Set up office messaging

Office messaging setup is for an authorized administrator.

Set up a channel

1. Open Settings → Messaging settings.
2. Choose the available channel connection or setup action.
3. Follow the service’s sign-in and verification steps.
4. Check the channel identity and connection status before using it.

WhatsApp setup may require action by the person who manages the business’s Meta account. Use the exact connection flow shown for your office.

Templates and recipients

Review approved messaging templates and refresh them when the screen offers that action. Check opt-outs before contacting someone who has asked not to receive messages.

For reusable email content, review the template’s wording and preview before saving or sending it.

A colleague cannot manage a channel

Channel administration has its own permission checks. Ask the office owner to review their role.

For everyday conversations, use the messages guide. Personal Gmail is connected from Email.