Channels is the page used to connect communication channels, review the current active channel, and switch the working context for the rest of the app.
Use Channels when you need to:
- connect a new supported channel
- check which channel is currently active
- switch the working channel before operating in Inbox, Dashboard, Campaigns, or Analytics
- remove channels that are no longer in use
This page matters because the active channel controls what data and conversations the user sees in the rest of the workspace.
Many areas of the app are channel-based. That means:
- Dashboard loads stats for the active channel
- Inbox loads conversations for the active channel
- campaigns and analytics use the active channel context
If the wrong channel is selected, the user will still see data, but it may belong to the wrong number, brand, or integration.
Active channel area
The top working area of the page shows the currently active channel and gives the user a starting point for channel actions.
What users do here
- confirm which channel is currently in use
- decide whether they need to continue in the same context
- switch before doing any channel-sensitive work
This is the first thing a user should check when the app appears to be showing the wrong data.
Channel cards
The channel cards are the entry points for supported channel types.
Current supported channel groups
Depending on setup, permissions, and plan limits, users may see channel options such as:
- WhatsApp
- Web Chat
- Google
- Instagram
Other channel types may appear as unavailable, coming soon, or limited depending on the environment.
What users can do from these cards
Each card is used to open the setup or management flow for that channel type. This is where the user connects or reviews the integration that powers communication on that channel.
How to use the page
Step 1. Confirm the active channel
Before going anywhere else in the app, check which channel is active.
Step 2. Open the required channel type
If the needed channel is not yet connected, open the matching card and complete the setup flow.
Step 3. Switch before doing channel-based work
If the user is about to:
- reply in Inbox
- check Dashboard
- launch campaigns
- review analytics
they should first confirm that the correct channel is active.
Step 4. Clean up carefully
Unused channels should only be removed after confirming they are no longer required by the team or any active workflow.
Features available on this page
- active channel review
- channel switching
- supported channel setup flows
- channel status visibility
- channel removal for cleanup
- plan-aware and permission-aware channel actions
Best way to use Channels
Channels works best as:
- the first stop after login when multiple channels exist
- the setup page for new communication channels
- the correction point when Dashboard or Inbox appears to be showing the wrong data
Last modified on April 24, 2026
