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Integrations

How to Manage Integrations: Complete Step-by-Step Guide (AI, Payments, Zoom & More)

A highly detailed, step-by-step beginner's guide to configuring every single third-party integration, including AI models, Payment Gateways, Analytics, and Live Sessions.

Complete Guide to Managing Integrations

Your platform acts as a central hub, but to unlock its full potential, you need to connect it to external third-party services.

How to get here: Look at your left-hand sidebar menu, scroll down to the Platform section, and click on Integrations.

(Pro-Tip: Every single integration card has two tabs at the top: Configuration (where you paste your keys) and Setup Guide (which contains official, step-by-step instructions on how to get those keys from the third-party provider).)

Here is the absolute step-by-step breakdown for configuring every single item.

1. AI & LLM (AI models for intelligent features)

Before you can use the AI Chat assistants, you must configure at least one AI provider. All API keys are securely encrypted.

A. OpenAI

  1. Find the OpenAI card and click Configure.
  2. Toggle Enable OpenAI Integration to the 'on' position.
  3. Paste your API Key from the OpenAI Console.
  4. Paste your Organization ID (only required if you belong to multiple organizations).
  5. Click Save Changes.

B. Anthropic Claude

  1. Find the Anthropic Claude card and click Configure.
  2. Toggle Enable Anthropic Claude Integration to the 'on' position.
  3. Paste your API Key from the Anthropic Console.
  4. Click Save Changes.

C. Google Gemini

  1. Find the Google Gemini card and click Configure.
  2. Toggle Enable Google Gemini Integration to the 'on' position.
  3. Paste your API Key from Google AI Studio.
  4. Click Save Changes.

D. Groq

  1. Find the Groq card and click Configure.
  2. Toggle Enable Groq Integration to the 'on' position.
  3. Paste your API Key from the Groq Console.
  4. Click Save Changes.

E. Voyage AI

  1. Find the Voyage AI card and click Configure.
  2. Toggle Enable Voyage AI Integration to the 'on' position.
  3. Paste your API Key from the Voyage AI Console.
  4. Click Save Changes.

F. AI Chat Settings (Note: You must have successfully saved at least one provider above first).

  1. Find the AI Chat Settings card and click Configure.
  2. For Students: Click the Student AI tab. Toggle Enable AI Chat for Students. Select your preferred AI Provider from the dropdown menu. In the Custom Instructions box, type how you want the AI to act (e.g., "Always greet students by name").
  3. For Admins: Click the Admin AI tab. Toggle Enable AI Chat for Admins. Select your preferred AI Provider. Add any specific Admin Custom Instructions.
  4. Click Save Changes.

2. Communication (Email & SMS integrations)

This ensures your platform can send emails, OTPs, and push notifications.

A. Email (SMTP)

  1. Find the Email (SMTP) card and click Configure.
  2. Toggle Enable Email Integration to the 'on' position.
  3. Enter your SMTP Host (e.g., smtp.gmail.com) and SMTP Port (e.g., 587).
  4. Enter your SMTP Username and SMTP Password.
  5. Enter the From Email Address (e.g., noreply@yourdomain.com) and the From Name.
  6. Select your Encryption type (TLS or SSL) from the dropdown.
  7. Click Save Changes.

B. BulkSMS BD

  1. Find the BulkSMS BD card and click Configure.
  2. CRITICAL STEP: Read the yellow warning box. You must log into your BulkSMS BD portal, go to Settings -> IP Whitelist, and add the server IP address displayed in the warning box.
  3. Toggle Enable SMS Integration to the 'on' position.
  4. Enter your API Key.
  5. Enter your approved Sender ID.
  6. Click Save Changes.

C. Firebase Cloud Messaging

  1. Find the Firebase Cloud Messaging card and click Configure.
  2. Toggle Enable Push Notifications to the 'on' position.
  3. Enter your Firebase Project ID and Client Email.
  4. Paste your Private Key (from your Firebase service account JSON file).
  5. Enter your VAPID Public Key and VAPID Private Key.
  6. Click Save Changes.

3. Payment Gateways (Accept payments from students)

You can enable multiple gateways so students have choices.

A. Stripe

  1. Find the Stripe card and click Configure.
  2. Toggle Enable Stripe to the 'on' position.
  3. Enter a Name (e.g., "Credit Card") and Description (what students will see at checkout).
  4. Paste your Publishable Key, Secret Key, and Webhook Secret from your Stripe Dashboard.
  5. Click Save Changes.

B. PayPal

  1. Find the PayPal card and click Configure.
  2. Toggle Enable PayPal to the 'on' position.
  3. Enter a Name and Description.
  4. Paste your Client ID and Client Secret from PayPal Developer.
  5. Click Save Changes.

C. bKash

  1. Find the bKash card and click Configure.
  2. Toggle Enable bKash to the 'on' position.
  3. Enter a Name and Description.
  4. Enter your bKash merchant Username, Password, App Key, and App Secret.
  5. Click Save Changes.

D. SSL Commerz

  1. Find the SSL Commerz card and click Configure.
  2. Toggle Enable SSL Commerz to the 'on' position.
  3. Enter a Name and Description.
  4. Enter your Store ID and Store Password.
  5. Click Save Changes.

4. Shipping & Courier (For physical book delivery)

Automate your physical book fulfillment.

A. Steadfast Courier

  1. Find the Steadfast Courier card and click Configure.
  2. Toggle Enable Steadfast Courier to the 'on' position.
  3. Enter your API Key and Secret Key.
  4. Enter an optional Webhook Bearer Token for extra security.
  5. Copy the Webhook URL displayed at the bottom of the form. Go to your Steadfast merchant portal and paste it there to receive delivery status updates.
  6. Click Save Changes.

5. Analytics & Authentication

Connect to Google and Meta to track success and allow easy logins.

A. Google Authentication (Login)

  1. Find the Google Authentication card and click Configure.
  2. Copy the Google OAuth Callback URL shown in the blue box. Add this exact URL to your "Authorized redirect URIs" inside your Google Cloud Console.
  3. Toggle Enable Google Authentication to the 'on' position.
  4. Enter your Client ID and Client Secret.
  5. Click Save Changes.

B. Google Analytics

  1. Find the Google Analytics card and click Configure.
  2. Toggle Enable Google Analytics to the 'on' position.
  3. Enter your Google Tag ID (starts with G-).
  4. To show analytics inside your LMS dashboard, enter your GA4 Property ID. Then, follow the instructions to grant 'Viewer' access to the specific service account email address shown on your screen.
  5. Click Save Changes.

C. Google Tag Manager

  1. Find the Google Tag Manager card and click Configure.
  2. Toggle Enable Google Tag Manager to the 'on' position.
  3. Enter your Container ID (starts with GTM-).
  4. Click Save Changes.

D. Google Search Console

  1. Find the Google Search Console card and click Configure.
  2. Toggle Enable Search Console Integration to the 'on' position.
  3. Enter your Site URL.
  4. Read the Setup Instructions box. You must copy the provided service account email and add it to your Google Search Console settings with "Full access".
  5. Click Save Changes.

E. Meta Pixel

  1. Find the Meta Pixel card and click Configure.
  2. Toggle Enable Meta Pixel to the 'on' position.
  3. Enter your Pixel ID.
  4. Click Save Changes.

6. Live Sessions (Video conferencing platforms)

Connect professional streaming tools to host live classes.

A. Zoom Video Conferencing

  1. Find the Zoom card and click Configure.
  2. Toggle Enable Zoom to the 'on' position.
  3. Under the Server-to-Server OAuth section, enter your API Key (Client ID), API Secret (Client Secret), and Account ID. This allows the system to schedule meetings.
  4. Under the Meeting SDK section (Optional, but highly recommended), enter your Meeting SDK Key and Meeting SDK Secret. This ensures students can join the video call directly on your website without opening the Zoom app.
  5. Click Save Changes.

B. Google Meet

  1. Find the Google Meet card and click Configure.
  2. Toggle Enable Google Meet to the 'on' position.
  3. Enter your Client ID, Client Secret, and Refresh Token.
  4. Click Save Changes.
#integrations #step-by-step #api keys #ai #payment gateways #smtp #sms #analytics #zoom #stripe
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