- Create and manage organizations for its customers.
- Add users to those organizations with a role.
- Provision phone numbers (locations) answered by the AI.
- Embed the Answering Agent dashboard in its own app.
- Give one partner login read-only dashboard access to several customer-owned organizations, with each owner’s approval.
How the accounts fit together
Partner account
Partner account
Your account in Answering Agent. You authenticate with an API key to manage all your customer organizations through the API.
Organizations
Organizations
Your customers’ businesses.
provisioned organizations are owned by your partner account. linked organizations stay owned by existing Answering Agent customers. Partner writes to a linked organization are denied unless its owner or admin grants the narrow dashboard-viewer capability.Users
Users
People who belong to organizations. Each organization has an owner, created with the organization, and can have more users. You identify users by your own system’s ID (
external_id).Locations
Locations
Phone numbers answered by the AI. Each location belongs to an organization and has its own phone number, settings, and AI configuration.
External ID
External ID
Your ID for a user in your system. It maps your users to Answering Agent users without exposing internal IDs.
Embed tokens
Embed tokens
Tokens that let you embed the Answering Agent dashboard. For multi-account viewers, issue a separate token for each
organization_id. The iframe exchanges it for a short-lived bearer bound to that organization.Base URL and authentication
The Partner API shares the Customer API’s base URL and header:Typical integration flow
1
A customer signs up
A customer creates an account in your platform.
2
Create the organization
Your backend calls
POST /organizations to create the organization and its owner.3
Provision a phone number
Call
POST /locations to provision a phone number for the customer.4
Get an embed token
Call
GET /users/{external_id}/embed-token.5
Show the dashboard
Embed the Answering Agent dashboard in your app with the token. Your customer sees their calls, tasks, and reports.
Multi-account viewer flow
An account manager can use one login across several customer-owned organizations:- Confirm each customer organization is linked and reports
permissions.can_manage_dashboard_viewers: true. - Create the partner-owned identity once.
- Attach its
external_idto each approved organization withPUT /organizations/{organization_id}/dashboard-viewers/{external_id}. - Request a token with the selected
organization_id. Replace the embed iframe when you switch organizations. - To remove access to one organization, detach that relationship. The identity and its other organizations stay as they are.
Example: onboard a customer
Partner API pages
Quickstart
Create an organization, a location, and an embed token.
Authentication
Create a key and send it with each request.
Organizations
Create and manage customer organizations.
Users
Manage users within organizations.
Locations
Provision phone numbers answered by the AI.
Embed the dashboard
Show the Answering Agent dashboard inside your app.
Get help
- Integration questions and documentation errors: support@answeringagent.com
- Security reports: security@answeringagent.com