Overview

This help center article guides you through the process of creating a new channel using the 'Create Channel' form in our application. Channels are essential for configuring communication or operational workflows tailored to specific needs within the system.

Accessing the Form

To begin creating a new channel, click 'Create Channel' on the Channel List page. 

Form Fields and Descriptions

1. Name

• Description: Enter the desired name for the channel. This name will be used to identify the channel across the platform.
• Input Type: Text field.
• Placeholder: 'Enter Channel Name'.

2. Select Type

• Description: Choose the type of channel you wish to create. The type determines the platform or integration used for the channel.
• Input Type: Dropdown menu.
• Options:
  • Community Forum
  • Chat
  • Email
  • HubSpot
  • Zendesk
  • Slack
  • Websocket
  • ept AI App

3. Select KSC (Knowledge Source Configuration)

• Description: Select the knowledge source configuration that will be linked to this channel. This configuration determines the data or resources the channel can access.
• Input Type: Dropdown menu.

4. Company Name

• Description: Specify the company associated with the channel. This is used to inform the AI about the company being supported, and will impact the AI responses. 
• Input Type: Text field.

5. Confidential Checkbox

• Description: Mark the channel as confidential. Selecting this option restricts access to the channel, enhancing security and privacy.
• Input Type: Checkbox.

Action Buttons

• Cancel: Click this button to exit the form without saving any changes.
• Create: Click this button to save the channel with the specified configurations. This action triggers a validation process to ensure all entered details are correct.

Functionality

The 'Create Channel' form allows for the creation of diverse communication or operational channels. These can be tailored to specific platforms, ensuring flexibility and efficiency in managing interactions. The form's design focuses on security and contextually rich interactions, suitable for various use cases.

Potential Use Cases

• Setting up customer support channels on platforms like Slack, Zendesk, or email.
• Configuring internal communication channels or AI-driven chat interfaces.

Conclusion

By following the steps outlined above, you can effectively create and configure channels tailored to your operational needs and preferences. For further assistance or more detailed information on configuring advanced settings, please refer to our detailed documentation or contact our support team.