RateUp Documentation
Settings

Channels

Connect the WhatsApp, Instagram and Facebook accounts your customers message you on.

Channels is where your messaging accounts are connected. Everything else in RateUp — the Inbox, Commerce, Campaigns, Loyalty notifications — depends on at least one channel being live here.

Connected channels

Supported Channels

ChannelWhat connects
WhatsAppA WhatsApp Business account and its phone numbers
InstagramAn Instagram professional account
FacebookA Facebook page

Each channel lists its connected accounts and pages, so you can see at a glance what is live.


Multiple Accounts

You can connect more than one account per channel — several WhatsApp numbers, for example, one per brand or region.

In the Inbox, each ticket shows which account the customer wrote to, so agents always know which identity they are replying as.


What Depends on a Channel

FeatureNeeds
InboxAny channel
CampaignsWhatsApp
CommerceWhatsApp + a catalog
Loyalty notificationsWhatsApp
Instagram automationsInstagram

Disconnecting a channel stops message delivery for everything built on it. Existing conversations stay readable, but nothing new arrives and nothing can be sent.


Troubleshooting

SymptomWhat to check
Messages stopped arrivingThe channel's connection may have expired — reconnect it
"WhatsApp settings not found" elsewhere in RateUpNo WhatsApp account is connected
An Instagram account will not connectIt must be a professional account linked to a Facebook page
Replies fail on one number onlyCheck that specific account's status, not the channel as a whole

Who Can See Which Channel

Every member of the organisation sees every channel unless you say otherwise. To restrict a group to one number or account, set Channel Access on their team.

Agents can then narrow their own view further with the Inbox's Channel filter — which never widens what their team is allowed to see.


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