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Patient Copilot Help Center

Getting Started - Setup Facebook and Instagram Messenger

Ever feel overwhelmed jumping between different platforms to answer messages from your customers? Let’s simplify things! By connecting Facebook and Instagram Messenger directly to your CRM, you’ll have all your conversations in one spot. You’ll streamline your responses, engage with your customers faster, and ultimately create a smoother communication experience for everyone involved. * * * ## Integrate Facebook & Instagram First, let’s get Facebook and Instagram working together within your CRM. This integration will be a game changer in how quickly and effectively you communicate with customers. - Head over to Settings > Integrations.