API Management

— This article mainly explains how to call internal and external APIs to retrieve data.

Preparations

You need to obtain the corresponding API documentation from your R&D personnel, or have your technical personnel configure this feature.

Configure external API

● API Configuration

You can customize the Header param, request param, and output param.

Figure 1: Add API

● API Test

You can test if your API can be accessed.

Figure 2: API Test

● Application scenarios for external APIs

Currently, the API is used for data requests in "Call Center - Settings - Basic Settings - IVR Flow".

Figure 3: IVR

Instructions for using internal APIs

To facilitate use, our system provides a query API to retrieve customer information within the system.

Request params: at least one, otherwise return null

Param name	Type	Required or not	Note
id	String	No	Customer ID
tel	String	No	Mobile no.
email	String	No	Email
thirdAccountId	String	No	(Third-party account ID (partnerId, wxUnionId, wxOpenId, wxExternalUserId, whatsappId, faceBookId, instagramId, lineId, telegramId, discordId))

Return param:

Param name	Type	Required or not	Note
id	String	Yes	Customer ID
tel	String	No	Mobile no.
email	String	No	Email
partner_id	String	No	Docking ID
wx_unionid	String	No	WeChat UnionID
wx_external_userid	String	No	External contact ID of WeCom
wx_openid	String	No	WeChat OpenID
faceBookid	String	No	Facebook
instagramid	String	No	Instagram
whatsappid	String	No	WhatsApp
lineid	String	No	Line
telegramid	String	No	Telegram
discordid	String	No	Discord
visitorids	String	No	Visitor ID
nick	String	Yes	Customer nickname
uname	String	No	Real name
sexName	String	Yes	Gender, Male, Female
countryName	String	No	Country name
provice_name	String	No	Province name
city_name	String	No	City name
remark	String	No	Note
userStatusName	String	Yes	Customer status, blacklist, normal
isVip	String	No	VIP or not 1. Yes; 2. No
vipLevel	String	No	VIP level (a fixed field, which can be defined by user through drop-down list)
vipLeveName	String	No	VIP name
isblack	String	Yes	Blacklisted or not 1: Yes, 0: No
enterprise_name	String	No	Enterprise name
sourceName	String	No	Channel name
liableServiceName	String	No	Agent name
userLabel	String	No	Tag ID, separated by commas
userLableName	String	No	"Tag group": "Tag 1", "Tag 2"
Customer custom field 1 (ID)	String	No	Customer custom field 1 value
Customer custom field 2 (ID)	String	No	Customer custom field 2 value

Customer custom field ID can be viewed at "CRM - Settings - Customer Fields"

Figure 4: Customer Custom Field ID