Open Channels
Review available communication channels and their current connection status.
Open ChannelsConnect communication channels
Set up live chat, WhatsApp, and social channels, then give your team clear habits for monitoring them.
By the end, you can✓ Choose the right channels✓ Complete setup in the correct order✓ Monitor connection health
Choose channels intentionally
Connect only channels your team is ready to own.
Confirm ownership
Use organization-owned provider accounts and approved administrators for setup.
Plan coverage
Decide who monitors each channel, how quickly the team should respond, and how work is handed over.
Complete provider setup
Each channel shows the steps and information it needs.
Follow the guided setup
Complete prerequisites, sign in to the provider when asked, and return to confirm connected accounts or numbers.
Review policy and consent
Choose settings that match the clinic’s approved communication and privacy practices. Open each option to read what it changes before selecting it.
Send a safe test
Use a test account or recipient and verify that the message appears in the correct conversation.
Keep channels healthy
Connection and policy status can change after setup.
Review health
Check number, account, permission, and webhook status when messages stop arriving or publishing fails.
Use approved templates
Where a channel requires templates or approval, choose the exact supported language variant and wait for the approved status before using it.
Watch usage
Review usage and limits so the team is not surprised by a blocked action.
Common questions
Why is a connected channel not working?
Check connection health, permissions, provider account status, policy, and any recipient or reply-window message shown in the application.
Can every social network do the same things?
No. Setup and publishing options vary by network. Follow the guide shown for the selected network.
Who should manage channel credentials?
An owner or administrator using the clinic’s approved provider account and credential-handling process.
Guide 03Welcome and support visitors
See who is engaging with your website, respond to conversations, collaborate with teammates, and learn from engagement trends.
→Guide 04Manage relationships and follow-upTurn genuine inquiries into organized contact records, move opportunities through the pipeline, and keep follow-up work visible.
→Guide 02Set up your clinic and teamLaunch a clinic with the guided setup, keep its profile accurate, invite colleagues, and choose settings that match the way your organization works.
→