Connect your first channel
Six channel types are supported. WhatsApp is by far the most common — start there unless you specifically need one of the others.
WhatsApp Business
Two onboarding paths:
Embedded Signup (recommended)
The Meta-hosted flow that handles WABA + phone number registration + token mint in one window.
Set up your Meta App once (AGENCY_ADMIN)
Dashboard → Meta App → configure your Meta App ID + App Secret + Embedded Signup Configuration ID. This is a workspace-wide setup — each client connects under it.
Per-client connect
Dashboard → Channels → Connect WhatsApp → Embedded signup. A Meta popup opens, the user picks their WABA + phone, grants permissions, and Meta returns a long-lived System User token. We persist it encrypted (AES-256-GCM).
Manual (fallback when Embedded Signup isn’t available)
Paste the WhatsApp Business Account ID + Phone Number ID + a manually-minted System User token. Use this when you need to connect a number that’s already on someone else’s WABA, or when Embedded Signup isn’t yet configured for your Meta App.
After the channel is connected
A green dot appears next to the channel in the list. From that moment:
- Any inbound message starts a
Conversationrow (status = OPEN by default) - The inbox auto-refreshes — you’ll see it appear in real-time via WebSocket
- Active flows tied to this channel can fire automatically
- Keyword rules + Chat AI agent (if enabled) react to text inbounds
Send a test message from your phone to verify the round-trip. Next step: Receiving + replying.