GenzamERPOpen Channels

Setup guide

Connecting your message channels

Answer WhatsApp, Facebook, Instagram, text messages and email from one Inbox. Pick a tab, follow the numbered steps, and tick each one as you go.

What do you want to connect?

Find the Channels page

In Genzam’s menu on the left, under MARKETING, press Channels. You can also reach it from Inbox with the Connect channels link at the top right, or by typing “channels” in Search at the top.

Marketing › Channels
WhatsAppConnect WhatsApp
Text messages (SMS)Add sender
Facebook and InstagramConnect Facebook Pages

At the top, Get connected shows the four channels with a tick when each is ready, and one button to take the next step. Below it there is one card per channel; each tab of this guide walks through one card.

Don’t see Channels under MARKETING?Either your plan doesn’t include the Marketing app (contact Genzam to add it), or your role can’t manage marketing. Only an Organization Admin or someone with the Marketing role sees it. An admin can change roles in Settings›People, in the Roles section.

Who does what

GenzamPuts Marketing in your plan, runs the one-click buttons and Genzam email, and switches on real sending.
Your adminAn Organization Admin or a Marketing user. Connects numbers, Pages, SMS and email on Channels, following this guide.
Your teamAnswers customers in Customers → Inbox. Doesn’t need the Channels page.

Three things to know first

  1. Checking never sends anything. When you save an account, Genzam only asks the provider whether the details are right.
  2. Secrets are hidden after saving. Tokens and passwords are stored encrypted and never shown again. To keep one when editing, leave its box empty.
  3. The yellow banner “Nothing is sent to real people yet” means Genzam hasn’t switched on real sending yet. Customers’ messages already arrive; your replies start going out once Genzam switches it on. Nothing for you to do.

Meta, Twilio and Amazon rename their menus from time to time. If a label differs slightly, look for the nearest match; the values you need stay the same.