Before you Begin
Confirm the following before you add a connection:- You have an active deployment in the target environment, or you bind the connection to the working copy. A connection without an active deployment still saves; it routes traffic once a deployment exists.
- You have a provider account and the credentials the channel requires.
- You have access to the Deployments workspace for the project.
Read the on-screen Setup instructions for the channel you want to add. Each channel has its own required credentials and setup steps.
Common Connection Settings
Every New Connection dialog ends with the same three settings. The channel-specific fields differ; these don’t.| Setting | Description |
|---|---|
| Display Name | A label for the connection, such as Slack Production. Up to 255 characters. Use it to tell environments and workspaces apart in the Channels list. |
| Environment | The deployment the connection binds to. Select an environment to follow its active deployment automatically, or leave the default to use the working copy. When no environment has an active deployment yet, create a deployment first to bind the connection to a published environment. |
| Provider Verification Strength | Controls how strictly the platform trusts the provider’s identity assertions for session continuity and linking. Weak is the default. Choose Strong only for channels or providers whose identity assertions you trust. |
| Initial Status | Active connections are usable immediately. Inactive connections stay saved but disabled until you activate them. |
Set up Slack
Deploy your agent as a Slack bot for team collaboration in channels and direct messages.Get Slack Credentials
Create the app
Go to api.slack.com/apps and select Create New App -> From scratch. Name the app and select your workspace.
Subscribe to events
Go to Event Subscriptions, enable events, and add the bot events
message.im and app_mention. Set the Request URL to the webhook URL the platform shows after you create the connection.Create the Connection
In the New Slack Connection dialog, you can connect two ways:- Select Add to Slack to authorize through Slack’s OAuth flow.
- Select Enter credentials manually instead to paste the values yourself.
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
| Slack Team ID:App ID | Your workspace Team ID and App ID, joined with a colon. |
/api/v1/channels/slack/slash/<Team ID:App ID>.
Set up Microsoft Teams
Integrate your agent into Teams channels and chats through an Azure Bot registration.Get Microsoft Teams Credentials
Create the Azure Bot
Go to the Azure Portal, navigate to Azure Bot -> Create, and set the Messaging endpoint to the webhook URL the platform shows after you create the connection.
Copy the App ID and secret
Copy the Microsoft App ID from the bot’s Configuration page. Go to App Registrations -> your bot -> Certificates & secrets, create a New client secret, and copy the value.
Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
| Bot App ID | The Microsoft App ID of your bot registration. |
| App ID | Your Microsoft App ID. |
| Client Secret | The client secret value you created in Azure. |
| Azure Tenant ID | The Directory (tenant) ID from the Azure Overview page. |
Set up WhatsApp
Connect your agent to WhatsApp Business for customer messaging through Meta’s Cloud API.Get WhatsApp Credentials
Create the WhatsApp Business app
Go to Meta for Developers and create a WhatsApp Business app.
Copy the API credentials
Under WhatsApp -> API Setup, copy your Access Token and Phone Number ID. Under Settings -> Basic, copy the App Secret.
Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
| Provider | The WhatsApp provider. Defaults to Meta Cloud API. |
| Phone Number ID | The numeric Phone Number ID from Meta. |
| Access Token | The access token from your WhatsApp Business app. |
| App Secret | The Meta App Secret used to verify inbound webhook signatures. |
| Verify Token | The secret string you chose for webhook verification. |
Set up Telegram
Connect your agent to a Telegram bot for direct and group conversations.Get Telegram Credentials
Create the bot
Open Telegram and message @BotFather. Send
/newbot and follow the prompts.Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
| Bot Username | The bot’s username, used as the external identifier. |
| Bot Token | The token you copied from BotFather. |
Set up Email
Process inbound emails and send agent responses by email.Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
Set up Genesys
Connect your agent to Genesys Cloud as a Bot Connector for contact-center automation.Get Genesys Credentials
Create the Bot Connector
In Genesys Cloud Admin, go to Integrations -> Bot Connector and create a new integration. Note the Stream ID.
Set the connector URL and secret
Set the Bot Connector URL to the webhook URL the platform shows, and configure a Client Secret (bearer token) in the Bot Connector settings.
Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
| Stream ID | The Stream ID from your Genesys Bot Connector integration. |
| Client Secret | The bearer token you configured in the Bot Connector settings. |
Set up AIforWork
Connect your agent to Kore.ai’s Employee Experience (EX) platform for bidirectional messaging.Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
Copy the endpoint and secret
Copy the Endpoint URL and Connection Secret shown immediately after creation. The secret is revealed only once.
Register the ABL Agent
In AIforWork, register a new ABL Agent and paste the endpoint URL and connection secret into its configuration.
Set the response mode
Set the response mode — sync, stream, or async — to match your AI4W agent setup.
Set up Web SDK
Embed a chat widget in your website with a single script tag.Create the Connection
| Field | What to enter |
|---|---|
| Display Name | A label for the connection. |
| Environment | The deployment the widget serves. See common connection settings. |
| Authentication | How customer browsers bootstrap SDK sessions. Select Anonymous / Public-key bootstrap or Hosted token exchange. |
| Mode | When to use |
|---|---|
| Anonymous / Public-key bootstrap | Browser or client app. Store the public pk_* key, runtime endpoint, and channel selection in client-side configuration. No ABL secret is required, so there is nothing extra to provision on the customer server. |
| Hosted token exchange | Customer backend. The backend adds a secret and issues one-time bootstrap tokens. |
Public-key bootstrap has security implications:
- The public
pk_*key is publishable and may ship in browser code. - It authenticates SDK bootstrap for the app or channel, not the end user.
- Restrict allowed origins and use separate public keys for dev, staging, and production.
<head> or before the closing </body> tag. For the embed component, SDK reference, and origin restrictions, see Channels.