For the complete documentation index, see llms.txt. This page is also available as Markdown.

Using Direct Link

This page describes how to trigger Integrated Onboarding with a direct link

Using a direct link is the quickest way partners can start onboarding clients and their phone numbers to their platform. No-code solution.

Limitations

Implementation of the following is not covered in this guide:

For a comprehensive guide that covers these topics, see Using Custom IO.

Partners using React can instead embed the 360Dialog Connect Button for a streamlined Integrated Onboarding experience: Using Connect Button

1

Get Partner ID

Integration tab of the 360Dialog Hub shows the partner ID. Click here to go to the Integration tab.

Look under Integration Settings for the Partner ID field. Copy this ID.

2

Replace Partner ID in the snippet below with the ID acquired in Step 1:

https://app.360dialog.com/onboarding/{partner_id}

For a partner with partner ID aAbBcCPA, the direct link would look like:

https://app.360dialog.com/onboarding/aAbBcCPA

3

When clients click this link, they will start onboarding a new phone number under the partner account.

Clients of Direct-Paid partner accounts will see a price detail and payment information page between the Account Creation and Embedded Signup steps.

The direct-paid client needs to grant the API key permission before the partner can generate an API key for them. The permission is granted automatically for the partner-paid clients.

4

Generate API Key

When the channel reaches running status, create an API key for the newly onboarded phone number to begin sending messages with this phone number. Please use this endpoint.

Store the returned API key securely - it cannot be retrieved later.

Reminder for Direct-Paid partners

Partners on the Direct-Paid billing plan must receive API key permission from their client before being allowed to generate an API key for the client's phone number.

Clients are asked during onboarding if they want to grant API key permission. They can also grant API key permission later in the 360Dialog Hub.

See Partner Permissions for details.

5

Handle Webhooks

After completing onboarding, the partner's webhook URL endpoint will receive the following important status events:

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