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    API7 min readReviewed July 14, 2026

    External AI API integration checklist

    Create a scoped key, protect the generated secret, maintain conversation identifiers, and review API conversations in the dashboard.

    Prepared by the VSCRM AI team

    Expected outcome

    A controlled API integration using the intended knowledge and domain configuration.

    Step-by-step

    1

    Choose the API configuration

    Identify the knowledge base, assistant type, and company domain the integration should use.

    2

    Create a scoped key

    Generate the API key in the dashboard and save the secret at creation time.

    3

    Store the secret securely

    Keep it in a server-side secret manager or protected environment variable, never public browser code.

    4

    Follow the documented request format

    Use the technical documentation for authentication, messages, and external conversation identifiers.

    5

    Review external conversations

    Use the dashboard filters to inspect messages, state, status, and insufficient-context activity.