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Build a Financial Facebook Messenger bot For Your Bank in 3 Steps

 

Facebook Messenger Bank Chatbot

With Conversation.one you can build your bank’s financial Facebook Messenger bot in 3 Steps. No programming, coding or complex integrations are required. Ready to start?

1. LOG-IN TO CONVERSATION.ONE DASHBOARD

To create a new Facebook Messenger bot go to our dashboard at dashboard.conversation.one. For a quick access, you can login using your Google account; otherwise, create a new account using your email address (preferably your bank’s email address).

Conversation.one Dashboard Login

2. FOLLOW THE 3-STEPS WIZARD

First Screen

On the first wizard screen, by selecting your industry Banking from the first drop-down list,  you are connecting to our pre-built banking dictionary, which offers a full conversational communication in a click.
On the second dropdown, select your bank’s or CU’s name. In this step, we automatically connect to your banks’ APIs. We provide integration to more than 10,000 financial institutions in the US.

When done click “Next”.

Dashboard select industry and company name

 

Second Screen

On the second screen, you can decide which devices and services you’d like to support. Conversation.one is an omni-channel platform that lets you build your conversations once, and deploy them on all devices and services with no additional need for configuration. We support Amazon Alexa, Google Home, Facebook Messenger as well as an intelligent assistant, either as chatbots or voice-enabled solution. For the purpose of this guide, select the Facebook Messenger icon.

When done, click “Next”.

Select Facebook Messenger

 

Third Screen

Can you believe you are done? Select “Customize” to test your new Facebook Messenger  Bot.

Dashboard test your new skill

 

3. Connect Your Messenger Bot to your Facebook Page

Publishing your bot on Facebook in an 8-step process that requires technical and general information about the bot/ the owner. To help you navigate through this, we’ve duplicated the process on our dashboard, providing you the required answers in a copy-paste mode.

Complete stages 1-7. When you reach the “Test” phase, you can already test your new bot on Facebook Messenger.
If you wish to change/ add/ edit your skill, you can use our customization dashboard (read more about here).

When done, you can complete stages 8 and submit to Facebook. Once approved, it will be ready for all your customers to use.

Publish Facebook Messenger Bot

 

NEED HELP?

Feel free to contact us, we are happy to help and answer any questions you may have.

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