Automation
REST API
When the integration you need does not exist yet
The API is the floor under everything else: authenticated HTTP against api.takesales.ai, JSON in and JSON out, for the cases where an event arriving on your endpoint is not enough and you need to ask a question or start something yourself.
Read the documentationWhat moves between the two
Requests authenticate with a bearer token issued in your workspace.
Responses follow one envelope (data on success, error and details on failure), so a client is written once.
It pairs with webhooks rather than replacing them: webhooks for “it happened”, API for “do this”.
Setting it up
- 01
Issue an API token in the dashboard.
- 02
Send it as an Authorization: Bearer header against the documented base URL.
- 03
Keep the token server-side: it carries workspace-level access and does not belong in a browser.
Questions
- Is there a JavaScript SDK?
- Yes, for the widget side of the integration: controlling the conversation in the page, listening to events and passing metadata in. The documentation covers both.
- Where is the full endpoint reference?
- In the platform documentation, which stays closer to the code than a marketing page ever could.
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