> ## Documentation Index
> Fetch the complete documentation index at: https://reseller-docs.wamatrix.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Core Platform

> Configure platform settings, billing details, notifications, and API access.

**Settings → Core Platform** contains settings that apply to your entire platform.

## Settings documented elsewhere

Several tabs on this page are documented in full on their own pages.

<CardGroup cols={2}>
  <Card title="System" icon="settings" href="/pa/branding#system-core-settings">
    Platform name, logo, favicon, timezone, and date and time formats.
  </Card>

  <Card title="Company Information" icon="building" href="/pa/billing-and-payouts#company-information">
    Business details shown on tenant invoices, including GST number and address.
  </Card>

  <Card title="Email" icon="mail" href="/pa/branding#sender-identity-smtp">
    The SMTP connection and sender details used to send emails.
  </Card>

  <Card title="Email Layout" icon="layout-template" href="/pa/branding#email-layout">
    The logo, colors, and footer used in outgoing emails.
  </Card>

  <Card title="Tenant Settings" icon="user-plus" href="/pa/onboarding-a-sub-tenant#registration-verification-settings">
    Tenant registration, email verification, welcome emails, and plan limit warnings.
  </Card>

  <Card title="Invoice" icon="receipt" href="/pa/billing-and-payouts#invoice-settings">
    Invoice prefix, next invoice number, footer notes, and the tax toggle.
  </Card>

  <Card title="Legal" icon="scale" href="/pa/branding#legal">
    Links to your Privacy Policy and Terms & Conditions pages.
  </Card>
</CardGroup>

The remaining tabs — **AI**, **API Keys**, **Notification**, and **Subscription Lifecycle** — are documented below.

## AI

**Settings → AI** controls how AI features use AI provider accounts.

<Frame caption="The AI settings tab, with the billing choice and the current provider, model and usage">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/ai-settings.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=861f02fb7021367caaf9ee7e6d876669" alt="The AI settings tab, with the billing choice and the current provider, model and usage" width="1629" height="595" data-path="images/pa/ai-settings.png" />
</Frame>

### Choose AI billing

<Tabs>
  <Tab title="Platform tokens">
    Use the AI allowance included with your plan. Usage counts toward your monthly limits.

    The page shows the current provider, model, and remaining allowance.
  </Tab>

  <Tab title="My own API key">
    Use your own AI provider account. AI usage is billed directly by the provider.

    <Frame caption="The AI tab with My own API key selected, showing the provider key fields">
      <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/ai-own-key.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=1794cf6764773e8d593fdf269e0469f5" alt="The AI tab with My own API key selected, showing the provider key fields" width="1260" height="600" data-path="images/pa/ai-own-key.png" />
    </Frame>

    | Field               | Description                                 |
    | ------------------- | ------------------------------------------- |
    | **API key**         | API key from your AI provider.              |
    | **Provider to use** | OpenAI, Google Gemini, Anthropic, or Groq.  |
    | **Model**           | AI model to use from the selected provider. |

    The API key is stored securely, and AI usage is billed to your provider account.

    <Info>
      Using your own API key removes the AI usage limits based on your platform plan. You can set the AI limits for your tenants independently.
    </Info>
  </Tab>
</Tabs>

<Info>
  **My own API key** is available only on plans that include this option. If **Upgrade** is shown, you must upgrade your plan first.
</Info>

<Warning>
  If your plan no longer supports your own API key, the platform automatically switches back to **Platform tokens**. If you select your own API key but do not save a key, the option is treated as not configured.
</Warning>

### AI assistants and knowledge bases

<Note>
  **AI assistants and their knowledge bases always use Platform tokens.** Their usage counts toward your plan's monthly AI allowance, even if you have configured your own API key.
</Note>

### Website reading

AI assistants can use website content as a knowledge base. Some websites use JavaScript to load their content, which may prevent the platform from reading the page normally.

Enable browser-based reading to use a browser service for these websites.

<Frame caption="The website reading settings, with the reader endpoint, page cap and test field">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/ai-website-reading.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=775b6e86afbdfb53b49fd4c69926faea" alt="The website reading settings, with the reader endpoint, page cap and test field" width="1264" height="538" data-path="images/pa/ai-website-reading.png" />
</Frame>

| Field                            | Description                                                       |
| -------------------------------- | ----------------------------------------------------------------- |
| **Enable browser-based reading** | Enables browser-based website reading.                            |
| **Reader endpoint**              | Service used to read website pages.                               |
| **Max pages per website**        | Maximum number of pages that can be added from one website.       |
| **API key (optional)**           | API key for the reader service. Leave blank to use the free tier. |

<Tip>
  Use **Test it on a page** to check the configuration.
</Tip>

<Note>
  This setting applies to all tenants. Tenants do not need to configure it separately.
</Note>

## API Keys

API Keys allow your external website to retrieve your platform's plans and prices.

<Frame caption="The API Keys tab, with the base URL, endpoints, auth header, and the token list">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/api-keys.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=4654260c334a0d0facba6153094617fb" alt="The API Keys tab, with the base URL, endpoints, auth header, and the token list" width="1634" height="621" data-path="images/pa/api-keys.png" />
</Frame>

### Create an API token

<Frame caption="The Add API Token panel, with the name, scopes, and expiration date fields">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/api-keys-add-token.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=056c487b8a989ec9e66b38ffa9967625" alt="The Add API Token panel, with the name, scopes, and expiration date fields" width="494" height="399" data-path="images/pa/api-keys-add-token.png" />
</Frame>

<Steps>
  <Step title="Click Add Token">
    Opens the token creation panel.
  </Step>

  <Step title="Enter a name">
    Use a name that identifies where the token is used.
  </Step>

  <Step title="Select the scopes">
    Choose the required **Scopes** for the token.
  </Step>

  <Step title="Set an expiration date">
    Or leave it blank for no expiration.
  </Step>

  <Step title="Create the token">
    <Warning>
      The API token is shown **only once** when it is created. Copy and store it securely. If you lose it, regenerate the token to create a new one — the old token will no longer work.
    </Warning>
  </Step>
</Steps>

The page also shows the **Base URL**, available endpoints, and **Authorization** header. Use the copy buttons to copy these values. Existing tokens can be regenerated or deleted.

<Card title="Plan Catalogue API" icon="code" href="/api/overview" horizontal>
  See how to use the token to read your plans from your own website.
</Card>

## Notification

Configure email alerts and in-app notifications for platform events.

Set the **Alert Email Address** to the email address where you want to receive alerts.

<Frame caption="The Alert Email Address field at the top of the Notification tab">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/notification-alert-email.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=5bae5093415c5d798eb80240799d1265" alt="The Alert Email Address field at the top of the Notification tab" width="1289" height="187" data-path="images/pa/notification-alert-email.png" />
</Frame>

<Tabs>
  <Tab title="Email Alerts">
    <Frame caption="The Email Alerts tab, with a switch for each event">
      <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/notification-email-alerts.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=66955f73121425394c533782649cb3d0" alt="The Email Alerts tab, with a switch for each event" width="1284" height="786" data-path="images/pa/notification-email-alerts.png" />
    </Frame>

    | Event                         | Sent when                                     |
    | ----------------------------- | --------------------------------------------- |
    | **New Tenant Registered**     | A new tenant registers.                       |
    | **Payment Failed**            | A tenant's payment fails.                     |
    | **Subscription Expired**      | A tenant's subscription expires.              |
    | **Subscription Renewed**      | A tenant renews their subscription.           |
    | **Plan Changed**              | A tenant changes their plan.                  |
    | **Tenant Suspended**          | A tenant is suspended.                        |
    | **Tenant Reactivated**        | A suspended tenant is restored.               |
    | **Tenant Deactivated**        | A tenant is marked inactive.                  |
    | **Subscription Cancelled**    | A tenant cancels their subscription.          |
    | **Tenant Deleted**            | A tenant is deleted.                          |
    | **Offline Payment Submitted** | A tenant submits an offline payment request.  |
    | **Plan Limit Almost Reached** | Your own plan is close to reaching a limit.   |
    | **Daily Summary Email**       | A daily summary of platform activity is sent. |

    All email alerts require an **Alert Email Address**.

    For **Plan Limit Almost Reached**, you can set the percentage at which the warning is sent.

    <Note>
      **Plan Limit Almost Reached** applies to your own plan. Tenant plan limit alerts are configured separately under [Tenant Plan Limit Alerts](/pa/onboarding-a-sub-tenant#tenant-plan-limit-alerts).
    </Note>
  </Tab>

  <Tab title="App Notifications">
    These notifications appear in the notification centre.

    <Frame caption="The App Notifications tab, with a switch for each event">
      <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/notification-app-notifications.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=bc3c566758a688a80b0d9f12f1de1482" alt="The App Notifications tab, with a switch for each event" width="1292" height="723" data-path="images/pa/notification-app-notifications.png" />
    </Frame>

    | Event                               | Shown when                                     |
    | ----------------------------------- | ---------------------------------------------- |
    | **New Tenant**                      | A new tenant registers.                        |
    | **Payment Completed**               | A tenant's payment succeeds.                   |
    | **Payment Failed**                  | A tenant's payment fails.                      |
    | **Plan Changed**                    | A tenant changes their plan.                   |
    | **Offline Payment Submitted**       | A tenant submits an offline payment request.   |
    | **Subscription Cancelled**          | A tenant cancels their subscription.           |
    | **Tenant Suspended**                | A tenant is suspended.                         |
    | **Subscription Expired**            | A tenant's subscription expires.               |
    | **Subscription Renewed**            | A tenant's subscription renews.                |
    | **Analytics Snapshot Stale**        | A WhatsApp account stops collecting analytics. |
    | **Analytics Divergence Detected**   | Stored analytics do not match Meta's data.     |
    | **Facebook Lead Ads Token Revoked** | A Facebook Page token is revoked.              |

    The last three notifications are technical alerts and do not have email equivalents.

    <Warning>
      Keep **Analytics Snapshot Stale** enabled. Analytics data that is not collected may be permanently lost after 7 days.
    </Warning>
  </Tab>
</Tabs>

## Subscription Lifecycle

Configure what happens when a tenant's subscription expires or a payment fails.

<Info>
  These settings apply to **your tenants**, not your own subscription.
</Info>

### Grace Period & Suspension

Configure how long tenants keep access after their subscription expires or trial ends.

<Frame caption="The Grace Period & Suspension card, with the grace period and billing-only days">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/lifecycle-grace-period.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=f44c0230ad7b1241253874f2ff3697f2" alt="The Grace Period & Suspension card, with the grace period and billing-only days" width="1290" height="210" data-path="images/pa/lifecycle-grace-period.png" />
</Frame>

| Field                   | Description                                                         | Default |
| ----------------------- | ------------------------------------------------------------------- | ------- |
| **Grace Period (days)** | Days of full access after expiry. Set to 0 to suspend immediately.  | 3       |
| **Billing Only (days)** | Days the tenant can sign in and pay, but cannot use other features. | 3       |

The subscription moves through these stages:

<Steps>
  <Step title="Full access" icon="circle-check">
    The grace period. The tenant keeps everything.
  </Step>

  <Step title="Billing Only" icon="credit-card">
    The tenant can sign in and pay, but cannot use other features.
  </Step>

  <Step title="Expired" icon="circle-x">
    The subscription has ended.
  </Step>
</Steps>

<Note>
  A grace period gives tenants time to complete a payment that may still be processing.
</Note>

### Deletion Scheduling

<Frame caption="The Deletion Scheduling card, with the deletion delay in days">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/lifecycle-deletion-scheduling.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=b34e0583c82a71546d50ef3234af5fa9" alt="The Deletion Scheduling card, with the deletion delay in days" width="1286" height="205" data-path="images/pa/lifecycle-deletion-scheduling.png" />
</Frame>

**Deletion Delay (days)** controls how long after automatic suspension before the tenant's data is scheduled for permanent deletion. The default is **14 days**.

This setting applies only to tenants automatically suspended through **Payment Retry**.

<Warning>
  This can permanently delete tenant data. Set a period that gives tenants enough time to restore their account.
</Warning>

### Auto-Renewal (eMandate)

These settings control Razorpay auto-renewal timing.

<Frame caption="The Auto-Renewal card, with the lead time and pre-debit wait">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/lifecycle-auto-renewal.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=a1bc7d35fa087bf80c310345c0695bec" alt="The Auto-Renewal card, with the lead time and pre-debit wait" width="1286" height="233" data-path="images/pa/lifecycle-auto-renewal.png" />
</Frame>

| Field                      | Description                                          | Default |
| -------------------------- | ---------------------------------------------------- | ------- |
| **Lead Time (days)**       | Days before renewal when the renewal process starts. | 3       |
| **Pre-debit Wait (hours)** | Time between the pre-debit notice and the charge.    | 24      |

<Warning>
  In production, **RBI requires a 24-hour pre-debit period**. Use a lower value only for testing.
</Warning>

### Payment Retry (Dunning)

Automatically retry failed payments before suspending a tenant. This applies only to tenants with **auto-renewal and a saved payment method**.

<Frame caption="The Payment Retry card, with the retry limit and the interval between attempts">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/lifecycle-dunning.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=6e79bb0a9fec5116e3a1b6fc49276519" alt="The Payment Retry card, with the retry limit and the interval between attempts" width="1288" height="521" data-path="images/pa/lifecycle-dunning.png" />
</Frame>

| Field               | Description                            | Default |
| ------------------- | -------------------------------------- | ------- |
| **Enable Dunning**  | Enables automatic payment retries.     | —       |
| **Max Retries**     | Maximum number of payment attempts.    | 3       |
| **Retry Intervals** | Number of days between retry attempts. | 3, 5, 7 |

<Tip>
  With the default settings, payments are retried after **3, 5, and 7 days**. If all attempts fail, the tenant is suspended.
</Tip>

### Notifications

Configure reminders before a tenant's subscription expires.

<Frame caption="The Notifications card, with the expiry warning and its reminder schedule">
  <img src="https://mintcdn.com/reseller-docs/N3dwUQXnwHM07XTT/images/pa/lifecycle-notifications.png?fit=max&auto=format&n=N3dwUQXnwHM07XTT&q=85&s=2b3301cdada873199b3a63717177fdb3" alt="The Notifications card, with the expiry warning and its reminder schedule" width="1286" height="529" data-path="images/pa/lifecycle-notifications.png" />
</Frame>

| Field                             | Description                                      | Default    |
| --------------------------------- | ------------------------------------------------ | ---------- |
| **Subscription Expiring Warning** | Enables expiry reminders.                        | —          |
| **Warn Days Before Expiry**       | Number of days before expiry to start reminders. | 7          |
| **Reminder Schedule**             | Days before expiry when emails are sent.         | 7, 5, 3, 1 |

<Tip>
  With the default settings, tenants receive reminders **7, 5, 3, and 1 day** before expiry.
</Tip>

<Note>
  Tenants with an active auto-renewal mandate do not receive these reminders, because they receive the pre-debit notification instead.
</Note>