Connect your communication channels
Choose a channel, connect the correct account, and test customer delivery.
Choose a channel
| Channel | Connection page | Conversation surface |
|---|---|---|
| Config → WhatsApp Configuration | WhatsApp business conversations | |
| Config → Instagram | Professional-account Direct Messages | |
| Messenger | Config → Messenger | Facebook Page private conversations |
| Config → Email | Connected mailboxes and threads | |
| Website Widget | Config → Web Widget | Published website chat |
| X/Twitter | Preview page | Not activated |
Connection checklist
- Sign in as a teammate authorized to manage the relevant channel. Confirm that your plan enables it.
- Open its dedicated guide and prepare the provider account and requested permissions.
- Complete connection and inspect the returned status. A successful provider login alone does not prove message delivery.
- Send a message from a separate customer account and reply from the channel inbox.
- Test AI behavior separately. Provider authorization, business AI configuration, and conversation handling state are different controls.
Compare capabilities
WhatsApp provides its own templates and interactive composer. Instagram and Messenger expose private messaging and provider-window checks. Email has mailbox synchronization, compose/reply, attachments, and AI draft review settings. The widget has domain, branding, language, and publishing controls. Do not assume a WhatsApp message format can be sent through another channel.
Troubleshooting
If a channel is unavailable, check permission and plan notices. If authorization succeeds but delivery fails, use the channel's connection status and message troubleshooting.
Connect WhatsApp Business
Authorize Meta, select your business number, and verify the first conversation.
Connect and use Instagram
Connect professional accounts and handle private Direct Messages.
Connect and use Facebook Messenger
Authorize Facebook Pages and manage private Messenger conversations.
Connect and operate email
Connect Gmail, Outlook, or IMAP/SMTP and review AI draft behavior.
Configure the website widget
Set domains, branding, behavior, and language before publishing your chat widget.
Connect WhatsApp Business
Authorize Meta, select your business number, and verify the first conversation.
WhatsApp messages and inbox capabilities
Send media and interactive messages, use templates, and work with conversation history.
Connect and use Instagram
Connect professional accounts and handle private Direct Messages.
Connect and use Facebook Messenger
Authorize Facebook Pages and manage private Messenger conversations.
Connect and operate email
Connect Gmail, Outlook, or IMAP/SMTP and review AI draft behavior.
Configure the website widget
Set domains, branding, behavior, and language before publishing your chat widget.
X / Twitter availability
The current X channel page is a preview and is not activated.
Troubleshoot WhatsApp
Resolve number setup, missing messages, template issues, and blocked sending.