CollateCollate/Docs

Overview

Supported Channels

Collate connects to the communication channels your patients already use. All channels feed into a single unified inbox so your team never has to switch between apps.

Google Workspace

Gmail for email and Google Calendar for scheduling sync.

Microsoft 365

Outlook email and calendar integration.

WhatsApp Business

Two-way messaging with patients through WhatsApp.

Instagram

Respond to Instagram DMs directly from your Collate inbox.

Phone & SMS

Make and receive calls, send SMS, and manage voicemails — all within Collate.

Connecting a Channel

Navigate to Settings → Integrations, find the channel you want to connect, and follow the guided setup flow. Most connections take under two minutes.

Last updated on March 18, 2026