Deploy & Connect

Channel integrations

Your agent, wherever the conversation already happens — chat platforms, messaging apps, and the helpdesk your team lives in.

11 min readUpdated August 2026

Key takeaways

  • Integrations are configured per bot, from the bot’s Integrations page
  • Slack, Zoho Desk and Notion connect through OAuth; the rest need credentials you create
  • Every channel shares one knowledge base — connect the bot, not a copy of it
  • Each connection has a test action; use it before telling anyone the channel is live
  • An internal channel and a public channel should almost never be the same bot

A widget on your website only reaches people who visit your website. These integrations put the same agent — same knowledge, same prompt, same citations — inside the tools your customers and colleagues are already in. Everything below is configured from the Integrations page in a bot's sidebar.

1. What connects to what

ChannelAudienceHow it connects
SlackInternal teamsOAuth — install the app into a workspace
Microsoft TeamsInternal teamsAzure bot registration credentials
DiscordCommunitiesBot token from the Discord Developer Portal
TelegramConsumers, internationalBot token from @BotFather
WhatsAppConsumers, supportMeta WhatsApp Business API credentials
ZendeskSupport teamsSubdomain, admin email and API token
Zoho DeskSupport teamsOAuth
NotionInternal knowledgeOAuth

2. Slack

The lowest-friction integration on the list, and the one most teams get value from first. Slack uses OAuth, so there are no credentials to create or paste.

  1. 1

    Start the install from Integrations

    Open the bot's Integrations page and choose Slack.

  2. 2

    Approve in Slack

    Slack shows exactly what the app can do and asks you to pick a workspace. You need permission to install apps there — in many organisations that means a Slack admin does this step.

  3. 3

    Invite the bot into channels

    Installing does not put it anywhere. Invite it into the channels it should serve — start with one, not all of them.

  4. 4

    Ask it something

    Mention it with a question you know the answer to. If it answers from your knowledge base, the connection is real.

Connected workspaces are listed on the Integrations page, so you can see and revoke what is installed.

3. Microsoft Teams

More involved than Slack, because Teams bots are registered in Azure rather than installed from a marketplace. You will need:

FieldWhere it comes from
Microsoft App IDYour Azure bot registration
App Password (client secret)Generated alongside the App ID
Tenant IDOptional — leave empty for a multi-tenant bot, set it to lock the bot to one organisation
Bot display nameOptional — what your colleagues see

A setup code flow is also available for connecting an already-registered bot. Once connected, use the connection's test action before announcing it — Teams misconfigurations tend to fail silently rather than loudly.

4. Discord

Create an application in the Discord Developer Portal, add a bot to it, and paste the bot token into the Discord card on the Integrations page. Once connected, the page lists the servers the bot is in, and you can disconnect or reconnect without recreating the application.

5. Telegram

The quickest of the token-based integrations. Message @BotFather on Telegram, run /newbot, and it hands you a token that looks like 123456789:ABCdefGhIJKlmNOPQRstUVwxyz. Paste it into the Telegram card and connect.

Telegram is worth considering wherever your audience is international — it has reach in markets where WhatsApp does not, and unlike WhatsApp it needs no business verification.

6. WhatsApp

The heaviest setup here, because Meta requires a verified WhatsApp Business account before you can send anything. Budget real time for the Meta side; the Chat.co side is five fields.

FieldWhere it comes from
Permanent Access TokenMeta Developer Portal
Phone Number IDYour WhatsApp Business number in Meta
Business Account IDMeta Business Suite
Display Phone NumberThe number customers will see
Webhook Verify TokenA secret you choose, then enter identically in the Meta Developer Portal

Broadly, the order is:

  • Create a WhatsApp Business account in Meta Business Suite
  • Create an app with the WhatsApp product in the Meta Developer Portal
  • Generate a permanent access token and collect the IDs above
  • Enter everything into the WhatsApp card here and connect
  • Set the webhook URL and verify token on the Meta side to match

7. Zendesk & Zoho Desk

These are a different shape from the chat channels. Rather than giving customers a new place to talk to your bot, they connect your bot to where your support team already works — so escalations arrive as tickets inside your existing queue, assignment rules and SLAs.

Zendesk

Three fields, all from your Zendesk instance:

  • Subdomain — the mycompany in mycompany.zendesk.com
  • Admin email — an admin account on that instance
  • API token — created in Zendesk Admin Center

Zoho Desk

OAuth — authorise from the Integrations page and grant access. No tokens to copy. Zoho Desk tickets can be created directly from handoff requests, which is the main reason to connect it.

8. Notion

Notion connects over OAuth and is about knowledge rather than conversation: it links the bot to Notion content your team maintains, so the answers track the workspace instead of a snapshot you uploaded once.

Worth it when Notion is genuinely where your documentation lives. If your Notion is half-finished — as most are — fix that first; connecting it does not improve it.

9. Running a multi-channel bot

Connect one channel and let it settle

Each channel surfaces different failure modes. Slack users ask in fragments; WhatsApp users expect brevity; Discord users test the boundaries for entertainment. Learning that on one channel is manageable; learning it on five at once is not.

Test every connection before you announce it

Most of these cards expose a test action. Use it. A channel that looks connected but silently fails is worse than one that was never set up, because people stop asking.

Treat internal and external as different bots

The knowledge base is shared across every channel attached to a bot. There is no per-channel content filter. If a document should reach your staff and not your customers, it belongs in a separate bot — see managing multiple bots.

Watch the credentials

Tokens expire, get rotated, and get revoked when someone leaves. When a channel goes quiet, check the connection status on the Integrations page before assuming the bot broke.

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