Manage a Gladly customer profile's contact channels (associated email addresses and phone numbers) via the Customer Profiles API

domain: developer.gladly.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate with HTTP Basic Auth using an agent's email address as the username and a Gladly API token as the password, over HTTPS, e.g. curl -u user@organization.com:{api_token} https://organization.gladly.com/api/v1/...
  2. Look up an existing profile by a known channel with GET /api/v1/customer-profiles?email={email} or GET /api/v1/customer-profiles?phoneNumber={e164 number} (results are capped at 50 profiles, sorted by most recently updated)
  3. Create a new profile with POST /api/v1/customer-profiles, including an emails array (entries like {"original": "..."}) and/or a phones array (entries with original and a type such as HOME) to attach initial contact channels
  4. Fetch the current profile, including its full emails/phones arrays, with GET /api/v1/customer-profiles/{customerId} before editing, so an update doesn't drop existing channels
  5. Add, remove, or re-flag channels on an existing profile with PATCH /api/v1/customer-profiles/{customerId}, sending the updated emails array (each entry can carry normalized, original, primary) and/or phones array (each entry can carry normalized, original, extension, regionCode, type)
  6. Delete a profile with DELETE /api/v1/customer-profiles/{customerId} only when it has no open or waiting conversation

Known gotchas

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