Prepare your business accounts.

Identify the account or Page owners, the administrators who can authorize access, and the channels you want to connect. Check that your business accounts meet each provider’s requirements.

Authorize the connection.

Follow the supported provider sign-in flow. Select the correct business assets, review the permissions, and complete any verification requested by the provider.

Make the workspace yours.

Set up your team, ownership rules and working hours. Review your response templates and decide where AI or automation should assist.

  • Assign people and access.
  • Set working days, hours and timezone.
  • Review automatic and out-of-hours replies.
  • Confirm when a person should take over.

Send a real test message.

Verify an inbound inquiry reaches the right workspace, send a reply, and check receipt on the customer’s channel. Then test assignment and follow-up before inviting the wider team.

Questions, answered.

Can every account connect instantly?

No. Account eligibility, permissions, verification and provider review can affect timing. We avoid promising a fixed setup time before reviewing your accounts.