Workspace
Your company. It owns billing, your team, your contacts and your WhatsApp account. Everything is scoped to a workspace, and nothing crosses between two.Agent
One assistant, with its own knowledge, instructions, tools and channels. A workspace can have several — a sales agent and a support agent, say.Channel
Where a customer talks to the agent: the website widget, WhatsApp or Telegram. An agent has at most one of each. Shopify, WordPress and PrestaShop are not channels. They are doors onto the website widget — ways of getting it onto a page without editing theme code.Contact
A person. One contact can have several conversations across several channels, and the agent will remember what was said on the others.How two channels become one person
This is the part worth understanding, because the obvious version of it leaks data. A person is joined across channels only on evidence they did not give you:
That last row is the whole design. A phone number is not a secret. If typing one
into a chat were enough to link records, anybody could type your customer’s
mobile and be handed their WhatsApp history.
So: to have signed-in customers recognised, your server signs their
id. Everything else stays separate, and a
visitor who cannot be verified is treated as anonymous — which is the safe
default, not a degraded one.
Telegram does not join. There is no phone number unless the user shares a
contact card, and matching on display name would merge two different people
called Priya into one memory. Telegram conversations are read once a customer
is linked by other means; they never do the linking.