Pronnel supports integration with popular communication platforms like Chatwoot and Twilio to streamline conversations directly within your workflow. This feature enables users to receive and respond to messages in real-time from inside the item view or Communication View. In this tutorial, we’ll walk you through the process of configuring your communication apps, creating instances, linking channels, and using them effectively inside your projects.

Configuring Your App in Pronnel

Steps to Follow:

First, set up your account on external platforms like Chatwoot or Twilio. Ensure your bot or service is ready and connected on their side.We provide the steps while configuration of your app instance also
Access Profile Settings in your Chatwoot or Twilio account to retrieve the API token.
Scroll down to find the Access Token section. Click Copy to copy the generated token.
In Pronnel, go to App Settings from the top header or sidebar.
Select the app you want to integrate — for example, Chatwoot or Twilio.
Click on Create Instance. You can choose between a Private instance (only visible to you) or a Public instance (shared with all board members).
Paste the copied Access Token into the required field and complete the authorization process.

Creating and Connecting Channels

Before configuring the app instance, you must create or connect a Channel. Go to the Channels section in App Settings, click Add Channel, and choose the appropriate board to link the communication channel with.

Create a communication channel in Pronnel

This setup determines where your communication threads will appear inside Pronnel items.

Using the Communication View

Once your channel is configured, open any item in the selected board. Navigate to the Communication View tab inside the item. Here, you will see all incoming and outgoing messages from your linked apps like Twilio or Chatwoot.

You can directly reply to messages, view full message threads, and keep track of all interactions, enhancing visibility and team collaboration.

Conclusion:

Pronnel’s communication integrations with tools like Chatwoot and Twilio enable teams to streamline messaging workflows. From setup and authorization to creating channels and replying to conversations inside the Communication View, this feature eliminates the need to switch between tools. Set up your communication apps today and keep all your conversations in one place!

FAQs

Which communication tools can I integrate with Pronnel?

Currently, Pronnel supports Chatwoot and Twilio.

What is the difference between private and public app instances?

Private instances are visible only to you, while public instances are shared across the board for all members.

How do I authorize my communication app?

After creating an app instance, paste your API token in the prompted field to complete the authorization.

Do I need to create a channel before using the app?

Yes, creating a channel is necessary to link the app to a board and start receiving conversations.

Where can I see the incoming messages?

All messages appear in the Communication View tab of the relevant item in the linked board.

Can I reply to messages from within Pronnel?

Yes, you can reply to conversations directly inside Pronnel without switching to the original communication tool.

Is it possible to use multiple communication apps at once?

Yes, you can set up multiple apps and channels and link them to different boards as needed.

Do I need admin rights to set up a communication app?

Typically, yes. You’ll need configuration or admin access on both Pronnel and the third-party platform.

Can I update the configuration of an existing instance?

Yes, you can edit or reauthorize an instance from the App Settings at any time.

Is the Communication View available in all board types?

Communication View is generally available in contact and customer-centric boards where messaging is relevant.

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