Configure the role and knowledge in one channel first. Every messenger has its own account and access requirements.
First: your website
- Connect the agent to a widget and check the direct conversation link.
- Send a question as a visitor and check the saved history.
- Test on a phone and check operator handoff.
Second: Telegram
- Create a bot through BotFather and assign it to the agent.
- Send a real message and verify the answer and saved conversation.
- Local polling works without a public webhook; a server needs a continuous process or webhook.
Next: business channels
- Instagram requires a professional account and Meta access.
- WhatsApp requires a business phone number and WhatsApp Cloud API.
- Viber requires a commercial bot token. These channels need real end-to-end tests and public HTTPS before launch.