Documentation

Septra Operating System Docs

Everything you need to connect data sources, configure autonomous AI agents, and deploy custom intelligence layers inside your organization.

Intelligence Sources & Data Connectors

Step-by-step setup guides to link your advertising, analytics, outreach, CRM, CMS, social, and code repositories to Septra.

OAuth 2.0

Google Ads Configuration Guide

Step-by-step guide to connecting your Google Ads account to Septra for automated campaign performance monitoring and AI budget optimization.

🤖 Unlocks: Paid Ads Optimizer

Setup Guide

OAuth 2.0

Meta Ads Configuration Guide

Learn how to connect Facebook and Instagram ad accounts to Septra to give your AI team visibility into Meta ad performance and creative analytics.

🤖 Unlocks: Paid Ads Optimizer

Setup Guide

OAuth 2.0

LinkedIn Ads Configuration Guide

Step-by-step instructions for connecting LinkedIn Campaign Manager to Septra for B2B ad performance monitoring and firmographic audience insights.

🤖 Unlocks: Paid Ads Optimizer

Setup Guide

GA4 + GSC + YT

Google Marketing Configuration Guide (GA4, Search Console, YouTube)

Learn how to connect Google Analytics 4, Search Console, and YouTube Analytics to Septra, including post-OAuth property selection.

🤖 Unlocks: CMO Agent

Setup Guide

API Key

Instantly Email Outreach Configuration Guide

Step-by-step instructions for connecting your Instantly.ai organization API key to Septra for cold email campaign performance tracking.

🤖 Unlocks: Growth Lead

Setup Guide

XML-RPC

Odoo CRM & Sales Integration Guide

Learn how to connect your Odoo instance to Septra via XML-RPC to sync CRM opportunities, contacts, sales orders, and invoicing data.

🤖 Unlocks: Sales & Operations

Setup Guide

MCP Endpoint

EmDash CMS Integration Guide

Step-by-step guide for connecting EmDash Headless CMS to Septra, enabling automated content indexing and AI draft creation.

🤖 Unlocks: Content Agent

Setup Guide

Outstand OAuth

Social Accounts Configuration Guide (Instagram & LinkedIn)

Learn how to connect Instagram Business accounts and LinkedIn Company Pages to Septra for engagement analytics and scheduled social publishing.

🤖 Unlocks: Growth Lead

Setup Guide

GitHub App

GitHub Code Repositories Configuration Guide

Learn how to connect your GitHub repositories to Septra via the Septra GitHub App, granting your CTO Agent codebase retrieval and automated Pull Request creation capabilities.

🤖 Unlocks: CTO Agent

Setup Guide

General User Guides

Step-by-step guides for monitoring reports, managing teams, and configuring custom agents.

Getting Started with Workspaces

Learn the basics of the Septra platform, workspaces, and initial setup.

Connecting Data Sources & Integrations

Learn how to connect Google Ads, CRM systems, and social accounts to your Septra workspace.

Managing Workspace Memory & Knowledge Base

Learn how to manage documentation, upload PDFs, and ground your agents' memory.

The Autonomous Marketing Suite Guide

Discover how Nova (CMO), Pulsar (Paid Ads), and other agents coordinate marketing campaigns.

Social Media Publishing & Approvals

Learn how agents draft social media posts and how human-in-the-loop approval works before publishing.

Technical Reference

In-depth details on system architecture, data isolation guarantees, and security protocols.

System Architecture Overview

Detailed technical architecture of Septra serverless integrations.

Security, Privacy, and Data Isolation Reference

Detailed technical reference on Septra's multi-tenant isolation, data encryption standards, and AI model privacy policies.

Workspace Role-Based Access Control (RBAC)

Review the detailed role definitions and permissions matrix for Owner, Admin, Editor, and Viewer roles in Septra.

Developer Guides

Guides for writing custom integrations, calling MCP endpoints, and embedding chat widgets.

Embedding the Universal Chat Widget

Copy the script code to embed your workspace agents on WordPress, Webflow, or Shopify sites.

Custom Domain Setup & Branded Chat

Configure custom DNS records and CNAME mappings to host your agent widgets under your own branded domain.

Connecting External AI Tools via MCP

Expose your workspace knowledge bases and agents directly to local IDEs, Claude Code CLI, and Claude Desktop using the Model Context Protocol.