Linking channels

Channels are the roads on which clients and suppliers write to you: WhatsApp, Instagram, Facebook Messenger, Telegram, email and PEC. Until a channel is linked, its messages do not arrive in Narciso's chat and you cannot reply on that channel from Narciso. This entry explains how to open the links window and how to read it; each channel then has its own entry with the exact steps.

Contents

1. The channels at a glance
2. Who can link and unlink
3. Opening the «Connetti i tuoi canali» window
4. The grid
   1. Closing the window
5. The panel of a linked channel
6. How long it takes
7. After linking
8. What to do if...
9. Related entries

The channels at a glance#

After linking, the history is not imported: messages arrive from that moment on. For mail, the first download covers only the last 24 hours (Email).

Who can link and unlink#

Only the Titolare (owner). Linking, relinking and unlinking a channel, and changing the email and PEC configuration, are actions reserved for the Titolare, including for WhatsApp Personale with the QR and for Telegram.

A Responsabile (manager) or an Operatore (operator) sees the window and can try, but Narciso answers «Operazione riservata al Titolare.» (Operation reserved for the Titolare.). With unlinking no message appears: the channel simply stays linked.

Opening the «Connetti i tuoi canali» window#

There are four ways, all leading to the same window.

1. Collegamenti button in the top bar of the Comunicazioni page (chain icon). It opens the grid of channels.
2. Impostazioni menu of the chat column (cogwheel): the Collegamenti row has a submenu with a checkbox for each of seven channels: Instagram, Facebook, WhatsApp Personale, WhatsApp Aziendale, Telegram, Email, PEC. A ticked box means the channel is linked.
   • Ticking a channel that is not linked opens the window already inside its linking path (for WhatsApp it skips the choice between Personale and Aziendale).
   • Unticking a linked channel opens the window already on the unlinking confirmation: nothing is ever unlinked without that confirmation (Unlinking a channel).
   • The box does not change by itself when you click it: it updates when the link succeeds.
   • The submenu opens when the mouse passes over it and closes an instant after you leave it; Esc does not close it, it closes with a click outside.
   • TikTok is not there: it is linked only from the Social Media page. In the full-page chat the Impostazioni menu does not have the Collegamenti row: there you use the button at the top (Comunicazioni settings, The chat in the side menu).
3. The «Riconnetti» button of the warning that appears when you try to write on an unlinked channel (New message). It opens the grid.
4. From the Social Media page, with its Collegamenti button: the same window but with four cards (Instagram, Facebook, TikTok, Pinterest). Instagram and Facebook have two separate links on the same account: Messaggi (Messages), for chats (managed from Comunicazioni), and Pubblicazione (Publishing), for posts (managed from Social Media).

The grid#

A white sheet in the middle of the screen with the title «Connetti i tuoi canali» (Connect your channels). From Comunicazioni there are six cards, in three columns: Instagram, Facebook, WhatsApp and, below, Posta Elettronica Certificata (PEC), Telegram, Posta Elettronica (Email). The WhatsApp card gathers the two types of WhatsApp (WhatsApp (Personale and Aziendale)).

At the top right of each card there is a dot:

What a click on a card does:

• WhatsApp not available. If no type of WhatsApp is active for your account, the card is faded and a click shows the red warning «Il canale di comunicazione scelto non è disponibile per il proprio account» (The chosen communication channel is not available for your account). To activate it, write to [email protected] (Support).
• Email and PEC appear as linked only if the mailbox is active and has the IMAP server (the one needed to receive). A mailbox saved only for sending stays grey in this window.
• All cards grey. When the window opens, the data arrives a fraction of a second later. If the request fails (no network, server unreachable) the cards stay all grey, with no messages: it does not mean the channels are unlinked. Close and reopen the window.

Closing the window#

There is no «X» and Esc does nothing: it closes with a click on the dark background outside the panel. This applies at every step, even halfway through linking: what you had written is lost and the link is not completed. A Meta or TikTok window that is already open stays open and has to be closed by hand.

The panel of a linked channel#

A click on a linked card shows the logo with a green tick, the name of the channel and the text «Attualmente connesso e sincronizzato» (Currently connected and synchronised), with three elements:

• Indietro (Back), at the top left, returns to the grid;
• Scollega (red): opens the confirmation (Unlinking a channel);
• Ricollega (black): repeats the link without unlinking anything.

What Ricollega does:

How long it takes#

After linking#

When the link succeeds, the window closes by itself, the page reloads the state of the channels and the conversations, and the channel's card turns grey with the green dot. From that moment new messages arrive in the list (Comunicazioni).

What to do if...#

Related entries#

• Linking with login on the provider's site
• Unlinking a channel
• Multiple locations and shared channels
• When a link breaks on its own
• Common problems with channels