Captivate Chat
  • 📚Overview
  • 💻Components
  • 📕Changelog
  • 🚀Get Started
  • DASHBOARD
    • Homepage
      • Setup
        • My AI Chatbots
        • Chat Flows
      • Transcripts
      • Tokens
      • Settings
        • Edit Profile
        • Manage Plan
        • Account Details
        • Referrals
  • START CREATING
    • Create an AI Chatbot
      • Setting Up
      • Import Your Own Information
        • URL Crawler
      • Select Type
      • Train your AI Chatbot
      • Select Integration
      • Finishing Touches
      • Modify your AI Chatbots
    • Create a Chat Flow
      • Setting Up
      • AI Chatbots
      • Select Channel
        • Channel: Web Chat
          • Preview your Web Widget
        • Channel: Facebook
        • Channel: Instagram
        • Channel: WhatsApp
          • Setting up WhatsApp
          • Submit your first WhatsApp Sender
          • Setting up more WhatsApp Senders
          • Configure the Endpoint for Integration
        • Channel: Full Chat
          • Preview Full Chat Channel
        • Channel: Custom Channel
          • JavaScript Socket API
          • Socket API
          • Socket Conversation Testing
      • Select Live Chat Vendor
      • Modify your Chat Flow
    • Connect a Live Chat
      • Microsoft Teams
        • Set up the Captivate Chat MS Teams App
          • MS Teams App Chat Prompts
        • Connect your Captivate Chat account
        • Connect your Chat Flow
        • MS Teams App Chats
        • Test your Microsoft Teams integration
    • Create a Custom Component
  • 💬SUPPORT
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  1. START CREATING
  2. Create a Chat Flow

Select Channel

Bring your AI Chatbots, Live Chats, and Channels together in one system

PreviousAI ChatbotsNextChannel: Web Chat

Last updated 3 months ago

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After selecting the active Chatbot in your Chat Flow, it's time to choose your Channel in Step 2: Select Channel. This is where your users will encounter your AI Chatbot.

We are offering different Channel Integrations into your Chat Flow, with different instructions how to set up each. They are accessible via Select Channelor in these pages:

Different users can visit your Channels!

While your AI Chatbots are built to respond to any user when they access your Channel, remember that different kinds of users can interact with your AI Chatbot. When creating a Chat Flow for your AI Chatbot, consider these types of users:

  • Customers: These are users who want to avail your service and/or products and may need your AI Chatbot to help them choose the right offerings.

  • Team: These are members of your Team who interact with the AI Chatbot for the purposes of aiding internal operations. Interactions include directing the AI Chatbot to connect users to other agents, and the like.

  • Other Parties: These are other types of users who might interact with your AI Chatbot for other purposes. These can include marketers who are checking your website in the hopes of a partnership, as well as potential stockholders and investors.

Once done, click either or the Step 3: Live Chats button on the left of the screen.

Channel: Facebook
Channel: Instagram
Channel: WhatsApp
Channel: Custom Channel
Channel: Web Chat
The "Select Channel" window inside "Step 2: Select Channel" contains the currently available Channels in Captivate Chat. Your Channel of choice will be highlighted blue. Click "Next" to proceed to the specific connection process
The "Select Channel" window inside "Step 2: Select Channel" contains the currently available Channels in Captivate Chat. Your Channel of choice will be highlighted blue. Click "Next" to proceed to the specific connection process