Setup Guide & Help

🔐 Connect Kyndly to Gmail (Manual OAuth Setup)

Kyndly's shared Gmail access is still pending Google approval — but you can connect your own Gmail account today by creating your own Google OAuth credentials. This process takes about 5–10 minutes and only needs to be done once.

📋 Overview

1. Create your own Google Cloud project
2. Enable the Gmail API
3. Configure your OAuth consent screen
4. Create OAuth credentials (Web application)
5. Add the authorized redirect URLs
6. Copy your Client ID and Client Secret into Kyndly
7. Get your Gmail refresh token
8. Finish the Gmail connection

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1️⃣ Create or select a Google Cloud project

1. Go to Google Cloud Console.
2. Sign in with the same Google account you want to connect.
3. Click the project dropdown → New Project (or select an existing one).
4. Give it a name like Kyndly OAuth → click Create.

2️⃣ Enable the Gmail API

1. In the left sidebar, go to APIs & Services → Library.
2. Search for Gmail API → click Enable.

3️⃣ Configure the OAuth consent screen

1. In the left sidebar, go to APIs & Services → OAuth consent screen.
2. Choose External as the User Type → click Create.
3. Fill in the form:
   • App name: Kyndly Gmail Access (or anything you like)
   • User support email: your Gmail address
   • Developer contact info: your Gmail address
4. Click Save and Continue.
5. Add Scopes:
   • https://www.googleapis.com/auth/gmail.modify
   • https://www.googleapis.com/auth/gmail.send
   • https://www.googleapis.com/auth/gmail.compose (optional, for draft creation)
6. Click Update → Save and Continue.
7. Under Test Users, click Add Users → add your Gmail address.
8. Click Save and Continue to finish.

4️⃣ Create OAuth credentials

1. Go to APIs & Services → Credentials.
2. Click Create Credentials → OAuth client ID.
3. Choose Web application as the application type.
4. Enter a name (e.g. Kyndly OAuth).
5. Under Authorized redirect URIs, click + Add URI and add these two URLs:

http://localhost:5000/oauth/gmail/callback
https://kyndly.app/oauth/gmail/callback

Click Create and copy the generated Client ID and Client Secret.

5️⃣ Add credentials to Kyndly

1. In Kyndly, go to Account Settings (in the navigation bar).
2. Scroll to the API Keys & Integrations section.
3. Paste in your:
   • Gmail Client ID
   • Gmail Client Secret
4. Click Save Settings.

6️⃣ Get Your Gmail Refresh Token

1. After adding your Client ID and Secret to Kyndly, you'll need to authorize the app
2. The system will generate a refresh token automatically after you authorize
3. Alternatively, you can generate a refresh token using Google's OAuth 2.0 Playground:
   • Go to OAuth 2.0 Playground
   • Click the gear icon (settings) in the top right
   • Check "Use your own OAuth credentials"
   • Enter your Client ID and Client Secret
   • In the left panel, scroll to "Gmail API v1" and select the scopes you need:
     • https://www.googleapis.com/auth/gmail.modify
     • https://www.googleapis.com/auth/gmail.send
     • https://www.googleapis.com/auth/gmail.compose
   • Click "Authorize APIs" and follow the prompts
   • Click "Exchange authorization code for tokens"
   • Copy the "Refresh token" value and paste it into Kyndly Account Settings

7️⃣ Connect Gmail

After saving, scroll to the Gmail Integration Status section and click Connect Gmail. You'll be redirected to Google's consent screen. Approve access, and you'll automatically return to Kyndly once connected.

🧩 Troubleshooting

💡 Optional Testing

You can use the OAuth Playground to test your credentials.

If you ever want to disconnect Kyndly from Gmail, visit Google Account Permissions and remove your app.

Step 1: Create an OpenAI Account

1. Go to OpenAI Platform
2. Sign up for an account or log in if you already have one

Step 2: Generate an API Key

1. Navigate to API Keys
2. Click "Create new secret key"
3. Give your key a name (e.g., "Kyndly Integration")
4. Copy the API key immediately - you won't be able to see it again!
5. Paste this key into your Kyndly Account Settings

Step 3: Add Billing Information (if needed)

1. Go to Billing
2. Add a payment method to enable API usage
3. Set up usage limits to control costs

Printify integration is optional and only needed if you want automated order processing for print-on-demand products.

Step 1: Get Your Printify API Token

1. Log in to your Printify account
2. Go to "My Account" → "Connections" → "API"
3. Click "Generate New Token"
4. Copy the token and paste it into Kyndly Account Settings

Step 2: Find Your Shop ID

1. In Printify, go to "My Stores"
2. Your Shop ID is displayed next to your store name
3. Copy this ID and paste it into Kyndly Account Settings

Setting Up Your AI Agent

1. Go to Account Settings
2. Enter your Agent Name (e.g., "Sarah", "Customer Support Team")
3. Enter your Agent Signature (e.g., "Best regards,
   Sarah
   Customer Support")
4. Optionally upload a custom SOP.yaml or SOP.txt file to define your brand's tone and response templates

Creating a Custom SOP File

Your SOP (Standard Operating Procedure) file defines how your AI agent responds to customers:

brand:
  name: "Your Brand Name"
  tone: "friendly and professional"
  
policies:
  shipping:
    - "Orders ship within 2-3 business days"
    - "We offer free shipping on orders over $50"
  
  returns:
    - "30-day return policy on all items"
    - "Items must be unworn with tags attached"