Channels

1. 1Add the knowledge the bot answers from (documents / website / FAQ).
2. 2Test in the “Test” tab — chat with the bot exactly like a customer, without sending anything real.
3. 3Connect your WhatsApp Business number from “Settings” (Embedded Signup) — the last step.

Connecting WhatsApp — two options:

• Coexistence (recommended) — the number stays on the WhatsApp Business app on your phone AND the bot replies. You don’t lose the number; Meta shows you a QR code to scan.
• Dedicated number — the number MOVES fully to the API and no longer works in the WhatsApp app. Use a spare number, not your personal one.

Coexistence requirements:

• The number is on the WhatsApp Business app (green), not regular WhatsApp.
• The number has been actively used for at least ~7 days on WhatsApp Business (Meta checks tenure; just-moved numbers are rejected).
• The WhatsApp Business app is updated to the latest version.

Coexistence — step by step (what you see on screen):

1. 1Click “Connect — keep on phone”. A Meta popup opens → log in with Facebook.
2. 2Under “Business portfolio” pick your business (e.g. “Natix”); under “WhatsApp Business account” pick “Connect a WhatsApp Business app”.
3. 3Enter your WhatsApp Business number (the one on your phone).
4. 4BEFORE the next step: open the WhatsApp Business app on your phone and keep the phone unlocked — the QR code expires quickly.
5. 5Meta shows a QR code (like the image below). Scan it from the WhatsApp Business app: Settings → Linked devices → Link a device.
6. 6Authorize the history import: up to 6 months of 1:1 chats + your contacts. Done — the number stays on your phone AND the bot answers customers.

Meta business verification (optional, later): the bot replies to customers who message you first — unlimited and free, no verification needed. Business verification only matters if YOU want to initiate proactive template messages (marketing/notifications) to many customers per day — it raises the limits from 250 → 1,000 → 10,000+ unique recipients/day. Note: numbers connected via coexistence can NOT use the classic document-based verification in Business Manager — only the Meta Verified subscription or partner-led verification. (The visible blue badge next to your business name is a different thing — that comes only with the Meta Verified subscription.)

Recommended — “Create bot automatically”: no token needed.

1. 1In your agent, under “Publish & Embed” → Telegram Bot, click “Connect”.
2. 2Choose “Create bot automatically” — a QR code and an “Open in Telegram” button appear.
3. 3Telegram’s “Create Bot” screen opens with the name and username pre-filled. Don’t change them.
4. 4Tap “Create”. The bot creates and connects itself to the agent — the status flips to “Connected” within seconds.

Manual fallback — with a @BotFather token: open @BotFather in Telegram, send /newbot, pick a name + username, copy the token you receive and paste it into the connect form.

After connecting you get a share kit: the bot’s t.me link, a downloadable QR code and a “Chat on Telegram” button for your website — that’s how customers find the bot (there is no phone number on Telegram).

1. 1In the website agent, go to “Publish & Embed” and turn publishing on.
2. 2Copy the embed snippet and paste it into your site, before </body>.
3. 3For WordPress, install the natix.chat plugin and enter the agent ID — no code.
4. 4The bot appears as a chat bubble and answers visitors from your knowledge base.

You can customize the widget title, color, position and welcome message, and show the bot only on specific pages (URL targeting).