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Channels·Beginner4 min read

Managed Messaging overview

Understand assisted channel setup, honest readiness states, and which messaging options are available today.

In this guide

Connected Messaging is a limited assisted program for eligible workspaces. It can bring approved customer channels into Yesoma so a team can reply, follow up, and manage the relationship from one place. Requesting setup or purchasing a plan does not itself activate a channel.

What you get

  • One Inbox for customer conversations and delivery progress.
  • Channel settings under Settings → Channels for status, setup progress, usage, and safe actions.
  • Assisted review when a channel may be eligible — a real person confirms availability, requirements, timing, and costs before activation.
  • Honest status for what is connected, receiving only, paused, or needs attention.

Channels today

  • WhatsApp — eligible paid workspaces can request the limited assisted connected-WhatsApp pilot through Meta's official WhatsApp Business service. Meta approval, activation timing, provider access, usage terms, and costs are confirmed before activation. This is not an instant or fully automatic setup. Connect WhatsApp to Yesoma.
  • SMS — eligible paid workspaces may request a connection review. Availability, activation timing, and costs are confirmed before setup; SMS is not a generally available plan entitlement.
  • Email + Website forms — messages can already reach your Inbox after you configure them under Settings → Channels.
  • Instagram, Messenger & TikTok — planned future adapters; they are not available today.

How to start

  1. Open Settings → Channels.
  2. Select the channel you want to connect.
  3. Review the pilot or connection notice, then submit the request.
  4. Follow the progress and next action shown in Yesoma.

For a WhatsApp pilot request that Yesoma accepts, the customer-visible progress runs from Request received through Setup complete, with Action required shown whenever setup cannot safely continue. New connections cannot send replies until receiving has been proven and the remaining readiness checks pass. Read What happens after I request setup for all eight stages.

More in Channels

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