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Connect Phone, SMS, Email, and Live Chat

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Connect channels before customer traffic starts, then test each channel end to end.

Phone and SMS

Use Phone/SMS setup to manage the business number that receives calls, sends SMS, and identifies outbound calls. Test by calling the number from an outside phone and sending a short SMS to confirm the thread appears in Desk.

Email

Connect the support mailbox your team will reply from. After connecting, send a test customer email and reply from Desk. If email replies fail, check mailbox authorization, sender settings, and whether the channel still shows as connected.

Live Chat

Create the Live Chat widget, copy the install script, and place it on the website. Then open the website as a visitor and send a test message. A Live Chat setup is not complete until a website message reaches Desk and an agent can reply.