Channels

agenté meets you where you already work. Connect the channels your business uses, and the board routes conversations accordingly.

WhatsApp

The most popular channel for customer-facing work and quick operator interactions.

Setup: Link your WhatsApp Business number through the dashboard. agenté uses the official WhatsApp Business API — no unofficial workarounds, no risk of your number getting banned.

Best for: Customer support, sales inquiries, appointment scheduling, and your own quick check-ins with the board. Send a message and the routing model figures out which seat handles it.

Tips:

• Set business hours so the board manages expectations outside them.
• Configure an auto-acknowledgment so customers know they're being handled.
• Use WhatsApp for your morning briefing — it lands where you already look first.

Web Widget

An embeddable chat widget for your website or app.

Setup: Generate the widget snippet from the dashboard and drop it into your site's HTML. Customize the greeting, position, and brand colors.

Best for: Capturing leads, answering visitor questions, and providing self-service support without a phone call.

Tips:

• Route widget conversations to the CRO seat for lead capture and qualification.
• Set escalation rules — complex questions hand off to a human with full context.
• The widget inherits your brand voice, calibrated by the intake exam.

Email

Connect an inbox and the board monitors, triages, and drafts responses.

Setup: Authenticate via OAuth (recommended) or SMTP/IMAP. Grant the scopes the board needs — see Permissions & Integrations.

Best for: High-volume inboxes, customer support queues, and internal coordination. The board sorts, prioritizes, drafts, and waits for your approval before sending.

Tips:

• Start in draft-only mode. Review a few rounds of suggested responses before granting send authority.
• Set up separate inboxes for different functions (support@, billing@) and the board routes by context.
• Use email for your end-of-day report if you prefer a paper trail over chat.

Multi-Channel Routing

All channels feed the same board. A conversation that starts on WhatsApp can continue over email. The board maintains context across channels — no re-explaining, no lost threads.

What's Next

• Permissions & Integrations — grant access to email, calendar, and documents.
• Security — understand data isolation and access controls.