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Platform

Connectors

Connect the Google services, mailboxes, senders, prospect sources, email platforms, payment, social and work accounts your agents work with, by OAuth, API key or in the Macrid app.

Connectors link the accounts agents send from and read from. They belong to your workspace, not to one agent: connect Gmail once and every agent can use it. Open any agent and go to Plugins → Connectors to see them all. Each card reads Not connected, Connected or Needs attention, with what to fix.

Connection types

TypeButtonHow it works
OAuthConnectA popup asks you to sign in to the provider and approve access. The card turns Connected when you're done.
API keyAdd key or Add senderA form asks for the credentials that provider needs. Keys are saved to your workspace, never to the chat.
In the Macrid appSet up in MacridWhatsApp Business is connected through Meta in the Macrid app. The button opens the right page there.

Connected OAuth and API key cards show Disconnect. Senders you can have several of (SMTP mailboxes and Twilio numbers) show Add another and Manage instead, and you remove them in the Macrid app.

Google

Each Google service is its own sign-in and asks only for its own access, so you share only what you need.

ServiceWhat agents can do
GmailSend email from your address. Send only: it can't read your inbox, so connect a Mailbox to read replies.
Google CalendarBook, move and cancel meetings, and check when you're free.
Google Drive, Sheets, DocsOpen files you pick and save what an agent creates. They share one access, so connecting one connects all three, and it can't browse or search the rest of your Drive.
Google ContactsPull your contacts in, and save new ones back.
Google Business ProfileRead the listings you manage, with their reviews and enquiries.

Email and messaging

ConnectorTypeUsed for
OutlookOAuthMail and calendar for Microsoft accounts, in one grant.
Mailbox (IMAP)App passwordReading replies from Gmail, Outlook, Yahoo, Zoho or any IMAP server.
Email (SMTP)API keyCampaigns and sequences from your own mailbox.
SMS (Twilio)API key, optionalTexts from your own number. Without it, SMS uses the shared sender.
WhatsApp BusinessIn the Macrid appBroadcasts from your business number, via Meta.

A Mailbox needs an app password, not your normal one: turn on two-step verification with your provider, create an app password and paste it in. Dexisphere tests the login before saving, so a saved mailbox already works. Use Test or Remove on each one later.

Email (SMTP)

Use SMTP to send from any mailbox you own, such as a Google Workspace, Microsoft 365 or hosting-provider address. Press Add sender and fill in every field:

FieldWhat to enter
SMTP hostYour provider's outgoing server, e.g. smtp.gmail.com.
PortA number, usually 587 for TLS or 465 for SSL.
UsernameUsually the full mailbox address.
PasswordThe mailbox password, or an app password if your provider uses them.
EncryptionTLS, SSL or None. Match it to the port.
From addressThe sender email recipients see.
From nameThe sender name recipients see.

Email campaigns support merge tags in single braces: {username} {fullname} {email} {company} {date} {unsubscribe}.

SMS (Twilio)

Twilio is optional. Without it, agents can still send SMS on a shared system sender. Connect your own account to text from your number or brand:

FieldWhat to enter
Account SIDFrom the Twilio console. It starts with AC.
Auth tokenFrom the Twilio console, next to the SID.
SenderA Twilio number in +E.164 format, like +15551234567, or an alphanumeric sender ID of up to 11 characters.

WhatsApp Business

WhatsApp Business connects through Meta, inside the Macrid app. Press Set up in Macrid, finish Meta's signup there, then come back. Dexisphere can't read back whether WhatsApp Business is connected, so its card keeps showing Set up in Macrid even when it is, and it never blocks a task.

Prospect sources

  • Google Places (API key, optional) finds local businesses by niche, city and radius. Prospecting works without it on a shared key, which has a daily limit shared by everyone using it. Add your own Google Places API key (from Google Cloud → Credentials, with the Places API (New) enabled) and the card reads Your own key, no daily limit.
  • Facebook (OAuth) finds the pages and businesses active in your niche. It's a separate connection from the Facebook Page card under Social and ads.

Email platforms

Keep a list you already own in step with your pipeline. Add the platform's API key, then pick the list to sync from your real lists. It syncs contacts only, both ways: importing turns subscribers into leads, and pushing sends leads to the list. It never creates or sends a campaign, unsubscribed contacts are skipped on import, and only active leads are pushed. Ask an agent to run the sync, for example "import my Mailchimp audience".

PlatformWhat it calls a list
MailchimpAudience
Brevo, Klaviyo, ActiveCampaignList
ConvertKitForm
MailerLiteGroup
GetResponseCampaign
Systeme.ioTag (no list to pick)

Payments

Connect Stripe, PayPal, Paystack, Flutterwave, Paddle or Lemon Squeezy with a key, and agents can tell you what came in, what was refunded and who paid. Payment connections are read-only: an agent sees your sales and can't move money. Dexisphere tests the key before saving it and never shows it back. Paddle and PayPal can point at their sandbox.

A connected card offers Alerts, Test and Disconnect. Alerts shows a webhook URL and steps to add it in your provider's dashboard, then lets you pick which events to hear about (payments, refunds, disputes, subscriptions, payouts), a WhatsApp number and a minimum amount.

Social and ads

Connect Facebook Page, Instagram, LinkedIn, X, YouTube or TikTok by OAuth. One Meta sign-in covers your Page, the Instagram account linked to it and Meta Ads, so connecting either card connects both. Instagram needs a Business or Creator account linked to a Page. The matching ad accounts (Meta Ads, LinkedIn Ads, TikTok Ads, and Google Ads through Google) come with the same sign-in and are read-only.

Work tools

Work tools let an agent tell you what changed without you opening anything. Slack and Telegram channel are places it posts; Jira, GitHub and Shopify are things it watches, read-only. It never writes to Jira, GitHub or Shopify.

ToolWhat you addWhat it does
SlackAn incoming webhook URLPosts alerts and summaries to the channel the webhook belongs to.
Telegram channelA bot token and channel IDPosts updates to a channel you run. The bot must be an admin with Post messages on.
JiraSite, account email and API tokenTells you about tickets assigned to you, mentions, status changes and due dates.
GitHubA fine-grained token with Pull requests: Read and Issues: ReadNudges you about review requests, assignments, mentions and failing checks.
ShopifyShop domain and an Admin API token with read_orders and read_productsTells you about new orders, low stock and refunds.

How agents use connections

Agents check what's connected with their check_connections tool. If you type a task that names a platform with nothing connected, a notice above the composer says the agent can draft it but not send it, with a Connect link. It never blocks the message. Idea cards show Connect X for the same reason.

Next steps