Getting started

Core concepts

Understand workspaces, channels, conversations, contacts, agents and workflows.

Before you start

Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.

How it works

  1. 01

    A workspace contains the team, data and integrations for one organization

    A workspace contains the team, data and integrations for one organization.

  2. 02

    A channel represents a customer entry point such as a Facebook Page or Instagram account

    A channel represents a customer entry point such as a Facebook Page or Instagram account.

  3. 03

    A conversation belongs to one contact and one channel

    A conversation belongs to one contact and one channel.

  4. 04

    Workflows decide routing; agents handle the work they are assigned

    Workflows decide routing; agents handle the work they are assigned.

What to verify

✓The expected channel, conversation, contact or execution is visible.

✓The assigned person or agent matches the routing rule.

✓No customer-facing message claims an action that failed.

✓Activity or execution history contains enough context to investigate.

Need help?

Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.