Assistant Configuration
Visibility Levels
visibility governs access to the assistant in the internal Chat workspace only — it has no effect on the embeddable widget. Widget access is controlled by the widget’s own isEnabled flag (part of the assistant’s widget configuration, not the assistant object — see the Widget endpoints), independent of visibility.
List Assistants
Returns assistants accessible to the authenticated user within a workspace.workspaceId is required.
200 OK
Create Assistant
Creates a new assistant in the workspace. Requiresowner or admin role.
201 Created with the full assistant object.
Get Assistant
Retrieves a single assistant by ID.200 OK with the full assistant object including instructions, temperature, maxTokens, visibility, welcomeMessage, and timestamps.
Update Assistant
Updates an assistant’s configuration. Requiresowner or admin role. All fields are optional; only provided fields are updated.
200 OK with the updated assistant object.
Delete Assistant
Permanently deletes an assistant and all its conversations. Requiresowner or admin role.
204 No Content
Knowledge (RAG)
Each assistant owns its own knowledge base, and it is managed in the app rather than over the public API — there is no endpoint for connecting a separate document collection. When a customer sends a message, the assistant searches its own static sources for relevant context and includes it in the prompt.Static sources (files, websites, text, Q&A) are chunked, embedded, and stored in a vector database (Pinecone) under a namespace dedicated to that assistant’s knowledge base. Realtime sources (Shopify, WooCommerce, spreadsheets) are read live at question time and are never indexed. See Knowledge Base.
SMS Configuration
Assistants can be configured to send and receive SMS messages via Twilio. Each assistant has its own Twilio credentials using a bring-your-own-key (BYOK) model.Get SMS Config
Requiresadmin role or above.
200 OK
Create or Update SMS Config
UsePOST to create the configuration and PATCH to update an existing one. On PATCH every field is optional; only the fields you send are changed.
Delete SMS Config
204 No Content
Test SMS Credentials
Validates the provided Twilio credentials without saving them.200 OK
List SMS Sessions
Returns the assistant’s SMS conversations, most recent first.There is no per-assistant SMS analytics endpoint. For message volume broken down by channel, use
GET /api/analytics/channels.