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Step 8: Channels

Connecting your agent to a channel is like giving it its own front door — WhatsApp, Instagram, Slack, or your website — so customers can walk up and start a conversation wherever they already are. Once your agent is built and tested, you connect it to the channels where your users will reach it. Nirvai supports messaging apps, team collaboration tools, and your website.


Before you start

  • A saved agent you've tested in the chat preview
  • For Meta channels (WhatsApp, Instagram, Messenger): a Meta account you can sign in to. If you've already saved Meta credentials in Integrations → Credentials, connecting is faster — but it's not required.

Available channels

Messaging channels (Meta)

ChannelWhat users doLimit
WhatsAppMessage your agent through a WhatsApp Business numberOne WhatsApp number per agent
InstagramMessage your agent through your Instagram business account DMsOne Instagram account per agent
MessengerMessage your agent through your Facebook Page's MessengerOne Page per agent

Meta channels require your Meta account sign-in details. You can connect one Meta app account per agent.

Team channels

ChannelWhat users do
SlackChat with your agent in a Slack workspace channel or by direct message
DiscordChat with your agent in a Discord server channel
TelegramMessage your agent through a Telegram bot
Microsoft TeamsChat with your agent in a Teams channel or chat

Each platform has its own setup steps — follow the prompts shown in the app to connect. These channels don't use credentials from Integrations.

Web channels

ChannelWhat it is
Web EmbedA full chat interface you place inside your website
Chatbot WidgetA floating chat bubble on your website that opens when clicked
APIA connection for developers to reach your agent from their own apps

Web channels don't need any outside sign-in details — Nirvai generates the code or access key for you.


Step-by-step

  1. Open your agent in the Agent Control Panel
  2. Go to the Channels panel
  3. Select the channel you want to connect
  4. Follow the setup for that channel:
    • Meta channels — sign in to your Meta account, or pick an existing Meta credential to speed things up
    • Team channels — follow the platform-specific steps shown in the app
    • Web channels — copy the code snippet or access key

The channels panel showing available deployment optionsImage: The channels panel showing available deployment options

An agent can be connected to several channels at once. They all share the same setup — when you change the agent's instructions, tools, or knowledge, the change applies everywhere.


How the agent behaves across channels

Your agent acts the same way everywhere — same knowledge, same tools, same instructions. A few presentation details depend on what each platform supports:

FeatureMessaging & TeamWeb
Conversation startersNot shownShown as clickable buttons
Rich formatting (tables, lists)Depends on the platformFull support
File sharingDepends on the platformFull support
Agent avatarShown if the platform supports itAlways shown
Typing indicatorDepends on the platformAlways shown

Meta channel restrictions

Meta channels (WhatsApp, Instagram, Messenger) have one specific rule: each agent can be connected to one number or account per Meta channel type.

What this meansExample
One agent → one WhatsApp number"Sales Bot" is connected to +1-555-0100. You can't also connect it to +1-555-0200.
Different agents → different numbers"Sales Bot" uses +1-555-0100. "Support Bot" uses +1-555-0200.
Multiple channel types are fine"Sales Bot" can have WhatsApp and Instagram and Messenger at the same time.

Web Embed & Chatbot Widget

For your website, Nirvai generates a small code snippet you paste into your pages.

Web Embed

A full-page or inline chat interface. Best for a dedicated support page or knowledge base.

<!-- Paste in your HTML where you want the chat to appear -->
<script src="https://nirvana-ai.app/embed/YOUR_AGENT_ID.js"></script>

Chatbot Widget

A floating bubble in the corner of your site that opens a chat window when clicked. Best for keeping the agent within reach across your whole site.

<!-- Paste before </body> on every page -->
<script src="https://nirvana-ai.app/widget/YOUR_AGENT_ID.js"></script>

Both options are customizable — you can set the position, colors, and opening greeting.

API access

For developers, Nirvai provides a connection your own apps can call — useful for building your agent into custom software, mobile apps, or back-end services. The details are in the API channel documentation.


Disconnecting a channel

To remove an agent from a channel:

  1. Open the agent in the Agent Control Panel
  2. Go to the Channels panel
  3. Click the disconnect button next to the channel

The agent stops responding on that channel immediately. You can reconnect any time.


Deactivating a channel

Instead of fully disconnecting, you can deactivate a Meta channel (WhatsApp, Instagram, or Messenger) to pause your agent for a while without losing any data — like flipping the sign on a shop door to "back soon" while everything inside stays put.

Deactivation confirmation dialog showing what happens when you deactivate a channelImage: Deactivation confirmation dialog showing what happens when you deactivate a channel

How to deactivate

  1. Open your agent in the Agent Control Panel
  2. Go to the Channels panel
  3. Toggle the active switch on the channel card
  4. Review the confirmation dialog and click Deactivate

What happens when deactivated

BehaviorDetail
Agent stops respondingThe agent won't process or reply to incoming messages on this channel
Conversations stay visibleAll existing conversations remain available in the Agent Center
Messages are still savedIncoming messages (text, images, audio, files) are stored as usual. When you reactivate, the full history is there
No credit consumptionWhile deactivated, the agent processes nothing — zero credits are used

Reactivating

Toggle the switch back to active on the channel card. The agent resumes responding to new messages right away, with full access to the history that built up while it was paused.

tip

Deactivation is handy when you need to pause an agent for a bit — during maintenance, outside business hours, or while you update its instructions or knowledge. Unlike disconnecting, you don't have to reconnect or set anything up again.

Deactivate vs. disconnect

ActionEffectTo bring it back
DeactivateAgent pauses — messages saved, no responses, no creditsToggle the switch back on
DisconnectChannel fully removed — agent is unlinked from the platformSet up the channel again

Troubleshooting

ProblemFix
Agent doesn't respond on WhatsAppCheck that the Meta credential is valid and the number is connected correctly. Confirm the channel is active, not deactivated.
Widget doesn't appear on the websiteMake sure the code snippet is placed correctly. Check the browser console for errors.
Slow responses on a channelThe agent may have many tools or a large knowledge base. Simplify if you can.
Agent responds differently on different channelsThis shouldn't happen — all channels use the same setup. If it does, look for platform-specific formatting issues.
"Channel already connected" errorEach Meta channel (WhatsApp, Instagram, Messenger) can connect to only one agent per account or number. Disconnect it from the other agent first.

What's next

You've reached the last setup step. Head to Managing your agent to monitor conversations, review performance, and keep your agent running smoothly.