Digital Engagement Channel Configuration
    • 15 Jul 2024
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    Digital Engagement Channel Configuration

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    Article summary

    Engage customers across various channels and enhance customer experience by incorporating new emerging channels. The Digital Engagement Admin Portal allows for updating channels, users, and branding. Access the portal through Admin Settings on Dialpad.com. Navigate to Ai Contact Centers, select the desired Digital Engagement Contact Center, and configure settings. The Channels section displays live channels like SMS, WhatsApp, and more. Integrate with platforms like Facebook Messenger, Instagram, and Email. To add or remove a channel, access the Admin Portal and follow the prompts. Ensure correct login information for authorization. Stay updated on supported channels and their capabilities to adapt to evolving communication methods.

    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 feature
    Contact Center Admins can manage all things Digital Experience from their Digital Experience Admin Portal.

    Digital Engagement Admin Portal

    Update your channels, users, branding, and more from the Digital Engagement Admin Portal.

    To access your Digital Experience Admin Portal, head to your Admin Settings at Dialpad.com 

    1. Navigate to Ai Contact Centers 
    2. Select your desired Digital Engagement Contact Center
    3. Navigate to Advanced Settings
    4. Select Configure Digital Engagement
    5. 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 Digital Engagement Admin Portal, 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 
    • Apple Messages for Business 

    Be sure to 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 Digital Engagement Admin Portal. 

    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)

    Tip
    The email channel is currently available for those in the Early Adopter Program. Stay tuned for a general release soon! 

    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 Digital Engagement Admin Portal. 

    1. Select Admin
    2. Navigate to Channels
    3. Select the trashcan beside the channel you'd like to removeDE_Delete_Channel.png

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