Managing Multi-Channel Accounts effectively allows businesses to streamline communication across various platforms, ensuring optimal engagement and efficient management of interactions. With our simple Multi-Channel Account feature, you can easily organize, track, and control your LinkedIn and WhatsApp communications from one centralized interface.

In this documentation, we will explore the steps to:

Let’s get started 🚀

Step 1: Log in to your account and click on the Accounts icon from the left-hand sidebar.

Step 2: By default, you will be navigated to the Email Accounts tab. Click on the Multi-Channel Accounts tab.

Here you will see the list of your connected multi-channel accounts.

Enhance your business communication by adding new LinkedIn or WhatsApp accounts to manage all interactions from one place.

Click on the Add New button located at the top right corner to connect your account.

For more steps and further information, please refer to the Add Multi-Channel Account documentation.

To set the daily invitation limits, enter the desired number of invitations to send per day in the Daily Invitation Limits field (e.g., 20).

To set the daily message limits, enter the desired number of messages to send per day in the Daily Send Message Limits field (e.g., 20).

You can easily filter your accounts by platform (LinkedIn, WhatsApp, or All) to manage them more efficiently.

You can search for specific accounts by name to quickly find and manage them.

Maintain an organized account list by quickly removing unnecessary accounts. Follow these easy steps to delete accounts

Step 1: Click on the Delete button next to the account you want to remove.

A confirmation modal will appear asking if you want to permanently delete the account.

Step 2: Click Delete to confirm and proceed with account removal.

Once the account is successfully deleted, you’ll see a flash message saying "Account deleted successfully" appear at the bottom-left corner of the screen.