Guide intro

Public API and Webhooks let technical teams connect external forms, websites, CRMs, and business tools to ConvortAI without exposing internal systems.

API keys and scopes

Create API keys with only the scopes needed for the integration. Store keys securely, rotate them if exposed, and avoid placing secrets in browser code or public logs.

Lead intake and message APIs

Use public lead intake to create CRM leads from forms or external systems. Where enabled, message APIs support sending messages or bulk messages and checking message status.

Use idempotency for retries so repeated requests do not create duplicate leads or sends.

Webhook endpoints and deliveries

Webhook endpoints can receive supported events and delivery records. Review failed deliveries, keep endpoints stable, and do not log secrets or sensitive customer content unnecessarily.

Related docs

CRM

CRM Pipeline and Smart Actions

Lead workspace, pipeline board, intelligence, smart actions, tasks, reports, and deal tracking.

Open guide

Integrations

WooCommerce, WordPress Connector, and Website Knowledge

WooCommerce products, WordPress Website Connector, Website Knowledge sync, failed rows, and AI usage.

Open guide

Troubleshooting

Troubleshooting, Safety, and Compliance

Common fixes plus safe-use rules for WhatsApp, billing, integrations, media, sequences, and compliance.

Open guide

Related pages & tools

Docs index

Next step

Connecting external systems?

Use least-privilege API keys and retry safely with idempotency.