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How to Connect a New Channel to Chats?
How to Connect a New Channel to Chats?

Learn how to connect, configure, edit, and delete channels for Chats in Orderry

Xenia avatar
Written by Xenia
Updated over a week ago

In this article, you will learn how to connect channels so that conversations with social media leads appear on the Chats page, as well as how to edit, reconnect, and delete channels.

Please note that you cannot connect the same channel to different accounts in Orderry.

Connect a Channel

1. Go to the Settings > Chats page and click the + Channel button.

2. Select the desired Source and connect the desired channel. For more information on connecting each channel, see this section of the Help Center.

3. Configure access to this page for employees: All, Selected, or Owner. If you set Selected, you can check the boxes on the right to indicate the employees allowed to access this page. If an employee does not have access to the page, they will not see messages from this page and will not be able to chat with clients on this page.

4. Click the Create button.

Done! The channel and page have been successfully connected, and you can now go to the Chats page to chat with your prospects and clients.

Reconnect, Edit, and Delete a Channel

Sometimes, a channel can become out of sync, making you unable to receive new messages or send messages to clients. To solve this issue, you need to reconnect the channel. To do this, double-click the channel's name in the table and click the Reconnect button. Reconnect the channel and save the changes.

To edit a channel, double-click the channel's name in the table, make changes, and save them.

To delete a channel, double-click the channel's name in the table and click the delete button. After deleting a channel, old messages will be saved, but new messages will no longer be received from this channel.

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