- Verify business identity
- Test supported interactions
- Assign the next action
01
Confirm the account and operating use case
Use a business-controlled identity and decide which customer interaction should enter DripTell. Supported access depends on provider account eligibility and permissions; use the live connection state as the authority for the account.
- Confirm current administrators.
- Document the supported interaction type.
- Name the team that owns the first response.
02
Authorize the correct business identity
Begin from DripTell channel settings, review the provider permissions and select the intended Snapchat business identity. Confirm the account details after returning to DripTell.
- 1
Authorize
Use a business administrator and review access.
- 2
Select
Match the public identity and provider identifier.
- 3
Confirm
Verify the account displayed in the workspace.
03
Prove the supported customer journey
Create the supported interaction from a test account, confirm it reaches the right workspace and complete the available response or follow-up path. Record any account-specific limitations for agents.
04
Turn a short social moment into durable context
Capture the customer need, available identity, owner and next action in DripTell. If the conversation moves to another channel, keep permission and source context attached so the customer is not asked to start again.
- Assign ownership before follow-up.
- Keep the source visible.
- Use only the customer details needed for the next action.
05
Review access after provider or account changes
Recheck the integration when business roles, authentication or provider permissions change. Preserve timestamps and provider identifiers before reconnecting.



