Developer Integration Overview
Plan API and webhook integrations with clear authentication, permissions, rate-limit, and error-handling expectations.
Step-by-Step Guide
Confirm API Availability
Public or customer-specific API access can depend on your plan, agreement, and enabled modules. Confirm the current endpoint list, versioning policy, and authentication model before building production integrations.
Authentication and Scope
Use the narrowest available credential scope for the integration. Store credentials server-side, rotate them when access changes, and never expose them in browser bundles or public repositories.
Authorization: Bearer <server-side-token> Content-Type: application/json
Rate Limits and Retries
Confirm the applicable rate limits for your workspace and integration type. Build clients to handle throttling, transient errors, retries with backoff, and idempotency for create/update operations.
Pagination and Filtering
For list-style endpoints, expect pagination and filtering requirements. Avoid integrations that assume a full customer or conversation export can be fetched in one unbounded request.
Error Handling
Handle validation errors, authentication failures, permission denials, not-found responses, provider failures, and rate limits explicitly. Log enough context to troubleshoot without logging secrets or unnecessary personal data.
Webhooks
For inbound or outbound webhooks, verify authenticity where supported, store delivery attempts, handle retries idempotently, and keep the payload schema documented for your receiving service.
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