Channels

Connect channels in Settings → Channels. Each one is tested when you save it, and shows its status. Credentials are stored encrypted and never shown again in full; leave a secret field blank to keep the saved value.

#WhatsApp

Through the official Meta WhatsApp Cloud API. You need a Meta business app with WhatsApp set up:

Then copy the webhook URL Saient shows into your Meta app's WhatsApp webhook settings, so incoming messages reach the agents.

The 24-hour window. WhatsApp lets a business reply freely within 24 hours of the person's last message. After that, messages the clinic starts (like a reminder) must use an approved template. Saient sends the template automatically when the window is closed; you manage templates on the same page.

#SMS

Through Twilio: your Twilio phone number (in +1… format), Account SID and auth token. In the US, add the Messaging Service SID of your A2P 10DLC campaign. STOP / START / HELP replies are handled for you.

#Phone calls

The Phone assistant answers your number, books and answers questions by voice, and can transfer to your team.

• India: a Vobiz number (auth ID and token from Vobiz console → Voice → Overview).
• US: a Twilio number (Account SID and auth token).
• Transfer calls to: the number a caller is put through to when they need a person.

In Settings → Phone assistant choose its name, voice, tone and greeting, and listen to a sample before you save.

#Email

Your front-desk mailbox over SMTP: the address customers write to, a sender name, the SMTP server and port (587 STARTTLS or 465 SSL), username and an app password (not your login password). Replies stay in the same thread.

#Website chat

One script tag on your site. List the website addresses allowed to use it (the chat refuses to load anywhere else) and an optional greeting.

#The test channel

Every business has a built-in test channel, used by Try it. It works like a real channel but never sends anything. While it's your only channel, the go-live checklist shows Connect a channel in test mode.