Meta：Chat with leads from Instant Form Enable Request

Hi Miguel / Zernio team,

Thanks again for shipping the update so quickly.

We tested it in production and can confirm that SMS verification is now working correctly. Forms created through Zernio now show “Require SMS verification before submitting the form” as enabled in Meta Ads Manager.

However, we confirmed that the second feature is still not the same Meta setting we originally meant.

There are currently three different Meta features that look similar:

1. thank_you_page.enable_messenger
   This adds/continues Messenger behavior on the thank-you screen.

2. is_lead_capture_ai_agent_enabled
   This is Meta's new Lead Capture AI Agent, which provides a conversational experience while the user is completing the Instant Form.

3. “Chat with leads from Instant Form” under “Follow up with leads” / Lead nurturing
   This is the feature we actually need.

We manually enabled #3 in Meta Ads Manager on one of our forms/ads and now have 5 real production example confirming the behavior:

5 Thai user submitted the Instant Form, opted in to receive messages, and Meta automatically created a Messenger conversation with the Page. The Messenger thread contained the lead's submitted form answers, including name, company, phone number, email and custom qualification questions.

This is exactly the workflow we need.

When the equivalent form is created through Zernio:

• SMS verification: ✅ works now

• thank_you_page.enable_messenger: ✅ returned as enabled

• Meta Ads Manager → Follow up with leads → Chat with leads from Instant Form: ❌ still unchecked

So thank_you_page.enable_messenger does not enable this lead-nurturing setting, and is_lead_capture_ai_agent_enabled is also a separate AI form-filling feature.

Could you please investigate the exact Meta configuration used by:

Follow up with leads → Chat with leads from Instant Form

It may now be part of Meta's Lead Nurturing / ad-level messaging configuration rather than the original Instant Form thank-you-page schema.

The easiest reproduction may be to create two identical Lead Ads:

• A: created through Zernio

• B: created manually in Meta Ads Manager with “Chat with leads from Instant Form” enabled

Then compare the Meta form/ad/creative/lead-nurturing configuration behind both objects.

This feature is very important for our use case. We are bringing many Chinese factories onto Meta Ads to reach overseas buyers, and we want submitted leads to enter Messenger automatically so our sales/AI follow-up workflow can respond immediately without requiring factory users to configure anything manually inside Meta Ads Manager.

SMS verification is working perfectly after your update — thank you for fixing that. We would really appreciate your help exposing this specific Lead Nurturing feature as well！

The image below shows the complete workflow we are trying to achieve.

We created the Instant Form through Zernio, and then manually enabled the second option shown in the screenshot: “Chat with leads from instant form.”

After that, a real customer in Thailand saw the ad, submitted the Instant Form, and opted in to receive messages. Meta then automatically created a Messenger conversation with our Facebook Page and sent the customer's submitted form information directly into the conversation, including their contact details and answers to our custom qualification questions.

This is exactly the behavior we need.

When “Chat with leads from instant form” is not enabled, the lead submission itself is still available through Meta, so we can still receive the contact information entered in the form. However, Meta does not automatically create a Messenger conversation with that lead, which means we do not get a direct Messenger thread that our sales team or AI follow-up system can immediately continue.

For our workflow, this difference is critical. We want every qualified lead who opts in to messaging to automatically enter Messenger after submitting the form, so our factory customers can contact and follow up with the buyer immediately without having to manually search for them or switch to another communication channel.

This is why the specific “Chat with leads from instant form” setting is essential for us, rather than only thank_you_page.enable_messenger

THANKS A LOT！！