Digital Channel Configuration

Engage customers on every channel and continuously up-level your customer experience by adding emerging channels as they come available.

Let's dive into the details below.

Who can use this

Contact Center Admins can manage all things Digital Experience from the Historical Administration Portal.

Digital Engagement Historical Administration Portal

Update your channels, users, branding, and more from the Historical Administration Portal.

To access the Historical Administration Portal, go to your Dialpad Admin Settings.

  1. Select Channels & IVR

  2. Select Historical administration

  3. A new tab will open, taking you to your Digital Experience Admin Portal

Channel overview

The Channels section displays your live channels and their selected experiences. These channels allow you to receive contacts from different platforms, such as SMS or WhatsApp.

From the Historical Administration Panel, select Admin, then navigate to Channels.

DE_Channels_Admin_Portal_1.png

Dialpad currently integrates with the following channels:

  • Facebook Messanger

  • Facebook

  • Instagram

  • SMS

  • WhatsApp

  • Email

Read this Help Center article to learn more about our supported channels and their capabilities.

Add a channel

To authorize Digital Experience access to a new channel, first, you need to make sure you have the correct log-in information for the platform.

Some channels require the business to have login access to authorize the Dialpad app for their social/messaging site. In some instances, you may need to provide keys, tokens, or credentials to complete the linkage (they will ask for the appropriate information).

To add a channel, head to your Historical Administration Panel.

  1. Select Admin

  2. Navigate to Channels

  3. Select Add
    DE_Add_a_Channel.png

  4. Select the channel type
    add_channel_type.png

  5. Follow the prompts (login or enter your credentials)

Remove a channel

Communication methods are constantly changing. Fortunately, Dialpad makes it nice and easy to remove a channel when your business needs evolve.

To remove a channel, head to your Historical Administration Panel.

  1. Select Admin

  2. Navigate to Channels

  3. Select the trashcan beside the channel you'd like to removeDE_Delete_Channel.png