Plan the connections your support team needs.

Start with the channels where customers contact you, then identify the information your team needs to answer them.

View integrations Explore tools
channels, context, actions
Integration sync layer
all logs inspectable
Customer channels
Gmail thread -> REP-1842
Web chat visitor -> ticket
WhatsApp media -> attachment
Social DM -> private inbox
Business context
Order #10482 read
Payment ch_demo_9421 read
CRM segment Growth
Knowledge source v2.4
Controlled actions
Prepare refund preview
Update ticket tag
Trigger SLA workflow
Write audit log

Start with the essentials.

Choose your support mailbox and website chat setup.
Decide who manages each connection and its permissions.
Test the conversation from the customer’s message to the team’s reply.
Gmail and Website Chat are private-access starting points. Other connections have separate availability.