Which channel should you start with?
Telegram — fastest
About two minutes. You create a bot and paste one token. Best if you want to see Callivox working end to end today.
WhatsApp — most used
The channel most teams actually need. Quickest through Quick connect with Meta; the manual route takes longer.
Website widget — no provider
Style it, copy one line of HTML into your site, done. Nothing to approve, available on every plan.
Email — your support mailbox
Connect an existing mailbox with Microsoft, Google, or IMAP and SMTP details.
Which channel types you can connect depends on your plan. If a type is missing or refuses to connect, check Settings → Billing. See Plans.
Connect it
1
Open the channels page
Go to Settings → Channels and choose + Connect channel. During first-time setup, the wizard shows you the same dialog.
2
Pick the channel type
Choose a tile under Channel type. The dialog changes to ask for whatever that channel needs.
3
Read the setup guide
Every channel type has a Setup guide button that opens step-by-step instructions, the prerequisites, and links to the provider’s own documentation. If you are connecting a channel for the first time, open it — it tells you exactly where each value comes from.
4
Give it a display name
Display name is how the channel appears in your inbox and settings — for example “Support WhatsApp” or “Sales Telegram”. It is internal; customers never see it.
5
Finish the connection
Enter what the channel asks for and choose Connect. Some channels finish immediately. WhatsApp, Instagram and Facebook connected with your own Meta app show you a Callback URL and a Verify Token to paste into Meta, and tell you which webhook fields to subscribe to.
Check that it works
Send a message to your new channel from your own phone or account, then open the inbox. The message should appear as a new conversation, with a new contact created for you.- Chat channels are instant. If nothing arrives, re-check the connection.
- Email is polled. Give it about a minute, and remember that only mail arriving after you connected is imported.
Decide who answers
A newly connected channel does not answer on its own. Each channel row has an AI auto-reply toggle:- Off — your team answers everything. This is the safe place to start.
- On — the AI agent bound to that channel replies first.
What is next
All channel types
What each channel needs, and how to manage them once connected.
Work the inbox
Reply, assign, tag and close conversations as a team.

