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Shipped surface

Scoped access (company + KB)

Default API keys include lead/inbound scopes only. Super Admin must grant companies:* and knowledge:* when approving your key. Missing scope → 403 with reasonCode: "forbidden" and a missing array. Company and KB responses never include SMTP passwords, WhatsApp tokens, or file download URLs.

Explicitly not in public API

Custom CRM pattern

  1. UI: empty API campaign → start
  2. API: POST /leads (or POST /events with a mapped eventType)
  3. WhatsApp/email: GET /omni/templates then pass ids + templateVariables / whatsappParamsguide
  4. Optional: Settings webhooks for status callbacks
  5. Inbound: wire Sheets/Zoho/Custom API in UI → POST .../crm/lookup when you need a read without a live call. Healthcare HMS platforms: Healthcare HMS integration.

Versioning

/api/v1 remains supported ≥ 12 months after any future /api/v2 GA; breaking changes get ≥ 90 days notice.