> For the complete documentation index, see [llms.txt](https://biglead.gitbook.io/biglead-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://biglead.gitbook.io/biglead-docs/en/getting-started/editor.md).
# Add Pages
## **1.1. Add Facebook**
For a seamless Facebook Page integration, please ensure you are logged into a Facebook account with administrative roles on this device.
**Step 1: In the CRM dashboard, select 'Connect Platform'**
**Step 2:** Select "Facebook Edit Settings"
**Bước 3:** Continue as "name"\
**Step 4:** Select the Page(s) you want to use with Biglead.\
Note: Do not deselect any permissions; otherwise, Biglead may not work as intended.
**Step 5:** Go back to Overview, click "Add Facebook Page" --> Check the Page(s) and save.
\
**Video** Detailed**:** [**https://youtu.be/HLSphIRaCgU?si=Gt1GLP5FW3-dNMgq**](https://youtu.be/HLSphIRaCgU?si=Gt1GLP5FW3-dNMgq)
## **1.2. Add Zalo OA**
**Step 1:** Access the OA creation page via and log in:
* Log in using your registered Zalo phone number and password, or by scanning the QR code.
* Then, select “Create Official Account now” as shown below.
Note: Only Vietnamese phone numbers (+84) are supported for OA creation.
**Step 2:** Business Account --> Select "Verified Account" (Tài khoản xác thực)
**Step 3:** Registration and Information Declaration
* Category: Select a sub-category that best fits your business model.
* Official Account Name: The OA name must follow one of these three formats:
* The business name or household business name as stated on the Business Registration Certificate (BRC).
* A brand/trademark name registered with the Intellectual Property Office.
* An alternative trading name, such as the name of a service, product, or project, which does not fall into the two categories above.
* Introduction: Enter details regarding your business/brand, such as founding history, product information, etc.
* Business Address: Select the province and district, then enter the current operating address of the headquarters or office.
* Profile Picture: Must be the official logo, storefront sign, or a representative product/service. Minimum size: 150x150px (PNG, JPG). Maximum file size: 15MB.
* Cover Photo: An image related to the OA's products or services. Minimum size: 320x180px (PNG, JPG). Maximum file size: 15MB.
*Upon OA creation, the Administrator will receive a notification regarding the review timeline and results from the "Zalo Official Account" OA within 5-7 working days.*
**Step 4:** Account Verification a. Business OA Verification Guide
* Access the Official Account management page at > Select the OA you wish to verify.
* Navigate to "Management" (Quản lý) > Select "OA Verification" (Xác thực OA).
* Choose the verification method that matches your OA name. Select the appropriate document set and click "Start Verification".
* *Based on the relationship between your OA name and the registered business/household business name, please select one of the three verification methods above and submit the corresponding documentation to the Zalo Official Account Administration (ZOA Admin).*
* Upload the verification documents > Click "Submit Verification" to send the application to the ZOA Admin.
b. Instructions for adding a Zalo OA to Biglead
* On the Overview page, select "Add Zalo Page".
**Video** Detailed**:** [**https://youtu.be/ZSWbY2NV1QE?si=XnA-k5zI8cw8O7Qy**](https://youtu.be/ZSWbY2NV1QE?si=XnA-k5zI8cw8O7Qy)
## **1.3. Add Line OA**
a. Instructions for routing LINE OA messages to Biglead:
**Step 1:** Access the LINE Official Account Manager at
* Upon completing registration, access the Account Management page and click on "Settings".
\
**Step 2:** Select "Messaging API" and click "Enable Messaging API".\
Fill in the required information. You may skip the Privacy Policy and Terms of Use and complete them later. Click "Submit".
Copy into the "Webhook URL" field and click "Save".
\
Step 3: Navigate to "Response Settings" -> Set "Response Mode" to "Bot" and "Webhooks" to "Enabled".\
b. Instructions for obtaining the LINE Channel Access Token
Access the LINE Developers portal at
* Step 1: Log in to your LINE account.
* Step 2: Go to the Console via
* Step 3: Select the "Provider" created during the Webhook configuration step.
**Step 4:** Select Message API .
**Step 5**: Scroll to the bottom to obtain your "Channel Access Token".\
c. Instructions for adding a LINE Page to Biglead
On the Overview page, select "Add LINE Page" -> "Add New Configuration".
\=> Paste your Access Token here -> Select "Verify" -> Click "OK".
\
## **1.4. Add Instagram Page**
Note: Your Instagram account must be linked to a Facebook Page to be added to Biglead.
Instructions for adding an Instagram account to Biglead:
**Step 1:** Verify whether the Instagram account is already connected to a Facebook Page.
**Step 2:** Similar to adding a Facebook Page, select "Add Account" -> "Click here" -> "Edit Settings" -> Tick the account you wish to use.
**Step 3:** Return to the Overview page and add the account.
Detailed instructional video:
## **1.5. Add Zalo cá nhân**
**Step 1:** On the CRM page, select "Platform Integration".
**Step 2:** Select "Personal Zalo".
**Step 3:** Select "Add Personal Zalo".
**Step 4**: Open the Zalo app on your phone and scan the QR code to log in.
**Step 5**: Once the interface confirms a successful Personal Zalo login, refresh (F5) the CRM page.
## 1.6. Guide to Connecting Your Telegram Account to Biglead CRM
Biglead CRM allows you to connect your personal Telegram account directly, enabling message synchronization and centralized conversation management on a single platform.
Step 1: Access the Telegram Connection Screen
* Log in to Biglead CRM.
* Go to Settings → Channel Connections.
* Click Add Channel, then select Telegram.
Step 2: Enter Your Phone Number
* In the connection window, enter the phone number associated with your Telegram account using the international format (e.g., +84xxxxxxxxx for Vietnam).
* Click Send Verification Code.
Step 3: Enter the Verification Code (OTP)
* Open the Telegram app on the device where you are currently signed in.
* Telegram will send a One-Time Password (OTP) to your account.
* Enter the OTP into the Verification Code field in Biglead CRM to continue.
Step 4: Enter Your Two-Step Verification Password (If Enabled)
If Two-Step Verification (2FA) is enabled for your Telegram account:
* Enter your 2FA password.
* Click Sign In to complete the authentication process.
If Two-Step Verification is not enabled for your Telegram account, you can skip this step.
Step 5: Complete the Connection
Once the verification process is successful:
* Your Telegram account will be connected to Biglead CRM.
* The system will begin syncing your conversations and messages automatically.
* You can manage conversations, respond to customers, and view message history directly within Biglead CRM.
Important Notes
* Enter your phone number in the international format (e.g., +84xxxxxxxxx for Vietnam).
* The verification code (OTP) will be sent to the Telegram app where your account is currently signed in.
* If Two-Step Verification (2FA) is enabled for your Telegram account, you will be prompted to enter your password to complete the sign-in process.
* Make sure your device has a stable internet connection to receive the verification code promptly.
* Never share your OTP or 2FA password with anyone to keep your Telegram account secure.
* Once the connection is successfully established, you can manage all your Telegram conversations directly within Biglead CRM, eliminating the need to switch between multiple applications.
## **1.7. Guide to Connecting a Telegram Bot to Biglead CRM**
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Telegram Bot enables businesses to automatically receive customer messages from Telegram and manage all conversations centrally within Biglead CRM.
Step 1: Create a Telegram Bot
Before connecting your bot to Biglead CRM, you need to create a Telegram Bot.
Follow these steps:
1. Open the Telegram app.
2. Search for @BotFather.
3. Click Start to begin the conversation.
4. Send the following command:\
/newbot
5. Enter your desired Bot Name.
6. Enter a unique Bot Username. The username must end with bot, for example:
7. BigleadSupportBot
8. MyCompanyBot
9. ABCSalesBot
Once your bot is successfully created, BotFather will provide a Bot Token, which is required to connect your Telegram Bot to Biglead CRM and other third-party systems.
Step 2: Copy the Bot Token
After your bot is created, BotFather will send you a token in the following format:
123456789:AAxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
This is your Telegram Bot Token.
Copy the entire token, as you will need it to connect your Telegram Bot to Biglead CRM.
Step 3: Connect Your Telegram Bot to Biglead CRM
* Log in to Biglead CRM.
* Go to Settings → Channel Connections.
* Select Telegram Bot.
* Paste your Bot Token into the corresponding field.
* Click Connect.
If the Bot Token is valid, Biglead CRM will automatically verify your bot and complete the connection process.
Step 4: Verify Your Bot Is Working
Once the connection is successfully established:
* Open Telegram.
* Search for the bot you created.
* Click Start or send any message to the bot.
When a customer sends a message to the bot:
* The conversation will be automatically synced to Biglead CRM.
* Your team can respond to customers directly from Biglead CRM.
* All conversation history is stored centrally, making customer communication and support easier to manage.
Important Notes
* Each Telegram Bot has a unique Bot Token.
* Keep your Bot Token secure and never share it with others, as it can be used to gain control of your bot.
* If your Bot Token is compromised, use @BotFather to generate a new token and update it in Biglead CRM.
* Customers must click Start or send the first message before the bot can receive and respond to their messages.
* Once the connection is successfully established, all messages sent to the bot will be automatically synced to Biglead CRM for centralized customer communication and management.
## 1.8. Guide to Connecting WhatsApp to Biglead CRM
Connecting WhatsApp to Biglead CRM enables your business to centralize customer conversations, respond more efficiently, and synchronize all message history within a single platform.
Step 1: Access the WhatsApp Connection Screen
* Log in to Biglead CRM.
* Go to Settings → Channel Connections.
* Click Add Channel.
* Select WhatsApp.
Step 2: Scan the QR Code
After selecting WhatsApp, a QR code will be displayed for the connection.
On your mobile phone:
* Open the WhatsApp app.
* Go to Settings.
* Tap Linked Devices.
* Select Link a Device.
* Use your phone's camera to scan the QR code displayed in Biglead CRM.
Once the QR code is scanned successfully, your WhatsApp account will be linked to Biglead CRM.
Step 3: Complete the Connection
Once the connection is successful:
* Your WhatsApp account will display the Connected status.
* Conversations will be automatically synchronized to Biglead CRM.
* You can send, receive, and manage WhatsApp messages directly within Biglead CRM.
Important Notes
* Ensure your mobile device has a stable internet connection while scanning the QR code.
* The QR code is only valid for a limited time. If it expires, refresh the page to generate a new QR code.
* If you sign out of Linked Devices in WhatsApp, the connection to Biglead CRM will be disconnected automatically, and you will need to reconnect it.
* Once connected, all new WhatsApp messages will be synchronized to Biglead CRM for centralized customer communication and management.
* To maintain a stable connection, avoid frequently signing out of your WhatsApp account from linked devices.
**Video** Detailed**: :** [**https://youtu.be/b5Dey99FbsY?si=9-wSO8X0g0ntWEjn**](https://youtu.be/b5Dey99FbsY?si=9-wSO8X0g0ntWEjn)