Create, test, and manage a channel

Create a channel

1. Open Channels and select New Channel.
2. Choose the type.
3. Choose an assistant when the type supports one.
4. Enter an optional display name and group.
5. Select Create Channel.

Web Widget and Workforce Chat require an assistant. WhatsApp, Instagram, Messenger, and Email can use None to receive activity in Inbox without automatic assistant replies. Phone and Voice Logica do not use an assistant in their shared channel settings.

Edit shared details

• Display Name is the internal label used around the workspace.
• Group organizes the channel and can participate in member resource access.
• Status controls whether normal new activity is accepted.
• Assistant controls automated replies where supported.

Removing an assistant from a manual-capable messaging channel keeps inbound activity and manual Inbox work available.

Clone a channel

Use the row action menu when a clone action is available. Review all copied settings before activating the new channel. Provider credentials and external setup may still need a distinct configuration.

Test the connection

Open the channel and select Test connection. Doublewire validates the configuration that can be checked safely. A successful test does not replace provider-side webhook, mailbox, domain, or device setup.

Secret fields can be left blank while editing to retain the saved value when the form says so. Do not paste secrets into notes or support messages.