Before you begin
- Have a Running Cloud Agent.
- In the dashboard, confirm that Channels shows the messaging provider you want to use.
- Create the bot with that provider and keep its token or credential fields private.
Steps
1
Connect the bot
Open Channels in the Clawdi dashboard, use
the current bot connection action, select a provider, and enter only the
fields the dashboard requests. Wait for the bot to appear in Channels.
2
Link it to the Agent
Open Agents, select the Cloud Agent, and open Channels. Choose the
available bot and use its link action.
3
Pair one chat
Choose the pairing action for the provider and follow the current QR code,
link, command, or code shown by the dashboard. If a pairing code expires,
generate a new one instead of reusing it.
4
Send a test message
Send a harmless message from the paired chat. Confirm that the chat appears
beneath the linked Channel and review Activity and Health on the
Channel page.
The bot is linked to the intended Cloud Agent, the external chat is paired,
and a test message appears in Channel activity without an error.