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.
2. Create a workspace attribute
Kai refuses an attribute key that the workspace does not define. Create the attribute first:3. Push a contact
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:5. Look at the result in Kai
Open Contacts in Kai and select the contact. The profile shows the core details, thePackage 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.