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 fully supported and ready to use.
View Setup GuideThis integration is in beta and may have limited functionality.
View Setup GuideThis 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.
Email remains one of the most important channels for business communication. AyAgent allows you to connect email accounts to provide automated responses and manage customer inquiries.
Setting up Email Integration
To connect your email account to AyAgent:
Create an Email Credential
Go to the Credentials section in your dashboard and click "Add New Credential", then select "Email (SMTP)" from the list.
Enter SMTP details
Enter the following information from your email provider:
- SMTP Server (e.g., smtp.gmail.com)
- Port (e.g., 587 or 465)
- Email Address
- Password or App Password
- Security Type (TLS/SSL)
Test the connection
Click "Test Connection" to verify that AyAgent can connect to your email server. A test email will be sent to the provided address.
Configure email forwarding (Optional)
Set up email forwarding in your email provider to forward incoming emails to AyAgent's processing address.
Using Email with AyAgent
Once your email account is connected, you can:
- Create agents that respond to customer emails automatically
- Set up auto-replies based on email content
- Create workflows that escalate emails to human agents when needed
- Track email conversations in the AyAgent dashboard
AyAgent's Live Chat integration allows you to add an AI-powered chat widget to your website, enabling real-time customer support without requiring additional staff.
Beta Feature
Live Chat integration is currently in beta. While fully functional, some features may be limited or subject to change.
Setting up Live Chat
To add the AyAgent chat widget to your website:
Create a Live Chat Credential
Go to the Credentials section in your dashboard and click "Add New Credential", then select "Live Chat" from the list.
Configure chat widget
Customize the appearance and behavior of your chat widget:
- Widget color and branding
- Welcome message
- Operating hours
- Widget position (left/right)
Add the widget to your website
Copy the generated JavaScript snippet and add it to your website's HTML, just before the end of your body section.
<script src="https://chat.ayagent.com/widget.js?id=YOUR_WIDGET_ID" async></script>Test the chat widget
Visit your website to test the chat widget. Try sending a few messages to verify that your agent responds correctly.
For advanced customization options, you can use our Live Chat API.
Live Chat Features
The AyAgent Live Chat widget includes:
- AI-powered automated responses
- File and image sharing
- Visitor information capture
- Human agent takeover when needed
- Chat history and analytics
- Mobile-responsive design
If you encounter issues with your channel credentials, try these troubleshooting steps:
General Troubleshooting
- Verify Connection Status: Check the status indicator in your Credentials dashboard
- Reconnect the Channel: Use the "Reconnect" button to reestablish the connection
- Delete and Recreate: As a last resort, delete the credential and create a new one
WhatsApp Troubleshooting
- Phone Disconnected: Ensure your phone is connected to the internet (personal WhatsApp)
- QR Code Expired: Request a new QR code if the current one expired
- API Issues: Verify your WhatsApp Business API credentials are correct
Email Troubleshooting
- Authentication Failed: Check your email and password are correct
- App Password Required: Some providers like Gmail require an App Password instead of your regular password
- Permission Issues: Ensure you've granted the necessary permissions during OAuth setup
Live Chat Troubleshooting
- Widget Not Appearing: Verify the script is correctly installed on your website
- Script Conflicts: Check for JavaScript errors in your browser console
- CSS Conflicts: Ensure your website's CSS isn't overriding the widget styles
Need Help?
If you're still experiencing issues after trying these steps, please contact our support team at [email protected] or visit our Support Center.