Channel types
Receptive-only channels are disabled when you try to start a new conversation. On these channels, you reply to conversations the contact opens. See Start a new conversation →.
Which one to choose
- Start with WhatsApp Business API if WhatsApp is your customers’ main way in. It is the only type with Meta-approved templates, campaigns, and a stability guarantee.
- Use WhatsApp Lite only to get started quickly, test, or run a low-volume operation. It is not official and can be interrupted.
- Add Instagram and Webchat to reach people who contact your business through Direct or your website. Their conversations land in the same inbox and can be handled by the same AI agent.
- Unsure whether to use one WhatsApp number or several? Read One number or several →.
Before you start
- Create at least one team. Every channel needs a Default Team. See Create and configure teams →.
- For automation, keep the AI agent active. Only active agents appear in the channel list. See Create an AI agent →.
- Have what each type requires: access to the Meta account (WhatsApp Business API), the phone with the number (WhatsApp Lite), the professional account login (Instagram), or access to edit the website (Webchat).
- Allow popup windows in your browser. Connecting WhatsApp Business API and Instagram opens a login window.
Create a channel
1
Open Channels
In the side menu, click Channels. The page lists every channel in the workspace.
2
Click Add Channel
In the top-right corner, click Add Channel. The Select Channel Type window shows a card for each type, with a description and Resources.
3
Choose the type
Click the card for the type you want: WhatsApp Business API, WhatsApp Lite, Instagram, or WebChat.The API card shows the Contact Support badge. When you click it, BluBash tells you to contact support to set up this channel.
4
Fill in the channel details
In the Configure Channel step, fill in:
5
Click Create Channel
The Create Channel button is only available once the name and team are filled in. To change the type, click Back.
6
Finish the connection
The next step depends on the type:
- WhatsApp Business API: click Connect WhatsApp Account and complete the Meta login. See Configure WhatsApp Business API →.
- WhatsApp Lite: click Connect WhatsApp and scan the QR code. See Configure WhatsApp Lite →.
- Instagram: click Connect with Instagram and authorize the account. See Connect Instagram →.
- WebChat: BluBash opens the channel page with the embed code. See Set up Webchat →.
7
Check the channel page
When you finish, BluBash opens the channel page. Check the connected account details and send a test message.
What the channel page contains
How the AI agent and the team work together
1
The contact writes
The message arrives through the channel (WhatsApp, Instagram, or Webchat) and opens a conversation in the inbox.
2
The AI agent responds
If the channel has an AI agent, it replies, answers questions, and qualifies the contact based on its training.
3
The team takes over when needed
With the Transfer to Team skill, the agent hands the conversation to the right team, with a context note. Without an agent, the conversation goes straight to the Default Team, which distributes it according to its rules.
Channels and teams
The Default Team receives the channel’s conversations and is linked to it. On the team page, the Channels tab shows the linked channels, with the Default team badge on the channel where it is the default.- To link a WhatsApp channel to other teams, use Add in the team’s Channels tab. The list of channels you can add in that tab only shows WhatsApp channels.
- To connect an Instagram or Webchat channel to a team, choose that team as the Default Team in Channel Settings.
- To remove the link with the default team, first change the default team in the channel settings.
Common errors
Next steps
WhatsApp Business API
Official Meta connection, templates, and campaigns.
WhatsApp Lite
Quick QR code connection for low volume.
Direct messages in your inbox.
Webchat
Chat widget on your website.