Docs Multi-Channel

Multi-Channel Messaging

Connect WhatsApp, Instagram, Facebook Messenger, and Telegram to manage all conversations from a unified inbox.

Overview

Helpon's multi-channel messaging lets you connect your most important messaging platforms into a single workspace. Instead of juggling separate apps for WhatsApp, Instagram, Facebook Messenger, and Telegram, every conversation flows into one unified inbox where your team can respond, assign, and track interactions.

Each channel operates through its official API, ensuring compliance with platform policies and enabling rich features like message templates, quick replies, and media sharing. Helpon handles the routing layer so that replies are automatically sent back through the same channel the customer used to reach you.

Channel API Provider Key Feature Plan Required
WhatsApp Business Meta Cloud API Template messages, 24-hour window Pro+
Instagram Direct Instagram Messaging API Story replies, media messages Pro+
Facebook Messenger Messenger Platform Persistent menu, get started button Pro+
Telegram Telegram Bot API Commands, inline keyboards, groups Business+
ℹ️
AI Works Across All Channels

Your AI auto-reply, knowledge base, and flow builder work across every connected channel. A customer on WhatsApp gets the same intelligent responses as someone on your website chat widget.

WhatsApp Business

WhatsApp Business API integration lets you communicate with customers on the world's most popular messaging app. Helpon connects through the Meta Cloud API, which requires a verified Meta Business account and an approved WhatsApp Business phone number.

Prerequisites

  • A Meta Business Account (verified)
  • A phone number not already registered with WhatsApp or WhatsApp Business app
  • A Meta Developer App with WhatsApp product enabled
  • Helpon Pro plan or higher

Setup Steps

1

Verify Your Business on Meta

Go to Meta Business Suite → Settings → Business Verification. Upload your business documents (registration certificate, utility bill, or domain verification). Verification typically takes 1-3 business days.

Business Verification Status
Verified
Business Name
My Healthcare Clinic LLC
Business ID
109284756301928
2

Register Your Phone Number

In the Meta Developer Dashboard, navigate to WhatsApp → Getting Started. Add a phone number that is not currently associated with any WhatsApp account. You will receive a verification code via SMS or voice call.

Phone Number
+1 (555) 123-4567
Display Name
My Healthcare Clinic
Verification Method
SMS ▾
Status
Connected
3

Connect to Helpon

In your WordPress admin, go to Helpon → Settings → Channels → WhatsApp. Enter your Phone Number ID, WhatsApp Business Account ID, and Permanent Access Token from the Meta Developer Dashboard.

Phone Number ID *
106540385299847
Business Account ID *
102938475610293
Access Token *
EAAGz••••••••••••••••••••••••
Use a permanent System User token for production
4

Create Message Templates

WhatsApp requires pre-approved templates for initiating conversations outside the 24-hour window. Go to Helpon → Settings → Channels → WhatsApp → Templates to create and submit templates for approval.

⚠️
24-Hour Messaging Window

WhatsApp enforces a 24-hour customer service window. You can freely reply to a customer within 24 hours of their last message. After the window closes, you must use an approved message template to re-engage. Templates are submitted through Helpon and reviewed by Meta (usually within 24 hours).

Instagram Direct

Connect your Instagram Professional account to receive and respond to Direct Messages, story replies, and story mentions directly from the Helpon inbox. This integration uses the Instagram Messaging API via your connected Facebook Page.

Prerequisites

  • An Instagram Professional account (Business or Creator)
  • The Instagram account must be connected to a Facebook Page
  • A Meta Developer App with Instagram Messaging product enabled
  • Allow access to messages enabled in Instagram settings

Setup Steps

1

Switch to Professional Account

In the Instagram app, go to Settings → Account → Switch to Professional Account. Choose Business and connect it to your Facebook Page. If you already have a Professional account, skip this step.

2

Enable Messaging Access

In the Instagram app, go to Settings → Privacy → Messages. Under "Connected Tools", toggle on Allow access to messages. This permits third-party apps like Helpon to read and send messages via the API.

3

Connect in Helpon

Go to Helpon → Settings → Channels → Instagram and click Connect Instagram Account. You will be redirected to Meta to authorize permissions. Accept all requested permissions including instagram_manage_messages and pages_manage_metadata.

4

Configure Response Settings

After connecting, configure how Helpon handles Instagram messages. Enable AI auto-reply for DMs, set up story reply handling, and choose whether story mentions should create new conversations or be logged as events.

ℹ️
Instagram Messaging Limitations

Instagram has a 24-hour human agent window similar to WhatsApp. After 24 hours, you can only send a single follow-up message using a pre-approved message tag. Story replies and mentions open a new messaging window each time.

Facebook Messenger

Integrate your Facebook Page's Messenger to handle customer inquiries, provide AI-powered support, and manage conversations from the Helpon dashboard. The integration supports persistent menus, get started buttons, and rich message types like carousels and quick replies.

Prerequisites

  • A Facebook Page for your business
  • Admin access to the Page
  • A Meta Developer App with Messenger product enabled

Setup Steps

1

Connect Your Facebook Page

Navigate to Helpon → Settings → Channels → Messenger and click Connect Facebook Page. You will be redirected to Facebook to select your Page and grant the required permissions.

Connected Page
My Healthcare Clinic
Page ID
184729305618294
Page Token Status
Active
2

Set Up the Get Started Button

The Get Started button appears when a user opens a Messenger conversation with your Page for the first time. Configure a welcome message and optional quick reply buttons in Helpon → Settings → Channels → Messenger → Get Started.

3

Configure the Persistent Menu

The persistent menu appears as a hamburger icon in the Messenger composer. Add up to 3 top-level menu items (each with up to 5 sub-items) such as "Book Appointment", "View Services", or "Talk to Agent". Configure in Helpon → Settings → Channels → Messenger → Persistent Menu.

4

Enable AI Auto-Reply

Toggle on AI auto-reply for Messenger conversations. The AI engine will respond to common queries using your knowledge base and flow builder configurations. Unhandled messages are routed to the live chat queue.

Messenger Rich Messages

Helpon supports Messenger's rich message types including image carousels, button templates, and quick replies. Design these in the Flow Builder and they will render natively in the Messenger app.

Telegram Bot

Create a Telegram Bot and connect it to Helpon to serve customers who prefer Telegram. Unlike Meta channels, Telegram has no messaging window restrictions, so you can send messages to users at any time after they start a conversation with your bot.

Prerequisites

  • A Telegram account
  • Helpon Business plan or higher

Setup Steps

1

Create a Bot via BotFather

Open Telegram and search for @BotFather. Send the following commands to create and configure your bot:

Telegram BotFather Commands
/newbot
# BotFather: "Alright, a new bot. How are we going to call it?"

My Clinic Bot
# BotFather: "Good. Now let's choose a username..."

myclinic_helpon_bot
# BotFather: "Done! ... Use this token to access the HTTP API:"
# 7281934056:AAH_k9xPmBvR3nLwT8qZcJ2dFgYhKlMnOpQ
2

Set Bot Description and Commands

While still in BotFather, set your bot's description and commands so users know what your bot can do:

Telegram BotFather Commands
/setdescription
# Select your bot, then enter:
Welcome to My Clinic! Ask me anything about our services, book appointments, or chat with our team.

/setcommands
# Select your bot, then enter:
start - Start a conversation
help - View available options
book - Book an appointment
hours - View business hours
contact - Contact information
3

Enter the Token in Helpon

Go to Helpon → Settings → Channels → Telegram. Paste your bot token and click Verify & Connect. Helpon will validate the token and automatically register the webhook.

Bot Token *
7281934056:AAH_k9xPmBvR3n••••••••••••
Bot Username
@myclinic_helpon_bot
Webhook Status
Active
4

Map Bot Commands to Flows

In Helpon → Settings → Channels → Telegram → Command Mapping, link each bot command to a specific Flow or action. For example, map /book to your appointment booking flow and /hours to a quick-reply response.

Meta API Setup

WhatsApp, Instagram, and Facebook Messenger all require a Meta Developer App. This section walks you through creating the app, configuring products, and passing App Review so your integration works in production.

Step-by-Step App Creation

1

Create a Meta Developer Account

Go to developers.facebook.com and log in with the Facebook account that manages your business. If you don't have a developer account, click Get Started and follow the prompts to register.

App Name
My Clinic - Helpon Integration
App Type
Business ▾
Business Account
My Healthcare Clinic LLC ▾
2

Add Products to Your App

In the App Dashboard, click Add Product and enable the products you need. For full multi-channel support, add Messenger, WhatsApp, and Instagram. Each product has its own configuration panel.

3

Configure Permissions

Navigate to App Review → Permissions and Features. Request the following permissions based on your channels:

Permission Required For Description
pages_messaging Messenger Send and receive messages on behalf of a Facebook Page
pages_manage_metadata Messenger Subscribe to Page webhooks and manage metadata
instagram_manage_messages Instagram Read and respond to Instagram Direct Messages
instagram_basic Instagram Access profile info and media for the connected account
whatsapp_business_messaging WhatsApp Send and receive WhatsApp messages via the Cloud API
whatsapp_business_management WhatsApp Manage phone numbers, templates, and business profiles
4

Submit for App Review

While in Development Mode, your app only works for users with roles on the app. To go live, submit for App Review. Provide a screencast demonstrating how your app uses each permission, a privacy policy URL, and a description of your use case. Review typically takes 3-5 business days.

App Mode
Live ▾
Review Status
Approved
Privacy Policy URL
https://myclinic.com/privacy-policy
5

Generate a System User Token

For production use, create a System User in Meta Business Suite under Settings → Users → System Users. Assign the user to your app with the required assets and generate a permanent access token. Use this token in Helpon instead of a short-lived user token.

⚠️
Token Security

Never share your access tokens publicly or commit them to version control. Helpon encrypts tokens at rest in your WordPress database. If a token is compromised, regenerate it immediately in Meta Business Suite and update it in Helpon settings.

Webhook Configuration

Webhooks are the mechanism through which Meta and Telegram deliver incoming messages to your Helpon installation. Helpon automatically registers webhooks for each channel, but understanding the configuration helps with troubleshooting and custom setups.

Webhook URL Format

Helpon exposes a unique webhook endpoint for each channel. The base URL follows this pattern:

Webhook URLs
# WhatsApp Webhook
https://yoursite.com/wp-json/helpon/v1/webhook/whatsapp

# Instagram Webhook
https://yoursite.com/wp-json/helpon/v1/webhook/instagram

# Facebook Messenger Webhook
https://yoursite.com/wp-json/helpon/v1/webhook/messenger

# Telegram Webhook
https://yoursite.com/wp-json/helpon/v1/webhook/telegram

Verification Token

Meta requires a verification token to validate your webhook endpoint. Helpon generates one automatically, but you can set a custom token in Helpon → Settings → Channels → Webhook Settings.

Verification Token
# Auto-generated verification token (found in Helpon settings)
helpon_verify_a8f3c9d2e1b74650

# When Meta sends a GET request to verify:
# GET /wp-json/helpon/v1/webhook/whatsapp?hub.mode=subscribe
#     &hub.verify_token=helpon_verify_a8f3c9d2e1b74650
#     &hub.challenge=1234567890
# Helpon responds with the hub.challenge value to confirm

Subscribed Events

Each channel webhook subscribes to specific events. Helpon configures these automatically during channel setup:

Channel Event Description
WhatsApp messages Incoming text, media, location, and contact messages
WhatsApp message_status Delivery receipts: sent, delivered, read, failed
Instagram messages Incoming DMs, story replies, and media shares
Instagram messaging_postbacks Quick reply and button tap callbacks
Messenger messages Incoming text, attachments, and location messages
Messenger messaging_postbacks Persistent menu clicks and button postbacks
Messenger messaging_optins User opt-in events from checkboxes or plugins
Telegram message Text, media, stickers, and document messages
Telegram callback_query Inline keyboard button taps
Telegram edited_message Edits to previously sent messages

Retry Logic

If your server fails to respond with a 200 OK within 20 seconds, Meta will retry the webhook delivery using an exponential backoff schedule (up to 24 hours). Telegram retries failed deliveries for up to 48 hours. Helpon processes webhooks asynchronously to ensure fast response times.

💡
SSL Required for Webhooks

All webhook URLs must use HTTPS with a valid SSL certificate. Self-signed certificates are not accepted by Meta or Telegram. If you are running a local development environment, use a tunneling service like ngrok to expose your local server with a valid HTTPS URL.

Unified Inbox

The Unified Inbox is where all conversations from every connected channel converge into a single view. Agents can see, filter, and respond to messages from WhatsApp, Instagram, Messenger, Telegram, and the website widget without switching between apps.

How It Works

When a message arrives on any channel, Helpon creates or updates a conversation thread. Each thread displays a channel indicator showing the source platform. When an agent replies, the message is automatically routed back through the originating channel. Agents never need to know the technical details; they simply type a reply and Helpon handles the delivery.

Channel Indicators

Channel Indicator Supported Message Types Messaging Window
Website Chat Blue chat icon Text, images, files, quick replies, carousels Unlimited
WhatsApp Green WhatsApp icon Text, images, documents, location, contacts, templates 24 hours (templates extend)
Instagram Gradient Instagram icon Text, images, story replies, hearts, quick replies 24 hours (1 follow-up tag)
Messenger Blue Messenger icon Text, images, files, carousels, buttons, quick replies 24 hours (message tags extend)
Telegram Blue Telegram icon Text, images, documents, stickers, inline keyboards Unlimited

Reply Routing Rules

  • Same-channel routing — Replies are always sent through the channel the customer used
  • Cross-channel awareness — If a customer contacts you on multiple channels, Helpon links the conversations to the same contact in the CRM
  • Fallback behavior — If a channel's messaging window has expired, the agent sees a warning and can choose to send a template (WhatsApp) or message tag (Messenger) instead
  • Media conversion — Helpon automatically converts media formats when needed (e.g., resizes images for WhatsApp's size limits)
ℹ️
Contact Merging

When Helpon detects that the same person is contacting you on multiple channels (matched by phone number or email), it merges those identities into a single CRM contact. All conversations are accessible from the contact's profile page.

Channel Settings

Each channel can be independently configured with its own auto-reply behavior, greeting messages, operating hours, and AI settings. This allows you to tailor the experience for each platform's audience and capabilities.

Per-Channel Configuration

Navigate to Helpon → Settings → Channels and select any connected channel to access its individual settings panel:

Channel: WhatsApp Business Connected
Auto-Reply Mode
AI + Knowledge Base ▾
Greeting Message
Welcome to My Clinic! How can we assist you today? Reply BOOK to schedule an appointment.
Operating Hours
Custom Schedule ▾
Timezone
America/New_York ▾
After-Hours Message
Thanks for reaching out! Our team is available Mon-Fri 8 AM - 6 PM EST. We will reply as soon as we are back.
AI Behavior
Respond to all, escalate complex ▾
Max AI Turns Before Escalation
3
Number of AI replies before auto-escalating to a human agent

Available Settings Per Channel

Setting Description Default
Auto-Reply Mode Choose between AI only, human only, AI + human hybrid, or disabled AI + Human
Greeting Message First message sent when a new conversation starts Per channel
Operating Hours Channel-specific business hours (can differ from global settings) Global hours
After-Hours Message Automatic reply when a message arrives outside operating hours Enabled
AI Behavior How aggressively the AI responds (all queries, FAQ only, or disabled) All queries
Escalation Threshold Max AI turns before routing to a human agent 3 turns
Assigned Team Route conversations to a specific agent team or department Default team
Tags Automatically apply tags to conversations from this channel Channel name
Different AI Models Per Channel

You can assign different AI models to different channels. For example, use Claude Sonnet for website chat (detailed responses) and Claude Haiku for WhatsApp (concise, fast replies optimized for mobile reading).

Troubleshooting

Common issues when setting up and operating multi-channel messaging, along with their solutions:

Webhook Failures

  • Webhook not verified — Ensure your site uses HTTPS with a valid SSL certificate (not self-signed). Check that the verification token in Helpon matches the one in your Meta Developer App settings.
  • Timeout errors — Webhooks must respond within 20 seconds. If your server is slow, check server resources and ensure no blocking operations run during webhook processing. Helpon processes messages asynchronously by default.
  • Duplicate messages — This occurs when your server responds too slowly and Meta retries. Check your server logs for slow queries or API timeouts. Helpon deduplicates messages using message IDs, but extreme delays can cause issues.

Messages Not Delivered

  • WhatsApp: Outside 24-hour window — You must use an approved message template. Check Helpon → Settings → Channels → WhatsApp → Templates for template status.
  • Instagram: Messaging API not enabled — Verify that "Allow access to messages" is toggled on in the Instagram app under Settings → Privacy → Messages.
  • Messenger: Page not subscribed — Go to Meta Developer Dashboard and verify the Page is subscribed to your app under Messenger → Settings → Webhooks.
  • Telegram: Bot not started — Users must first send /start to your bot before you can message them. There is no way to initiate a conversation with a user who has not started the bot.

Meta Verification Issues

  • Business verification rejected — Ensure your business name, address, and documents match exactly. Common rejection reasons include mismatched names, expired documents, or unreadable scans. Resubmit with clear, current documentation.
  • App Review denied — The most common reason is an insufficient screencast. Meta requires a clear video showing how each requested permission is used. Record a walkthrough of the exact feature and resubmit.
  • Display name rejected — WhatsApp display names must clearly represent your business and match your website or business documents. Avoid generic names or names that include "WhatsApp" or "Meta".

Token Expired or Invalid

  • Short-lived token expired — If you used a User Access Token (valid for about 1 hour), switch to a System User token which does not expire. Go to Meta Business Suite → Settings → Users → System Users to generate one.
  • Token permissions revoked — If a page admin removes your app's access, the token becomes invalid. Re-authorize the page from Helpon → Settings → Channels by clicking the reconnect button.
  • Telegram bot token compromised — If your Telegram token was exposed, immediately revoke it by sending /revoke to @BotFather, then generate a new token with /token and update it in Helpon settings.
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Check the Channel Status Dashboard

Helpon provides a real-time channel health dashboard at Helpon → Dashboard → Channels. It shows connection status, last message received, webhook health, and token expiration for each channel. Check here first when troubleshooting any channel issue.