Purpose

Start with the channels you are actively sending from. Do not connect every possible network on day one just because the form allows it.

The glossary definitions for sender, social account, and inbox explain how these pieces fit together.

Prerequisites

  • The sender identity that will own outreach.
  • Access to any email app password, OTP, authenticator, or messaging PIN required by the platform.
  • A reply owner who can monitor the inbox after connection.

Steps

  1. Add the real sender account for the first workflow.
  2. Use an app password for Gmail, Outlook, or IMAP when MFA requires it.
  3. Provide required OTP, authenticator, or messaging PIN details before relying on automation.
  4. Confirm the account appears in the social accounts list with the expected status.

Verification

Social accounts list showing connected sender status and health
Check sender status before any agent depends on the account.

Common mistakes

  • Using a personal account that the operator cannot monitor daily.
  • Skipping app-password setup when the email provider requires MFA.
  • Starting automated actions before account health is verified.

Related guides

Once sender accounts are connected, move to the inbox guide so replies and sync behavior are easy to validate before you scale volume.