Integrations — Overview

You can use your HaveAI assistant on your website and on the messaging channels your customers use. You can follow conversations from connected channels in the panel and answer questions with the information you prepared for your business.

To get started, open the Channels section in the panel. Check the channels available in your account, their connection statuses and setup options here.

Channels You Can Use

The channels you can use and the connections you can set up at the same time depend on your account's plan and access.

How Are Meta Channels Connected?

HaveAI uses the Zernio infrastructure for the easy connection of WhatsApp, Instagram and Facebook Messenger. Zernio is the connection service used to link your relevant account to HaveAI.

When you start the connection in the panel, you may encounter the authorization screens of Zernio and the relevant platform. After selecting the account you want to connect and granting the necessary permissions, return to HaveAI and check the connection status.

With easy connection, you do not need to create your own Meta developer app or copy the access token manually. You need to select your business account, grant the necessary permissions and complete the required verification steps.

For those who want to use their own Meta app on WhatsApp and Instagram, there is also an Advanced setup option. This option is for users who manage their own app; in the standard setup, proceed with the easy connection.

Shared Information, Channel-Specific Settings

The Chat Widget on your website and Telegram, WhatsApp, Instagram DM and Facebook Messenger are different channels through which your customers can reach your HaveAI assistant. The business information, FAQs, product and service information and custom instructions you prepared in the AI Training section for the default assistant are shared. You do not need to re-enter the same information for each channel.

If you selected a different AI agent in the widget, that agent's knowledge and behavior settings may apply. When comparing channels, also check which assistant you are using.

Common Features and Differences Across Channels

The table below describes normal customer messaging. Use of features depends on your account's plan, the relevant feature being enabled and the channel connection working.

For human handoff, agent availability and handoff settings apply. Creating the request and the agent accepting the conversation are separate stages. For an appointment, the service must be open for booking and the required information completed; follow the result of the action from the Appointments section.

The lead score is not a chat element shown to the customer. It is an assessment your team uses in the Messages screen. The steps to refresh the analysis and the meaning of the scores are explained in the Messages guide.

The Difference in Collecting Information

The widget form and Telegram's intake questions are steps prepared to collect the customer's answers into specific fields. Asking for a name or phone in a WhatsApp, Instagram or Messenger conversation does not mean this form works the same way. Check the information the customer shared in the message and the field in the customer record separately.

Automations and Chatbot Flows

Connecting a channel does not automatically enable all automations and chatbot flows on that channel. Separately set the rule's trigger, channel conditions and actions. The appearance and availability of a step that includes a button, option or form can change by channel. Test the flow from start to finish on the channel you will use.

For settings, use the Automation and Chatbot Flows guides.

How Slack's Use Differs

Slack is for using the assistant in a team workspace. Normal bot messages include an AI answer with business information, conversation recording and human handoff. Asking a one-off question with a slash command is a separate use; do not treat it the same as all the steps of a customer conversation. Setup and usage details are in the Slack guide.

What Is Preserved When the Channel Changes?

Shared business information does not mean the same person on different channels is automatically merged into a single customer record. The customer record and conversation history depend on the channel identity. For example, do not assume that a person writing from your website will automatically continue their previous conversation on Instagram.

Each platform's own messaging rules also apply. Check conditions such as WhatsApp's response time rules, sending permissions on other channels and Slack channel membership from the relevant channel guide. After updating your information, test the answers with sample questions on the channels you use.

What Should You Do After Connecting?

Channel Guides

For Facebook Messenger, follow the connection steps for the relevant channel in the panel. To manage conversations, use Messages; for your team to take over conversations, use the Human Handoff guide.