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This page explains how to connect and manage integrations for live conversations and workflows.

Common integration types

  • Messaging channels
  • Scheduling tools
  • Data and productivity tools

Connect an integration

  1. Open Integrations.
  2. Select the app or channel you want to connect.
  3. Follow the connection steps shown on screen.
  4. Confirm the status changes to connected.
  5. Send a test interaction.

Integration management

  1. Check connection status regularly.
  2. Reconnect if tokens or access expire.
  3. Disconnect unused integrations.