> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Channel Settings

> Configure communication channels for Email, SMS, WhatsApp, and Push

Channel settings let you configure how RevBridge AI sends messages to your customers across different communication channels.

## Accessing Channel Settings

Navigate to **Settings → Channels** from the sidebar.

## Channel Overview

The Channels page shows all available channels with their status:

| Channel      | Status Options                                  |
| ------------ | ----------------------------------------------- |
| **Email**    | Connected, Pending Verification, Not Configured |
| **SMS**      | Connected, Not Configured                       |
| **WhatsApp** | Connected, Pending Approval, Not Configured     |
| **Push**     | Coming Soon                                     |

## Email Configuration

### Setup Steps

<Steps>
  <Step title="Click Configure">
    Click **Configure** next to Email
  </Step>

  <Step title="Enter Sender Details">
    * Sender Name (e.g., "Sarah from Acme")
    * Sender Email (e.g., [hello@acme.com](mailto:hello@acme.com))
    * Reply-To Email (optional)
  </Step>

  <Step title="Add Domain">
    Enter your sending domain for verification
  </Step>

  <Step title="Configure DNS">
    Add the provided DNS records to your domain
  </Step>

  <Step title="Verify Domain">
    Click Verify and wait for confirmation
  </Step>
</Steps>

### DNS Records Required

| Record | Purpose              |
| ------ | -------------------- |
| SPF    | Sender authorization |
| DKIM   | Email authentication |
| DMARC  | Delivery policy      |

### Email Settings

| Setting              | Description               |
| -------------------- | ------------------------- |
| **Sender Name**      | Displayed in inbox        |
| **Sender Email**     | From address              |
| **Reply-To**         | Where replies are sent    |
| **Footer Text**      | Default footer for emails |
| **Physical Address** | Required for CAN-SPAM     |

<Info>
  See the [Email Channel guide](/channels/email) for detailed setup instructions.
</Info>

## SMS Configuration

### Setup Steps

<Steps>
  <Step title="Click Configure">
    Click **Configure** next to SMS
  </Step>

  <Step title="Connect Provider">
    Link your SMS provider (Twilio, etc.)
  </Step>

  <Step title="Configure Sender">
    Set up your sending number or ID
  </Step>

  <Step title="Verify Setup">
    Send a test message
  </Step>
</Steps>

### SMS Settings

| Setting              | Description                         |
| -------------------- | ----------------------------------- |
| **Provider**         | SMS service provider                |
| **Sender ID**        | Phone number or alphanumeric ID     |
| **Opt-Out Keywords** | Words that trigger unsubscribe      |
| **Opt-Out Message**  | Confirmation sent after unsubscribe |

<Info>
  See the [SMS Channel guide](/channels/sms) for detailed setup instructions.
</Info>

## WhatsApp Configuration

### Setup Steps

<Steps>
  <Step title="Click Configure">
    Click **Configure** next to WhatsApp
  </Step>

  <Step title="Connect Facebook">
    Link your Facebook Business Manager
  </Step>

  <Step title="Set Up Business Account">
    Create or connect WhatsApp Business account
  </Step>

  <Step title="Verify Number">
    Register phone number for WhatsApp
  </Step>

  <Step title="Configure Profile">
    Set up business profile information
  </Step>
</Steps>

### WhatsApp Settings

| Setting              | Description                         |
| -------------------- | ----------------------------------- |
| **Business Account** | Connected WhatsApp Business account |
| **Phone Number**     | Registered business number          |
| **Business Profile** | Name, description, logo             |
| **Template Status**  | Approved message templates          |

<Info>
  See the [WhatsApp Channel guide](/channels/whatsapp) for detailed setup instructions.
</Info>

## Push Configuration

### Push Notifications

<Info>
  Push notification support is **coming soon**. Configuration will be available in a future release.
</Info>

## Testing Channels

Each channel has a test function:

### Send Test Message

<Steps>
  <Step title="Open Channel Settings">
    Click on the configured channel
  </Step>

  <Step title="Click Send Test">
    Click the **Send Test** button
  </Step>

  <Step title="Enter Recipient">
    Enter your email/phone/device
  </Step>

  <Step title="Send">
    Click Send and verify receipt
  </Step>
</Steps>

<Tip>
  Always test channels before launching campaigns to ensure delivery works correctly.
</Tip>

## Channel Status

### Status Indicators

| Status                   | Meaning                  | Action                |
| ------------------------ | ------------------------ | --------------------- |
| **Connected**            | Ready to send            | None needed           |
| **Pending Verification** | Awaiting DNS or approval | Complete verification |
| **Error**                | Configuration issue      | Review and fix        |
| **Not Configured**       | Setup incomplete         | Complete setup        |

### Troubleshooting Status Issues

**Email Pending Verification**:

* DNS records may take up to 48 hours to propagate
* Verify records are added correctly
* Use a DNS checker tool

**WhatsApp Pending Approval**:

* Business verification in progress
* Template review in progress
* Contact WhatsApp support if delayed

**SMS/Push Error**:

* Check provider credentials
* Verify account is active
* Review error message for details

## Frequency Caps

Set limits on how often customers receive messages:

### Global Caps

| Setting        | Description                               |
| -------------- | ----------------------------------------- |
| **Daily Cap**  | Max messages per day across all channels  |
| **Weekly Cap** | Max messages per week across all channels |

### Per-Channel Caps

| Channel  | Recommended Cap |
| -------- | --------------- |
| Email    | 3-4 per week    |
| SMS      | 1-2 per week    |
| WhatsApp | 2-3 per week    |
| Push     | 1-3 per day     |

<Warning>
  Excessive messaging leads to unsubscribes and complaints. Respect customer preferences with appropriate caps.
</Warning>

## Best Practices

### Multi-Channel Setup

1. Start with Email (lowest barrier)
2. Add SMS for urgent messages
3. Add WhatsApp for conversational markets
4. Add Push for app engagement

### Regular Maintenance

* Monitor delivery rates weekly
* Review unsubscribe rates
* Update credentials before expiration
* Test channels after any changes