Channels6 min readUpdated May 5, 2026
WhatsApp channel
Prepare WhatsApp support with phone identity and concise AI behavior.
WhatsApp is a high-intent support channel and should stay on higher plans because it adds messaging cost and operational load. Keep replies concise and mobile-friendly.
Setup checks
- 1Connect the WhatsApp account or configure provider credentials.
- 2Send a real inbound test message.
- 3Confirm contact phone and WhatsApp ID appear in customer context.
- 4Reply from dashboard and verify delivery.
- 5Confirm the conversation appears in WhatsApp saved view and channel filters.