Docs

Channels

Learn how to activate agents and workflows where customers or teams already start conversations.

1Choose the first channel
2Confirm the use case
3Configure entry experience
4Test on that channel
5Add fallback and handoff
6Monitor activity

Recommended path

Follow the setup path for this area.

1

Choose the first channel

Complete this step before expanding the workflow or publishing more broadly.

2

Confirm the use case

Complete this step before expanding the workflow or publishing more broadly.

3

Configure entry experience

Complete this step before expanding the workflow or publishing more broadly.

4

Test on that channel

Complete this step before expanding the workflow or publishing more broadly.

5

Add fallback and handoff

Complete this step before expanding the workflow or publishing more broadly.

6

Monitor activity

Complete this step before expanding the workflow or publishing more broadly.

Guides

Popular guides in Channels.

Need help with this setup area?

Use docs for the setup path, or contact Trigz if you need help mapping the workflow to your business context.