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Select the right domain first
Integrations are managed per domain. Before changing an integration, confirm that the domain shown in the app is the domain you intend to configure. This is important when your team manages multiple domains, brands, or websites.Card states
Most integration cards use the same pattern. Not connected:- The card shows a Connect button.
- The active switch is disabled.
- No connection details are available yet.
- The card shows Integration Details.
- The active switch can be used.
- The details window shows the connected account or workspace information.
- The card may show an alert if the connection details could not be loaded.
- Refresh the page or retry the setup flow if the issue persists.
Active switch
Use the switch on a card to enable or disable that integration.- On: the connected integration is active.
- Off: the connection remains saved, but the integration is paused.
Delete or disconnect
Use Delete from an integration’s details window when you want to remove the connection for the selected domain. Before deleting:- Confirm the selected domain is correct.
- Confirm the connected account or workspace is the one you intend to remove.
- Let your team know if the channel is currently used for customer or team conversations.
Recommended setup order
- Prepare Reference Documents and Widget Setup.
- Open Integrations for the correct domain.
- Connect one channel at a time.
- Confirm Integration Details after each connection.
- Turn the switch on only when the team is ready.
- Send a test message through the connected channel.
- Review Chat History and Statistics after testing.