IntegrationsConnection guides

Messaging and channels

Connect customer channels to Inbox and team notifications to workflows.

Connect customer channels to Inbox and team notifications to workflows.

Apps

Connection path

Settings → Apps (/settings/apps) lists connected accounts and the account used in your chats. Open Apps (/apps) to add a connection. In Era Desktop use Business → Apps, and Settings → Apps for account management.

For a customer channel use Settings → Inbox → Connect channel (/settings/inbox/connect). Channel management lives at /settings/inbox.

Connections and automation

Connecting an account does not create a workflow. Choose the trigger, target account and action separately. Era cannot access provider data your account is not allowed to use.

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