Integrations¶
Deploy your AI assistants across multiple platforms and channels to meet your users wherever they are.
Quick Start
| Your Goal | Best Integration |
|---|---|
| Shopify store support | Shopify App |
| Any website chatbot | Website Embed |
| Social media engagement | Instagram or Messenger |
| Email automation | Gmail |
Available Integrations¶
E-commerce¶
| Integration | Description |
|---|---|
| Shopify | Native Shopify app with widget integration |
Websites¶
| Integration | Description |
|---|---|
| Website Embed | Add chatbot to any website with a script tag |
Social Media¶
| Integration | Description |
|---|---|
| DMs and comment automation | |
| Facebook Messenger | Automated Messenger responses |
| Gmail | Email automation |
Integration Comparison¶
| Feature | Shopify | Website | Messenger | Gmail | |
|---|---|---|---|---|---|
| Setup time | 5 min | 2 min | 10 min | 10 min | 10 min |
| Widget included | Yes | Yes | N/A | N/A | N/A |
| Customization | High | High | Limited | Limited | Limited |
| Real-time | Yes | Yes | Yes | Yes | Near-real-time |
| OAuth required | Yes | No | Yes | Yes | Yes |
Attachment Handling¶
Different channels handle attachments differently. Understanding these differences helps you set the right expectations for your customers.
How We Handle Attachments¶
| Channel | Incoming Attachments | Storage | Outgoing Attachments |
|---|---|---|---|
| Gmail | All types (up to 25MB) | Stored securely in our cloud | All types supported |
| Images, videos, audio, reels | Hosted by Meta | Images, videos, audio only | |
| Messenger | Images, videos, audio, files | Hosted by Meta | Images, videos, audio, files |
| Shopify/Website | N/A (text chat) | N/A | N/A |
Why the Difference?¶
We made deliberate decisions about how to handle attachments for each platform:
Gmail Attachments
When someone emails you with attachments, we download and store them securely in our cloud storage. This means:
- Attachments are always available, even months later
- You can view them directly in the Conversations dashboard
- Files are stored securely with your other data
- The 25MB limit is Gmail's standard attachment limit
Instagram & Messenger Attachments
For social platforms, attachments (images, videos, reels) remain hosted on Meta's servers. We store a reference to them rather than downloading the files. This means:
- Faster processing of incoming messages
- No additional storage costs for media-heavy conversations
- Attachments may become unavailable if Meta removes them or links expire
- Very old conversations may show broken attachment links
Expired Attachments
Instagram and Messenger attachments are hosted by Meta and may expire over time. If you need to preserve important attachments from social conversations, save them separately.
Sending Attachments in Replies¶
| Channel | Supported Types | Notes |
|---|---|---|
| Gmail | All file types | Standard email attachment limits apply |
| Instagram DMs | Images, videos, audio | Documents/files not supported by Instagram |
| Instagram Comments | None | Comments are text-only |
| Messenger | Images, videos, audio, files | Most file types supported |
| Facebook Comments | None | Comments are text-only |
Choosing Your Channels¶
Start with Your Primary Channel¶
Consider where your customers spend the most time:
- E-commerce store? Start with Shopify
- Content website? Use Website Embed
- Social-first brand? Try Instagram or Messenger
- Support-focused? Consider Gmail
Multi-Channel Strategy¶
Many businesses use multiple channels to reach customers where they are.
Common Integration Workflows¶
E-commerce Setup¶
- Install Shopify app
- Configure widget
- Customize appearance
- Connect Instagram for social support
Content Site Setup¶
- Create your assistant
- Add knowledge base
- Embed on website
- Monitor conversations
Social Media Setup¶
- Connect Instagram account
- Configure Messenger if using Facebook
- Set up channel rules
- Monitor all conversations in one place
Integration Requirements¶
All Integrations¶
- Active Functional AI account
- At least one configured assistant
- Assistant set to public (for most integrations)
Social Integrations¶
- Business or Creator account (Instagram, Facebook)
- Admin access to the account
- OAuth authorization
Shopify¶
- Active Shopify store
- Ability to install apps
- Owner or admin access
Managing Multiple Integrations¶
Unified Monitoring¶
All integrations flow into the Conversations section:
- View messages from all channels
- Filter by platform
- Reply from one interface
Separate Assistants¶
You can use different assistants for different channels:
- Sales assistant for Shopify
- Support assistant for email
- Engagement assistant for social
Or use the same assistant across all channels for consistency.
Channel-Specific Rules¶
Configure different behaviors per channel using Channel Rules:
- Response delays
- Auto-reply settings
- Escalation triggers
Understanding OAuth Connections¶
Most integrations require OAuth authorization - a secure way to connect your accounts without sharing passwords.
What is OAuth and why permissions are needed
OAuth (Open Authorization) is an industry-standard protocol that lets you grant Functional AI limited access to your accounts without giving us your password.
When you connect an integration, we request specific permissions:
| Permission Type | Why We Need It | What We Can Do | What We Can't Do |
|---|---|---|---|
| Read Messages | To receive customer messages | See incoming DMs/emails/comments | Access your personal messages or posts |
| Send Messages | To send AI responses | Reply to customers on your behalf | Send unsolicited messages or spam |
| Profile Info | To identify your account | Display account name and avatar | Access personal data or settings |
| Webhooks | For real-time notifications | Get instant alerts of new messages | Access historical data before connection |
We only request the minimum permissions needed for the integration to work.
How OAuth connections work
sequenceDiagram
participant User
participant FunctionalAI
participant Platform
User->>FunctionalAI: Click "Connect"
FunctionalAI->>Platform: Redirect to authorization
Platform->>User: Show permission request
User->>Platform: Approve permissions
Platform->>FunctionalAI: Send authorization code
FunctionalAI->>Platform: Exchange for access token
Platform->>FunctionalAI: Return access token
FunctionalAI->>User: Connection successful
Note over FunctionalAI,Platform: Secure token stored encrypted
Revoking Access¶
Revoke Functional AI's access anytime:
- Instagram/Messenger: Facebook Settings > Apps and Websites
- Gmail: Google Account > Security > Third-party apps
- Shopify: Shopify Admin > Apps > Uninstall
Understanding Webhooks¶
Webhooks are how platforms notify us about new messages in real-time. Instead of constantly checking for new messages (polling), platforms send us instant notifications.
Real-Time Delivery
Webhooks enable instant message delivery - typically within 1-2 seconds of the customer's message.
Webhook troubleshooting
Why Webhooks Might Fail:
| Issue | Cause | Solution |
|---|---|---|
| Signature Mismatch | Platform changed app secret | Reconnect integration |
| Connection Expired | OAuth token expired | Re-authorize connection |
| Platform Issues | Platform API downtime | Wait for platform recovery |
| Rate Limits | Too many messages too fast | Messages queued and processed |
Security: - Each webhook includes a cryptographic signature - Platform-provided secrets verify authenticity - Duplicate messages are filtered - Rate limiting prevents abuse
Troubleshooting Integration Issues¶
Quick Diagnostics¶
| Problem | Common Causes | Quick Fix |
|---|---|---|
| Can't connect | Wrong account type, permissions | Verify Business/Creator account for social platforms |
| No messages | Webhooks disabled, OAuth expired | Check integration settings, reconnect if needed |
| No responses | Private assistant, 24hr window | Make assistant public, check timestamp |
24-Hour Window
Instagram and Messenger only allow responses within 24 hours of the user's last message.
Detailed Troubleshooting¶
See platform-specific guides for detailed troubleshooting: - Shopify - Instagram - Messenger - Gmail
Next Steps¶
Choose your first integration:
- Shopify - For e-commerce stores
- Website Embed - For any website
- Instagram - For social engagement
- Messenger - For Facebook presence
- Gmail - For email automation