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Channels

Configure how Members reach your workspace and who answers. Each channel has its own settings, routing, and approval requirements; interactions appear in Chats.

Phone​

  • Phone Voice — number setup, Voice routing, answering, and call recordings.
  • Phone SMS — Messaging routing, outbound registration, and consent.
  • WhatsApp — approval, templates, and Messaging rules.
  • Fax — fax ownership and document delivery.

Browser Voice and Email​

  • Web Voice — Site-based voice interactions and recording playback.
  • Email Inboxes — addresses, incoming email, and replies.

Sites has its own guide for pages, themes, domains, and visitor access.

Team Messaging​

Configure Slack, Discord, or Microsoft Teams using the instructions for that platform.

Find Connections in Your Workspace​

This walkthrough shows where to find Phone Numbers and Inboxes and where to browse the third-party app directory. It does not connect a service or configure every channel.

Setting up Connections
Find channels and connected apps. Read the transcript

App Connections​

Start with the guide for Healthie, HubSpot, or Salesforce. Review the connection's requirements before enabling it.