Clinic operator guide

Messenger channel connection manual

A step-by-step guide to connecting 9 messenger channels to your Coauths CRM inbox. Your clinic only needs to link each platform account to the CRM. Once connected, you can respond to patients from a single screen no matter which platform they message from.

This is a private guide for clinics that Coauths has onboarded directly. Please do not share this URL externally.

Channel guides

Each card shows what to prepare, the connection steps, and the estimated time.

LINE

LINE Official Account

Facebook Messenger

Facebook Page messages

Instagram DM

Instagram Direct messages

WhatsApp Business

WhatsApp Business Platform

Zalo OA

Zalo Official Account

WeChat OA

WeChat Service Account

Telegram

Telegram Bot

KakaoTalk

Coming soon

KakaoTalk biz channel (AlimTalk · Sangdamtalk · Brand Message)

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TikTok

Coming soon

TikTok Direct Messaging

Sending policy

How long can you reply to a patient?

Each channel has a different "reply window." For example, WeChat is about 2 days, while Messenger and Instagram are 24 hours. Once the window passes it is hard to reach out first, so we have summarized each channel's limits on one page.

See reply windows by channel →

Troubleshooting

Stuck during connection?

We have gathered the most common errors across all 9 channels and how to fix them on a single page. Use Ctrl+F (⌘+F) to search the error message directly.

See common issues →

Frequently asked questions

Do I need to create a separate Meta developer account or app?

Your clinic only needs admin access to each platform account and to click the connect button in the CRM. Developer tasks such as app creation and webhook registration are handled automatically during the connection process.

Do I have to connect every channel?

No. Connect only the channels you actually use to communicate with patients. Korean clinics usually start with KakaoTalk + Instagram, and add LINE/WhatsApp/WeChat when they have many international patients.

Does the connection process affect patients?

The connection itself is invisible to patients. They keep messaging as usual, and from the moment the connection is complete, those messages also arrive in your CRM inbox.

How are channel credentials (tokens, keys) stored?

All credentials you enter into the CRM are stored encrypted in the database, and even Coauths staff cannot view them directly. See our Privacy Policy for details.

What if I get stuck following a guide?

First check the "Common issues" section at the end of each guide. If that does not resolve it, contact us using the details at the bottom of the page and we will help you over a screen share.