Why it matters
Configuration keeps provider-specific channel setup separate from day-to-day settings, which helps admins avoid changing the wrong area.
Key Concepts
Configuration tab: The Configuration tab appears only when custom channel configuration is enabled for the organization.
Provider-specific settings: Some channels need settings that depend on the provider or channel type.
Feature availability: If the tab is not visible, the feature may not be enabled or may not apply to that channel.
Step-by-Step: Review channel configuration
Open Settings > Channels.
Select the channel you want to review.
Look for the Configuration tab.
If the tab appears, open it and review the available provider or custom fields.
Update only the values you understand and need to change.
Save the configuration if the tab provides a save action.
Test the channel after changing provider-level configuration.
Tips and Best Practices
Use the Configuration tab only for setup-level changes.
If you are trying to update business hours, auto responses, users, or inbox behavior, use the matching channel tab instead.
Confirm provider account details in Settings > Accounts when configuration depends on provider infrastructure.
Document any provider credential changes outside Whippy if your team tracks them separately.
Troubleshooting
Issue | Possible Cause | Fix |
Configuration tab is not visible | The tab is feature-gated or not supported for that channel. | Use the other channel tabs, or ask an admin whether custom channel configuration is enabled. |
A configuration change breaks the channel | A provider or custom value may be incorrect. | Revert the changed value if known, then verify the provider account and channel setup. |
Unsure where a setting belongs | Channels and Accounts both contain provider-related areas. | Use Channels for the connected channel and Accounts for provider account infrastructure. |