Channel Settings — Video Tutorial Script
Video Info
- Duration: ~8 minutes
- Target Audience: Administrators and business owners setting up communication channels
- Prerequisites: Logged into DOLU.ai with admin permissions
Script
Scene 1: Introduction (0:00-0:20)
Narrator: "Welcome back to DOLU.ai. In this video, you will learn how to connect all your communication channels: WhatsApp via QR code, Instagram through Meta Business, Telegram with a BotFather token, Email using SMTP and IMAP, SMS through NetGSM or Twilio, and the embeddable web widget. Let's get started." Screen: DOLU.ai logo and intro animation displayed
Scene 2: Accessing Channel Settings (0:20-0:50)
Narrator: "Click 'Settings' in the left sidebar, then select 'Channels'. You will see a grid of available channels, each with its connection status." Screen: Settings page — Channels section displayed with channel cards Action: Click "Settings" — click "Channels" — channel grid loads
Narrator: "Connected channels show a green 'Connected' badge. Channels that are not yet configured show a gray 'Not Connected' badge with a 'Connect' button." Screen: Channel cards: WhatsApp (Not Connected), Instagram (Not Connected), Telegram (Not Connected), Email (Not Connected), SMS (Not Connected), Web Widget (Not Connected) Action: Review the channel cards — hover over each to see connection instructions
Scene 3: Connecting WhatsApp (0:50-2:00)
Narrator: "Let's start with WhatsApp — the most popular messaging channel. Click the 'Connect' button on the WhatsApp card." Screen: WhatsApp card — click "Connect" Action: Click "Connect" — WhatsApp setup wizard opens
Narrator: "DOLU.ai uses the WhatsApp Web protocol. A QR code will appear on screen. Open WhatsApp on your phone, go to Settings, then 'Linked Devices', and tap 'Link a Device'." Screen: QR code displayed on the left — phone instruction steps displayed on the right with screenshots Action: QR code loads — wait for scan
Narrator: "Point your phone's camera at the QR code. WhatsApp will link your account to DOLU.ai within seconds." Screen: QR code being scanned — loading animation — "Connected!" success message Action: QR code scanned — connection established — green checkmark appears
Narrator: "Once connected, all incoming WhatsApp messages appear in your DOLU.ai inbox. Your team can reply from the platform, and your AI agent can handle conversations automatically." Screen: WhatsApp card now shows green "Connected" badge with phone number displayed Action: Navigate to inbox — show a WhatsApp conversation example
Narrator: "Important: keep the phone connected to the internet at all times. If the phone goes offline for an extended period, the WhatsApp session may disconnect and you will need to scan the QR code again." Screen: Warning note displayed: "Keep your phone online for uninterrupted WhatsApp access"
Scene 4: Connecting Instagram (2:00-3:00)
Narrator: "Next, let's connect Instagram. Click the 'Connect' button on the Instagram card." Screen: Instagram card — click "Connect" Action: Click "Connect" — Instagram setup wizard opens
Narrator: "Instagram integration requires a Meta Business account. DOLU.ai will redirect you to Facebook to authorize the connection. Click 'Connect with Facebook'." Screen: "Connect with Facebook" button displayed — Meta authorization explanation Action: Click "Connect with Facebook" — Facebook login/authorization page opens
Narrator: "Log in to the Facebook account that manages your Instagram Business page. Grant DOLU.ai permission to read and send Instagram messages." Screen: Facebook authorization dialog — permissions listed: Read messages, Send messages, Access page info Action: Review permissions — click "Allow" — redirect back to DOLU.ai
Narrator: "Select which Instagram Business account to connect if you manage multiple accounts. Click 'Confirm' to complete the setup." Screen: Account selector showing Instagram business accounts — select one Action: Select account — click "Confirm" — success message: "Instagram connected successfully"
Narrator: "Instagram DMs now flow into your DOLU.ai inbox alongside your other channels. Story replies and post comment DMs are also captured." Screen: Instagram card shows green "Connected" badge with account name
Scene 5: Connecting Telegram (3:00-3:50)
Narrator: "For Telegram, you need a bot token from BotFather. If you haven't created a Telegram bot yet, open Telegram and search for '@BotFather'." Screen: Telegram card — click "Connect" — setup wizard shows BotFather instructions Action: Click "Connect" — wizard opens with step-by-step instructions
Narrator: "Send the command '/newbot' to BotFather. Choose a name and username for your bot. BotFather will give you an API token — a long string of characters. Copy this token." Screen: Instructions displayed with example: "BotFather → /newbot → Name: Acme Support → Username: acme_support_bot → Token: 123456:ABCdefGHI..." Action: Show the token example
Narrator: "Paste the token into the DOLU.ai token field and click 'Connect'. DOLU.ai verifies the token and links the bot to your account." Screen: Token input field — paste token — click "Connect" Action: Paste token — click Connect — verification spinner — "Connected!" success message
Narrator: "All messages sent to your Telegram bot now appear in the DOLU.ai inbox. Customers can find your bot by searching its username in Telegram." Screen: Telegram card shows green "Connected" badge with bot username
Scene 6: Connecting Email (3:50-5:00)
Narrator: "To connect email, you need your SMTP and IMAP server details. Click the 'Connect' button on the Email card." Screen: Email card — click "Connect" Action: Click "Connect" — email configuration form opens
Narrator: "First, configure the incoming mail server using IMAP. Enter your IMAP host, port, email address, and password. For Gmail, the host is 'imap.gmail.com' and the port is 993." Screen: IMAP configuration form — fields: Host, Port, Email, Password, SSL toggle Action: Type "imap.gmail.com" in Host — type "993" in Port — enter email — enter password — enable SSL
Narrator: "If you use Gmail, you will need to create an App Password in your Google Account security settings. Regular passwords do not work with IMAP for Gmail accounts that have two-factor authentication enabled." Screen: Note displayed: "Gmail users: Create an App Password at myaccount.google.com/apppasswords" Action: Highlight the note
Narrator: "Next, configure the outgoing mail server using SMTP. Enter your SMTP host, port, and authentication details. For Gmail, the host is 'smtp.gmail.com' and the port is 587." Screen: SMTP configuration form below IMAP — fields: Host, Port, Email, Password, TLS toggle Action: Type "smtp.gmail.com" in Host — type "587" in Port — enter credentials — enable TLS
Narrator: "Set your sender name — this is what recipients see as the 'From' name. For example, 'Acme Support' or 'John from Acme'." Screen: Sender name field Action: Type "Acme Support"
Narrator: "Click 'Test Connection' to verify both IMAP and SMTP settings. DOLU.ai will send a test email and check the incoming connection." Screen: "Test Connection" button — click it — progress spinner — results: "IMAP: OK, SMTP: OK" Action: Click "Test Connection" — both tests pass — click "Save" to finalize
Narrator: "Your email channel is now connected. Incoming emails appear in the inbox, and you can reply directly from DOLU.ai." Screen: Email card shows green "Connected" badge with email address
Scene 7: Connecting SMS (5:00-5:50)
Narrator: "DOLU.ai supports SMS through two providers: NetGSM for Turkish numbers and Twilio for international numbers. Click 'Connect' on the SMS card." Screen: SMS card — click "Connect" — provider selection: NetGSM, Twilio Action: Click "Connect" — provider options displayed
Narrator: "For Twilio, enter your Account SID, Auth Token, and the phone number you have purchased from Twilio. You can find these in your Twilio dashboard under 'Account Info'." Screen: Twilio configuration form — Account SID, Auth Token, Phone Number fields Action: Enter Twilio credentials — each field has a helper link to the Twilio dashboard
Narrator: "For NetGSM, enter your username, password, and sender ID (header). These are provided by NetGSM when you create an account." Screen: Switch to NetGSM tab — Username, Password, Sender ID fields Action: Show NetGSM configuration form
Narrator: "Click 'Test Connection' to verify. DOLU.ai sends a test SMS to your phone number. If you receive it, the setup is complete." Screen: Click "Test Connection" — enter your phone number — "SMS sent! Check your phone" message Action: Click Test — enter number — verify receipt — click Save
Narrator: "Incoming SMS messages now appear in the inbox alongside messages from all your other channels." Screen: SMS card shows green "Connected" badge with phone number
Scene 8: Setting Up the Web Widget (5:50-7:00)
Narrator: "The web widget is a chat bubble that you embed on your website. Customers can start conversations without needing any messaging app. Click 'Connect' on the Web Widget card." Screen: Web Widget card — click "Connect" Action: Click "Connect" — widget configuration page opens
Narrator: "First, customize the appearance. Choose your brand color, position the widget on the left or right side of the screen, and upload your logo." Screen: Widget customization panel — color picker, position toggle (Left/Right), logo upload Action: Pick a brand color — select "Bottom Right" position — upload a logo
Narrator: "Set the welcome message that appears when a visitor opens the widget. For example, 'Hello! How can we help you today?'" Screen: Welcome message field Action: Type the welcome message — preview updates in the widget simulator on the right
Narrator: "Configure the pre-chat form to collect the visitor's name and email before starting the conversation. This creates a contact record automatically." Screen: Pre-chat form toggle — fields: Name (required), Email (required), Phone (optional) Action: Enable pre-chat form — check required fields
Narrator: "Now copy the embed code. Click 'Copy Code' to get the JavaScript snippet you need to add to your website." Screen: Embed code section — JavaScript snippet displayed in a code block — "Copy Code" button Action: Click "Copy Code" — success message: "Copied to clipboard"
Narrator: "Paste this code snippet just before the closing body tag of your website. If you use WordPress, Shopify, or another CMS, add it through the theme settings or a custom script section." Screen: Example showing where to paste the code in HTML — also showing CMS-specific instructions for WordPress and Shopify Action: Show code placement examples for different platforms
Narrator: "After adding the code, visit your website to verify the widget appears. Click the chat bubble to test the full conversation flow." Screen: Browser showing a sample website with the DOLU.ai chat widget in the bottom-right corner — click to open Action: Open sample website — chat widget visible — click widget — pre-chat form appears — fill in details — send test message
Scene 9: Managing Connected Channels (7:00-7:40)
Narrator: "Once your channels are connected, you can manage them from the Channels settings page. Click on any connected channel to see its options." Screen: Channels page with connected channels — click on WhatsApp Action: Click WhatsApp card — channel detail panel opens
Narrator: "For each channel, you can assign a default AI agent, set working hours, configure auto-reply messages for off-hours, and view connection health." Screen: Channel settings: Default Agent dropdown, Working Hours schedule, Off-hours Message field, Connection Status indicator Action: Review each setting — select an AI agent — configure working hours
Narrator: "If a channel disconnects — for example, if the WhatsApp phone goes offline — you will see a red alert badge. Click the channel to reconnect." Screen: WhatsApp card with red "Disconnected" badge — click to see reconnection instructions Action: Show the reconnection workflow
Scene 10: Closing (7:40-8:00)
Narrator: "Your channels are now connected and ready. Every message from WhatsApp, Instagram, Telegram, email, SMS, and your website flows into a single inbox where your team and AI agents can respond instantly. In the next video, we will cover billing and plan management. See you there!" Screen: DOLU.ai logo with text overlay: "Next Video: Billing and Plans"
Summary
What you learned in this video:
- How to connect WhatsApp using QR code scanning
- How to connect Instagram through Meta Business authorization
- How to connect Telegram using a BotFather token
- How to configure Email with IMAP and SMTP settings
- How to set up SMS via Twilio or NetGSM
- How to customize and embed the web widget on your website
- How to manage connected channels — default agents, working hours, and reconnection
Next Video
Billing and Plans — Manage your subscription, view invoices, and upgrade your plan.