API overview
Plan secure programmatic access to conversations, contacts and actions.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Use account-scoped authentication
Use account-scoped authentication.
- 02
Send only the fields required by the endpoint
Send only the fields required by the endpoint.
- 03
Treat API actions with the same permissions as the interface
Treat API actions with the same permissions as the interface.
- 04
Record IDs and execution results for audit and retries
Record IDs and execution results for audit and retries.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.