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Other Channels

Set up and manage various communication channels including SMS, WhatsApp, Email, and social media.
VowChat Solutions
By VowChat Solutions
• 12 articles

How to setup a Facebook channel?

How to setup a Facebook channel? Step 1. Go to Settings → Channels → "Add Channel". Step 2. Click on the "Messenger" icon. Step 3. Click the Facebook login button. It will open a new window for you to login. Step 4. Authenticate with Facebook and select the page you want to connect. Enable all permissions shown in the list. This will help VowChat to perform all the desired actions smoothly. Step 5. You can now select your Facebook page from the dropdown menu that appears on VowChat. Step 6. "Add agents" to your Facebook channel. You have successfully created a Facebook channel. Whenever a customer sends a message to your Facebook page, you will be able to see and reply to it in VowChat. Additional Channel settings Your freshly configured Facebook channel should now appear in your list of channels. To see this and to make additional settings in your Facebook channel, go to Settings → Channels → click the gear icon on the associated Facebook channel. Settings tab Enable channel greeting. Once you enable this, VowChat will send a greeting message to new conversations created through your Facebook channel. Enable CSAT. Once you enable this, your Customer Satisfaction survey will be launched every time a ticket is resolved. The CSAT results can be viewed later in the Reports section. Reauthorize. Whenever you need to reauthorize your Facebook connection, you can do so from this section. Collaborators tab In the Collaborators tab, you can: - Add Agents to the Channel or delete Agents who have been already added in the Channel - Enable or disable automatic assignment of new conversations to channel agents To save changes, click "Update". Business Hours tab In the Business Hours tab, you can: - Set working hours for the team associated with the Facebook channel - Enable business availability by checking the box - Write a custom message displayed during off-business hours - Select available business hours for each week day - Choose the appropriate time zone To finalize settings, click "Update Business Hour Setting Button".

Last updated on Nov 10, 2025

How to setup an Instagram channel (via Facebook login)?

How to setup an Instagram channel (via Facebook login)? We recommend Instagram Business Login as the preferred authentication method, as it provides simpler configuration and a better developer experience. Please refer to this guide for more details. We will be stopping the support for Instagram via Facebook Login in the future from v4.1 onwards. Prerequisites Before bringing your Instagram channel to VowChat, you need to make sure that you have a Business Instagram account. Step 1. Set up a Business Instagram account if you don't have one. This guide from Instagram will help you do the same. Step 2. Make sure your Facebook page is connected to this Instagram account. To connect Facebook and Instagram, follow these steps: 1. Go to https://www.facebook.com/pages/?category=your_pages. 2. Select Your Page. 3. Go to Settings. 4. Select "Instagram" and connect your business account as shown below. Now switch back to VowChat App. How to create an Instagram channel in VowChat? Step 1. Go to Settings → Channels → "Add Channel". Step 2. Click on the "Messenger" icon. Step 3. Click on the Facebook login button. It will open a new window for you to log in. Step 4. Authenticate with Facebook, select an Instagram account and select the page you want to connect. Enable all permissions shown in the list. This will help VowChat to perform all the desired actions smoothly. Step 5. "Add agents" to your Instagram channel. You have successfully created an Instagram channel. Whenever a customer sends a message to your Instagram account, you will be able to see and reply to it in VowChat.

Last updated on Nov 10, 2025

How to setup a WhatsApp channel?

How to setup a WhatsApp channel? You can manage your WhatsApp Business Account conversations directly from VowChat. To connect your WhatsApp number, VowChat supports two onboarding methods: - Embedded Signup (recommended) – a guided flow powered by Meta that auto-configures your number, webhooks, and tokens. - Manual Setup – an advanced option for tech providers and cases where Embedded Signup cannot be used. This guide gives you an overview of both methods, their differences, and links to detailed step-by-step instructions. Prerequisites - A Meta (Facebook) developer or business account - A valid phone number (not already tied to another WhatsApp Embedded Signup flow, unless migrating) - A VowChat workspace with WhatsApp feature enabled Step 1: Go to Channels 1. Log into your VowChat account. 2. Navigate to Settings › Channels › Add Channel. 3. Choose WhatsApp as the channel. Step 2: Choose Your Setup Method When creating a WhatsApp Channel, you'll see two options: Connect with WhatsApp Business (Embedded Signup) - Redirects you to Meta's Embedded Signup flow. - You log in with your Facebook account, select or create a WhatsApp Business Account (WABA), and add your phone number. - VowChat automatically receives the webhook, tokens, and phone number configuration. Use this option if you are: - Adding a new WhatsApp number - Looking for the fastest, no-configuration setup - Not a tech provider onboarding your own number Manual Setup - You configure everything through the Meta Developer Console. - Requires generating tokens, creating a system user, assigning assets, and setting up webhooks manually. - You copy/paste the Phone Number ID, Business Account ID, and API key into VowChat. Use this option if you are: - A tech provider onboarding your own number - Reusing a number that is already linked to Embedded Signup - Comfortable working with the Meta Developer dashboard

Last updated on Nov 10, 2025

How to setup an Email channel?

How to setup an Email channel? The document is divided into three parts: 1. Creating an Email channel 2. Settings for Gmail users 3. Creating a Microsoft Email channel How to create an Email channel in VowChat? Step 1. Open your VowChat dashboard. Go to Settings → Channels → Add Channel. Step 2. Click on the "Email" icon. Step 3. Enter the channel name (how you'd like to address this channel), and your support email, and click the "Create Email Channel" button. Note: You will also see an option to select Microsoft as an Email provider. Step 4. "Add agents" to your email channel. Step 5. Configure your email settings. Go to Settings → Channels → Email Channel settings → Configuration tab. Three main settings: 1. Forward to Email 2. Configure IMAP 3. Configure SMTP How to forward emails to VowChat channel? Step 1. Copy the "Forward to email address" from the Configuration tab under channel Settings. Step 2. Configure the copied email address as the forwarding email address in the email channel. P.S. Check the Gmail section below to learn how to add a forwarding address in Gmail. Step 3. Send a mail to the forwarding address added channel and check the VowChat email channel for the new email. How to configure IMAP for the Email channel? If you are using Gmail, scroll down to the IMAP section for Gmail below. Step 1. Go to Settings → Channels → Email Channel settings → Configuration tab. Step 2. Select the checkbox Enable IMAP configuration for this channel. You'll be able to see the required fields as follows. 1. Address 2. Port 3. Email 4. Password P.S. If using a 2FA-enabled Gmail, scroll down to the "How to generate app password for Gmail?" section. If using a regular Gmail account, scroll down to the "How to allow less secure access to Gmail?" section. Step 3. Test if everything is working fine. Send an email to the IMAP-configured email in VowChat. Check VowChat channel for the new email. Open the email conversation in VowChat and verify the email details. How to configure SMTP for the Email channel? Step 1. Go to Settings → Channels → Email Channel settings page. Step 2. Select the "Configuration" tab. Step 3. To enable SMTP, select the checkbox "Enable SMTP configuration for this channel". Fill in the fields below and click the "Update SMTP settings" button. 1. Address 2. Port 3. Email 4. Password 5. Domain P.S. If using a 2FA-enabled Gmail, scroll down to the "How to generate app password for Gmail?" section. If using a regular Gmail account, scroll down to the "How to allow less secure access to Gmail?" section. How to enable IMAP for Gmail channel? Step 1. Open your Gmail and click the Settings icon in the top right corner. Click the "See all settings" button. Step 2. Select the "Forwarding and POP/IMAP" tab on the Settings page. Step 3. Choose the "Enable IMAP" option under the IMAP access section and click the "Save Changes" button. How to allow less secure access to Gmail? Note: This option is unavailable for Gmail accounts with enabled 2-step verification or those managed by an organization. Step 1. Go to Google Account Security. Step 2. Click on "Turn on access" under the "Less secure app access" section on the Security page. Step 3. Toggle "Allow less secure apps" to "ON". Now you can use your Gmail account password to configure IMAP/SMTP. How to generate app password for Gmail? Note: This option is for Gmail accounts with enabled 2-step verification or those managed by an organization. Step 1. Go to Google Account Security. Step 2. Click "App passwords" under the "Signing in to Google" section on the Security page. Step 3. Select the Mail app, select a device, and click "GENERATE". Use the generated password to configure IMAP/SMTP. How to add a forwarding address for Gmail? Step 1. Open your Gmail and click the Settings icon in the top right corner. Click the "See all settings" button. Step 2. Select the "Forwarding and POP/IMAP" tab on the Settings page. Step 3. Click the "Add a forwarding address" button. It will ask for the forwarding email address. Enter the one from VowChat and click the "Next" button. Step 4. A confirmation email will be sent to the forwarding address. Go to VowChat and open the email conversation. Step 5. Click the confirmation link in the email. Step 6. After confirmation, return to Gmail settings and select "Forward a copy of incoming mail" and choose the forwarding address. How to create a Microsoft Email channel Step 1. Open VowChat dashboard. Go to Settings → Channels → Add Channel. Step 2. Click on the "Email" icon. Step 3. Click on the "Microsoft" icon. Step 4. Add your Outlook/Microsoft email. Step 5. Enter Microsoft/Outlook credentials. Step 6. Allow "VowChat" app to read and reply to your email. Step 7. "Add agents" to your email channel. Configuration Notes - Do not change settings in Configuration tab - Default IMAP and SMTP settings are used - No manual configuration needed for Outlook accounts Important Warning If access token expires, re-authorize Microsoft account by going to Settings → Configuration

Last updated on Nov 10, 2025

How to Set Up a WhatsApp Channel with Twilio?

How to Set Up a WhatsApp Channel with Twilio? Manage your WhatsApp business account conversations through VowChat. You have two provider options: 1. WhatsApp Cloud API (preferred way) 2. Twilio This guide will walk you through the setup process. Prerequisites 1. A valid phone number 2. A Twilio account. If you don't have one, create it here: https://www.twilio.com/en-us/messaging/channels/whatsapp Using Twilio API There are two ways to use Twilio with VowChat: 1. Regular way without messaging service 2. With messaging service Setting Up Twilio Without Messaging Service Log into your Twilio account and click on "Create New Account" Complete all required fields and finish the account creation process Copy your Account SID, Auth Token, and phone number. If you haven't added a phone number to your Twilio account yet, do so before proceeding. Log into your VowChat account, click on Settings → Channels → Add Channel and select WhatsApp Enter your Account SID, Auth Token, and WhatsApp number here Add agents to manage your WhatsApp channel Go to Settings → Channels, select your channel, click on Configuration, and copy your webhook URL Return to your Twilio dashboard, navigate to Integrations, paste your webhook URL, and click Save. That's it! You're all set to start sending WhatsApp messages through VowChat. Setting Up Twilio with a Messaging Service Setting up Twilio with a messaging service requires additional steps compared to the regular setup. Navigate to Messaging → Services and click "Create Messaging Service" button. Fill in required fields and copy messaging service ID, then click "Save". In VowChat, when creating a channel: - Check "Use Twilio Message Service" box - Copy and paste Account ID, Message Service ID, and Token Add agents to your channel Copy the webhook URL from VowChat channel settings Go back to Twilio, navigate to your messaging service, and configure the webhook URL Add your WhatsApp sender to the messaging service Your WhatsApp channel with Twilio messaging service is now ready!

Last updated on Nov 10, 2025

How to setup a WhatsApp channel (Manual flow)

How to setup a WhatsApp channel (Manual flow) Prerequisites 1. Meta Developer Account 2. Valid phone number 1. Set Up Business Profile Log into https://business.facebook.com Click "create portfolio" button in dropdown menu under Home Complete all required fields to set up business portfolio 2. Create Facebook App Log into https://developers.facebook.com/ Click "Create App" button Complete required fields Click "Other" from options Choose "Business" as app type Enter contact email address Select business portfolio from dropdown menu 3. Add WhatsApp to App After creating app, go to app dashboard Click "Add Product" Choose "WhatsApp" from products list Click "Set up" button for WhatsApp Note: Verify business with Meta by submitting documentation for full API access 4. Set Up a Permanent WhatsApp Cloud API Access Token Log into Facebook developer account and navigate to "Business settings page" Click "System Users" and add new system user with "Admin" role Click "Add Assets" button Select app name, choose "Full Control" option Generate new token. Select these three permission levels: - whatsapp_business_manage_events - whatsapp_business_management - whatsapp_business_messaging Copy and save token 5. Set Up WhatsApp Cloud API Select "create a business account" from dropdown Paste permanent token Add production-ready phone number Verify number using OTP 6. Connecting VowChat Account Copy WhatsApp Phone Number ID and Business Account ID Log into VowChat account and go to Settings → Channels Select WhatsApp channel and enter phone number, phone number ID, and business ID Add team members to WhatsApp channel Copy webhook URL and verification token from VowChat 7. Set Up Webhook Log into Facebook developer account and navigate to WhatsApp → Configuration Paste VowChat webhook URL and verification token Click "Verify and Save" Set up webhook permissions by subscribing to messages Your WhatsApp channel with manual flow is now configur

Last updated on Nov 10, 2025