Connecting and managing channels is available to workspace owners and admins. Other members can still add their own contact methods for notifications. See Members and roles.
Connect a channel
Open Contact methods and select Connect a channel, then pick the channel you want. A short setup wizard walks you through four steps.1
Connect
Paste the details for the channel (for example, a bot’s access key, or your messaging number). Add an optional label so you can tell your channels apart. The details are checked live and stored securely. They are shown once and never displayed again.
2
Route
Choose which agent incoming conversations go to. This is the channel’s default agent. You do not need any conversation IDs. The first message from a new sender binds the conversation to that agent automatically.
3
Access
Decide how new, unknown senders are handled. The default, Open, means a connected channel just works. See Decide who can reach it.
4
Go live
Reload confirms the channel is connected and tells you what to do next, such as which bot to message. Your first message lands here for you to see, and the agent starts replying.
What each channel needs
Telegram
Telegram
Create a bot in Telegram (message @BotFather and follow its prompts), then paste the bot’s access key. Reload wires it up for you. Open Telegram, message your bot, and you are connected. People chat with your agent from Telegram like any other conversation.
Slack
Slack
Create an app in your Slack workspace, install it, and paste its keys. Then anyone in that workspace can direct message your agent from Slack and get replies in the same thread.
WhatsApp
Connect through your messaging provider account and paste your WhatsApp sending number. People message that number on WhatsApp and reach the agent you routed it to.
SMS
SMS
Connect through your messaging provider account and a text-capable number. People text that number from any phone and reach your agent. SMS is opt-in, so make sure your senders expect the message.
Email
Email works through your connected email. Connect your email from Connecting tools, and your agents can send and receive email from there.
Telegram and Slack are ready to connect today. WhatsApp and SMS are rolling out. Email connects through your tools on the Connecting tools page.
Decide who can reach it
When you connect a channel you choose how it treats senders it has not seen before. You can change this later from the connected channels list.Approve new senders
If a channel is set to pair first, the first message from a new sender does not go straight to the agent. It shows up under Pairing requests on the Contact methods screen. Approve it, and that sender’s next message wakes the agent and binds their conversation to it. Reject it to turn them away. You can also hand out a pairing code. Generate one for a channel, share it, and the first person to send it as a message pairs instantly with no approval needed. The code is shown once. New pairing requests appear within a few seconds, so you can keep the screen open while you wait for a first message to arrive.Route to the right agent
Every connected channel has a default agent that incoming conversations go to. On the connected channels list you can see, for each channel, which agent it routes to, its access setting, and whether it is live. You can also set a channel’s exposure:- Everyone lets any agent in your workspace be bound to the channel.
- Specific agent limits the channel to the one agent you routed it to.
Manage connected channels
The Connected channels list shows every channel you have connected, with an at-a-glance summary of how many are live and how many need attention. Each row shows its status:- Live means the channel is working.
- Paused means it is connected but not currently active.
- Needs attention means something needs fixing, such as a detail that stopped working.
How your agents reach you back
Reaching your agents goes both ways. So an agent can notify you, add a contact method for yourself. Open any agent, select its Contact panel, and add an email. That address becomes a place the agent can send you updates. You can add more than one and mark one as primary. Your saved contact methods show a Verified badge once they have been verified. Until then they still work as places an agent can reach you.Next steps
Connecting tools
Connect email and other outside tools your agents can use.
Channels
See how conversations with your agents work inside Reload.
Working with agents
Chat, assign work, and get results from your team.
Members and roles
Control who can connect and manage channels.