Configuring agent channels: Phone, WhatsApp, and Web Widget
Channels overview
Each receptionist can communicate through up to three channels. Go to your agent's Channels page to see and configure them.
Phone
The primary channel. Provision a phone number so your agent can receive inbound calls.
Status shows: Live (number assigned), Needs setup (no number), or Not active
Configure at: Channels > Phone
Enable WhatsApp messaging for your agent.
Requires connecting a WhatsApp Business account
Status: None, Pending (awaiting approval), Approved, or Failed
Messages from WhatsApp appear in your Inbox alongside call conversations
Web Widget
Embed a voice or chat widget on your website.
Generate an embed code with a unique widget key
Customize the widget's colors and welcome message
Widget interactions are tracked in analytics
Can be disabled without removing the embed code from your site
Channel status indicators
Each channel card on the Channels page shows its current status with an icon:
Live - Channel is active and ready
Needs setup - Configuration required
Not active - Channel is disabled
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