> For the complete documentation index, see [llms.txt](https://manuals.dialox.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://manuals.dialox.ai/smart-receptionist/guided-setup/channels-and-review.md).

# Channels and review

Guided Setup steps 8 and 9. Choose the channels, review the setup and finish.

## Step 8: Channels

*How do people reach the receptionist?* A receptionist always needs the phone channel with its number. Web chat and WhatsApp are optional, and you can switch them on later.

| Channel         | In the Guided Setup                                                                                                                                                                                                                                                                 |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Telephony**   | **Active** by default, connected to the extension you ordered. The gear icon opens its settings.                                                                                                                                                                                    |
| **PWA**         | A chat app hosted on `bsqd.me` or a custom domain.                                                                                                                                                                                                                                  |
| **Chat widget** | A chat widget on your website. Switching it on asks for the **Widget domain name(s)** where the widget may run. Type each domain and press Enter, then click **Save**. You then get a JavaScript snippet to paste just before the `</body>` tag of your site, and a **Design** tab. |
| **Whatsapp**    | Connects through Enreach's partner **360dialog**. The license must be connected to 360dialog first, otherwise **Connect** stays greyed out. See [Channel differences](/smart-receptionist/channels/channel-differences.md#whatsapp).                                                |

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2Fr4O9Rx7pO4O5ghdRlWxW%2Fsr-28-gs-8-channels.jpg?alt=media&amp;token=12e64c58-ab12-4b3f-9ad9-376da2231b10" alt="Step 8: available channels, with Telephony active"><figcaption><p>Step 8: available channels, with Telephony active</p></figcaption></figure>

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2FyCunvItdc3pehHRk0b0G%2Fsr-29-gs-8-chat-widget-dialog.jpg?alt=media&amp;token=a147b235-f1a2-4fa2-bdc7-5438a42dd042" alt="Adding the chat widget: enter the website domain"><figcaption><p>Adding the chat widget: enter the website domain</p></figcaption></figure>

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2FuNjjAOoIO375AZAtUP9o%2Fsr-30-gs-8-chat-widget-added.jpg?alt=media&amp;token=6d8c3321-ace1-4a9a-9413-083908328eed" alt="Chat widget added: settings, design and the embed snippet"><figcaption><p>Chat widget added: settings, design and the embed snippet</p></figcaption></figure>

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2Fxw333gRpxDFXC4NpALVO%2Fsr-31-gs-8-whatsapp-360dialog.jpg?alt=media&amp;token=fc8b7438-cc3b-46c5-8428-144fb9946c59" alt="WhatsApp: connect the licence to 360dialog first"><figcaption><p>WhatsApp: connect the licence to 360dialog first</p></figcaption></figure>

{% hint style="success" %}
**Best practice: phone first, chat later.** Web chat and WhatsApp use the same departments and colleagues. Add them once the phone works the way you want.
{% endhint %}

## Step 9: Review

*Review bot setup* summarizes everything: company, front desk, telephone hours, departments (and the keypad menu), colleagues, topics and channels.

At the bottom, **Setup check** lists things worth a look, for example *Department Front desk has no number and no e-mail address*. None of these block the receptionist.

Go **Back** to fix anything, then click **Finish**.

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2FPf8wFZKmZCqiI8NJh0VM%2Fsr-32-gs-9-review-top.jpg?alt=media&amp;token=c89692e2-8f7c-4268-aa92-61b0b584ca2c" alt="Step 9: review of company, front desk and hours (email blurred)"><figcaption><p>Step 9: review of company, front desk and hours (email blurred)</p></figcaption></figure>

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2FoSMUY6RcHnyZAq4JvdqO%2Fsr-33-gs-9-review-bottom.jpg?alt=media&amp;token=950b767d-c5ab-447f-a042-e6c8833eb1e9" alt="Step 9: colleagues, topics, channels and the setup check"><figcaption><p>Step 9: colleagues, topics, channels and the setup check</p></figcaption></figure>

## After you finish

DialoX shows **The setup is complete** and returns to the Dashboard. The setup is now in the bot's draft.

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2FFkuMbyf66kkj04S4Nmfb%2Fsr-34-gs-complete.jpg?alt=media&amp;token=3cf424f6-fd7a-47a6-a5c0-914e0dd42ad5" alt="The setup is complete"><figcaption><p>The setup is complete</p></figcaption></figure>

{% hint style="warning" %}
**The receptionist isn't live yet.** Test it first, then publish it. See [Test and publish](/smart-receptionist/content-settings/test-and-publish.md). You can run the Guided Setup again at any time from **Guided setup** in the left menu.
{% endhint %}

## Next step

[The Content section](/smart-receptionist/content-settings/content-section.md)
