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Channels used by an agent

See which channels an agent uses: its phone number, text messages, WhatsApp number, and website chat widget.

The Channels tab of the agent editor shows where an agent answers calls and messages. You can connect or disconnect channels there. The agent uses its instructions, voice, and actions on the channels listed.

What the tab is for

Most businesses connect an agent to more than one channel. Customers can then call, text, message on WhatsApp, or chat on the website. The Channels tab shows which channels the agent uses. It also shows which channel to finish next.

You can connect or disconnect a channel in this tab or in the Connections section. Both change the same setup.

How each channel shows

Each channel has one card. The card says Connected when customers can reach the agent there. It says Not connected when they cannot.

One card has an orange button. It is the first channel that is not connected, in this order: Phone, WhatsApp, Website. That button is your next step. The other buttons are plain. When all channels are connected, no button is orange.

ChannelWhen not connectedWhen connected
PhoneClick Forward my number to keep your number and carrier. Or click Get a new number. Or click Other options to port your number or connect your own phone system.The card shows the agent's number. If you forward, it also shows your business number.
WhatsAppClick Connect WhatsApp. It opens Connections. Sign in with your Meta business account.The card shows your WhatsApp number.
WebsiteClick Add to my website. Paste the short code into your site.The card shows Show on website. This switch hides or shows the widget. A widget that is switched off reads Not connected.

If your workspace has a phone number that is not on this agent, the Phone card also shows Choose existing.

To try the agent before you connect anything, use Chat or Call your agent at the top of the page.

What each channel means

ChannelWhat it means for the agent
PhoneThe phone number that rings this agent for voice calls.
SMSText messages to the same or a linked number. The agent answers by text.
WhatsAppA WhatsApp Business number the agent replies from.
WebsiteA chat widget on your site. Visitors talk to the agent by voice or text.

Transfer calls and End calls work only on a live phone call. The agent does not offer them on text channels. Every other action on the agent works on every connected channel. Examples are booking and answering from your knowledge base.

By Nuteq AI TeamPublished Updated 2 min read

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Frequently asked questions

Can one agent answer more than one channel at once?
Yes. An agent can have a phone number for calls and texts, a WhatsApp line, and a website widget at the same time. All use the same instructions and actions.
What do Connected and Not connected mean on the Channels tab?
Connected means customers can reach the agent on that channel now. Not connected means they cannot. The orange button is on the first channel that is not connected. It is your next step.

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