Channel Configuration

Each channel type has different configuration options. Access them at Settings → Channel → [Your Channel] → Details → Config.

Web Chat channels

Widget design

Customize how the chat widget looks on your website (in the Design editor):

• Position — bottom-right or bottom-left of the screen
• Primary color — Widget accent color
• Widget title — Header text (e.g., "Chat with us")
• Widget subtitle — Supporting text below the title
• Popup message — Proactive greeting shown to visitors
• Popup delay — Seconds before the popup appears

The Web Chat config also includes Home screen, Presence, and Messaging (allowed visitor message types) sub-sections.

Embed code

The Configuration tab provides a ready-to-copy HTML <script> snippet with your channel's settings pre-filled.

See Web Chat Widget for detailed embed instructions.

WhatsApp & Instagram channels (Meta)

Connected account details

For Meta-connected channels, the Config tab shows:

Chatbots & templates

The Config tab also lets you manage automation and messaging for the channel:

• Chatbots — Attach or detach chatbots that handle this channel's conversations
• Templates — Manage which message templates are available for this channel

Next steps

• Channel Dashboard — View channel health metrics
• Disconnecting a Channel — Safely disconnect a channel