Recommended rollout

  1. 1Start with one channel and one outcome.
  2. 2Define tone, privacy rules, and when to hand off to a human.
  3. 3Launch with a limited audience (or internal team) before scaling.
  4. 4Add more channels only after behavior is stable.

Channel requirements (high level)

Discord

What you’ll need
  • Admin permission to add a bot
  • A list of channels to start with
Notes
  • Great for communities and support channels.
  • Start with one channel and clear handoff rules.

WhatsApp (conditional)

What you’ll need
  • A third-party provider review
  • A rollout plan for consent, access, and who can message first
Notes
  • WhatsApp is not currently listed as a supported ChatInfra integration.
  • Treat it as third-party-dependent setup until the catalog includes it.

SMS (conditional)

What you’ll need
  • A phone number / SMS provider review
  • A simple policy for opt-in and stop keywords
Notes
  • SMS is not currently listed as a supported ChatInfra integration.
  • Treat it as third-party-dependent setup until the catalog includes it.

Instagram

What you’ll need
  • A supported connector and access to the account
  • A plan for business/creator messaging
Notes
  • Availability can vary.
  • Expect setup to involve account permissions and policies.

Facebook

What you’ll need
  • A supported connector and access to the page/account
  • A plan for message routing and handoff
Notes
  • Availability can vary.
  • Make escalation to a human easy.

Twitter/X

What you’ll need
  • A supported connector and app access
  • A plan for rate limits and usage rules
Notes
  • Availability can vary based on platform policies.
  • Start with low volume and clear boundaries.

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