Tutorials|CAAC Omnichannel - Instagram Conversation
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Crescender Lab

Created Mar 03, 2024

Tutorials|CAAC Omnichannel - Instagram Conversation

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Introduction

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  • ︎Crescendo Lab is always seeking for optimization for our products. Therefore, we believe that with the features for omnichannel, we can provide the better solutions for our clients! From now on, you can manage the conversations from your LINE OA, FB pages and IG official accounts on CAAC. 

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Advantages

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  • Streamlined Customer Service Management

    • Streamline your customer service operations with our all-in-one management solution. Support multiple conversation channels and easily assign conversations to your team members for smoother tracking and responses.

  • Swift Response

    • Manage multiple Instagram business accounts on a single platform, boosting response efficiency and immediacy for your specialists.

  • Enhanced Customer Experience

    • Efficiently manage and address all customer service and sales inquiries promptly, enhancing overall customer satisfaction.

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What is CAAC Omnichannel?

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CAAC Omnichannel offers brands the capability to simultaneously manage multiple official accounts (such as LINE official accounts, Facebook fan pages, and Instagram business accounts) on a single conversation platform. With this platform, you can view and respond to social messages across channels seamlessly, allowing you to swiftly switch between channels and effortlessly provide omnichannel service, thereby enhancing the customer experience.

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Advantages of CAAC Omnichannel - Instagram Conversation

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  1. Managing Multiple Instagram Business Account Conversations on a Single Platform

  2. Brands can deliver superior and comprehensive sales and customer service conversations to their contacts.

Please note that you need the following permissions to proceed with the setup::

CAAC Instagram Conversation limitation:

  • Customers won't see the agent's image and name on Instagram

  • QR code assignment is not possible on Instagram. But manual and auto-assignment are available.

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Steps to set up Instagram message reception on the web version

7 Steps
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Click on Settings

Click on Settings
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Click on How others can interact with you

Click on How others can interact with you
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Mentions > Allow @mention from > Click on Everyone

Mentions > Allow @mention from > Click on Everyone
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Who can tag you > Click on Everyone

Who can tag you > Click on Everyone
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How others can interact with you > Click on Manage message settings

How others can interact with you > Click on Manage message settings
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Message Controls > Your followers on Instagram > Click on Message requests

Message Controls > Your followers on Instagram > Click on Message requests
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Message Controls > Others on Instagram > Click on Message requests

Message Controls > Others on Instagram > Click on Message requests

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Steps to set up CAAC channels

11 Steps
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Settings > Click on Organization settings

Settings > Click on Organization settings
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Click on Channels

Click on Channels
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Click on Add channel

Click on Add channel
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Select Instagram > Continue

Select Instagram > Continue
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Login to Facebook account

Login to Facebook account
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Choose the Businesses you want CAAC to access > Opt in to current Businesses only > Continue

Choose the Businesses you want CAAC to access > Opt in to current Businesses only > Continue
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Choose the Pages you want CAAC to access > Opt in to current Pages only > Continue

Choose the Pages you want CAAC to access > Opt in to current Pages only > Continue
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Choose the Instagram you want CAAC to access > Opt in to current Instagram only > Continue

Choose the Instagram you want CAAC to access > Opt in to current Instagram only > Continue
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Click on Save

Click on Save
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Click on Got it

Click on Got it
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After successfully setup, it will show "Connected"

After successfully setup, it will show "Connected"

To successfully integrate, select the corresponding Facebook fan page and Instagram business account.

If you encounter difficulties in connecting Instagram, please proceed to Meta Business Suite to check the relevant settings.

  1. Please ensure that your Instagram business account is linked within Meta Business Suite.

  2. Please verify that your Facebook fan page is linked to the Instagram business account and has complete administrative permissions.

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Conversations

6 Steps
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In CAAC, you can identify the channels by the channel icon located at the bottom right corner of the contact's profile picture.

  1. Users can utilize the channel filter to sort conversations by their source channels. By default, it includes all channels.

  2. Next to the contact's profile picture, there is a channel icon indicating the conversation's source channel.

In CAAC, you can identify the channels by the channel icon located at the bottom right corner of the contact's profile picture.

Supported attachment types must comply with Instagram's policies:

  • Images (8 MB): png, jpg, jpeg, gif

  • Videos (25 MB): mp4, mov, m4a

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Setup Quick templates

  • Due to API limitations, Quick Templates only support text message content.

  • Each template can contain a maximum of 5 message boxes, with each message box containing up to 2000 characters.

  • When creating a template, please select the target channel and follow the existing process to create the template.

  • Please note that Quick Templates cannot be used across channels. Each channel's Quick Templates needs to be set up separately.

Setup Quick templates

Inbox notification according to Meta messaging policy:

  • Within 24 hours of a person’s message: this is the standard messaging window which allows user to send messages contain promotional content

  • Between 24H - 7 days: human agent can still reply to the message but not allowed to contain promotional content.

  • After 7 days: not allowed to reply anymore.

    Please notice that if users didn’t follow the policy, the permission of message sent after 24 hours might be temporarily or permanently suspended by Meta officials. In more serious cases, the Official accounts may be suspended.

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Example for 24 hours chat window

Example for 24 hours chat window
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Example for after 24 hours chat window

Example for after 24 hours chat window
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Example for 48 hours left chat window

Example for 48 hours left chat window
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Example for after 7 days chat window

Example for after 7 days chat window

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Channel disconnection

2 Steps
  1. Users can disconnect a Instagram channel through channel setting page

  2. After disconnection, users can’t receive or reply messages through the channel. (old conversations and contacts will keep in the system)

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Organization settings > Channels > Pencil icon

Organization settings > Channels > Pencil icon
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Click on Disconnect

Click on Disconnect
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