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Agent Tooling

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Spam Check API

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llms

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Integrations

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How It Works

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Features

Make calls useful beyond the conversation.

API & Functions

HappyAssist API & Functions

Useful event and action categories

Call completed: share an approved outcome, such as caller type, contact information, request category, time and a reference to any accessible summary. Lead captured: create or update a lead with the fields your business has approved for that workflow. Appointment request: send the desired service and time window to a supported scheduling process, and return a confirmed result only after booking succeeds. Escalation required: notify an authorized person or queue when the conversation meets a defined rule. Each category should be implemented only after engineering defines the actual data schema and permissions.

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Design functions around clear boundaries

A function named “book appointment” should not silently charge a customer, alter an unrelated record or claim success when a calendar is offline. Keep actions narrow and return structured results that the AI can accurately explain. Document required fields, optional fields, accepted values, time zones, duplicate handling and errors. Set idempotency rules where repeated events could create duplicate bookings or records.

Authentication, consent and data handling

Production integrations require a documented way to authenticate the caller or the business account, scope permissions and protect secrets. Different information may require different handling, particularly health, financial and other sensitive records. Only transmit data necessary for the action. Keep logs appropriately restricted, specify retention and deletion behavior and ensure customers know which downstream systems process their information.

What a real API reference must contain

Before publication, provide the actual base URL, current API version, authentication specification, production versus test environment, request and response schemas, rate limits, webhook verification details if offered, documented errors and an escalation route for support. Never paste another company’s example URLs or pretend that a sample HTTP request is a working HappyAssist endpoint.

HappyAssist API & Functions

A safer first integration

Begin with a read-only status lookup or a low-risk lead-creation workflow. Send a test event, inspect the result in the destination system and check the fallback when that system is unavailable.

Once the data and permissions are correct, consider more consequential actions. Customers and operators should be able to tell whether a booking, update or notification actually happened.

FrequentlyAsked Questions

Is a public API available now?

A public HappyAssist API could not be verified from the published website. Confirm its availability with engineering.

Can we embed example endpoint calls on the page?

Yes, after the product team supplies working endpoints and verified authentication details. Do not invent them.

Are calendar and CRM integrations the same as a public API?

No. Prebuilt integrations can exist without an independently supported public developer API.

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