onboarding

Written for: ＋ Written for
Deprecated: ＋ Deprecated
Applies to: ＋ Applies to

AdminUpdated Sep 19, 2026

GEThttps://api.chatlychat.com/v1/onboarding

Read the current onboarding-wizard state

Parameters

Name	In	Type	Required	Description
`Idempotency-Key`	header	string	no	UUIDv4 or 16-128 char opaque token. Required on write endpoints in production. Replays return the cached response with `Idempotency-Replay: true`; reusing the key with a different body returns 409 idempotency_conflict.

Responses

200

Code samples

cURL

curl -X GET "https://api.chatlychat.com/v1/onboarding" \
  -H "Idempotency-Key: <value>"

TypeScript

const res = await fetch('https://api.chatlychat.com/v1/onboarding', {
  method: 'GET',
  headers: {
    'Idempotency-Key': '<value>',
  },
});
const data = await res.json();

Python

import requests

res = requests.request(
    "GET",
    "https://api.chatlychat.com/v1/onboarding",
    headers={
    "Idempotency-Key": "<value>",
    },
)
data = res.json()

package main

import (
	"fmt"
	"io"
	"net/http"
)

func main() {
	req, _ := http.NewRequest("GET", "https://api.chatlychat.com/v1/onboarding", nil)
	req.Header.Set("Idempotency-Key", "<value>")
	res, _ := http.DefaultClient.Do(req)
	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)
	fmt.Println(string(body))
}

PHP

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, 'https://api.chatlychat.com/v1/onboarding');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'GET');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, ['Idempotency-Key: <value>']);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Ruby

require 'net/http'
require 'uri'

uri = URI('https://api.chatlychat.com/v1/onboarding')
req = Net::HTTP::Get.new(uri)
req['Idempotency-Key'] = '<value>'
res = Net::HTTP.start(uri.hostname, uri.port, use_ssl: uri.scheme == 'https') do |http|
  http.request(req)
end
puts res.body

Java

import java.net.URI;
import java.net.http.*;
import java.net.http.HttpRequest.BodyPublishers;

HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.chatlychat.com/v1/onboarding"))
    .header("Idempotency-Key", "<value>")
    .GET()
    .build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

POSThttps://api.chatlychat.com/v1/onboarding/branding

Wizard step 1 — workspace display name + color + logo

Parameters

Name	In	Type	Required	Description
`Idempotency-Key`	header	string	no	UUIDv4 or 16-128 char opaque token. Required on write endpoints in production. Replays return the cached response with `Idempotency-Replay: true`; reusing the key with a different body returns 409 idempotency_conflict.

Request body application/json

{
  "displayName": "string",
  "brandColor": "string",
  "logoUrl": {}
}

Responses

201

Code samples

cURL

curl -X POST "https://api.chatlychat.com/v1/onboarding/branding" \
  -H "Idempotency-Key: <value>" \
  -H "Content-Type: application/json" \
  -d '{"displayName":"string","brandColor":"string","logoUrl":{}}'

TypeScript

const res = await fetch('https://api.chatlychat.com/v1/onboarding/branding', {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<value>',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({"displayName":"string","brandColor":"string","logoUrl":{}}),
});
const data = await res.json();

Python

import requests

res = requests.request(
    "POST",
    "https://api.chatlychat.com/v1/onboarding/branding",
    headers={
    "Idempotency-Key": "<value>",
    "Content-Type": "application/json",
    },
    json={"displayName": "string", "brandColor": "string", "logoUrl": {}},
)
data = res.json()

package main

import (
	"fmt"
	"io"
	"net/http"
	"strings"
)

func main() {
	req, _ := http.NewRequest("POST", "https://api.chatlychat.com/v1/onboarding/branding", strings.NewReader(`{"displayName":"string","brandColor":"string","logoUrl":{}}`))
	req.Header.Set("Idempotency-Key", "<value>")
	req.Header.Set("Content-Type", "application/json")
	res, _ := http.DefaultClient.Do(req)
	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)
	fmt.Println(string(body))
}

PHP

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, 'https://api.chatlychat.com/v1/onboarding/branding');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'POST');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, ['Idempotency-Key: <value>', 'Content-Type: application/json']);
curl_setopt($ch, CURLOPT_POSTFIELDS, '{"displayName":"string","brandColor":"string","logoUrl":{}}');
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Ruby

require 'net/http'
require 'uri'

uri = URI('https://api.chatlychat.com/v1/onboarding/branding')
req = Net::HTTP::Post.new(uri)
req['Idempotency-Key'] = '<value>'
req['Content-Type'] = 'application/json'
req.body = '{"displayName":"string","brandColor":"string","logoUrl":{}}'
res = Net::HTTP.start(uri.hostname, uri.port, use_ssl: uri.scheme == 'https') do |http|
  http.request(req)
end
puts res.body

Java

import java.net.URI;
import java.net.http.*;
import java.net.http.HttpRequest.BodyPublishers;

HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.chatlychat.com/v1/onboarding/branding"))
    .header("Idempotency-Key", "<value>")
    .header("Content-Type", "application/json")
    .method("POST", BodyPublishers.ofString("{\"displayName\":\"string\",\"brandColor\":\"string\",\"logoUrl\":{}}"))
    .build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

POSThttps://api.chatlychat.com/v1/onboarding/channels

Wizard step 2 — which channels the workspace plans to use

Parameters

Name	In	Type	Required	Description
`Idempotency-Key`	header	string	no	UUIDv4 or 16-128 char opaque token. Required on write endpoints in production. Replays return the cached response with `Idempotency-Replay: true`; reusing the key with a different body returns 409 idempotency_conflict.

Request body application/json

{
  "enabled": [
    "web"
  ]
}

Responses

201

Code samples

cURL

curl -X POST "https://api.chatlychat.com/v1/onboarding/channels" \
  -H "Idempotency-Key: <value>" \
  -H "Content-Type: application/json" \
  -d '{"enabled":["web"]}'

TypeScript

const res = await fetch('https://api.chatlychat.com/v1/onboarding/channels', {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<value>',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({"enabled":["web"]}),
});
const data = await res.json();

Python

import requests

res = requests.request(
    "POST",
    "https://api.chatlychat.com/v1/onboarding/channels",
    headers={
    "Idempotency-Key": "<value>",
    "Content-Type": "application/json",
    },
    json={"enabled": ["web"]},
)
data = res.json()

package main

import (
	"fmt"
	"io"
	"net/http"
	"strings"
)

func main() {
	req, _ := http.NewRequest("POST", "https://api.chatlychat.com/v1/onboarding/channels", strings.NewReader(`{"enabled":["web"]}`))
	req.Header.Set("Idempotency-Key", "<value>")
	req.Header.Set("Content-Type", "application/json")
	res, _ := http.DefaultClient.Do(req)
	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)
	fmt.Println(string(body))
}

PHP

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, 'https://api.chatlychat.com/v1/onboarding/channels');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'POST');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, ['Idempotency-Key: <value>', 'Content-Type: application/json']);
curl_setopt($ch, CURLOPT_POSTFIELDS, '{"enabled":["web"]}');
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Ruby

require 'net/http'
require 'uri'

uri = URI('https://api.chatlychat.com/v1/onboarding/channels')
req = Net::HTTP::Post.new(uri)
req['Idempotency-Key'] = '<value>'
req['Content-Type'] = 'application/json'
req.body = '{"enabled":["web"]}'
res = Net::HTTP.start(uri.hostname, uri.port, use_ssl: uri.scheme == 'https') do |http|
  http.request(req)
end
puts res.body

Java

import java.net.URI;
import java.net.http.*;
import java.net.http.HttpRequest.BodyPublishers;

HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.chatlychat.com/v1/onboarding/channels"))
    .header("Idempotency-Key", "<value>")
    .header("Content-Type", "application/json")
    .method("POST", BodyPublishers.ofString("{\"enabled\":[\"web\"]}"))
    .build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

POSThttps://api.chatlychat.com/v1/onboarding/invites

Wizard step 4 — invite teammates by email

Parameters

Name	In	Type	Required	Description
`Idempotency-Key`	header	string	no	UUIDv4 or 16-128 char opaque token. Required on write endpoints in production. Replays return the cached response with `Idempotency-Replay: true`; reusing the key with a different body returns 409 idempotency_conflict.

Request body application/json

{
  "invites": [
    {
      "email": "string",
      "role": "agent"
    }
  ]
}

Responses

201

Code samples

cURL

curl -X POST "https://api.chatlychat.com/v1/onboarding/invites" \
  -H "Idempotency-Key: <value>" \
  -H "Content-Type: application/json" \
  -d '{"invites":[{"email":"string","role":"agent"}]}'

TypeScript

const res = await fetch('https://api.chatlychat.com/v1/onboarding/invites', {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<value>',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({"invites":[{"email":"string","role":"agent"}]}),
});
const data = await res.json();

Python

import requests

res = requests.request(
    "POST",
    "https://api.chatlychat.com/v1/onboarding/invites",
    headers={
    "Idempotency-Key": "<value>",
    "Content-Type": "application/json",
    },
    json={"invites": [{"email": "string", "role": "agent"}]},
)
data = res.json()

package main

import (
	"fmt"
	"io"
	"net/http"
	"strings"
)

func main() {
	req, _ := http.NewRequest("POST", "https://api.chatlychat.com/v1/onboarding/invites", strings.NewReader(`{"invites":[{"email":"string","role":"agent"}]}`))
	req.Header.Set("Idempotency-Key", "<value>")
	req.Header.Set("Content-Type", "application/json")
	res, _ := http.DefaultClient.Do(req)
	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)
	fmt.Println(string(body))
}

PHP

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, 'https://api.chatlychat.com/v1/onboarding/invites');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'POST');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, ['Idempotency-Key: <value>', 'Content-Type: application/json']);
curl_setopt($ch, CURLOPT_POSTFIELDS, '{"invites":[{"email":"string","role":"agent"}]}');
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Ruby

require 'net/http'
require 'uri'

uri = URI('https://api.chatlychat.com/v1/onboarding/invites')
req = Net::HTTP::Post.new(uri)
req['Idempotency-Key'] = '<value>'
req['Content-Type'] = 'application/json'
req.body = '{"invites":[{"email":"string","role":"agent"}]}'
res = Net::HTTP.start(uri.hostname, uri.port, use_ssl: uri.scheme == 'https') do |http|
  http.request(req)
end
puts res.body

Java

import java.net.URI;
import java.net.http.*;
import java.net.http.HttpRequest.BodyPublishers;

HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.chatlychat.com/v1/onboarding/invites"))
    .header("Idempotency-Key", "<value>")
    .header("Content-Type", "application/json")
    .method("POST", BodyPublishers.ofString("{\"invites\":[{\"email\":\"string\",\"role\":\"agent\"}]}"))
    .build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

PATCHhttps://api.chatlychat.com/v1/onboarding/reset

Owner-only — re-fire the onboarding wizard (clears onboarding_completed_at + legacy mirror)

Parameters

Name	In	Type	Required	Description
`Idempotency-Key`	header	string	no	UUIDv4 or 16-128 char opaque token. Required on write endpoints in production. Replays return the cached response with `Idempotency-Replay: true`; reusing the key with a different body returns 409 idempotency_conflict.

Responses

200

Code samples

cURL

curl -X PATCH "https://api.chatlychat.com/v1/onboarding/reset" \
  -H "Idempotency-Key: <value>"

TypeScript

const res = await fetch('https://api.chatlychat.com/v1/onboarding/reset', {
  method: 'PATCH',
  headers: {
    'Idempotency-Key': '<value>',
  },
});
const data = await res.json();

Python

import requests

res = requests.request(
    "PATCH",
    "https://api.chatlychat.com/v1/onboarding/reset",
    headers={
    "Idempotency-Key": "<value>",
    },
)
data = res.json()

package main

import (
	"fmt"
	"io"
	"net/http"
)

func main() {
	req, _ := http.NewRequest("PATCH", "https://api.chatlychat.com/v1/onboarding/reset", nil)
	req.Header.Set("Idempotency-Key", "<value>")
	res, _ := http.DefaultClient.Do(req)
	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)
	fmt.Println(string(body))
}

PHP

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, 'https://api.chatlychat.com/v1/onboarding/reset');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'PATCH');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, ['Idempotency-Key: <value>']);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Ruby

require 'net/http'
require 'uri'

uri = URI('https://api.chatlychat.com/v1/onboarding/reset')
req = Net::HTTP::Patch.new(uri)
req['Idempotency-Key'] = '<value>'
res = Net::HTTP.start(uri.hostname, uri.port, use_ssl: uri.scheme == 'https') do |http|
  http.request(req)
end
puts res.body

Java

import java.net.URI;
import java.net.http.*;
import java.net.http.HttpRequest.BodyPublishers;

HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.chatlychat.com/v1/onboarding/reset"))
    .header("Idempotency-Key", "<value>")
    .method("PATCH", BodyPublishers.noBody())
    .build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

POSThttps://api.chatlychat.com/v1/onboarding/complete

Wizard finish — stamp onboarding_completed_at and optionally seed demo data

Parameters

Name	In	Type	Required	Description
`Idempotency-Key`	header	string	no	UUIDv4 or 16-128 char opaque token. Required on write endpoints in production. Replays return the cached response with `Idempotency-Replay: true`; reusing the key with a different body returns 409 idempotency_conflict.

Request body application/json

{
  "seedDemo": false
}

Responses

201

Code samples

cURL

curl -X POST "https://api.chatlychat.com/v1/onboarding/complete" \
  -H "Idempotency-Key: <value>" \
  -H "Content-Type: application/json" \
  -d '{"seedDemo":false}'

TypeScript

const res = await fetch('https://api.chatlychat.com/v1/onboarding/complete', {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<value>',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({"seedDemo":false}),
});
const data = await res.json();

Python

import requests

res = requests.request(
    "POST",
    "https://api.chatlychat.com/v1/onboarding/complete",
    headers={
    "Idempotency-Key": "<value>",
    "Content-Type": "application/json",
    },
    json={"seedDemo": False},
)
data = res.json()

package main

import (
	"fmt"
	"io"
	"net/http"
	"strings"
)

func main() {
	req, _ := http.NewRequest("POST", "https://api.chatlychat.com/v1/onboarding/complete", strings.NewReader(`{"seedDemo":false}`))
	req.Header.Set("Idempotency-Key", "<value>")
	req.Header.Set("Content-Type", "application/json")
	res, _ := http.DefaultClient.Do(req)
	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)
	fmt.Println(string(body))
}

PHP

<?php
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, 'https://api.chatlychat.com/v1/onboarding/complete');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'POST');
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_HTTPHEADER, ['Idempotency-Key: <value>', 'Content-Type: application/json']);
curl_setopt($ch, CURLOPT_POSTFIELDS, '{"seedDemo":false}');
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Ruby

require 'net/http'
require 'uri'

uri = URI('https://api.chatlychat.com/v1/onboarding/complete')
req = Net::HTTP::Post.new(uri)
req['Idempotency-Key'] = '<value>'
req['Content-Type'] = 'application/json'
req.body = '{"seedDemo":false}'
res = Net::HTTP.start(uri.hostname, uri.port, use_ssl: uri.scheme == 'https') do |http|
  http.request(req)
end
puts res.body

Java

import java.net.URI;
import java.net.http.*;
import java.net.http.HttpRequest.BodyPublishers;

HttpClient client = HttpClient.newHttpClient();
HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.chatlychat.com/v1/onboarding/complete"))
    .header("Idempotency-Key", "<value>")
    .header("Content-Type", "application/json")
    .method("POST", BodyPublishers.ofString("{\"seedDemo\":false}"))
    .build();
HttpResponse<String> response = client.send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

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