    A new browser window will open and redirect you to Meta’s authentication process. Follow the on-screen steps to authorize your account.
  • For Instagram
    You will be redirected to Instagram’s OAuth authorization page. You must grant permission for the Leads AI application to access your Instagram Business Account.

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Important Notes

All connections must be authorized through Meta.
Leads AI does not control the Meta authentication process.
You can disconnect Leads AI from your Meta Business Account at any time.
After successful authorization, your connection will be linked with Meta, and Leads AI will confirm the connection status.

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Post-Connection Setup

Once connected, it is important to assign a default agent for handling inbound messages from this connection.
If no default agent is assigned, incoming leads will not be answered by the bot.
To assign a default agent:
  1. Open the newly connected integration from the Connections page.
  2. Select a Default Agent for inbound messages.
Next Steps:
After your connections are set up and a default agent is assigned, you can start receiving and managing leads through your bot.