Working with Channels

Open a channel type, read the channel list, and manage one channel: its token, its test send, its details, and the actions that pause or remove it.

Channels is the TextPeak page where every messaging route lives, grouped under the type it belongs to. This page covers what the Channels page does day to day: opening a type, reading the channel list, and managing a single channel.

For what Channels replaced, see TextPeak Channels Overview. For the types and the setup guide for each one, see TextPeak Channel Types.

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NOTE

Channels is the new name for Streams API, introduced in TextPeak v1.1.2. The routes themselves have not changed: your existing streams appear here as channels, and every token, template, and webhook continues to work. Only the page and its navigation have been rebuilt.

Opening the Channels page

  1. Log in to TextPeak in your browser.
  2. Click Channels in the main menu on the left.
  3. The Channels page opens and lists every channel type, with the number of channels you have created under each one.
Screenshot of the TextPeak Channels page showing the intro banner and the start of the channel type grid

The Channels page in TextPeak

What you can do with Channels

  • Group routes by type so you open WhatsApp, Email, or WebChat and see only the channels that belong to it.
  • Create a channel through a form that names the route first and collects its type-specific settings after. The number of steps depends on its type.
  • Manage a channel in one place, including its token, its details, its type settings, and its message templates.
  • Check channel status at a glance, so you can tell which routes are ready, which are still drafts, and when each last carried traffic.

Working with a single channel type

Opening a type card takes you to that type's page, which holds a short description of the type, a Read the docs link, and the list of channels you have created for this particular type.

Screenshot of the WhatsApp channels page showing the Add channel button and the channel list

A channel type page, with its channel list and the Add channel button

Most types share the same columns, and the fourth column changes with the type. The exact set varies by channel type: WebChat lists domains and a widget key, SMS Marketing, SMS Transactional/OTP channels, and SMS Two-way channels list route IPs, while Voice lists Caller ID.

The table below is the WhatsApp set:

ColumnDescription
NameThe channel name you entered when you created it.
StatusReady for an active channel, Draft for one that has not been activated yet.
TagsAny tags applied to the channel.
Sender NumbersThe numbers the channel sends from. On other types this column is Route IPs, Domains, Caller Id, or Bots.
Default senderThe sender used when a request does not name one.
Last activityWhen the channel last carried traffic.
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NOTE

WebChat is the exception: its list has no Status, Tags, Default sender, or Last activity columns, and shows Name, Domains, Widget key, and Created instead.

Screenshot of the WhatsApp channels page showing the Add channel button and the channel list

A channel type page, with its channel list and the Add channel button

Select the channel on the list to open the Manage channel page.

Managing a channel

The Manage channel page holds everything for one channel. Its left panel lists the sections, and the panel on the right scrolls through them.

Screenshot of the Manage channel page showing the section list and the Channel management actions

Manage channel, open on Channel management

This section holds the credentials, the test action, and the lifecycle actions depending on the channel type.

ActionWhat it does
Show tokenReveals the Stream API token that authenticates your requests, so you can copy it.
Test ChannelSends a single live message through the channel to confirm it is wired up correctly.
Domain recordsFor Email channel records, click on it opens the sidebar with the review of the DNS records this sending domain needs, so you can check whether they have verified.
Reset tokenIssues a new token. The current one stops working straight away and cannot be restored.
Disable channelPauses the channel. Requests are rejected until you enable it again, and nothing is deleted.
Delete channelRemoves the channel, its token, and its event templates. This cannot be undone.
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WARNING

Reset token and Delete channel take effect at once and cannot be reversed. Update every integration that uses the current token before you reset it.

IMPORTANT

Email channels add one more action, Domain records, which opens the DNS records the sending domain needs and shows whether they have verified. For details, see Creating Email Channels.

Channel details

Holds the channel name, its description, its IP restriction, and its tags. Click Save/Edit details to save or change them.

Screenshot with updating channel details

Channel details section: updating channel details

Type settings

Types that have settings of their own get a second numbered section, named after the type. For example, WhatsApp channels ask for the auth token and business ID of the WhatsApp Business account, WebChat channels hold the widget configuration, and Email channels hold the sending domain and its addresses.

Screenshot of the WhatsApp settings section of a channel showing the connected business and the Replace credentials link

The type settings section, here WhatsApp settings

Channel message content

Lists the event templates the channel can send, with the approval status, the category, and the language of each one. Click New event template to add one, or use the pencil and bin icons to edit or remove an existing template.

Screenshot of the Channel message content section listing approved event templates

Channel message content, listing the channel's event templates

Creating a channel

Every type starts with the same Channel details step. How many steps follow it depends on the type.

Channel typeSteps
SMS Marketing, SMS Two-way, WhatsApp PrivateOne step, Channel details, ending in Save & activate.
SMS Transactional/OTP, WhatsApp, Telegram Bot, Telegram Private, Voice, EmailTwo steps: Channel details, then that type's own settings.
WebChatFour steps: Widget details, Content, Appearance, and Placement, ending in Create widget.

To create a channel:

  1. Open the type you want, then click Add channel.

  2. On the Channel details step, enter a Channel name and a Channel description.

  3. Set Enable IP ACL if you want to restrict which addresses may call the channel, and add any Tags, if needed.

  4. Select Use Demo Sending to simulate delivery without sending real messages.

  5. For a one-step type, click Save & activate. For a type with more steps, click Next, complete the remaining steps, then click Save & activate on the last one.

    Screenshot of adding a new WhatsApp channel

    The Channel details step of adding a new WhatsApp channel

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IMPORTANT

Saving activates the channel straight away and it starts accepting traffic. You can pause or edit it at any time from Manage channel.

For the type-specific instructions, check below:

To connect a WhatsApp Business account through the Meta sign-in, see Connecting WhatsApp Business with the Embedded Launcher


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