Getting Started Guide ~12 min read Admin / Owner Only

Connect Your Messaging Platforms

Your customers are everywhere—Telegram, WhatsApp, Instagram, and your website. Instead of juggling multiple apps, connect all your channels to Converge and manage every conversation from one place. In this guide, you'll learn how to connect each platform step-by-step.

Supported Platforms

Converge integrates with the messaging platforms your customers already use. Each platform has its own connection process, but once connected, all messages flow into your unified inbox.

Telegram

Create a bot with BotFather and paste your token. Takes 2 minutes.

WhatsApp Business

Connect via Meta Business Suite with OAuth. Includes template management.

Instagram

Connect your Business or Creator account via Facebook OAuth.

Messenger

Connect your Facebook Page to receive Messenger conversations.

Discord

Add a Discord bot to your server for community support channels.

Website Widget

Embed a chat widget on your website with one line of code.

More platforms coming soon: Zalo OA, Gmail Workspace, Viber, LINE, WeChat, and X (Twitter) are on our roadmap.

Success Check: You now know which platforms Converge supports. Click Platforms in the sidebar to see them all.

Connecting Telegram

Telegram is one of the easiest platforms to connect. You'll create a bot using Telegram's BotFather, then paste the token into Converge. The whole process takes about 2 minutes.

Step 1: Create your Telegram bot

  1. 1
    Open Telegram and search for @BotFather

    BotFather is Telegram's official bot for creating and managing bots.

  2. 2
    Send /newbot to start the creation process

    BotFather will ask you for a display name and username for your bot.

  3. 3
    Choose a name and username

    The display name can be anything (e.g., "Acme Support"). The username must end in "bot" (e.g., "AcmeSupportBot").

  4. 4
    Copy the bot token

    BotFather will send you a message with your bot token. It looks like: 123456789:ABCdefGHIjklMNO-pqrsTUVwxyz

Step 2: Connect in Converge

  1. 1
    Go to Platforms and select Telegram

    Click the Platforms icon in the sidebar, then click on Telegram in the list.

  2. 2
    Paste your bot token

    Enter the token from BotFather into the Bot Token field.

  3. 3
    Click Enable

    Converge will verify the token and start receiving messages.

Telegram setup screen
Pro Tip: You can customize your bot's profile picture and description in BotFather using /setuserpic and /setdescription commands.
Success Check: A green dot appears next to Telegram in the platform list, and new messages from your bot show up in your inbox.

Connecting WhatsApp Business

WhatsApp Business uses Meta's official API, which means you connect through Meta Business Suite with OAuth. This ensures reliable delivery and access to advanced features like message templates.

Requirements

  • WhatsApp Business account — You need a business account, not a personal one
  • Meta Business Suite access — Admin access to your organization's Business Suite
  • Verified phone number — A phone number that can receive SMS or calls for verification

Connection process

  1. 1
    Go to Platforms and select WhatsApp

    Click "Connect WhatsApp Business" to open the Meta authorization popup.

  2. 2
    Log in to Meta Business Suite

    Use your Facebook account that has admin access to your business.

  3. 3
    Select your WhatsApp Business account

    Choose which business and phone number to connect.

  4. 4
    Grant permissions and close the popup

    The page will automatically refresh when the connection is complete.

Once connected, you'll see:

  • • Your WhatsApp Business phone number displayed
  • • A green "Connected" status indicator
  • • Options to manage message templates
  • • Activity logs showing connection events

Managing message templates

WhatsApp requires pre-approved message templates for starting conversations with customers. Once connected, you can create and manage templates directly in Converge.

Templates require Meta approval — New templates are submitted for review and usually approved within hours.
Use variables for personalization — Insert {{1}}, {{2}}, etc. as placeholders.
Pro Tip: Create templates for common scenarios like order confirmations, appointment reminders, and shipping updates to reach customers proactively.
Success Check: Your WhatsApp number appears on the settings page, and you can see and manage message templates.

Connecting Instagram & Messenger

Instagram Direct Messages and Facebook Messenger both connect through Meta's unified messaging API. The process is nearly identical—you authenticate with Facebook and select which accounts to connect.

Instagram requirements

  • Instagram Business or Creator account — Personal accounts cannot connect
  • Connected to a Facebook Page — Your Instagram account must be linked to a Page
  • Admin access to the Facebook Page — You need to be able to grant permissions

Connection steps

  1. 1
    Go to Platforms and select Instagram (or Messenger)

    Click "Connect Instagram" to open the Facebook authorization popup.

  2. 2
    Log in to Facebook

    Use the account that has admin access to your Page.

  3. 3
    Select your Page and Instagram account

    Choose which accounts to connect to Converge.

  4. 4
    Grant all requested permissions

    These permissions allow Converge to receive and send messages on your behalf.

The Instagram connected state showing the username and avatar, with a Disconnect button

Pro Tip: Convert your personal Instagram to a Business or Creator account in Instagram Settings > Account > Switch to Professional Account.
Success Check: Your Instagram username appears on the settings page, and DMs start flowing into your inbox.

Installing the Website Widget

The Converge widget adds a chat bubble to your website, letting visitors start conversations without leaving your page. Installation requires adding one line of code.

Setup process

  1. 1
    Go to Platforms and select Widget

    Click on "Widget" in the platforms list.

  2. 2
    Enter your website domain

    Type your domain without https:// or paths. Example: example.com

  3. 3
    Click Enable

    Converge will generate a unique API key for your widget.

  4. 4
    Copy the script tag

    Click the copy button to copy the embed code to your clipboard.

  5. 5
    Add to your website

    Paste the script tag into your website's HTML, preferably in the <head> section.

The Widget setup screen showing the domain input, the generated script tag with copy button, and the chat widget preview on a sample website

Script tag example:

<script async type="module" src="https://unpkg.com/@convergeapp/chat-widget/dist/widget.js" data-api-key="YOUR_API_KEY"></script>
Pro Tip: The widget works on any domain matching your configuration, including localhost for testing.
Success Check: The chat bubble appears on your website, and test messages show up in your inbox.

Understanding Activity Logs

Every platform shows real-time activity logs on the right side of the settings panel. These logs help you monitor connection status, track messages, and troubleshoot issues.

Log types

Success

Connection established, message sent successfully, webhook received

Info

Routine status updates, incoming messages, configuration changes

Warning

Rate limits approaching, token expiring soon, temporary issues

Error

Failed to send message, authentication error, connection lost

Logs update in real-time as events happen. If you see errors, they usually include details about what went wrong and how to fix it.

Platform activity logs
Success Check: You can monitor your integration's health by checking the activity logs for each platform.

Best Practices

Start with one platform

Connect your busiest channel first. Get comfortable with the workflow before adding more platforms.

Test before going live

After connecting each platform, send yourself a test message to verify everything works correctly.

Set up Auto Replies first

Before connecting customer-facing channels, configure auto replies so new conversations get an instant response.

Monitor activity logs regularly

Check logs periodically for warnings or errors. Catching issues early prevents customer communication gaps.

Keep credentials secure

Bot tokens and API keys should never be shared publicly. If a token is compromised, regenerate it immediately.

What's Next?

Your platforms are connected. Here are some features to explore next:

  • Replies Guide — Set up Quick Replies and Auto Replies for faster responses
  • Unified Inbox — Learn how to manage conversations from all platforms in one view
  • Team Settings — Invite team members and set up conversation routing

Need more help?

Our support team is here for you. Click the chat widget in the bottom right corner to start a conversation.

We typically respond within minutes during business hours.