Messaging overview
Facebook, Instagram, Shopify and response handling for this brand only.
When off, inquiries are recorded for KPI reporting but no automatic reply is sent.
Changes apply immediately.
When on, a draft is created only after a verified quotation and the customer replies CONFIRM.
Forwarded or unclear order text alone will not create a draft.
Reads GET /{page-id}/subscribed_apps for the connected Page.
What the live reply flow does
1. Answers the inquiry first
Checks live Shopify price or location-level stock before replying.
2. Gets the mobile or Viber number naturally
Asks during a buying conversation, then follows up after the configured delay.
3. Prepares branded documents
Creates a quotation or a detailed package ROI PDF from verified prices and confirmed inputs.
No guessed stock, price, brand availability, or replacement. Alternatives must come from the current Shopify catalog, and their stock is checked only after the customer selects one.
Communication style
Selected brand identity
Messages use the active workspace’s saved identity.
Editable reply messages
Keep placeholders such as {product} and {quantity}; the bridge fills them with verified details.
Brand profile
Item-level brand rule
Higher priority wins. Use exact SKU rules when one product needs a special name.
Sales proposition
Configured categories
Higher priority wins when more than one rule matches a product.
Browser notifications use the device's allowed system sound. Keep this dashboard open for the in-app alert tone; closed-app alerts require a later Web Push/PWA upgrade.
High-quality lead Google Sheet
Secure read-only feed for this brand workspace. Only high-quality leads are exported.
Conversation questions
Move, add, edit, or remove questions. For choices, use one line per answer: Label | score | matching words | outcome.
Campaign messages
Configured campaigns
Calculator preset
Simple planning defaults
Leave blank to ask the customer during chat.
Configured calculators
Click Edit to change the questions, proposition, or defaults used for future chats.
Master switch for future Messenger offers in this brand workspace.
Depletion Monitoring has not been synced.
Shown, accepted, Draft Order, and paid remain separate.
Offer controls
Approved offer rule
Configured offer rules
Learned paid-order pairs
Approval is required before a learned pair can be offered.
Synced overstock review
Automatic mode includes recognized food and beverage ingredients only. Packaging, utensils, equipment, grease and unrecognized items are excluded.
Recent chat candidates
Refine a response
Approved examples
Knowledge source
Indexed knowledge
Click Edit to review or replace the source. Deactivate outdated files instead of leaving conflicting guidance active.
All inquiries answered by a human within 5 minutes.
No prior-month comparisonAll inquiries answered by a human within 5 minutes.
No prior-month comparisonNo data loaded
No comparisonNo data loaded
No comparisonNo data loaded
No comparisonNo data loaded
No comparisonNo data loaded
No comparisonNo data loaded
No comparisonExact measurement rules
Bot first response
Customer message to the first reply registered by this Worker.
Human first response
Customer message to the first Page reply not already logged by this Worker.
Human takeover
Time between the bot’s first reply and the human’s first reply.
Present month vs last month
| Period | Month | Inquiries | Response score | Bot first | Human first | Human takeover | Bot-resolved only | Awaiting human | Legacy unclassified |
|---|
The present month runs from the 1st through now. Last month is the complete prior calendar month. Existing history is retained; only the visible current-month score resets.
Facebook / Instagram
Not connected
Shopify store
Checking…
Meta ad account
Not configured
Website dataset
Not configured
Meta click-to-message referrals received.
Price, stock, order, package, or ROI inquiry.
Contact details, quotation, or Draft Order.
Paid revenue —
Not connected
Requires Meta spend and attributed paid orders.
Shopify website Pixel + CAPI. The bridge will not resend a Shopify checkout as a Messenger Purchase.
Only quote completion → LeadSubmitted and confirmed Draft Order → InitiateCheckout.
Shopify website collection should be configured through the official Facebook & Instagram by Meta sales channel. Messenger/Instagram conversions use Meta’s separate Business Messaging CAPI and require page_events (Facebook) or instagram_manage_events (Instagram), plus Ads Management Standard Access. A saved ID alone is not proof of a working connection.
Messaging collection health • last 24 hours
| Channel | Inbound received | Referral events | Verified ad referrals | Bot replies sent | Bot replies delivered |
|---|
Counts start when the privacy-minimized receipt collector first observes a live event. Older messages are not backfilled or guessed.
Non-customer measurement exclusions
Messenger and bridge KPIs
In Chat Learning, choose a known account and click Exclude from measurement. Future messages, ad referrals, lead stages, conversions, learning candidates and response KPIs from that same Page-scoped account are not recorded. Existing operational chat rows remain stored but are omitted from reports.
This control cannot stop Shopify’s official Meta Pixel or server-side Conversions API. Do not enter home addresses or mobile IPs. Staff devices must deny Shopify analytics and marketing consent, or the storefront integration must be changed at its source. A customer-list audience only prevents ad delivery; it does not erase Pixel events.
Continuity without double counting
1 · Ad to chat
Meta referral records the Page, ad ID, and customer thread.
2 · Chat progress
The bridge records genuine engagement, buying intent, quotation, and Draft Order steps.
3 · Website sale
Shopify Pixel/CAPI records checkout behavior; Shopify orders/paid confirms paid revenue for bridge ROAS.
Lead-quality rules
Click-only
Meta referral received, but no customer message or buying action is recorded.
Buying intent
The customer asks about price, stock, an order, a business package, ROI, or a reseller application.
Qualified
The customer provides a mobile/Viber number, completes a quotation, or confirms a Draft Order.
Ad and campaign results
| Ad / campaign | Referrals | Buying intent | Qualified | Paid orders | Paid revenue | Spend | ROAS |
|---|
Campaign and ad-set IDs appear after Meta Ads Insights is connected. Until then, referral rows can still be separated by Meta ad ID.
Checking the Page selected through Facebook Login…
Checking required messaging fields…
Brand identity, language templates, Shopify inventory and prices, branded quotations, Draft Orders, ROI, campaign qualification, lead scoring, offers, chat learning, knowledge files, KPIs, CRM routing, attribution, and paid-order ROAS remain separate from this reviewer proof screen.
Checking encrypted credentials…
Confirmed Frappe Lead records for this workspace.
Qualified records awaiting delivery or needing attention.
Page-specific qualification and routing
The bridge creates CRM leads only for high-potential ice cream machines, ice cream packages, coffee machines, or coffee packages.
Ingredient-only inquiries and existing buyers asking only for powders, premixes, syrups, sauces, beans, toppings, cups, or straws are not created in CRM.
Meta Ads, Google Ads, and organic Messenger sources are preserved when recorded. The app does not guess an ad source.
Latest qualified package leads for this workspace
| Interest | Score | Source | Status | Frappe Lead | Updated |
|---|
No paid Shopify plugin is required. The store owner still needs to install its own approved app connection.