Channel Credentials
Connect your AyAgent to multiple communication channels with secure credentials management
Credentials in AyAgent are secure connections to external communication channels that allow your agents to interact with users. Each credential represents a connection to a specific platform, such as WhatsApp, email services, or live chat systems.
This guide will walk you through setting up and managing credentials for the various channels supported by AyAgent.
What are credentials?
Credentials are the secure access tokens, API keys, or authentication methods that AyAgent uses to connect with external services. They are stored securely and encrypted in our system to ensure your connections remain protected.
AyAgent supports multiple communication channels to reach your customers where they are
This integration is fully supported and ready to use.
View Setup GuideThis integration is coming soon. Stay tuned for updates.
Coming SoonThis integration is coming soon. Stay tuned for updates.
Coming SoonThis integration is coming soon. Stay tuned for updates.
Coming SoonBenefits of Multi-Channel Support
- Reach customers on their preferred platforms
- Maintain conversation context across channels
- Create a unified customer experience
- Scale your customer service operations
The Credentials section in your dashboard provides a centralized location to manage all your channel connections. From here, you can create, view, update, and delete credentials as needed.
Credentials Dashboard
In your Credentials Dashboard, you'll see:
- Active Channels: Currently connected communication channels
- Connection Status: Real-time status of each connection
- Last Used: When the credential was last used by an agent
- Actions: Options to edit, reconnect, or delete credentials
[Credentials Dashboard Screenshot]
Add Credentials
Connect a new channel
View Status
Monitor connection health
Manage Access
Control agent permissions
Security Considerations
AyAgent takes the security of your credentials seriously:
- All credentials are encrypted at rest and in transit
- Access to credentials is strictly controlled and audited
- Options are available to revoke access when needed
Best Practices
We recommend rotating your credentials periodically and immediately revoking access for any compromised accounts. Always use strong, unique passwords for any connected services.
WhatsApp is one of the world's most popular messaging platforms with over 2 billion users. AyAgent allows you to connect your business WhatsApp account to automate customer communications.
Setting up WhatsApp
AyAgent supports two methods for connecting to WhatsApp:
Create a WhatsApp Credential
Go to the Credentials section in your dashboard and click "Add New Credential", then select "WhatsApp" from the list of available channels.
Name your connection
Enter a descriptive name for this WhatsApp connection, such as "Customer Support WhatsApp" or "Sales WhatsApp".
Scan the QR code
A QR code will be displayed on your screen. Open WhatsApp on your phone, go to Settings > WhatsApp Web/Desktop and scan the QR code.
Confirm connection
Once the QR code is scanned successfully, the WhatsApp credential will be created and your phone will be connected to AyAgent.
Important Note
The personal WhatsApp method requires your phone to be connected to the internet to work. For more reliable business use, consider the WhatsApp Business API.
WhatsApp Policy Compliance
When using WhatsApp integration, you must comply with WhatsApp's Business and Commerce policies:
- Obtain explicit opt-in from customers before messaging them
- Honor opt-out requests promptly
- Send relevant and expected messages only
- Follow local laws and regulations regarding messaging
Policy Violation Consequences
Violating WhatsApp's policies may result in restrictions or bans on your WhatsApp business account. Always review the latest policies on WhatsApp's website.