Channels

Connect the channels your teammates use to reach customers, and send a test to confirm each one works — all while keeping every real send behind your approval.

In short

• A channel is an outbound way your teammates communicate (email, WhatsApp, a Cal.com booking link). A Connector is a data or tool link instead — that’s a different page.
• You set channels up under Settings → Channels, one card per channel.
• Ask before sending is ON. Connecting a channel only lets teammates draft and send approval-gated tests — nothing reaches a real customer without your OK.
• After connecting, send a test message to a pre-approved address to confirm it works.
• Email needs a quick DKIM step (adding a couple of DNS records) before it can send.

Channel vs. connector — which page do I want?

A channel is how a teammate talks to the outside world: an email it sends, a WhatsApp message, a booking link from Cal.com. A connector plugs in a tool or data source your teammates read from. If you’re wiring up sending, you’re in the right place. For everything else — Telegram, your CRM, calendars you read — use the Connectors page instead.

Set up a channel

Each channel is a card. The flow is the same shape every time: open the card, paste a key or sign in, then send a test.

Open Settings → Channels

In the left sidebar, open Settings, then Channels. You’ll see one card per channel, each with a status badge — Disconnected, Connected, or Error.

The Channels page — one card per channel, each showing its current status.

Click Connect on the channel you want

Press Connect on the card. A short dialog opens asking for what that channel needs — for most channels, an API key you copy from that service. Paste it in and confirm.

The Connect dialog — paste the key, then confirm.

Finish any extra step the channel asks for

Email has one more step (DKIM — see below). Other channels connect straight away and show a green Connected badge.

You’ll know it worked when the card shows a green Connected badge.

Send a test message

On a connected card, click Test, enter a pre-approved recipient, and send. This proves the channel works without touching any real customer.

The Test dialog — send a quick message to a pre-approved address.

What each channel needs

Email

Paste an email-provider API key plus a From address, then complete DKIM verification (below) before your first send.

WhatsApp

Paste your messaging-provider credentials and the phone number messages send from (in +33... international format).

Cal.com

Paste a Cal.com API key and choose which booking type new bookings should land in. Teammates can then share booking links.

More options

LinkedIn and Instagram connect by signing in, when available. Other contact methods (like Telegram) live under Connectors.

You connect each channel with your own account at that service (your email provider, your Cal.com). Your teammates send through it — they never see or store the key after you paste it.

Email: the DKIM step

Email is the one channel with an extra step before it can send. After you connect, the card shows a DKIM pending badge and lists a couple of DNS records to add at whoever manages your domain.

Copy the records shown

The card shows the exact records to add. Use the copy buttons next to each one.

The DKIM panel — copy each DNS record to add at your domain provider.

Add them at your domain provider, then wait

Paste each record into your domain’s DNS settings. They usually take effect in 5–15 minutes. The Portal re-checks automatically every 30 seconds — no need to refresh.

When the records are found, the badge turns green and a Send test email button appears.

Not sure where your DNS settings live? Ask a teammate in Chat — paste the records and ask “where do I add these?” — or forward the records to whoever set up your domain. DKIM simply proves you own the address, so your emails don’t land in spam.

Good to know

Auto-send is Advanced. By default, every send waits for your OK. Some channels let you turn on auto-send later, per channel — leave it off until you trust the channel and are happy with the drafts. Beginners: keep Ask before sending on and approve sends one at a time in Needs attention.

The Test send only goes to a pre-approved address — the Portal blocks anything that isn’t on that short list, as a safety net. It’s the safe way to confirm a channel before any real outreach.

A connected card also shows when you last tested it and how much of its daily sending allowance you’ve used, so you can see at a glance that it’s healthy.

A quick word on safety

Connecting a channel does not open the floodgates. Ask before sending is ON; nothing goes out without your OK. No card. No connecting your personal inbox unless you choose to. Your teammates also check each other’s work before calling a draft done, so what reaches you for approval comes reviewed, not raw. For the bigger picture, see Trust and safety.

What if it isn’t working?

If a channel won’t connect or a test won’t send:

1. Check the key. A wrong or expired API key is the most common cause — copy it fresh from the service and reconnect.
2. Email stuck on “DKIM pending”? DNS can take longer than 15 minutes. Click Verify now, or Retry verification if it timed out, once the records are in.
3. Test rejected? The recipient must be on the pre-approved list. Use an address you control and have approved.
4. Card shows “Error”? Open it to read the message, then click Reconnect with a fresh key.
5. Still stuck? See Getting help — send a screenshot of the card and the error.

FAQ

What's the difference between a channel and a connector?

A channel is how a teammate sends — email, WhatsApp, a Cal.com booking link. A connector links a tool or data source your teammates read from. Sending lives here; everything else lives on the Connectors page.

Will my teammates start emailing customers the moment I connect email?

No. Connecting only lets them draft and send approval-gated tests. Real sends wait in Needs attention for your OK until you deliberately turn on auto-send for that channel.

Do I have to connect my personal email account?

No. You paste a key from your email provider — you’re not handing over your inbox login. Nothing connects to your personal mailbox unless you set that up yourself.

What is DKIM and why does email need it?

DKIM is a small proof that you own the email address you send from, added as a couple of records at your domain provider. It keeps your emails out of spam folders. It’s the only channel with this extra step.

Can I set up Telegram here?

Telegram isn’t one of the sending channels on this page. Other contact methods are set up under Connectors — start there.

How do I turn a channel off?

Open its card and click Disconnect. Sending through that channel stops right away.

Next steps

Approvals

Where sends wait for your final OK before they go out.

Connectors

Link the tools and data your teammates read from — the other half of integrations.

Trust and safety

How approvals, reviews, and your final OK keep things safe.

Chatting with your teammates

Ask a teammate to draft the message before you send it.