How do I review channel settings?

Last updated: November 5, 2026

Use the channel Settings tab to manage runtime options for inbox behavior, AI, WhatsApp, and link tracking where those settings are available for the channel.

Before you start

  • Confirm you have permission to manage channels.

  • Select the specific channel you want to update.

  • Know which behavior you need to review, such as inbox behavior, AI behavior, WhatsApp settings, or link tracking.

Steps

  1. Open Settings > Channels.

  2. Select the channel you want to update.

  3. Open the Settings tab.

  4. Review Inbox settings for channel-level inbox behavior.

  5. Review AI settings if the channel uses AI features.

  6. Review WhatsApp settings if the channel is a WhatsApp channel.

  7. Review Link Tracking Settings if link tracking is available for the channel.

  8. Save any changes if the settings page provides a save action.

Tips

  • Only settings that apply to the channel type are shown.

  • Use Overview for channel name and address, not runtime behavior.

  • Use Auto Responses for automatic replies tied to business hours.

  • After changing AI or link tracking behavior, test the channel with an internal workflow.

Troubleshooting

  • If a setting is not visible, confirm the channel type and enabled features.

  • If AI behavior does not change, review channel-level AI settings and any related automation or agent configuration.

  • If links are not tracked, confirm link tracking is enabled and supported for that channel.