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1. Get a key

Open API Access, give the key a name, choose sandbox or live, add a why note, and submit. Super Admin approves and shows the plaintext key once. See Request API access.

2. Create an API campaign (dashboard)

Wizard → data source API / Custom CRM → configure script & phone → Start. Copy campaignId. See Create API campaign.

3. Ping / find your campaign

Or use Try It on Ping. List API campaigns and copy campaignId: List campaigns. Get campaign shows which email/WhatsApp profile + template that campaign uses.

4. Push a lead

Sandbox keys return sandbox_accepted without live dials.

5. WhatsApp / email without a call

  1. List Omni templates — copy lead, fill blanks
  2. POST /leads with "channel": "whatsapp" or "email", or "channels": ["whatsapp","email"] (no call)
  3. Fill templateVariables (email {{key}}) and whatsappParams ({{1}}, {{2}})
Step-by-step: Send WhatsApp and email.