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Communications Setup

Connect email/calendar accounts (Gmail, Outlook, iCloud, Calendly, custom IMAP), set up SMS via Twilio (carrier + phone number provisioning), and pick a file storage provider.

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Steps

  1. Go to Settings > Communications. The tab has three collapsible sections.
  2. Connected Accounts — OAuth into Gmail / Microsoft 365 / iCloud / Calendly, or add a custom IMAP/SMTP mailbox. Used for inbox sync and outbound 1:1 mail.
  3. SMS & WhatsApp — connect Twilio (Account SID + Auth Token), then search & buy phone numbers from inside the same panel.
  4. File Storage — pick a storage provider (Google Drive, OneDrive, Dropbox, Azure Blob, Amazon S3, Cloudflare R2, Backblaze B2, DigitalOcean Spaces, Wasabi, or local).

Good to know

  • Outbound platform email (welcome/billing/etc.) ships via Resend at the platform level — no per-org SES form to fill out.
  • For 1:1 user-to-contact email, the system uses your connected Gmail / Outlook account first, then falls back to the platform sender.
Example: Day-1 setup for a new SMB: the owner connects Gmail (their main mailbox) under Connected Accounts, buys a Twilio number under SMS & WhatsApp, and picks Google Drive for File Storage. Total time: 12 minutes. Email replies route from her own Gmail address, SMS goes through the new business number (not her personal cell), and uploaded files land in her existing Drive structure.

Troubleshooting

Sync shows "Error" status with a red badge
OAuth token expired and auto-refresh failed, or Google/Microsoft revoked the app's access.
Fix: Click Disconnect, then reconnect — generates a fresh OAuth token. If you recently changed your Google/Microsoft password, you must reconnect.

Error messages

  • OAuth token expired — Click Disconnect then reconnect your account.
  • Insufficient permissions — During Google/Microsoft connect, you must check ALL permission boxes on the consent screen.
  • Account already connected — This Google/Microsoft account is already linked. Disconnect the old connection first.

Related

  • Conversations — emails appear after connecting
  • Calendar — events sync after connecting
  • Tasks — Google Tasks sync after connecting

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