Connecting Your Channels

Engage is only as connected as your channels. One screen shows every way your clinic can talk to patients — and each one is a short setup away.

What you will learn

  • Reading the All channels screen
  • SMS: clinic numbers and sender names
  • Syncing Gmail and Office 365 mailboxes
  • Connecting WhatsApp Business through Meta
  • WhatsApp message templates and the 24-hour rule

All client names and conversations shown in this lesson are fictional sample data from Engage’s built-in demo inbox.

Previous Lesson
Back to Course
Next Lesson