Connect Your Channels
Connect Instagram, Facebook, WhatsApp, and WebChat to your Cloodot workspace.
Connect each channel once, and every customer conversation lands in one inbox.
Available channels
Your Instagram DMs, right here
Messenger conversations from your Pages
WhatsApp Business messaging
WebChat
A chat widget for your website
How to connect a channel
There are two entry points, depending on whether you already have a channel connected.
From your empty inbox
Before you connect your first channel, the inbox shows connection buttons directly:
- Open Inbox or Conversations
- Click the button for the channel you want
- Follow the connection wizard
Once at least one channel is connected, add more from Settings.
From Settings
- Click the Settings gear icon
- Go to Organization → Channels
- Click Add Channel or the + button
- Pick a channel and follow the steps
Settings → Organization → Channels is where you view status, add channels, and disconnect ones you no longer need.
What each channel needs
| Channel | Requirements |
|---|---|
| Business or Creator account linked to a Facebook Page, with admin access | |
| A Facebook Page where you're an admin | |
| Meta Business account with a payment method | |
| WebChat | A website you can add a code snippet to |
The connection flow
Every channel follows the same four steps:
- Authorize — Grant Cloodot access to your account
- Select — Pick which accounts or Pages to connect
- Configure — Set any channel-specific options
- Done — Conversations start flowing in
After connecting
You can:
- View every connected channel in one place
- Adjust per-channel settings
- Disconnect or reconnect a channel
- Add more channels at any time
Connecting multiple accounts
- Instagram — As many accounts as you have access to
- Facebook — Up to 5 Pages per run (repeat the flow to add more)
- WhatsApp — Multiple numbers across Business accounts
- WebChat — One widget per website
Each connection appears as its own channel in your inbox.
Troubleshooting
"Account already connected"
The account is linked to another workspace. Disconnect it there first.
"Authorization failed"
Confirm you're signed in to the right account with admin permissions.
"No pages/accounts found"
Confirm the account or Page exists and that you have admin access.
For more, see the common issues guide.
Going deeper
Advanced configuration
- Migrate a WhatsApp Number — Move a number from another provider with no downtime
- WhatsApp Templates — Create and manage approved templates
- WhatsApp Catalogues — Sync product catalogues from Meta Commerce Manager
- WhatsApp Health — Monitor the quality and status of your WhatsApp numbers
- Integrations — Connect external tools
- AI Agent — How AI behaves on different channels
Getting more out of your channels
- Campaigns — Send marketing messages
- Conversation Insights — Track performance
- Segments — Group contacts by channel and more
Pick a channel to connect
Running into issues? See the troubleshooting guide or contact support.