Table of Contents

Connecting Channels

Susan Swier Updated by Susan Swier

Now that you have created the Workspace, you are one step closer to setting up the platform. Let's connect a Channel to the platform to start interacting with your Contacts.

Step 1: Connect a Channel

Click the CONNECT CHANNEL button to select a Channel.

Alternatively, navigate to Settings > Channels and press ADD CHANNEL.

Step 2: Select a Channel to connect

The Channel selection dialog will open up and you can choose which Channel you would like to connect from there. At the top of every Channel is an indication of the difficulty level of connecting that Channel to manage expectations.

Select a preferred Channel and press NEXT when you are ready.

Step 3: Proceed with setting up the Channel

Every Channel requires a different method of configuration. Therefore, we have prepared step-by-step instructions for Users to follow.

You can read more about the setup guide for each Channel here:

We are constantly updating the step-by-step instructions with the latest information. If you find any mismatch of information, please do let us know here.

What's Next?

You have created a Workspace and connected a Channel. Now you can start inviting your teammates to collaborate.


We love to hear from you!

Setting Up an Account

Inviting Your Teammates

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