Sandra
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Admin Portal

Admin Guides

Step-by-step guides for connecting Sandra to your organization’s platforms. All setup is done from the Admin Portal — no coding required.

How Sandra integrations work

Unlike consumer tools that ask each user to “Sign in with Google,” Sandra uses organization-level credentials — service accounts, server-to-server tokens, and API keys. This means:

  • passkeyOne-time setup — an admin connects each platform once for the whole org
  • groupNo per-user OAuth — team members don’t need to individually authorize Sandra
  • admin_panel_settingsCentralized control — manage all connections from a single dashboard
  • lockSecure credentials — all secrets are encrypted at rest and never exposed to end users

Recommended setup order

  1. 1
    Log in to the Admin Portal (/admin)
  2. 2
    Connect Google Workspace — Gmail, Calendar, Drive
  3. 3
    Connect Zoom — meeting scheduling
  4. 4
    Connect messaging channels (WhatsApp, Instagram) if needed
  5. 5
    Connect GitHub if you want code knowledge
  6. 6
    Configure Agent Settings — name, personality, languages
  7. 7
    Add External APIs to extend capabilities

Platform integrations

Configuration

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Agent Settings

Customize Sandra’s name, personality, system prompt, supported languages, and topic guardrails.

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AI Provider Fallback

Sandra supports 3 chat providers (OpenAI → Gemini → Anthropic) and 2 voice providers (OpenAI → Gemini) with automatic failover. Configure API keys and priority order in Agent Settings.

Before you start

  • check_box_outline_blankAdmin access to Sandra (your account must have the admin role)
  • check_box_outline_blankAdmin access to the platforms you want to connect (Google Workspace, Zoom, Meta, etc.)