Channels: WhatsApp & Email
The same assistant, the same knowledge base, the same model policy — on the channel the question came in on. This page covers the two built-in messaging channels; for Outlook, the desktop app, cloud storage, and MCP see the other pages in this section.
Both channels are configured under Manage → Channels: Inbound (/channels) is the channel overview with the WhatsApp numbers, Email handler (/channels/email) holds the mailboxes, and Chat widgets / Live support sit next to them.
Connect Synaplan to the WhatsApp Business API (Meta) for AI-powered messaging:
- Bidirectional messaging — the AI answers on the number the message came in on
- Multi-phone-number support (up to 20 numbers)
- Media handling — images, audio, video, documents
- Audio transcription via Whisper
- Anonymous usage — no signup required for people writing in; verified numbers get higher limits
- An assistant per number — pick the published assistant that answers on WhatsApp, or keep the usual chat routing
Setup in short: create a WhatsApp business account in Meta Business Suite, get an access token from the API settings, set WHATSAPP_ENABLED and the token, and point Meta's webhook at your instance. WhatsApp is a feature module: without the keys the Inbound page shows a needs setup notice and the webhook answers 404.
Full setup guide (tokens, webhook verification, user tiers, troubleshooting): WhatsApp channel here, and docs/WHATSAPP.md in the main repository.
Send an email to Synaplan and get an AI response, with smart context management:
- General inbox — e.g.
[email protected]on the hosted instance - Topic-specific addresses —
[email protected]; the+keywordbecomes a dedicated chat context, keeping related conversations together - Threading — replies stay in the same conversation
- Live mailbox search — in addition to the inbound channel, chat can search any IMAP inbox you connect under Manage → Channels → Email handler, merged with Microsoft 365 results from Connected apps
- Attachments become files — attachments on inbound mail are stored as files on the conversation, so the assistant can read and answer about them
Full setup guide (inbound processing, SMTP for outgoing mail, spam protection): docs/EMAIL.md in the main repository.
More ways to connect
| Channel | Where |
|---|---|
| Outlook add-in | Synamail |
| Desktop app | Synaplan Desktop |
| Website chat | Widget Integration |
| iPhone and Android apps | Mobile Apps |
| Nextcloud / OpenCloud / ownCloud.online | Plugins & Integrations · Linked platforms |
| MCP clients & servers | MCP Server & Client — Manage → Connections → MCP Servers |
| Claude Code / Anthropic API | Claude Code — Manage → Developer & devices → Coding clients |
| Voice output | Text-to-Speech |
| Microsoft 365, Dropbox, WebDAV, CalDAV, Jira / Confluence | Manage → Connections → Connected apps — Connections guide (main repo) |
| Custom HTTP / OpenAPI tools | Tools & approvals — the Custom tools section of Connected apps |
| Approvals inbox | Tools & approvals — Manage → Automations → Approvals |