Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Confirm which social connections the production service supports for your plan.
Complete the task thoughtfully
Have an authorized business administrator review the requested permissions and connect the appropriate accounts.
Verify the result
Send a controlled test inquiry and verify ownership, visibility, and the human handoff process.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.