Connect Apps
The Connect Apps tab lets you integrate your AI assistant with third-party messaging platforms and CRM systems. Once connected, your assistant can respond to customers on these channels automatically.
Overview
Extend your assistant beyond your website by connecting to platforms where your customers already are:
- Messaging Platforms — Slack, Discord, WhatsApp, Telegram, Facebook Messenger, Instagram
- CRM Systems — AmoCRM, Kommo
When connected, your assistant:
- Receives messages from the platform
- Responds using your trained knowledge
- Executes actions when configured
- Tracks conversations in your dashboard
Available Integrations
Messaging Platforms
| Platform | Description | Connection Type |
|---|---|---|
| Slack | Respond to messages in Slack workspaces | OAuth |
| Discord | Chat with users in Discord servers | OAuth |
| Talk to customers via WhatsApp Business | API Configuration | |
| Telegram | Engage users through Telegram bots | Bot Token |
| Facebook Messenger | Respond on Facebook Messenger | OAuth (Meta) |
| Handle Instagram DMs | OAuth (Meta) |
CRM Systems
| Platform | Description | Connection Type |
|---|---|---|
| AmoCRM | Sync conversations with AmoCRM | OAuth |
| Kommo | Connect with Kommo CRM | OAuth |
Connecting Apps
General Process
- Navigate to your Assistant → Connect Apps
- Find the app you want to connect
- Click on the app card
- Follow the platform-specific setup
- Authorize the connection
- Your assistant is now active on that platform
Connection Status
Each app card shows its status:
- Not Connected — Click to set up
- Connected — Active and responding
- Error — Configuration issue (click to fix)
Platform-Specific Setup
Slack
Connect your assistant to Slack workspaces.
Steps:
- Click on Slack in Connect Apps
- Click Connect to Slack
- Select your Slack workspace
- Authorize FineGuide permissions
- Choose which channels the assistant can access
How it works:
- Mention the assistant or DM it directly
- Assistant responds in the same channel/thread
- Conversations tracked in your dashboard
Discord
Add your assistant to Discord servers.
Steps:
- Click on Discord in Connect Apps
- Click Connect to Discord
- Authorize the bot for your server
- Configure channel permissions
How it works:
- Mention the bot or use designated channels
- Assistant responds in real-time
- Supports threaded conversations
WhatsApp
Connect via WhatsApp Business API.
Prerequisites:
- WhatsApp Business Account
- Meta Business verification
- Phone number for WhatsApp Business
Steps:
- Click on WhatsApp in Connect Apps
- Enter your WhatsApp Business API credentials:
- Phone Number ID
- Access Token
- Webhook verification token
- Configure your webhook URL in Meta Business Suite
- Verify the connection
How it works:
- Customers message your WhatsApp Business number
- Assistant responds automatically
- Supports text, images, and documents
Telegram
Create a Telegram bot connected to your assistant.
Steps:
- Create a bot with @BotFather on Telegram
- Copy your Bot Token
- Click on Telegram in Connect Apps
- Paste your Bot Token
- Click Connect
How it works:
- Users find and message your Telegram bot
- Assistant responds in real-time
- Supports inline buttons and rich formatting
Facebook Messenger
Respond to customers on Facebook Messenger.
Prerequisites:
- Facebook Page with Messenger enabled
- Admin access to the Page
Steps:
- Click on Facebook Messenger in Connect Apps
- Click Connect with Facebook
- Log in to your Facebook account
- Select the Page(s) to connect
- Authorize permissions
How it works:
- Customers message your Facebook Page
- Assistant handles responses automatically
- Conversations visible in your dashboard
Instagram
Handle Instagram Direct Messages.
Prerequisites:
- Instagram Business or Creator account
- Connected to a Facebook Page
- Meta Business Suite access
Steps:
- Click on Instagram in Connect Apps
- Click Connect with Instagram
- Log in via Facebook
- Select your Instagram account
- Authorize permissions
How it works:
- Customers send DMs to your Instagram
- Assistant responds automatically
- Supports text and media messages
AmoCRM
Sync conversations with your AmoCRM account.
Steps:
- Click on AmoCRM in Connect Apps
- Click Connect to AmoCRM
- Log in to your AmoCRM account
- Authorize the integration
- Configure sync settings
Features:
- Conversations logged as activities
- Lead creation from chats
- Contact matching by phone/email
- Custom field mapping
Kommo
Connect with Kommo CRM.
Steps:
- Click on Kommo in Connect Apps
- Click Connect to Kommo
- Authorize with your Kommo account
- Configure integration settings
Features:
- Conversation sync
- Lead and contact management
- Pipeline integration
Managing Connections
Viewing Active Connections
- Go to Assistant → Connect Apps
- Connected apps show a "Connected" badge
- Click on a connected app to view details
Disconnecting an App
- Click on the connected app
- Find the Disconnect option
- Confirm disconnection
Note: Disconnecting removes the assistant from that platform. Existing conversation history is preserved in your dashboard.
Reconnecting
If a connection breaks (token expired, permissions changed):
- Click on the app showing an error
- Click Reconnect
- Re-authorize as needed
How Conversations Work
Message Flow
Customer → Platform → FineGuide → AI Response → Platform → Customer- Customer sends message on connected platform
- Platform forwards to FineGuide
- Your assistant processes with its knowledge
- Response sent back to the platform
- Customer receives the reply
Unified Dashboard
All conversations from all platforms appear in:
- Conversations page (main sidebar)
- Assistant → Conversations (per-assistant view)
Each conversation shows:
- Source platform (Slack, WhatsApp, etc.)
- Full message history
- Customer information
- Session variables extracted
Actions on Connected Platforms
If your assistant has Actions configured, they work on all connected platforms:
- Customer asks about order status on WhatsApp
- Assistant executes the order lookup action
- Response sent back on WhatsApp
Best Practices
Before Connecting
- ✅ Test your assistant thoroughly on web first
- ✅ Ensure knowledge base is complete
- ✅ Configure lead collection if needed
- ✅ Set up relevant actions
Platform-Specific Tips
Slack/Discord:
- Use dedicated channels for the bot
- Set clear expectations for users
- Consider business hours settings
WhatsApp:
- Comply with Meta's messaging policies
- Use message templates for notifications
- Respond within 24-hour window
Social Media (Facebook/Instagram):
- Match your brand voice
- Handle sensitive topics carefully
- Monitor for escalation needs
Monitoring
- Check conversations regularly across platforms
- Review analytics for platform-specific performance
- Set up webhooks for important events
Troubleshooting
Connection Fails
| Issue | Solution |
|---|---|
| OAuth timeout | Try again, check popup blockers |
| Permissions denied | Ensure you have admin access |
| Token invalid | Regenerate and reconnect |
Messages Not Received
| Check | Solution |
|---|---|
| Webhook configured? | Verify URL in platform settings |
| Bot online? | Check connection status |
| Permissions granted? | Review app permissions |
Responses Not Sending
| Check | Solution |
|---|---|
| Rate limits? | Platform may be throttling |
| Token expired? | Reconnect the integration |
| Message format? | Check platform requirements |
Next Steps
- Configure Actions — Enable your assistant to do more
- Set up Webhooks — Get notified of events
- Review Conversations — Monitor cross-platform performance
- Assistant Overview — Return to main configuration