Creating a Channel
Click “New Channel” to begin the configuration process. Each channel type requires a slightly different setup flow, depending on the external platform.
General Configuration Parameters
Type
Selects the communication channel (Widget, WhatsApp (Waha), WhatsApp (Official), or Instagram).
Name
Internal name used to identify the channel in the CRM list.
Description
Optional internal note for context or control.
Channel Responder
Defines which Agent or Squad will handle the conversations from this channel.
Customized Prompt (optional)
Overrides the Agent’s main prompt, applying a custom instruction only for this channel.
Delay to Answer
Sets a delay (in seconds) before the Agent responds to a user message.
Channel Management
Once created, channels are displayed in the Channels Dashboard.
Toggle Active/Inactive
Enables or disables message routing for the selected channel.
Edit Settings
Opens the configuration modal to modify responder or prompt.
View Configuration
For Widget channels, shows embed code and customization options.
Delete Channel
Permanently removes the channel and its routing link.
Each active channel is monitored automatically, ensuring continuous connectivity and message delivery. If authentication expires (e.g., expired WhatsApp token), the channel status will display as inactive until reconnected.
Troubleshooting
QR Code expires before scanning
Delay during setup
Reload and rescan within 40 seconds.
No pop-up window for WhatsApp Official
Browser blocked pop-ups
Enable pop-ups in browser settings.
Instagram connection fails
Wrong account permissions
Use an account with messaging access enabled.
Widget not loading on site
Script not embedded correctly
Re-copy the embed code and ensure it’s inside the <body>.
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