Account & User Management 

User Manual — Integrations

4. Integrations

The Integrations section allows administrators to connect and manage the communication gateways through which the platform delivers survey invitations, reminders, and notifications to respondents. 

These gateways serve as the underlying delivery infrastructure for all outbound communications sent through the platform's Distribute module for the Email, SMS and WhatsApp distribution channels.

To access the Integrations tab, follow these steps:

Step 1: From the Xebo.ai platform, click the Settings icon from the navigation bar of the platform.

Step 2: Click Integrations tab to view its configuration.

5.1 Connected Gateways

Each subsection displays the list of currently connected gateways under the Connected Apps panel. Each gateway entry shows the provider's name, the configured label or account identifier and additional actions.

To send a test mail for verifying integrity of gateway, follow these steps:

Step 1: On the Integrations section, click Connect beside a connected gateway to send a test message.

Step 2: Enter the Email From and Email To fields. Click Send to verify the connection.

5.2 Configuring Gateways

The setup and configuration of new communication gateways — including custom email gateways, SMS providers, and WhatsApp integrations — requires coordination with the Hypercare support team. 

Organisations wishing to connect their own custom gateways for survey distribution should reach out to the support team, who will assist with the technical configuration, credential setup, and validation required to bring the integration live on the platform.