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Managing Chat Engines

A “chat engine” is the underlying transport and storage configuration that powers conversations. ActiveManage supports its own native engine (database-backed messages, WebSocket delivery) and pluggable external engines for organisations that already invest in a chat provider.

Chat engine configuration screen with Engine Type dropdown (Native, Twilio Conversations, SendBird), endpoint URL, API key and WebSocket fallback URL fields

Supported Engines

  • Native: Messages stored in the application database, delivered over the in-built WebSocket server. Zero external dependencies and zero per-message cost.
  • Twilio Conversations: Twilio holds the message store and delivery channel; ActiveManage stores only metadata and a thread ID. Useful if you already use Twilio for SMS and want one billing relationship.
  • SendBird / Stream / Pusher: Hosted chat infrastructure with rich SDKs. Choose this when you need >10k concurrent active users or advanced features like translation and AI moderation.

Configuring an Engine

  1. Open Site Settings → Communication → Chat → Engines and click Add Engine.
  2. Pick the engine type, paste in the provider credentials, and tick “Make default” if this is your primary.
  3. Click Test connection. The platform creates a temporary thread, posts a system message, and tears it down.
  4. Save. Existing conversations on the old engine are unaffected; new ones start using the new engine.

Worked Examples

  • Small business app: Stays on the Native engine. No external bills, full data sovereignty.
  • Multi-tenant SaaS: Configures one engine per tenant by overriding at the tenant level — white-label customers can plug in their own Twilio account so messages route via their numbers.
  • Enterprise rollout: Starts on Native, then migrates to SendBird once the user base exceeds 5,000 daily actives, using the chat export tool to backfill history into the new provider.