What this page covers
Finn sends messages in two places:
| Where | What it does | Set up in |
|---|---|---|
| Post-call reports | After each call, sends the call analysis to you by email, WhatsApp or webhook. | Settings → Integrations → Messaging |
| Sequences | Email, SMS and WhatsApp steps that message your contacts. | Settings → Integrations → Messaging (email), Settings → SMS, Settings → WhatsApp |
All of it is set up in the dashboard. There is no API for creating channels or senders.
Slack is not integrated. To push call results into a chat tool, receive the call.completed webhook and post from your server.
Post-call report channels
Settings → Integrations → Messaging lists three channels. Every channel that is connected and enabled receives the call analysis after each call.
| Channel | Fields | Secret |
|---|---|---|
| Deliver reports to. Optionally Use my own email account. | Service account JSON / SMTP password, only with your own account | |
| Phone number ID, Deliver summaries to | Access token | |
| Webhook | Endpoint URL, Method | Bearer token (optional) |
Each card has Connect (or Configure), Test, Enable/Disable and Disconnect. The status reads Connected, Configured, Disabled, Error or Not connected. Test checks the connection and sets the status.
Secrets are write-only. When you reopen a channel, leave the secret blank to keep the saved one.
By default, reports come from Finn's sender, [email protected], and you only set the recipient.
Turn on Use my own email account to send from your own domain:
| Provider | Fields |
|---|---|
| Gmail (service account) | From email, service account JSON |
| SMTP | From email, SMTP host, SMTP port (587 by default), SMTP username, SMTP password |
The same email account is offered as the sender in sequence Email steps.
Webhook channel
The Messaging Webhook channel is a simple POST of the post-call data to one URL, with an optional bearer token. It is separate from Settings → Integrations → Webhooks.
For a documented, signed payload with a delivery log, use Webhooks instead. It sends call.completed. See webhooks, webhook-post-call and webhook-security.
SMS senders for sequences
Settings → SMS holds the numbers your sequences can text from. There are three ways to add one:
| Tab | What it does |
|---|---|
| Select from existing | Adds an SMS-capable number you already rent. |
| Buy a number | Rents a new SMS-capable number. Pick a country; the carrier is chosen for your account. The rent comes out of your wallet, and renting needs an approved compliance application. See phone-numbers. |
| Manual connection | Adds a number from your own Twilio or Plivo account. Enter the number in E.164, then Account SID and Auth token (Twilio) or Auth ID and Auth token (Plivo). |
Indian numbers can't send SMS, so they aren't offered. A workspace in India texts from a non-Indian number.
Each sender has Test, which sends a test SMS to a number you enter, and Remove. The sender list shows the source: Rented or Manual (BYO).
WhatsApp senders for sequences
Settings → WhatsApp holds the numbers your sequences can message from. Two ways to add one:
| Option | How |
|---|---|
| WhatsApp Business (Meta) | Connect WhatsApp sends you to Meta to choose the business and number. Numbers on that account become senders. Use Sync numbers after adding a number on Meta. |
| Plivo | Enter a WhatsApp Business number that is an approved sender on your Plivo account, with your Plivo Auth ID and Auth Token. |
If Connect WhatsApp is unavailable, WhatsApp onboarding isn't enabled for your workspace yet. Contact support.
The Meta connection shows when its access expires. Reconnect before then, or sending stops.
WhatsApp rules apply to every message:
- A business-initiated message must use an approved template. Templates are created in Meta Business Manager.
- Free-form text only works inside an open 24-hour session with the contact.
Test on a sender lets you pick a template, fill its variables and send to a number you enter.
What goes wrong
| Symptom | Cause |
|---|---|
| A sequence SMS step is skipped | No SMS sender is set up, or the number can't send SMS. See number-capabilities. |
| WhatsApp messages to new contacts fail | They were sent as free-form text. Use an approved template. |
| WhatsApp stopped sending | The Meta access expired. Reconnect on Settings → WhatsApp. |
| A report channel shows Error | Test failed. Check the credentials and the recipient, then save and test again. |
| No reports arrive | The channel is Disabled or not connected. |