Integrating Chart Across Platforms
Last updated November 3, 2023
Introduction:
Chart is not just a standalone communication management tool; it's a versatile platform designed to seamlessly integrate with a myriad of other communication platforms. Whether you're using email services, instant messaging apps, or other collaboration tools, Chart ensures a unified and secure communication experience. This guide will walk you through the steps to integrate Chart across various platforms.
Step-by-Step Guide to Integration:
- Understanding Integration Capabilities:
- Familiarize yourself with the list of platforms Chart supports by visiting the 'Integrations' section on the dashboard.
- Note the platforms your organization uses and prioritize them for integration.
- Email Integration:
- Navigate to the 'Email Integration' tab.
- Connect your email service provider, be it Gmail, Outlook, or others, by following the on-screen instructions.
- Test the integration by sending a test email and monitoring it via Chart.
- Instant Messaging Integration:
- Go to the 'Instant Messaging' section.
- Choose from platforms like Slack, Microsoft Teams, or others.
- Follow the authentication process to grant Chart access to your messaging platform.
- Collaboration Tools Integration:
- Access the 'Collaboration Tools' tab.
- Integrate platforms like Trello, Asana, or Jira to monitor task communications.
- Set up rules specific to these platforms, such as monitoring task comments or board communications.
- Custom Integration via API:
- If you have a proprietary platform or one not listed, use Chart's API for custom integration.
- Access the API documentation for detailed steps and guidelines.
- Optimizing Integration Settings:
- Once integrated, visit each platform's settings in Chart to customize monitoring, rewriting, and blocking rules.
- Ensure that notifications are set up to alert you of any critical communications or potential breaches.
Conclusion:
Integrating Chart across platforms is a straightforward process, designed to be user-friendly and efficient. By ensuring seamless integration, Chart empowers organizations to have a holistic view of their communications, irrespective of the platform. Dive deep, integrate, and experience unified communication like never before!