Outcome: By the end of this guide, you will have a production-oriented configuration and a repeatable test checklist.
1. Create the provider connection
Choose the provider in Omnichannel and enter the encrypted credentials and sender identifiers.
2. Verify the webhook
Copy the generated HTTPS webhook URL into the provider dashboard and complete its verification process.
3. Map routing and consent
Select a department, default priority and any messaging-window, opt-in or template requirements.
4. Run the full test
Receive a customer message, send an agent reply, verify delivered/read status and test one supported attachment.
Frequently asked questions
Providers may require customer consent, an active messaging window or an approved template. HelpoSoft records the blocked reason.