Connectors

Connectors allow you to integrate your Contact Center with different providers to make and receive calls, send and receive messages, and more. Each channel requires a provider to function, except for WebChat.

How to access?

Access this screen from the Administrator menu, by clicking on Connectors.

Required permissions

Your Profile must have permissions to access the Connectors screen from the Administrator Menu and the corresponding sub-sections.

Keep in mind that the visibility and available actions within the screen will depend on the permissions assigned to your profile. Depending on these, you may only view information or also make modifications to Connectors and their configurations.

What is a connector?

Connectors are the configurations that allow linking uContact with external communication service providers (telephony, WhatsApp, email, etc.).

Learn more about connectors in the Core Concepts guide.

How to create a connector?

In uContact, you can connect your channels with different providers to establish communication with your customers through various channels.

To create a connector, click the + New button. The New connector form is organized in tabs: in Basic, enter the Name and select the Channel and the Provider; in Configuration, fill in the data specific to that provider (credentials, host, etc.), a tab that does not appear for Meta (Messenger and Instagram); if the channel is Telephony, SMS, or WhatsApp (and the provider is not Unite), you will also see the Numbers tab, where you add the numbers associated with the connector. Finally, click Save (for Messenger, the button is Connect with facebook).

Only one Unite connector can exist: once it is created, Unite no longer appears among the providers.

Connector list

The list shows the Name, Channel, Provider and Status of each connector. The status is refreshed periodically and can be Connected, Disconnected, Unmonitored or Unknown; SMS and Messenger connectors that are not active yet show a warning icon that lets you Activate them.

From the actions menu you can Edit or Delete a connector. WhatsApp connectors with the Gupshup or WhatsApp Business provider also offer Synchronize templates.

Each provider requires a specific configuration. Below is a list of providers categorized by channel. Simply click on one to see the step-by-step process needed to configure it.

Telephony

SMS

Email

WhatsApp

Meta

What's next?

Now that you know how to create connectors, learn how to create campaigns with this tutorial!