Skip to main content
This procedure takes about five minutes. At the end, one contact is in your workspace, it holds one workspace attribute, and a teammate owns the account.

1. Make an API key

1

Open the API settings

In Kai, go to Settings → API.
2

Create the key

Select Create API key. Give the key a name that says which system uses it, for example Nightly CRM sync. Select the permissions contacts:read, contacts:write and attributes:write.
3

Copy the key

Kai shows the key one time. Kai stores only a hash of it, so it cannot show the key again. Put the key in your secret store now.
A key reads and writes every contact in the workspace. If a key leaks, revoke it in Settings → API and create another one.
Put the key in your shell for the commands below:

2. Create a workspace attribute

Kai refuses an attribute key that the workspace does not define. Create the attribute first:

3. Push a contact

The response holds the contact and its Kai id:
Send the same request again. Kai matches the contact on external_id and updates it, so the request is safe to repeat.

4. Give the account to a teammate

You can name the owner by member id or by email address:
From now on, a new conversation from this customer goes to Baran.

5. Look at the result in Kai

Open Contacts in Kai and select the contact. The profile shows the core details, the Package attribute and the account owner. A teammate sees the same profile beside the conversation in the inbox.

Next

Import many contacts

Push up to 1000 contacts per request.

Export contacts

Read every contact, or only what changed.