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Choose a Channel

Estimated time: 1 minute

With an AI Resource in place, pick the channel - where users will chat.


Open the “Install” tab

  1. Click your agent, click Install (On the top nav bar of the agent).
  2. On the Platform tab, you can choose from WhatsApp or Web platforms.

Compare channels

ChannelIdeal forKey perksLimitations
Web WidgetWebsites, web apps, docs sites• Multiple widget styles (Standard, Bubble, Popup)
• Full Theme & Custom CSS control
• Real‑time streaming
Requires adding a small <script> tag to your site
WhatsAppMobile‑first audiences, existing WhatsApp followers• Direct messaging inside users’ favourite app
• Automatic citation removal
WhatsApp controls UI & experience

🎨 Want brand colours, fonts, gradients?
Select Web Widget and see the Theme & Custom CSS guide.


3 · Select a channel card

  • Web Widget – opens the quick embed guide with code snippets.
  • WhatsApp – opens the phone‑number & token wizard.

Finish and test

Follow the linked channel guide, then:

  • Reload your website (Web) or send a WhatsApp message (WhatsApp).
  • Confirm you get a response.

All set!

Your agent is now live on the channel you selected.
Need another channel? Simply repeat the steps—an agent can serve both Web & WhatsApp channels simultaneously.