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Channels & integrations

Connect WhatsApp Business or Instagram Direct

Authorise the correct Meta business assets and test live delivery in both directions.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itSettings → Messaging

Before you begin

Open workspace Settings and select Connections or Messaging as appropriate. Use an account authorised to connect the external business or store.

Example workspace · Demo data. Channel setup currently includes Dutch product labels. Follow the authorisation and live-delivery controls. Select the image to enlarge it.
Messaging connections screen for WhatsApp Business and Instagram Direct

Example workspace · Demo data. Channel setup currently includes Dutch product labels. Follow the authorisation and live-delivery controls. Select the image to enlarge it.

Step by step

  1. 1

    Prepare business access

    Use a Meta account authorised for the intended WhatsApp Business or Instagram business assets. Check the channel’s external requirements first.

  2. 2

    Start the connection

    Open Messaging and choose the supported channel. Complete authorisation and select the correct business/account assets.

  3. 3

    Check agent and delivery settings

    Review the assigned agent and live-delivery state. Verify permissions rather than assuming an account name means delivery is active.

  4. 4

    Test a real conversation

    Send a message from a separate external account, locate it in Inbox and send a staff reply. Inspect channel delivery feedback.

  5. 5

    Test media separately

    Check supported media independently from text. Inbound media does not automatically imply an AI-generated media reply.

Concept diagram · A guide to the steps and their relationship; this is not a product screenshot.
Authorise business assets, assign the agent, check delivery and test

Concept diagram · A guide to the steps and their relationship; this is not a product screenshot.

Good to know

Meta permissions, account status and channel-specific messaging windows still apply. Corthex cannot bypass the external provider’s delivery rules.

Check the result

Verify the connection status, correct agent assignment and one complete test in the external channel. External permissions and delivery rules still apply.

Questions & troubleshooting

Connected but no message arrives

Check selected assets, live delivery, external permissions and the relevant channel diagnostics before reconnecting.

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