Connect every tool, step by step.

The Email tool connects your business email account to Platr. Platr uses this connection to send emails to your customers, using a method called SMTP — a standard way for one computer system to send email through another system's mail server.

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Step-by-step setup

1. On the Tools page, click Email.
2. In Email address, type the full email address you want to send from.
3. In Password, type the password for that email account. See "How to get a Gmail password that works" below if you use Gmail.
4. In SMTP host, type the address of your provider's SMTP server. See the table below for common providers.
5. In SMTP port, type the port number. Use 465 for SSL, or 587 for TLS.
6. In Security, select SSL/TLS if you used port 465. Select STARTTLS if you used port 587.
7. In Sender name, type the name you want customers to see, for example your business name.
8. In Reply-to, type the email address where customer replies should go. This can be the same as your email address.
9. Click Update Email Settings.
10. Send a test email to check that the connection works.

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Common SMTP hosts and ports

If your business uses a different email provider, contact that provider and ask for their SMTP host, port, and security type.

How to get a Gmail password that works

Gmail does not accept your normal Gmail password for SMTP. You must create a special password called an App Password — a 16-character code that lets an outside system, like Platr, sign in to your Gmail account safely.

1. Open a web browser and go to myaccount.google.com.
2. Sign in with the Gmail account you want to connect.
3. Click Security in the left menu.
4. Find the section called How you sign in to Google.
5. Click 2-Step Verification.
6. Follow the on-screen steps to turn it on. You will need your phone.
7. After you turn it on, go to myaccount.google.com/apppasswords.
8. Type a name for this password, for example "Platr".
9. Click Create.
10. Google shows a 16-character password. Copy it.
11. Paste this 16-character password into the Password field on the Platr Email tool. Do not use your normal Gmail password.
12. Store this password in a safe place — Google shows it only once.

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Common problems

• "Authentication failed" error: check that you used an App Password, not your normal password, for Gmail accounts.
• Emails do not send: check that the port and security type match. Port 465 goes with SSL/TLS. Port 587 goes with STARTTLS.
• You cannot find App Passwords in your Google account: this can happen if 2-Step Verification is off, or if your account is a company account with restrictions. Turn on 2-Step Verification first, or ask your IT admin.

The Generic LLM tool connects an AI model to your Platr Agent. "LLM" stands for Large Language Model — the AI engine that reads messages and writes replies. This tool works with many different AI providers, such as OpenAI, Anthropic, or Google.

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An API is a way for two computer systems to talk to each other. An API key is like a password, but made just for that purpose.

Step-by-step setup

1. Choose an AI provider. Common choices are OpenAI, Anthropic, and Google AI Studio.
2. Go to that provider's website and create an account, if you do not have one.
3. Find the API Keys section of that provider's dashboard.
4. Click Create or Generate a new API key.
5. Copy the API key. Store it in a safe place. Most providers show it only once.
6. On the Platr Tools page, click Generic LLM.
7. In Provider URL, type the web address for that provider's API. Your AI provider's documentation shows this address.
8. In Model, type the exact name of the model you want to use, for example gpt-4 or claude-sonnet-5. Your AI provider's documentation shows the exact model names.
9. In API key, paste the key you copied in step 5.
10. In Auth header, type Authorization. Most providers use this word. Check your provider's documentation if this does not work.
11. In Auth prefix, type Bearer. Most providers use this word before the key.
12. In Timeout, type a number of seconds, for example 30.
13. Save your settings.

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The Google Calendar tool lets your Agent check your availability and book appointments. It reads and writes events on a calendar you choose.

Step-by-step setup

1. On the Tools page, click Google Calendar.
2. Click Connect with Google.
3. A new window opens. This window belongs to Google, not Platr.
4. Choose the Google account you want to connect. Use your business account, not a personal account, where possible.
5. Google shows a screen that lists what Platr can do with your calendar, for example "See, edit, share, and permanently delete events on all calendars."
6. Read this list.
7. Click Allow or Continue to finish the connection.
8. You will return to the Platr Tools page. It will show the calendar as connected.

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If something goes wrong

• The Google window does not open: check that your browser allows pop-up windows for the Platr website.
• You see "This app is blocked": this can appear while Platr's Google connection is under review by Google. Contact Platr support if you see this message.
• The wrong calendar shows events: disconnect the tool on the Platr Tools page, then connect again with the correct Google account.

Paystack is a payment company. The Paystack tool lets your Agent accept card and bank payments from your customers, through your Paystack account.

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A webhook is a message that one system sends to another system automatically, when something happens. Paystack uses a webhook to tell Platr when a payment succeeds or fails.

Step-by-step setup

1. Go to dashboard.paystack.com and log in to your Paystack account.
2. Click Settings.
3. Click API Keys & Webhooks.
4. Under API Configuration – Test Mode, find your Test Public Key and Test Secret Key.
5. Copy the Test Public Key.
6. Copy the Test Secret Key. You may need to enter your Paystack password to view it.
7. On the Platr Tools page, click Paystack.
8. Set Mode to Test.
9. Paste the Test Public Key into Public key.
10. Paste the Test Secret Key into Secret key.
11. Copy the Webhook URL shown on the Platr Paystack page.
12. Go back to the Paystack dashboard, to the API Keys & Webhooks page.
13. Paste the Webhook URL into the webhook field on that page. Save it there.
14. On the Platr Tools page, click Save Paystack keys.
15. Send a small test payment to check that everything works.
16. When you are ready to accept real payments, repeat steps 4 to 14. Use the Live keys instead of the Test keys, and set Mode to Live on the Platr page.

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Shipbubble is a delivery and logistics company. The Shipbubble tool lets your Agent book deliveries and print shipping labels for your orders.

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Step-by-step setup

1. Go to your Shipbubble dashboard and log in.
2. Look for a section called Settings, API, or Developer.
3. Find your API key. Copy it.
4. Find or create a Webhook secret. Copy it.
5. On the Platr Tools page, click Shipbubble.
6. Set Environment to Sandbox for your first setup.
7. Paste your API key into API key.
8. Paste your Webhook secret into Webhook secret.
9. Copy the Webhook URL shown on the Platr Shipbubble page.
10. Go back to your Shipbubble dashboard's webhook settings.
11. Paste the Webhook URL there and save it.
12. Book a test delivery in Sandbox mode to check the connection.
13. When you are ready for real deliveries, switch Environment to Live. You may need Live API keys and a Live webhook secret from Shipbubble for this step.

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The WhatsApp tool lets your Agent send and receive WhatsApp messages through the WhatsApp Business Platform, which belongs to Meta, the company that owns WhatsApp and Facebook.

This tool needs more setup steps than the others. It uses several Meta systems together: Meta for Developers, Meta Business Suite, and WhatsApp Manager. Work through Parts A–F in order.

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Part A

Create a Meta App

1. Go to developers.facebook.com and log in with a Facebook account tied to your business.
2. Click My Apps.
3. Click Create App.
4. Choose Business as the app type.
5. Follow the prompts to name your app and link it to your business.
6. On the app dashboard, find Add Product.
7. Find WhatsApp in the product list and click Set Up.

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Part B

Find your Phone Number ID and WABA ID

1. In your new app, click WhatsApp in the left menu.
2. Click API Setup.
3. This page shows a test phone number, a Phone number ID, and a WhatsApp Business Account ID.
4. Copy the Phone number ID.
5. Copy the WhatsApp Business Account ID.
6. If you want to use your own business phone number instead of the test number, follow Meta's on-screen steps to add and verify it. This can take a few days for Meta to approve.

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Part C

Find your App Secret

1. In your app dashboard, click App settings.
2. Click Basic.
3. Find App Secret.
4. Click Show. Meta may ask you to re-enter your Facebook password.
5. Copy the App Secret.

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Part D

Create a permanent access token

The token shown on the API Setup page expires after 24 hours. You need a permanent token for regular business use.

1. Go to business.facebook.com and open Business Settings.
2. Click Users, then System Users.
3. Click Add to create a new system user. Give it a name, for example "Platr Integration".
4. Set its role to Admin.
5. Click Assign Assets. Select your app and your WhatsApp Business Account. Give it full control.
6. Click Generate New Token.
7. Select your app.
8. Select the permissions whatsapp_business_messaging and whatsapp_business_management.
9. Click Generate Token.
10. Copy this token immediately. Meta shows it only once.

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Part E

Enter your details in Platr

1. On the Platr Tools page, click WhatsApp.
2. Paste your Phone Number ID into Phone Number ID.
3. Paste your permanent access token into Secret Access Token.
4. Paste your WhatsApp Business Account ID into WhatsApp Business Account ID.
5. Paste your App Secret into App Secret.
6. Copy the Webhook URL shown on this Platr page.
7. Create your own Webhook Verification Secret — any random text you choose, for example a mix of letters and numbers. Type it into the Webhook Verification Secret field on Platr.
8. Save your settings on the Platr page.

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Part F

Connect the webhook on Meta's side

1. Go back to your app on developers.facebook.com.
2. Click WhatsApp, then Configuration.
3. Click Edit next to Webhook.
4. In Callback URL, paste the same Webhook URL you copied from Platr in Part E.
5. In Verify Token, type the exact same Webhook Verification Secret you entered into Platr in Part E. These two values must match exactly.
6. Click Verify and Save.
7. If Meta accepts the connection, it shows a success message.
8. Under Webhook fields, find messages and click Subscribe.

Important: the Verify Token on Meta's page and the Webhook Verification Secret on the Platr page must be identical. Even one different character will cause the connection to fail.

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Common problems

• "Webhook verification failed": check that the Webhook Verification Secret on Platr matches the Verify Token on Meta exactly, with no extra spaces.
• Messages do not arrive: check that you clicked Subscribe next to messages in Meta's Webhook fields.
• Access token stopped working: temporary tokens expire after 24 hours. Use the permanent token from Part D instead.
• You cannot see your real business number, only a test number: Meta must first review and approve your number. Use the test number while you wait.

Glossary