Management

Text has a lot of moving parts — agents, groups, routing rules, and data. These APIs let you control all of it in code.

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Configuration API

What it does: Manages agents, groups, routing rules, webhooks, and custom properties. Everything configurable in the interface is available here. When you’d use it:

• Adding or updating agents in bulk
• Creating and managing routing rules
• Registering and managing webhooks

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Customer Data Platform API

What it does: Lets you store data from your own systems — customer properties, segments, identifiers — inside Text, where agents can access it during conversations. When you’d use it:

• Storing customer properties (loyalty tier, account value, product used) inside Text
• Querying customer data to build segments or trigger automated messages
• Syncing customer records between Text and your CRM

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Global Accounts API

What it does: Handles the identity layer shared across all Text products — accounts, organizations, and the tokens that tie them together. When you’d use it:

• Building sign-in with Text credentials
• Managing agent accounts across multiple products from a single system

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Customer Accounts API

What it does: Handles authentication for customers using the Customer Chat API. Required for any integration built on the Customer Chat API. Supports three grant types depending on how your integration is structured: cookie grant for browser-based apps, agent token grant for backend-issued tokens, and identity token grant for transferring identity across devices. When you’d use it:

• Authenticating customers in a frontend app using browser cookies (cookie grant)
• Issuing customer tokens from your backend on behalf of specific users (agent token grant)
• Transferring a customer’s identity between devices or browsers (identity token grant)

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Chat Widget JS API

What it does: Controls the Text chat widget from your site’s JavaScript — showing, hiding, passing customer data to agents, and tracking outcomes. When you’d use it:

• Showing or hiding the widget based on page or user state
• Passing customer data (name, email, order history) to agents before a conversation starts
• Tracking which chats resulted in a conversion
• Triggering the widget based on visitor behavior

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Partner API

What it does: Lets Text partners pull earnings, campaign performance, and client data out of the partner portal and into their own systems. When you’d use it:

• Building a dashboard to track commissions and referral performance
• Managing client accounts from your own system
• Syncing partner data into your CRM or reporting tools