UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
      • Custom Inboxes
      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
      • Contact Details
      • Contacts Overview
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast
      • Broadcast Overview
      • Managing Broadcasts
    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Messages
      • Reports: Contacts
      • Reports: Assignments
      • Reports: Leaderboard
      • Reports: Users
      • Reports: Broadcasts
  • ⚙️Workspace Setting
    • Managing a Workspace
    • General
    • Users
      • Access Levels
    • Teams
    • Channels
      • Chat Menus
    • Contact Fields
    • Growth Widgets
      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
      • Dialogflow
        • Dialogflow: Connecting to Dialogflow
        • Dialogflow: Creating a Chatbot
        • Dialogflow : Managing Intents
        • Dialogflow: Parameters
        • Dialogflow: Events
        • Dialogflow: Response Templates
        • Dialogflow: Custom Payloads
        • Dialogflow: Fulfillment Webhook Request
      • E-Commerce & CRM Integrations
        • E-Commerce Integration: Shopify
        • E-Commerce Integration: BigCommerce
        • E-Commerce Integration: WooCommerce
        • E-Commerce Integration: Magento
        • CRM Integration: HubSpot
        • CRM Integration: Salesforce
        • CRM Integration: Pipedrive
        • CRM Integration: ActiveCampaign
      • Zapier
      • Developer API
      • Webhooks
      • Make (formerly Integromat)
    • Closing Notes
    • Snippets
    • Files
    • Data Export
    • Data Import
  • ⚙️User Account
  • Profile
  • User Activity Status
  • Notifications
  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
      • WhatsApp Pricing
      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
      • MessageBird WhatsApp
      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
    • Telegram
      • Telegram Overview
      • Telegram Quick Start
    • Viber
      • Viber Overview
      • Viber Quick Start
    • SMS Overview
      • Twilio SMS Quick Start
        • Importing Contacts to Twilio SMS
      • MessageBird SMS Quick Start
      • Vonage SMS Quick Start
    • Twitter Overview
      • Twitter Quick Start
    • WeChat
      • WeChat Overview
      • WeChat Quick Start
    • Google Business Message
    • Email
      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
Powered by GitBook
On this page
  • Getting Here
  • Channel Overview
  • Adding New Channels
  • Managing Channels
  • Configure Channel
  • Deleting Channel
  • Generating Scannable Code
  • Creating a Chat Menu
  • Allowing User Input
  • Acquiring Contacts from Post Comments
  • API Token
  • Troubleshooting
  1. Workspace Setting

Channels

Under the Channel Settings section, you can see a list of existing channels that you have connected to your Space. From here, you can edit and manage these channels or add new ones.

PreviousTeamsNextChat Menus

Last updated 1 year ago

Getting Here

This setting is accessible by Owner and Manager only!

This setting can be accessed from the Settings navigation menu under the menu item, Channels.

In this setting, you can:

  • etc

Channel Overview

The channels that are connected to this space will be listed in alphabetical order. Each listed channel has its own set of menu options.

Tips: Use the 🔍 at the top to quickly find the channel that you are looking for.

Adding New Channels

Managing Channels

Each channel provides a different set of functions and the functions are as follows:

Configure Channel

Press the blue CONFIGURE button to make changes to any of your existing channels.

You will be able to make changes to the Channel Name, which is how the channel is referred to internally on the platform. You will also be able to change the Greeting Message, which is an optional message that is shown to new contacts that first message you.

Additional options will also be available depending on the channel specific options.

Deleting Channel

To delete an existing channel, press the DELETE button and follow the instructions on the screen. Doing so will completely remove the channel from your space. Contacts will not be deleted but they can no longer be contacted via the deleted channel.

Be careful when deleting a channel from your space. When a channel is deleted, all the configuration will be deleted. Deletion cannot be undone.

Generating Scannable Code

If your channel supports scannable codes, URL and QR code, the scannable code can be generated by pressing the SCAN CODE button. Pressing this button will open the Code Generator menu.

Different Channels provide different input fields that are either compulsory or optional to generate the code. Here is the list of the fields that are provided for each channel.

Channel

Field

Facebook Messenger

Reference (optional)

WhatsApp

Phone Number

Pre-Filled Text (optional)

LINE

LINE ID

Pre-Filled Text (optional)

Telegram

NA

Twitter

Pre-Filled Text (optional)

Viber

Pre-Filled Text (optional)

WeChat

Reference

Web Chat

Domain

Reference (optional)

Skype

NA

SMS

Phone Number

Pre-Filled Text (optional)

The Reference appears in Messages of selected Contact as an in-line event, while Pre-Filled Text is an input suggestion when a contact starts a conversation.

Once you are ready, press the blue DOWNLOAD button and select your desired pixel dimensions to download your scannable code.

Due to recent changes implemented by Facebook for pages and users in the European Union, the event reference will not be passed to our platform reliably by Facebook. Therefore, automation that requires an event reference as a trigger will not work as expected.

Creating a Chat Menu

A chat menu can be set on some Channels, such as Messenger and WeChat, to help people discover and easily access your functionality during a conversation.

Persistent Chat Menus are always available to Contacts and allow them to discover more content, visit websites, etc. They will automatically appear in a thread if the Contact returns after being away for a certain period of time.

If your Channel supports the Chat Menu feature, you can create your own chat menu by pressing the CHAT MENU button. Pressing this button will open the Chat Menu Creator.

Under the Chat Menu Creator, you can press the blue ADD BUTTON to start adding buttons to build your own chat menu.

Button Type

Description

Payload

A payload button will directly send a message with the button name as the message text. On the IS-Messenger platform, the specified payload value will be received instead. The payload value is useful for creating specific Triggers for Automations.

URL

A URL button will send the contact to the specified URL field when pressed. The webpage will be opened in a new tab.

Submenu

A submenu button leads to a list of additional buttons. The submenu cannot be left empty. Follow Step 4 on how to add submenu options.

Tip: You can always rearrange buttons by clicking and dragging them around using the rearrange icon button on the left. To delete unwanted buttons, simply press the delete button 🗑 on the right.

Please take note that some Channels limit the number of buttons that can be displayed. Once the limit for the selected Channel has been reached, you will no longer be able to add more buttons.

Allowing User Input

Some Channels have an option to disable user input. If you wish to restrict users to only using the chat menu options to interact with you, uncheck the Allow User Input option.

Unchecking this option will remove the chat message bar and prevent your audience from composing and sending their own messages.

It is recommended that you keep "Allow User Input" turned on, as disabling it restricts interaction with your audience.

Acquiring Contacts from Post Comments

On Facebook Messenger, you can set up comment tracking for your Facebook Page or Ad campaign in order to convert users into messaging contacts.

API Token

API tokens are used to authenticate requests to the IS-Messenger API. Each API token is specific to one channel and can be used to programmatically create and update contacts, custom fields, tags and etc.

To retrieve your channel API token, press on the API button of the channel.

Press the blue GENERATE API TOKEN to generate an API token.

If there is a need to change API Token, it can be refreshed here and the platform will then generate a different API token.

Troubleshooting

If you are having issues with the channels on the platform e.g., no incoming messages even channel is connected.

Press on the TROUBLESHOOT button of the channel and follow the instructions provided.

Issues with channels like Facebook and WeChat can be resolved quickly by just pressing REFRESH PERMISSION in the channel Troubleshooting.

Find out more information in messaging channels with the link below:

​

​

​

To add a new channel to your existing Space, press the blue ADD CHANNEL button on the top of this section. For more information on adding new channels, you can take a look at the .

If your channel supports the feature, you can create your own chat menu by pressing the CHAT MENU button. Pressing this button will open the Chat Menu Creator.

Tip: Learn more about .

R
⚙️
Messaging Channels page
Chat Menu
acquiring Contacts from Facebook comments here
MESSAGING CHANNELS
Add a new channel​
​Manage existing channels​
Delete a channel​
Generating a scan code​
screenshot of chat menu options
Generate API Token
Refresh API Token