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Connecting customers to your assistant

Tephlo supports WhatsApp Business, Telegram and an embeddable web widget. All three answer from the same knowledge base and land in the same escalation queue.

The three channels

A channel is how a customer reaches you. Every workspace can run more than one, and the channels use the same workspace configuration and conversation tools. Credentials, media support, delivery restrictions and shared-channel policy can differ by channel.

  • WhatsApp Business — your own number, connected through Meta.
  • Telegram — your own bot, connected with a token from BotFather.
  • Web chat — a widget on your own website, with no external account at all.

Shared sandbox vs your own credentials

Where the deployment publishes shared sandbox channels, eligible workspaces can use them without connecting their own credentials. Customers send a short routing command — your routing tag — and the shared bot routes the conversation to your workspace. That is what the console’s Demo links page builds its links and QR codes from.

Differences between the shared sandbox channels and channels connected with your own credentials
 Shared sandboxYour own channel
Setup neededA routing tagProvider credentials, verified
Number or bot shown to customersThe platform’sYours
Customer must send a routing command firstYesNo
Answers from your knowledge baseYesYes
Escalates into your queueYesYes
Intended forTrials, demos, internal testingProduction

Everything you configure — knowledge, goals, never-say phrases, escalation recipients — applies to both. Moving from the sandbox to your own number changes who the message comes from, not how the assistant behaves.

WhatsApp Business

Connect your number in Settings → Channels & routing. When available, use the Meta connection flow and follow its completion status. The supported manual path uses credentials for your WhatsApp Business Account: the phone number ID, the WhatsApp Business Account ID and an access token. The console masks saved secrets.

Complete the connection checks before enabling the channel. Provider verification, webhook readiness and channel health are distinct checks. Follow the status and any remediation shown in Settings, then test a real inbound and outbound message. A failed verification can disable a connection.

Each channel row shows its current health, lets you re-run the provider check on demand, and keeps an audit history of every credential and configuration change — who changed what, when, and the reason they gave for disconnecting.

WhatsApp’s 24-hour service window is the platform’s rule, not ours. Outside it, WhatsApp does not permit a free-form message, so any message the assistant would send — including a check-back on a waiting escalation — is re-checked against the window at send time and simply not sent if the window has closed.

Telegram

Create a bot with BotFather, then paste the token into the same channel wizard. Tephlo derives the bot identity from the token itself and starts receiving updates, so there is nothing else to type. Verification and auto-disable work exactly as they do for WhatsApp.

Telegram has no 24-hour window, so a workspace on Telegram can be followed up in cases where a WhatsApp conversation cannot.

The web chat widget

The same assistant on your own site, from a one-line snippet in Settings → Web widget. No Meta account, no bot token.

  1. Add your allowed origins. Only the exact origins you list may embed the chat frame — https://your-site.com, or http://localhost:3000 while you are developing. The widget cannot be enabled until at least one origin exists, which is what stops an embed key from working on somebody else’s site.
  2. Enable the widget and copy the snippet. Set an accent colour if you want it to match your site.
  3. Paste the snippet into your page template.

If the embed key is ever exposed, regenerate it from the same screen and paste the updated snippet — the old key stops working immediately, so plan the swap.

On your site the chat fits phone screens, shows that a reply is on its way, and opens links in replies in a new tab. Visitors each keep their own conversation, and it appears in your Queue like any other channel.

Routing tag and directory visibility

Two settings decide who can reach you and how.

Routing tagThe short handle that identifies your workspace on the platform's shared channels. It becomes the pre-filled command in every demo link and QR code, and without one the Demo links page has nothing to build from. Your own WhatsApp number, your own Telegram bot and the website widget never use a tag: the channel itself identifies the workspace.
Directory visibilityControls who can discover you on the shared bot and start a conversation there. A private workspace has its demo links suppressed, because a tag alone cannot select it — customers are invited with a join code instead, which is the right setting for an internal pilot. It does not close your own channels: a customer who messages your WhatsApp number, your Telegram bot or your website widget reaches you whatever your visibility says, with no tag and no join code.
Welcome messageThe first thing a new customer sees. It is worth writing properly: it is where you set expectations about what the assistant can and cannot help with.

What arrives on a channel

Customers can send more than text. Handling depends on the channel, workspace preferences and the processing capabilities enabled by the platform.

TextThe ordinary path — answered from your knowledge base and catalog.
A location pinAnswered with your nearest configured branch, store or pickup point, from the locations you maintain in Assistant. If you have configured none, it is acknowledged honestly instead.
A contact cardAcknowledged safely. Nothing in the card is saved, and nobody in it is contacted automatically.
Voice notes, images and documentsTranscription, image understanding, document extraction and PDF OCR have separate controls under Assistant. When processing is unavailable, the configured fallback applies. Outgoing voice is separate from incoming transcription. See media and voice for settings and availability.

Rapid consecutive messages from one customer can be aggregated into a single turn, so somebody typing three short lines gets one considered answer rather than three overlapping ones.