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Product documentation

Connect an Agent to a channel

The Agent-to-channel relationship is maintained from the General agent form, not from the Applications page.

Connect the Agent

  1. Confirm that the channel registration already exists in Applications.
  2. Create a General agent, or open an editable General agent's Configuration.
  3. In its capabilities and resources area, select one or more available applications.
  4. Save the Agent.

Expected result

The Agent stores the selected application IDs. The Applications list does not show a reverse Agent column or Agent selector.

Important limitations

  • The current connection control is part of the General agent form; do not assume it is available for every Agent type.
  • Saving the association does not prove end-to-end delivery. External platform callbacks and credentials must also be valid.
  • Configured Agent recommended questions may be consumed by supported messaging applications, but they are not displayed in DataFact Web Sessions.

Errors and recovery

If a channel is absent from the selector, confirm that its registration still exists and is available in the current workspace. If saving fails, do not infer that the external messaging platform was changed.

Last verified: 2026-08-18Initial draft complete