Activate the support channels

Support agent

What you'll achieve

The support agent receives and replies to messages on the client's channels.

Before you start

• The support agent enabled (otherwise the channels show as Not enabled).
• Permission agentSettings.provision.

Step by step

1. WhatsApp: connect the credential and choose the Support line number. See Phase 2 · Meta and WhatsApp.
2. Messenger / Instagram: Connect with Facebook and choose the page or the account. See Messenger, Instagram and Lead Ads.
3. Web widget: see Install the web widget.
4. On each channel, check that Agent active on this channel is on.
5. Test each channel with Test channel.

How to verify it worked

• Each channel in Settings → Channels shows as connected with the test confirmed.
• In the assistant, Service channels is ready (N channels connected).
• The test messages appear in Conversations.