The channels page is where you go to create and edit channels for email, web chat, SMS, Facebook messenger and WhatsApp. The page allows you to customise how each channel on your system behaves and allows you to set these different options for each individual channel and channel type.
Fig 1. The channels screen is accessible via Admin > Channels > Channels.
Page options
At the top of the page there are some overall options
| Active | This option will display all channels currently active on the system. |
| Inactive | Inactive will display all the channels that have been made inactive on the system. |
| All | Selecting this will display all the channels an the system, the inactive ones will be greyed out but you can still make them active again should you require. |
| Clone | Once you have selected a channel, you can use this button to create an exact copy (all settings) to rename and edit where required. |
| Create | Selecting this allows you to create a new channel. |
| Save | Saves any changes you have made on the page. |
Fig 2. Options visible at the top of the page, left and right.
Channels
The channels panel displays a list of all the channels selected to be viewed on the page (Active, Inactive, All) in alphabetical order.
Tagging
Should you have tagging enabled on the system, these can be applied to channels. For more on tagging, see this guide.
You can also create tags here by selecting the tagging icon with the plus symbol. For more on tagging, see this guide. | If you select the tag with the red number, you can select existing tags to filter the page showing channels linked to the tag. | Assigning tags to channels can be done via the channel settings tab detailed further in this article and more can be found on tagging here. |
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Channel types
There are 5 channels currently available, webchat, email, SMS, Facebook messenger and WhatsApp. Each one has different settings and configuration options within tabs on the page.
Please select a link below to see each specific channel options.
 | Webchat |
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 | SMS |
 | Facebook messenger |
