How do I create an email channel?

Create an email channel to let your team send and receive customer emails from a shared inbox in Whippy.

Before you start

• Confirm you have permission to manage channels.

• Have the business address and Google Place ID ready.

• Decide whether to use Whippy’s default email provider or a custom email provider.

• If using a custom provider, gather the required provider details before starting.

Steps

1. Go to Organization Settings > Channels.

2. Click Add channel.

3. Enter the channel name, emoji, description, business address, and Google Place ID.

4. Click Next.

5. Select Email as the channel type.

6. Choose the communication provider: Default or Custom.

7. If using a custom provider, enter the required domain, API key, sender email, and webhook signing key details.

8. Configure the sender email address.

9. Review the channel summary, including the sender email address.

10. Click Complete.

11. Confirm the new email channel appears in the Channels list.

Tips

• Use a descriptive name such as Support Email, Onboarding Email, or Sales Email.

• Use the default provider if you do not need custom email infrastructure.

• Review the sender email address carefully before completing setup.

• After creation, configure business hours, auto responses, settings, and users.

Troubleshooting

• If Step 1 cannot continue, complete the channel name, business address, and Google Place ID.

• If provider API fields appear unexpectedly, confirm that Default was not changed to Custom.

• If the domain is pre-filled, the default provider is selected; use the dropdown for allowed domains.

• If no domain appears, enter the full email address for a custom provider.

• If the sender email is wrong after creation, edit the channel and review the Configuration tab.