If you have not completed section 2, please go back and do so before continuing.
Connect all the inboxes and channels your team will handle. Each channel type has its own setup process — work through the ones that apply to your team before go-live.
Most teams start here. This guide covers how to connect your existing email inboxes so incoming emails appear as tasks in Spinoco.
If your team uses Outlook, this authorization step is required in addition to adding the account. The two steps are separate and both are needed for email to work correctly.
The same applies for Gmail. Complete this after adding your Gmail account to ensure the integration is fully active.
If SMS is part of your channel mix, this guide explains how to configure the Android SMS gateway so inbound and outbound SMS messages are handled through Spinoco.
There are prerequisites to this integration that aren't immediately obvious. Follow the steps in order to avoid having to redo the setup.
After completing the initial Messenger setup, this separate authorization step is required before the channel becomes active.
WhatsApp has a more involved setup process than other channels. If WhatsApp is part of your channel mix, allow extra time for this step and follow the guide carefully.