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Documentation Index

Fetch the complete documentation index at: https://docs.useinvent.com/llms.txt

Use this file to discover all available pages before exploring further.

Channels are how your customers reach your assistant. Connect the platforms your customers already use, and every message lands in the same Inbox with the same assistant answering, no matter which channel it came from.
Channels Overview

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How Channels Work

Every channel in Invent follows the same shape:
  • A channel type (WhatsApp Business, Instagram, Messenger, Telegram, Web Widget, and more).
  • A reusable Connection that holds the authenticated link to that provider (your Meta account, your Telegram bot token, etc.).
  • A per-assistant binding that picks a specific resource on that connection (a WhatsApp phone number, a Facebook Page, an Instagram account) and turns it on.
Because connections are separate from the assistants that use them, you authenticate with a provider once. From then on, any assistant in your workspace can reuse that connection without signing in again.

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The Universal Connection Flow

Adding any channel to an assistant follows the same five steps. The only thing that changes is the provider’s sign-in screen in the middle.
1

Click Connect on the channel

Open your assistant’s Channels tab, find the channel you want to add, and click Connect. A dialog opens with two fields: a Connection (the authenticated link to the provider) and the channel-specific resource picker (phone number, page, bot, etc.). The example below shows the WhatsApp dialog the first time it is opened, but every channel works the same way.
WhatsApp channel connect dialog on first open, with a + Connect WhatsApp button inside the Connection field
If you already have a connection for this channel, it shows up in the Connection dropdown and you can skip straight to the resource picker. If not, open the dropdown and click the + Connect Channel button at the top (for example + Connect WhatsApp) to start the provider’s sign-in flow.
2

Authenticate with the provider

Invent opens the channel’s standard sign-in flow in a popup or new tab. This is the provider’s own screen, run by Meta, Telegram, or whoever owns the channel, so your credentials are only entered on their domain, never on Invent’s.Finish the provider’s flow as you normally would: pick the business, select the number, page, or account to grant access to, and confirm the permissions.When you are done, the provider redirects you back to Invent automatically.
3

Name the connection

Back in Invent, you are asked to give this connection a label (for example, “Acme WhatsApp” or “Support Team Messenger”). This is just the name you will see inside Invent, it does not change anything on the provider.Click Create and Invent stores the connection in Settings → Connections, where you can rename or disconnect it at any time.
4

Pick the channel-specific resource

The channel dialog reopens with your new connection already selected and any channel-specific fields listed underneath. Invent fetches the available options for you, so you just pick from a dropdown:
  • WhatsApp Business → pick the phone number to receive and send messages on
  • Facebook Messenger → pick the Page
  • Instagram → pick the connected Instagram account
  • Telegram → pick the bot
No copy-pasting IDs, no hunting through provider settings.
WhatsApp dialog with the connection auto-selected and a phone number picked, ready to click Connect Channel
5

Click Connect Channel

Invent binds the resource to this assistant. The channel appears in the Channels tab with an Enabled toggle and a Manage button. Send it a test message, and you are live.
The next time you add this same channel to any assistant in your workspace, you will see your existing connection in the dropdown. Just pick it, choose the resource, and click Connect Channel. No re-authentication required.

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Managing Connected Channels

Each channel you have added to an assistant shows up as its own row with:
  • Identifier: the phone number, Page name, account handle, or bot username for this binding.
  • Status: Active when the connection is healthy, or a warning if the provider requires re-authentication.
  • Enable / Disable toggle: pause the channel without removing its configuration. Useful during maintenance or while you refine Instructions.
  • Manage: open channel-specific settings.
  • Disconnect: remove this binding from the assistant. The underlying Connection itself is untouched, so other assistants that share it keep working.

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Multiple Connections Per Channel

A single assistant can have more than one connection of the same channel type. Add two WhatsApp Business numbers, three Facebook Pages, a mix of Instagram accounts, or any combination, all under the same assistant running in parallel.
Assistant with multiple WhatsApp numbers and Facebook Pages connected
Once a channel is connected once, click + Add another below the existing connections and run through the same flow with a different number, page, or account.

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When to Use Multiple Connections

  • Regional numbers: one WhatsApp number per country or language, all sharing the same Instructions, Knowledge, and Memory.
  • Brand portfolio: several Facebook Pages from different product lines routed to a single assistant.
  • Migrations and handoffs: keep a legacy number active alongside a new one during a rollout, then disable the old connection when you are ready.
  • Team and department splits: route sales and support numbers to the same assistant without duplicating its configuration.
All connections under the same assistant share its Instructions, Knowledge, Memory, and Actions. Every conversation lands in the same Inbox, with the originating channel shown on each conversation.

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One Assistant, Every Channel

A single assistant handles every connected channel at once. A customer might:
  1. Ask a question on Instagram
  2. Continue the conversation on WhatsApp a few days later
  3. Complete a purchase on your website
Your assistant remembers everything through Memory, so the customer never has to repeat themselves. The channel the message came in on is recorded on the conversation, but the assistant itself stays the same across all of them.

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Channel-Specific Capabilities

Your assistant’s personality is consistent everywhere, but each channel has its own native features and the assistant uses them automatically:
  • WhatsApp: voice messages, images, documents, contact cards, location sharing, typing indicators, read receipts, interactive buttons.
  • Instagram: DMs, story mentions, image messages.
  • Messenger: Page messages, quick replies.
  • Telegram: bot commands, inline buttons.
  • Web Widget: rich cards, suggested questions, inline embed or bubble button.
For the full list of what the assistant can send and receive, see Capabilities.

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Seeing It in Action

Once a channel is connected, customers can message your assistant directly from that platform. Here is what it looks like when a customer sends a message through WhatsApp:
Customer messaging through WhatsApp
Every message lands in your Inbox, where you can see the full conversation, the originating channel, the contact’s profile, and memories for that customer:
Conversation from WhatsApp in the Inbox

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Channel Guides

Each channel has its own authentication screens and requirements. Pick a channel below for the full setup walkthrough, including prerequisites, screenshots, and channel-specific settings.

WhatsApp Business

Connect a WhatsApp Business phone number through Meta’s embedded signup and start replying in minutes

Facebook Messenger

Put your assistant on Messenger for your Facebook Page with Meta login and Page authorization

Instagram Direct Messages

Reply to Instagram DMs, Story replies, and Reel shares from a professional account in one popup

Telegram Bot

Spin up a Telegram bot with @BotFather, paste the token, and start replying in under five minutes
More channel guides are on the way. For channels not yet documented here, everything still follows the universal connection flow above: click Connect, authenticate with the provider, name the connection, pick the channel resource (Page, bot, number, etc.), then Connect Channel.

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Best Practices

  1. Start with one channel: get the experience right on a single channel before turning on more.
  2. Match your customers: add the channels your customers already use, not every channel you can find.
  3. Keep branding consistent: use the same assistant name and avatar across all channels so the experience feels unified.
  4. Test every channel after connecting: send a real message from your own device to confirm round-trip works.
  5. Reuse connections: authenticate once per provider and share the same Connection across every assistant that needs it.
  6. Monitor the Inbox: check it regularly, especially “Waiting for Human” conversations the AI transferred.

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Next Steps

Connections

Manage every authenticated link to external platforms in one place

Capabilities

See everything your assistant can understand and send on each channel

Web Widget

Embed the chat widget on your website with platform-specific install guides

Inbox

Manage every conversation from every channel in one unified space