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

# Paypal Tool

Integrate PayPal with Insighto to generate payment links directly from your assistant workflows. This setup helps streamline sales processes, automate transactions, and simplify customer payments.

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## 🔧 Setup PayPal Tool

1. Go to Tools & Integration

From the left-hand sidebar of your Insighto dashboard, click on **Tools & Integration**.

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal1.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=53db38d97f8299d828408803b3d0cbbc" alt="" width="1526" height="962" data-path="images/Paypal/Paypal1.png" />

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2. Locate the PayPal Tool and Click Set Up

Find the **PayPal Tool** in the tools list and click **Set Up**.

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal2.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=ca6e87499095bb19bc35e83a87eccbed" alt="" width="1526" height="962" data-path="images/Paypal/Paypal2.png" />

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3. Click on Start New

After clicking **Set Up**, a popup window will appear. Click **Start New** to begin creating a new configuration.

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal3.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=e5e9569ed90bc2c1deeaabfc949f6079" alt="" width="1526" height="962" data-path="images/Paypal/Paypal3.png" />

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4. Enter the Required Details

Fill in the configuration form:

* **Name**: Choose a name for this integration.
* **Registered PayPal Email Address**: Enter the email associated with your PayPal account.
* **Currency**: Select the currency your customers will use to make payments.

Click **Create** to save.

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal4.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=13c64d3aa54ff0f29742336b7b16917a" alt="" width="1526" height="962" data-path="images/Paypal/Paypal4.png" />

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5. Enable Generate Payment Link Function

Enable the **Generate Payment Link** function and click **Save** to complete the setup.

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal5.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=4974a7cec36e1d3e5be30f1ec43c8b54" alt="" width="1526" height="962" data-path="images/Paypal/Paypal5.png" />

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## 🤖 Connect with Assistant

6. Edit Any Existing Assistant

From the **Assistants** section, click the three dots next to the assistant you want to update and select **Edit Assistant**.

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal6.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=2f36fa7ff3ecc94caecf9efd98f667f4" alt="" width="1526" height="962" data-path="images/Paypal/Paypal6.png" />

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7. Click on Connect Tools

In the **Tools** tab:

* Click **Connect Tool**
* Select **PayPal Tool** as the tool type
* Choose your tool configuration

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal7.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=6f5c842bc042930267896e6f1c709b49" alt="" width="1526" height="962" data-path="images/Paypal/Paypal7.png" />

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8. Prompt Example to Trigger the Tool

Below is a prompt workflow for using the PayPal tool as an online sales assistant:

#### 🛒 Task

You are an online sales assistant for a premium wine store. Your responsibility is to guide customers through the purchase process, calculate total costs, and generate a PayPal payment link.

#### 💬 Greeting Message

Hi there! Welcome to our wine store. I'm here to help you with your purchase. How many bottles of wine would you like to order today?

#### 🧮 Ask for Quantity

How many bottles of wine would you like to order?

#### 💵 Calculate the Total

Multiply the number of bottles by $30. For example, if the customer orders 5 bottles, the total will be $150.\
Respond with:\
`Great! Your total comes to $[total] USD. Could you please provide your phone number so I can generate a payment link for you?`

#### 🔗 Generate Payment Link

Once the user provides their phone number, use the PayPal tool to generate the payment link.\
Say:\
`Thank you! Generating your payment link now.`

#### ✅ Provide the Payment Link

Respond with:\
`Here’s your payment link: [Payment Link]. Please complete your purchase at your convenience. If you need any further assistance, feel free to ask!`

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9: Sample Conversation Example

<img src="https://mintcdn.com/insightoai-bc61fe99/5PsSf1haFu_dzQzf/images/Paypal/Paypal9.png?fit=max&auto=format&n=5PsSf1haFu_dzQzf&q=85&s=1b3ccb035d9b81c4832581cdca5b36ca" alt="" width="720" height="168" data-path="images/Paypal/Paypal9.png" />
