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Connect channels

In Integrations (Settings menu) you connect the channels where your agent serves customers and the tools it uses. Only an Admin can do this.

note

During the free trial you can only connect Telegram and API keys. For WhatsApp and the other tools you need a plan. See Plans and billing.

Integrations

WhatsApp​

Simplifybot is a Meta Tech Provider partner: you connect your number directly with your Facebook account, with no middlemen.

Connect WhatsApp

  1. In Integrations, click Connect next to WhatsApp.
  2. Answer Do you already use WhatsApp Business on your phone?
    • Yes, I use it: you connect the same number and keep using the app (see below).
    • No: we ask Do you have a number for your business?
      • Yes, I have one: the number must not be registered on WhatsApp. You confirm it with an SMS code.
      • No, I want a free one: Meta gives you a +1 555 number, with no SIM.
  3. Click Continue with Facebook. A Facebook window opens; the process takes about 3 minutes.
  4. In the Facebook window, sign in, choose or create your business portfolio and your WhatsApp Business account, and choose the number.
  5. When you're done you'll see that your number is now connected.
  6. Last step: add a card in Meta. Meta charges for WhatsApp conversations directly.
Facebook sign-in

We only ask for permission for your WhatsApp messages.

tip

If the Facebook window doesn't open, your browser blocked it. Allow pop-ups for Simplifybot and try again.

Before you can send messages, Meta reviews your number's Display name. You can check its progress in WhatsApp status. See WhatsApp: templates, flows and status.

If you already use the WhatsApp Business app​

If you choose Yes, I use it, you scan a QR code with the WhatsApp Business app on your phone. After that:

  • The agent replies on your same number and you keep using the app.
  • Your contacts and past chats come into the dashboard. Past chats aren't replied to or counted toward your plan.
  • If you reply from your phone, you take over that conversation and the agent stops replying to it. To hand it back to the agent, end a message with #bot. See Chat and contacts.
  • Open the app at least every two weeks. Otherwise, Meta disconnects it and the dashboard shows you a notice.

After connecting​

In Account lines you see your numbers. You can give each one a name with Name line or open it in WhatsApp Manager.

Telegram​

Telegram is the fastest way to test your agent, and it's available in the free trial.

  1. In Telegram, open @BotFather and create a bot with /newbot.
  2. Copy the token it gives you.
  3. In Integrations, open Telegram, paste the Bot token and click Connect bot.

In Bot profile you can change its name, description, welcome message and menu commands. The photo is your organization's logo.

Tools​

ToolWhat it's for
CalendlyThe agent checks your availability and books appointments
ShopifyThe agent searches products, builds the cart and sends the payment link. With Automatic payments, when a customer pays they're marked as "Purchased" and get the confirmation in their chat
Simple BookingAppointment scheduling (beta: check I'm interested and we'll let you know)

After connecting them, turn them on in Configure agent.

API keys​

If you want to connect another system (a CRM, a report) to your organization, create an API key in Integrations → API keys:

  1. Click Create API key, give it a name and choose its permissions: read the agent, modify the agent, read contacts or read conversations.
  2. Copy the key: it's only shown once.
  3. To remove its access, use Revoke API key. The change is immediate.

You can have up to 20 keys.

Coming soon​

Instagram and X show as Coming soon.

Disconnect​

To disconnect a channel or tool, open it in Integrations and click Disconnect. The agent stops using it right away.

Common issues​

Facebook doesn't show my number. Check that the number isn't registered to another WhatsApp account (unless you chose to use the WhatsApp Business app).

I connected WhatsApp but no messages go out. Check WhatsApp status: Meta may be reviewing the display name, or the card in Meta is missing.

The WhatsApp Business app disconnected. Open the app on your phone and follow the instructions in the dashboard notice.

Next: WhatsApp: templates, flows and status.