Facebook Custom Audience
Sync subscriber contact data directly with your ad custom audiences.
Set Personas
Dynamically change the chatbot’s display name and profile picture.
Enable Message Composer
Re-enable the keyboard input field for the customer.
Disable Message Composer
Temporarily hide the keyboard to guide users through structured buttons.
Set User Persistent Menu
Configure a personalized persistent menu for individual subscribers.
Update Contact Data
Refresh public profile details from the Facebook API to the CRM.
Facebook Custom Audience
This action automatically sends a customer’s identifier (such as email, phone number, or Facebook ID) to a custom audience list on your Facebook Ad Account.When to use
- Retargeting: Dynamically add customers to an ad campaign when they perform a specific action in a Flow (e.g., viewing pricing but not buying).
- Ad Exclusion: Add users who have completed a purchase to an exclusion list to avoid wasting ad budget on existing buyers.
Setup Guide
Connect Facebook Ads Account
Go to Integrations on the ChatbotX Dashboard, locate Facebook Ads, and follow the prompts to link your Meta Ads account.
Add Action to Flow
In Flow Builder, add an Action node > choose Messenger > select Facebook Custom Audience.
Set Personas
This action dynamically changes the display name and profile image of the chatbot in the Messenger chat window. The customer will see messages coming from a custom character instead of the default Facebook Page identity.When to use
- Personalized Support: Give the customer the impression they are conversing with a human agent (e.g., switching the bot to “Agent Emma”).
- Holiday Campaigns: Style your bot’s avatar and name according to events (Christmas, anniversary) to send thematic greetings.
Setup Guide
Create a Persona
Go to Tools on the left menu, select Personas, and click Add Persona. Enter a display name and paste the image URL for the profile picture.
Enable Message Composer
This action re-enables the keyboard input field for the customer in Messenger, allowing them to type and send free-form text.When to use
- Unlocking Keyboard: Use this after keyboard input was locked in previous steps, and the flow now requires the user to type custom questions or feedback.
Disable Message Composer
This action temporarily locks and hides the keyboard input field for the customer in Messenger.When to use
- Guided Flows: Force users to interact only by clicking buttons or Quick Replies, preventing unstructured text input that the bot might not understand.
Set User Persistent Menu
This action sets a custom Persistent Menu (the hamburger menu at the bottom of the chat window) for an individual user, overriding the page’s default menu.When to use
- Segmented Support: VIP customers see menu options like “Direct Hotline”, while new customers see standard onboarding menu buttons.
- Customer Journey Tracking: Update menu choices based on their buying status (e.g. showing “Track Order” only after they have purchased).
Setup Guide
Verify Default Menu
Ensure you have a default persistent menu configured at Settings > Channels > Messenger > Persistent Menu.
The personalized persistent menu remains active for that user until changed or removed by another action block in the flow.
Update Contact Data
This action triggers an API request to the Facebook Graph API to query and sync the latest public profile information of the customer (such as full name, profile photo, timezone, locale, and gender) to the CRM.When to use
- Refreshing Profile Info: Update old contact profiles in your CRM, especially if the user has changed their Facebook name or profile picture since they last chatted with the bot.