Connect a first-call feed

An intake credential allows a provider to send a first call for review. It does not let them read cases or open a case automatically.

Issue the credential

1. Open Settings → Security & data → Integrations → First-call feeds.
2. Open Issue a first-call credential.
3. Give the feed a recognisable name and choose its Location.
4. Create the credential and copy it while it is shown.
5. Give the provider the connection details shown under What to send your vendor through an appropriate private channel.

Only staff with access to the selected location will see its calls.

Test the feed

Have the provider send a clearly identified test call. Open Intake → First calls, confirm its source, location and fields, then discard the test.

A received call still needs staff review before it becomes a case. See Take a first call.

Replace or stop a feed

Use the feed's cut-off action to stop it. If a credential is lost, issue a replacement and update the provider. Check that the old credential is no longer used.

Use separate credentials for separate providers so one can be stopped without interrupting the others.