Skip to content

API Integration and Reseller Guide

This guide provides comprehensive information for integrating with third-party applications and creating custom dashboards for reseller partners.

Table of Contents

  1. Introduction
  2. Third-Party App Integration
  3. API Overview
  4. Authentication and Security
  5. Core API Endpoints
  6. Dashboard Creation for Resellers
  7. Webhooks and Event Notifications
  8. Best Practices
  9. Troubleshooting

Introduction

The platform offers extensive API capabilities that enable you to integrate your agents with third-party applications and create custom dashboards for reseller partners. This guide explores the available integration options and provides instructions for implementation.

graph TD
    A[Platform API] --> B[Third-Party Integrations]
    A --> C[Reseller Dashboard Creation]
    A --> D[Custom Solutions]

    B --> B1[CRM Systems]
    B --> B2[Ticketing Systems]
    B --> B3[Communication Platforms]
    B --> B4[Analytics Tools]

    C --> C1[White-labeled Dashboards]
    C --> C2[Multi-tenant Management]
    C --> C3[Customized Experiences]

    D --> D1[Custom Workflows]
    D --> D2[Specialized Integrations]
    D --> D3[Industry-specific Solutions]

Third-Party App Integration

Available Integrations

The platform supports integration with various third-party applications:

Category Supported Platforms
CRM Salesforce, HubSpot, Zoho, Microsoft Dynamics
Communication Slack, Microsoft Teams, Discord, Twilio
Ticketing Zendesk, Freshdesk, ServiceNow, Jira
Analytics Google Analytics, Mixpanel, Amplitude
Calendar Google Calendar, Microsoft Outlook, Apple Calendar
Payment Stripe, PayPal, Square
E-commerce Shopify, WooCommerce, Magento

Setting Up Integrations

To integrate with a third-party application:

  1. Navigate to Integrations > App Directory
  2. Select the application you want to integrate with
  3. Click "Configure" and follow the application-specific setup process
  4. Authenticate using OAuth or API credentials
  5. Select the permissions and data access levels
  6. Test the integration before activating
sequenceDiagram
    participant User
    participant Dashboard
    participant AuthService
    participant ThirdParty

    User->>Dashboard: Select Integration
    Dashboard->>User: Request Auth Permission
    User->>Dashboard: Approve Auth Request
    Dashboard->>AuthService: Initialize OAuth Flow
    AuthService->>ThirdParty: Auth Request
    ThirdParty->>User: Login & Approve Access
    User->>ThirdParty: Grant Permissions
    ThirdParty->>AuthService: Return Auth Token
    AuthService->>Dashboard: Store Credentials
    Dashboard->>User: Integration Complete

Custom Integration Configuration

For specific integration requirements:

  1. Navigate to Integrations > Custom Integration
  2. Configure the connection details:
  3. API endpoint URLs
  4. Authentication method
  5. Data mapping
  6. Synchronization frequency
  7. Test the connection
  8. Define error handling procedures

API Overview

API Architecture

The platform provides a RESTful API with these characteristics:

  • JSON-based request and response format
  • HTTPS protocol for secure communication
  • Rate limiting to ensure system stability
  • Comprehensive error handling and status codes
  • Versioned endpoints for backward compatibility
flowchart LR
    A[Client Application] <-->|HTTPS| B[API Gateway]
    B <--> C[Authentication Service]
    B <--> D[Rate Limiting]
    B <--> E[Core Services]
    E <--> F[Database]

    E --> E1[Agent Service]
    E --> E2[Analytics Service]
    E --> E3[User Service]
    E --> E4[Knowledge Service]
    E --> E5[Integration Service]

API Documentation

Access comprehensive API documentation:

  1. Navigate to Developer > API Documentation
  2. Browse endpoints by category or search for specific functionality
  3. View request/response examples
  4. Test endpoints directly from the documentation interface

A quick start API documentation is also available at API Reference

Authentication and Security

API Keys

Generate and manage API keys:

  1. Navigate to Developer > API Keys
  2. Click "Generate New Key"
  3. Set permissions and access levels
  4. Name your key for easy identification
  5. Store the key securely—it will only be displayed once
graph TD
    A[API Keys] --> B[Generate Key]
    B --> C[Set Permissions]
    C --> D[Create Key]
    D --> E[Store Securely]

    A --> F[Manage Keys]
    F --> F1[View Active Keys]
    F --> F2[Revoke Keys]
    F --> F3[Update Permissions]

    A --> G[Monitor Usage]
    G --> G1[Request Volume]
    G --> G2[Error Rates]
    G --> G3[Access Patterns]

OAuth 2.0 Flow

For user-context operations, implement OAuth 2.0:

  1. Register your application in Developer > OAuth Apps
  2. Configure redirect URIs
  3. Implement the authorization code flow
  4. Request appropriate scopes
  5. Handle token refresh and expiration

Security Best Practices

When working with the API:

  • Store API keys and credentials securely
  • Implement certificate pinning for mobile applications
  • Use the principle of least privilege when setting permissions
  • Regularly rotate API keys
  • Monitor for unusual access patterns

Core API Endpoints

Agent Management API

Control your agents programmatically:

Endpoint Method Description
/api/agents/start POST Create and start a new agent
/api/agents/stop POST Stop the agent
/api/agents/list GET List all running agents
Please have a look at API Docs for more details.