CatalinQ: A few questions about the API
Hi there,
Before upgrading to Plan 6 from Plan 4 I have a few questions:
1. Can I create a sub-account via API at install time?
2. Can I push a knowledge base (product feed + FAQs) to a sub-account via API?
3. Can I update a KB programmatically when products change?
4. Can I retrieve conversation transcripts and lead data via API?
5. Is there an API to provision a unique chat widget URL per sub-account?
6. Are webhooks available for "appointment booked" / "human handoff requested" / "lead captured"?
Thanks a lot
sohaib.dmchamp
May 5, 2026A: Hi Catalin,
You can create sub-accounts via API; that is possible. Regarding your other questions:
1. Can I push a knowledge base to a sub-account via API?
Not possible yet, but we will be working on this.
2. Can you upgrade a knowledge base programmatically when products change?
This also needs to be implemented.
3. You can retrieve conversation transcripts and lead data; that is fully functioning.
4. There is no API yet to provision a unique chat widget URL.
5. Are webhooks available for appointment booking when the handover request is lead captured?
Yes.
Everything currently lacking is something we will be working on and should be implemented within a month or two.
these were great feature requests @catalin, I will be the next buyer if they can be added via API.
I do have another question:
a) Does the tool have the option to create different campaigns with different objectives? Let's say I have two goals:
1. help me sell my tool and get prospects to schedule a call
2. help me build a community - in this case, the rules are a bit different.
Yes, there's no limit on how many campaigns you can create. I do recommend only creating different campaigns if they have a clearly different goal.
Same here
I have added the API request to our roadmap in our Skool community. https://www.skool.com/dm-champions