Channels

The Channels section in the Mercuri dashboard allows you to view, manage, and customize all your SMS and WhatsApp business numbers.

This is where you onboard a new WhatsApp/SMS number and can also enable messaging automation features like Opt-In, Opt-Out, and Auto Response for these numbers, ensuring seamless communication with your customers.

Dashboard Elements Explained

1. Onboard a new number button :

• In the top-right corner of the dashboard, you can see the “Onboard New Number” button. This button allows you to add a WhatsApp or SMS number for your business.

• When you click on it, you’ll be redirected to a page where you can select the communication channel you want to proceed with.

For detailed onboarding steps, refer to the following links:

• [WhatsApp Onboarding Guide]

• [SMS Onboarding Guide]

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1. Channel Tabs (SMS | WhatsApp)

   At the top of the page, you can switch between SMS and WhatsApp channels.

   • Each tab displays the numbers and configurations specific to that platform.

   • Example: The SMS tab shows all active SMS numbers.

   SMS Channel

• Under the SMS channel, you can view all the numbers associated with your SMS account, along with their details and configuration settings.

Each business number associated displays the following details:

Element	Description
Provider	The service provider used to connect your messaging channel.
Phone Number	The registered business number used for messaging. You can copy this number and its phone number ID using the copy icon beside it.
App	Indicates the application connected to the number. You can also edit the app configuration using the pencil icon.
Opt-In	Displays the message customers receive when they subscribe to your service. The status (Active/Inactive) indicates whether this feature is currently enabled.
Opt-Out	Displays the message sent to customers who choose to unsubscribe. The status (Active/Inactive) indicates whether this setting is live.
Auto Response	Shows the automatic message sent when a customer contacts your business. You can enable or edit this feature using the settings icon (⚙️).
Actions	The gear (⚙️) icon under this column allows you to configure or edit features such as Opt-In/Opt-Out messages and Auto Response.