I am setting up the workspace
Use Console for business settings, team access, roles, domains, API keys, notifications, and opening apps.
I am launching restaurant operations
Use Restaurant for menus, products, ordering, tables, reservations, customers, reports, and operations settings.
I am preparing devices
Use the device guides for POS, KDS, printers, display screens, sessions, payments, and call center flows.
I am messaging customers
Use Connect360 for inbox replies, templates, campaigns, AI agents, workflows, channels, wallets, and reports.
I am publishing customer links
Use Bio Link for QR-friendly public pages, social links, menu links, forms, documents, translations, and sharing.
I am building content or integrations
Use CMS, Drive, and the API docs for custom records, files, developer tools, SDKs, and public APIs.
Set Up A Workspace
Start in Console when you need to prepare the workspace itself.- Open An App explains how to move from the Console dashboard into a product.
- Members and Roles help you invite teammates and control access.
- Configuration covers workspace details, language, currency, tax, and order defaults.
- Domains is where public apps can use branded URLs.
- API Keys is the starting point for integrations.
Build A Menu Or Run Restaurant Operations
Start in Restaurant when you manage menu setup, orders, tables, reservations, customers, reports, or restaurant devices.- New online menu: Create A Menu, then Add A Product, then Add Products To The Menu.
- Daily order work: Orders, Transactions, and Customers.
- Service setup: Table Management, Delivery Zones, and Devices And POS.
- Performance review: Reports Overview.
Operate POS, KDS, Printers, And Devices
Start in Devices, POS, KDS, or KDS/POS when the work happens on a tablet, kitchen screen, printer, call center, or service terminal.- Device Types helps you choose the right device.
- Create Devices covers device records in Plato.
- Connect Devices explains how devices link to a workspace.
- POS Start Session starts front-of-house service.
- Call Center Overview covers phone and delivery order workflows.
Manage Customer Messaging
Start in Connect360 when you need inbox replies, campaigns, WhatsApp or SMS templates, AI auto-reply, short links, customer segments, or messaging reports.- Daily inbox work starts with Chat Inbox.
- New outbound sends start with Create A Campaign.
- Reusable messages start with Create A Template.
- Automation starts with Create A Workflow.
- AI support starts with Create An AI Agent.
Build Public Pages And Reusable Content
Use Bio Link, CMS, and Drive when the work is about public content, reusable records, assets, and files.- Bio Link Builder creates customer-facing link pages.
- CMS Databases creates custom content tables.
- CMS Entries manages the content inside those tables.
- Drive Files And Folders keeps shared assets organized.
- Use Drive From Other Apps explains how files are reused across Plato.
Connect Plato To Other Systems
Start in API Overview when a website, backend, automation, or reporting tool needs trusted access to Plato data.- Authentication explains API keys.
- Install The SDK is best for server-side TypeScript integrations.
- CMS Entries API covers structured content.
- Restaurant Orders Feed covers order access.
- Errors And Limits helps with production handling.
Quick Decision Table
| If the question is… | Go to… |
|---|---|
| Who can access this page or action? | Roles |
| Where do I invite or remove staff? | Members |
| Where do I create the online menu? | Menus |
| Where do I add products and modifiers? | Products |
| Where do I review orders and payments? | Orders and Transactions |
| Where do I connect tablets, printers, or KDS? | Devices And POS |
| Where do I reply to customers? | Chat Inbox |
| Where do I create a campaign? | Create A Campaign |
| Where do I upload reusable assets? | Drive |
| Where do I get API access? | API Keys |