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

Sync Gmail for email and Google Calendar for scheduling. Contacts and events stay up to date automatically.

Microsoft 365

Connect Outlook email and calendar. Two-way sync keeps appointments and messages in one place.

WhatsApp Business

Send and receive WhatsApp messages directly from your Collate inbox. Patients message you on the channel they prefer.

Instagram

Respond to Instagram DMs without leaving Collate. See the full conversation history alongside other channels.

Phone & SMS

Make and receive calls, send SMS messages, and manage voicemails — all within the platform.

How to Connect

Navigate to Settings → Integrations, select the channel, and follow the guided setup. Most connections take under two minutes.

What Syncs

All incoming messages, calendar events, and contact updates flow into Collate automatically. Outbound messages sent from Collate appear in your connected accounts too.

Last updated on April 6, 2026