
Choose your path
The shared connection flow
1
Prepare the Meta assets
Confirm the account, Page, phone number, or Business Portfolio and the Meta user who can authorize it.
2
Confirm the Visito workspace
Open Connections → Channels and verify the active workspace before starting.
3
Authorize with Meta
Allow the Meta window to open, sign in with the intended identity, and approve the requested access.
4
Select the assets
Choose the phone number, Instagram account, or Facebook Page that belongs to this workspace.
5
Return to Visito
Complete the callback and wait for the Channels table to refresh.
6
Verify the channel
Confirm health, property assignments, Active, and Respond, then send an inbound test message.
Know which identity you are using
Meta may show several identities during setup:- Your personal Facebook login
- A Business Portfolio
- A WhatsApp Business Account and phone number
- An Instagram Professional account
- One or more Facebook Pages
What success looks like
The connection is complete when:- The expected channel appears in Connections → Channels.
- The channel is not degraded or waiting for another setup step.
- The correct properties are assigned.
- Active and Respond match your launch plan.
- A real inbound message creates or updates a conversation.
- The AI or an operator can send an eligible reply.
Prepare for Meta authorization
Complete the channel-specific readiness checklist.
Troubleshoot a connection
Find the symptom and follow the safest recovery path.