Chat channels6 min
Before you start
- A configured agent and channel account
- Approved templates or entry points for the selected channel
1
Open Web chat widget
Choose the chat channel and connect the required widget or messaging account.
2
Configure the required details
Set entry points, fallback behavior, identity mapping, and post-chat actions.
3
Test and verify
Send test messages from a real browser or phone and confirm replies and handoff behavior.
Troubleshooting
- If messages do not arrive, verify channel credentials, webhook delivery, and template status.
- If a handoff is missed, test the fallback route with a fresh conversation.