Channel Settings and Reports

After you create a channel, open it from Deploy → Channels to reach Channel Settings. The same screen is used for setup, changes, and deployment details.

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Basic information

Use the basic section to review or change the channel name and its identifier. Keep the name clear so your team knows where the channel sends messages.

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Connect the AI Agent

Open the channel’s chat or voice settings and choose the published workflow that should answer customers. Save after changing it. A channel without the right workflow may receive messages but give the wrong replies. The settings page can also include channel-specific options such as:

• Welcome or reply behavior.
• Appearance for Web Chat and Web Voice.
• Email, SMS, Telegram, Slack, Instagram, Messenger, or WhatsApp connection details.
• Image or media handling.
• Automatic replies outside working hours.
• Deployment instructions and a copy button for the setup code.

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Reports

From a channel’s row, open Report to review the conversations that came through that channel. Use the filters and date range to narrow the report, then open a row when you need the full conversation.