Channel Connections Overview
Learn how to connect Instagram, Facebook, WhatsApp, and WebChat to your Cloodot workspace.
This is where Cloodot starts to feel like magic—connecting your channels so all your customer conversations show up in one place.
No more switching between apps. No more missed messages. Just one inbox for everything.
What can you connect?
Your Instagram DMs, right here
Messenger conversations from your Pages
WhatsApp Business messaging
WebChat
A chat widget for your website
How to connect a channel
There are two ways to get started.
From your empty inbox
If you haven't connected any channels yet, you'll see connection buttons right there in your inbox:
- Go to Inbox or Conversations
- You'll see buttons for each channel type—just click the one you want
- Follow the steps in the connection wizard
Once you have at least one channel connected, you'll add more through Settings instead.
From Settings
This is where you'll manage channels after your first one:
- Click the Settings gear icon
- Go to Organization → Channels
- Click Add Channel or the + button
- Pick your channel and follow the steps
Settings → Channels is your home base for managing connections — you can see status, add new channels, or disconnect ones you don't need anymore.
What you'll need
Different channels have different requirements:
| Channel | What's needed |
|---|---|
| Business or Creator account, linked to a Facebook Page, with admin access | |
| At least one Facebook Page where you're an admin | |
| Meta Business account with a payment method set up | |
| WebChat | A website where you can add the chat widget code |
The connection process
It's pretty straightforward:
- Authorize — Give Cloodot permission to access your account
- Select — Choose which accounts or pages to connect (if you have multiple)
- Configure — Set up any specific settings
- Done — You're connected
After you're connected
Once channels are set up, you can:
- See all your connected channels in one place
- Adjust settings for each channel
- Disconnect channels you don't need anymore
- Reconnect channels if needed
- Add more channels anytime
Connecting multiple accounts
Got more than one account? No problem:
- Instagram — Connect as many accounts as you have access to
- Facebook — Up to 5 Pages at once (you can add more after)
- WhatsApp — Multiple numbers if you have multiple Business accounts
- WebChat — One widget per website
Each shows up as its own channel in your inbox, so conversations stay organized.
Troubleshooting
"Account already connected"
That account is already linked to a workspace (yours or someone else's). You'll need to disconnect it there first.
"Authorization failed"
Double-check that you're logged into the right account and have admin permissions.
"No pages/accounts found"
Make sure the account or page exists and that you have admin access to it.
For more detailed troubleshooting, see our common issues guide.
Going deeper
Advanced configuration
- WhatsApp Settings — Templates and API settings
- Integrations — Connect with external tools
- AI Agent — How AI behaves on different channels
Getting more out of your channels
- Campaigns — Send marketing messages
- Conversation Insights — See how you're doing
- Segments — Group contacts by channel and more
Ready to connect?
Pick a channel and let's get started:
Running into issues? Check the troubleshooting guide or reach out to support.