Channel Connections Overview

Connect your social media channels to Cloodot to manage all your customer conversations from one unified inbox. Cloodot supports Instagram, Facebook, WhatsApp, and WebChat.

Supported Channels

Accessing the Channel Connection Wizard

After completing payment setup and being redirected to your dashboard, you can connect channels in two ways:

Method 1: From the Inbox/Conversations Section

When you first access your dashboard, navigate to the Inbox or Conversations section:

1. You'll see an empty state message: "No channels connected."
2. Below the message, you'll see buttons to connect channels:
   • Connect WebChat (purple icon)
   • Connect Instagram (red icon)
   • Connect Facebook (blue icon)
   • Connect WhatsApp (green icon)
3. Click on any of these channel buttons
4. The Channel Connection Wizard will open
5. Select the channel you want to connect and follow the connection steps

:::info The channel connection buttons appear when you have no channels connected. Once you connect at least one channel, you can add more channels through Settings. :::

Method 2: From Settings

You can also access channel connections through Settings:

1. Navigate to Settings (gear icon in the navigation)
2. Go to Organization section
3. Click on Channels
4. You'll see your connected channels and options to add new ones
5. Click "Add Channel" or the "+" button
6. The Channel Connection Wizard will open
7. Select the channel you want to connect

:::tip The Settings > Organization > Channels page is the best place to manage all your channels, view connection status, and add new channels. :::

Connection Requirements

Each channel has specific requirements:

Connection Process

The connection process typically involves:

1. Authorization: Grant Cloodot permission to access your account
2. Selection: Choose which accounts/pages to connect (if multiple available)
3. Configuration: Set up any required settings
4. Verification: Confirm the connection is successful

Managing Connected Channels

After connecting channels, you can:

• View All Channels: See all connected channels in your dashboard
• Channel Settings: Configure settings for each channel individually
• Disconnect Channels: Remove a channel connection if needed
• Reconnect Channels: Connect channels again after disconnecting
• Add More Channels: Connect additional accounts at any time

Multiple Channel Connections

You can connect:

• Multiple Instagram accounts (if you have access to multiple)
• Up to 5 Facebook Pages at once (can add more later)
• Multiple WhatsApp numbers (if you have multiple Business accounts)
• Multiple WebChat widgets (for different websites)

Each connection appears as a separate channel in your inbox for better organization.

Troubleshooting

Common Connection Issues

Problem: "Account already connected"

• Solution: The account is already connected to this or another workspace. Disconnect it first if you want to reconnect.

Problem: "Authorization failed"

• Solution: Make sure you're using the correct account credentials and have the necessary permissions.

Problem: "No pages/accounts found"

• Solution: Ensure you have created the required pages/accounts and have admin access.

Advanced Topics

Advanced Channel Configuration

• WhatsApp Settings - Configure WhatsApp Business API settings and templates
• Channel-Specific Settings - Manage advanced settings for each connected channel

Channel Integration

• Integrations - Connect channels with external services and tools
• MCP Servers - Integrate channels with AI via Model Context Protocol
• AI Agent Configuration - Configure AI behavior for specific channels

Using Channels Effectively

• Campaigns - Use channels for marketing campaigns and messaging
• Conversation Insights - Analyze channel performance and engagement
• Segments - Create segments based on channel interactions

Next Steps

Ready to connect your channels?

• Connect Instagram
• Connect Facebook
• Connect WhatsApp
• Set up WebChat

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Need help? Check our troubleshooting guide or contact support.