Getting started

Connect your first channel

Bring email in, so your agents can work from real conversations.

About 6 minutes

Until something is connected, your agents can only work from what you paste into chat. Connecting email is usually the highest-leverage thing you'll do in your first hour.

What you can connect

  • Email — Gmail and Outlook
  • Team chat — Slack
  • Social messages — Instagram, Facebook and WhatsApp, as those become available on your account
  • Anything else — an inbound webhook, for systems without a native connection

Steps

  1. Go to Inbox and choose Connect a channel.
  2. Pick your provider and complete the consent screen. Read what you're granting — it's your mail.
  3. Wait for the first sync. Recent conversations appear; history backfills.
  4. Open a conversation and try Draft a reply to see how your agents write.

You're done when the Inbox lists real conversations and a drafted reply reads like you.

What changes once it's connected

Your agents can triage what arrives, draft replies for the straightforward ones, summarise long threads, and turn a conversation into an objective when it's actually a piece of work. Nothing sends without your approval.

Gotchas

  • Connecting is read-and-draft by default. Sending is a separate, explicit grant.
  • A channel that stops syncing shows an error on the channel, not silence. If a channel looks quiet, check its status before assuming nobody wrote to you.

Walkthrough video: 50s: connect flow through consent, first messages appearing in the Inbox.

Checked against

  • endpoints/hub/channels/
  • endpoints/hub/webhook/