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Connecting a channel

The general steps for connecting a communication channel to your workspace.

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Channels are connected in your workspace settings. Once a channel is connected, its conversations arrive in your shared inbox like any other channel.

Before you start

Have the account details for the channel you want to connect ready — for example the email address you want to connect, or access to your WhatsApp Business account.

Connect the channel

  1. Open the channel or integration settings.
  2. Choose the channel you want to connect.
  3. Follow the setup steps and provide the required details.
  4. Confirm the connection.
  5. Send a test message and check that it arrives in the shared inbox.

Never share channel credentials in conversations, notes or with third parties.

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