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Inbox & messages

Set up inbox auto-replies and assignment

Switch the inbox on and turn new Facebook and Instagram senders into leads.

Where to find it: Settings → Inbox Owners and admins 5 min

Before you start

  • You're an owner or admin.

The steps at a glance

1Settings → Inbox2Use the inbox3New sendersbecome leads4Facebook andInstagrammessages
Step 1 of 4
  1. Tap Settings in the menu, then tap Inbox in the "Jump to a section" row (or scroll down to the Inbox settings box).

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KJump to a sectionRoles & permissionsInboxHelp centreSettingsJump to a sectionRoles & permissionsInboxHelp centre
  2. Turn on Use the inbox.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KInbox settingsOne place for every customer conversation.Use the inboxSettingsInbox settingsOne place for every customer con…Use the inbox
  3. Turn on Turn new Facebook and Instagram senders into leads if you want every first message added to Leads.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KTurn new Facebook and Instagram senders into l…SettingsTurn new Facebook and In…
  4. Under Facebook Messenger and Instagram, tap Switch on messages for my Pages.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KFacebook Messenger and InstagramSwitch on messages for my PagesSettingsFacebook Messenger and InstagramSwitch on messages for my Pag…

✅ How do I know it worked?

  • Send your Page a message from a personal account. It appears in Inbox within seconds.

⚠️ Common mistakes

Problem“Connect your Facebook Page (and Instagram) in Social → Accounts” shows.FixConnect the Page in Social → Accounts first, then come back.
Problem“Facebook isn't set up on this platform yet.”FixThe CompanyFlowHQ team is finishing Meta's approval. Nothing for you to do.

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