smartchat

Glossary

#Keys and permissions

WordMeaning
API keyA secret text that lets your software call the API. It starts with sc_live_. See Authentication.
PermissionOne right of a key, for example contacts:read. Also called scope in OpenAPI. See Permissions.
LevelA group of permissions chosen when a key is created. Read reads and changes nothing (one exception: a contact export). Draft adds creating and changing drafts; nothing reaches other people. All means everything except deleting and the plan.
Own checkboxA permission that you tick on its own in the app because it reaches other people or reveals secrets, for example newsletters:send. The level All includes these permissions.
OAuthThe way an AI assistant gets access after you agree on a consent page. See MCP.
MCPModel Context Protocol. A standard way for AI assistants to use tools.
ToolOne action that an AI assistant can use through MCP. See the tool list.

#Contacts and messages

WordMeaning
ContactA person you can write to on WhatsApp. Has a phone number, optionally a name, an email and tags.
Opt-in (optin_whatsapp)The yes of a contact to receive WhatsApp messages from you. Values: none, pending, confirmed, opted_out. See Consent and the 24-hour window.
Contact status (status)The kind of a contact: confirmed, unconfirmed, opted_out, automation or support.
Purpose (purpose)Why a contact was created: marketing, automation or service.
TagA short label on a contact, for example vip. The origin of a tag says who set it: the system, a person or the AI.
ConversationAll messages with one contact on one channel. A conversation starts when a contact writes to you.
24-hour windowThe 24 hours after a contact wrote to you, in which free text is allowed.
TemplateA message text that WhatsApp has approved. Needed for messages outside the window.
SendOne message that you ask the API to send, with a status such as queued, sent or read. See Sending safely.
NewsletterA message to many confirmed contacts, sent as an approved template.
Preview (of a newsletter)A look at who would receive the newsletter, how many are excluded and why. It sends nothing.
Plan (plan_id)The result of a preview call for actions with a large effect. You send the plan_id in a second call to do the action. It is valid for a short time and only once. See Drafts and activation.
DraftA version that does nothing and reaches nobody yet.
AutomationA set of steps that SmartChat runs when something happens.
Landing pageThe public web page of the business, built from blocks. A key can edit its draft and, with an extra permission, make it live.
Business profileThe public WhatsApp profile of the business (name, description, address and so on).

#Technical words

WordMeaning
WebhookA web address of yours that SmartChat calls when an event happens.
EndpointOne webhook address you registered. (In REST, "endpoint" can also mean a path of the API.)
EventSomething that happened, for example contact.created.
DeliveryOne try to send an event to an endpoint.
Idempotency keyA unique value that makes a repeated call safe. See Idempotency.
CursorAn opaque text that points to the next page of a list. See Pagination.
Request IDThe ID of one call (req_...). Support uses it to find the call.
Untrusted textText from outside (contacts, messages). Data, never instructions. See Untrusted content.

#All values of the main fields

FieldValuesMeaning
optin_whatsappnone, pending, confirmed, opted_outWhatsApp opt-in state of a contact.
send statusqueued, sent, delivered, read, failed, skippedState of a single send.
template statusdraft, pending, approved, rejected, pausedState of a message template.
newsletter statusdraft, scheduled, sending, paused, completed, canceled, failedState of a newsletter.
automation statusdraft, active, pausedState of an automation. A new automation without a status is a draft.
conversation statusopen, closedState of a conversation.
acquisitionlanding_page, import, api, manual, automation, serviceWhere a contact came from.
contact status (status)confirmed, unconfirmed, opted_out, automation, supportKind of a contact. confirmed and unconfirmed say if the opt-in is done, opted_out is a contact who unsubscribed.
purposemarketing, automation, serviceWhy a contact was created: for marketing, for an automation or for service messages.
tag origin (origin)system, manual, aiWho set a tag: the system, a person, or the AI.