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IntelliPortalDOCS

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  • Overview
  • Quickstart
  • Test in the sandbox

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  • Authentication
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  • Hosted onboarding
  • Webhooks

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  • Messages
  • Templates
  • Usage
  • Status & observability

Reliability

  • WhatsApp limits
  • Errors & debugging

Resources

  • Changelog
  • OpenAPI 3.1
  • Postman collection
Developer support
IntelliPortalDOCS
Developer documentation/API v1

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Docs/Changelog

Changelog

New features, improvements, and fixes for IntelliPortal.

v1.8.0

September 8, 2026
Added
  • Self-serve billing — subscribe to Growth or Scale by card from Billing & Plans. The plan activates the moment checkout completes, the trial gate lifts immediately, and switching between paid plans is prorated on your next invoice
  • Manage billing opens Stripe's customer portal for your card on file, invoices and cancellation; a cancelled plan stays active until the end of the period you paid for
  • The Billing page shows your renewal date, flags a failed payment, and lists the plans side by side

v1.7.2

September 8, 2026
Fixed
  • Authentication templates can now be created — the API rejected every AUTHENTICATION create with "requires code_expiration_minutes in the footer" even when the expiry was supplied, and the Templates page had no way to set it. The editor now switches to an authentication layout with the code expiry, the security-recommendation line and the copy-code button label; the docs show the request shape
  • Error reports filed from a toast carry the actual error text, not just the generic title, so a ticket says what failed
  • Contact links across the portal point at support@intelliconcierge.com

v1.7.1

September 5, 2026
Improved
  • The sandbox sends Instagram media through the real API — image, video, audio and document by URL run in dry-run exactly as your code would, so media_link_required and the caption/filename warnings show up before you ship
  • Live sandbox sends now cover Instagram: with the portal in Live mode, deliver a real DM to the Instagram-scoped ID of one of your registered test accounts, text or media
  • Sandbox and docs copy name the channel they mean instead of assuming WhatsApp

v1.7.0

August 7, 2026
Added
  • Send templates by reference — POST /v1/messages/send-template now takes template_ref (the id or name from the Templates API) with plain values: parameters for body variables (positional array or named object), header for a dynamic header, buttons for dynamic URL buttons. Intelli resolves the template and builds Meta's components for you; the raw template object still works when you want full control
  • Approval is enforced at send time — a template Meta hasn't approved returns 400 template_not_approved (with the rejection reason when there is one) instead of an opaque Cloud API failure that would hurt the client's quality rating
  • Test keys now deliver for real to your registered test recipients — add your own WhatsApp number or Instagram username under Test recipients and receive actual messages from ik_test_ sends, end to end, while every other recipient stays simulated
  • Instagram test recipients — register an Instagram username alongside WhatsApp numbers; inbound Instagram-scoped IDs are resolved and matched against it
  • Dry-run template sends echo the assembled template object, so you can inspect exactly what a live send would carry
  • Carousel templates send by reference too — pass cards, one object per card with its header media and button values (quick replies take your webhook payload, dynamic URLs their suffix); card count, headers and buttons are validated locally with errors that name the card
  • Upload send media — POST /v1/media trades a file for a Meta media id you can reference from sends for 30 days (header.id, image.id, …); more reliable than link, which Meta re-fetches at every delivery
Improved
  • The sandbox template tab lists the selected client's real templates — picking one prefills its body variables, header and button inputs (including per-card inputs for carousels); non-approved templates show their review status
  • Format mistakes are caught before Meta sees them: unsupported layouts, blank values and bad header links come back as named errors instead of Meta's opaque #132012
  • The sandbox request builder survives navigating away and back, error toasts carry a Copy button and stay ten seconds, and the go-live checklist no longer re-asks once completed
  • Test recipients are channel-aware — register your own WhatsApp numbers and Instagram usernames, up to two per channel

v1.6.0

July 26, 2026
Added
  • Message templates on the API — create, list, edit and delete your clients' WhatsApp templates at /v1/templates, so your own customers can author templates in your product and get them approved before sending
  • Header media for templates — attach an image, video or document by uploading it to POST /v1/templates/media, or just pass header.media_url and Intelli fetches and uploads it for you
  • template.status webhook now carries a documented template object (id, name, language, status, category, reason) instead of Meta's raw field names — match on the same id the create returned
  • Rejection reasons are surfaced on the template, so you can tell a customer exactly why Meta declined and what to fix
  • Templates page in the dashboard: build a template against a live WhatsApp preview, watch it move through review, and sync a client's account from Meta on demand
  • New scopes: templates:read for listing and checking approval, templates:write for create, edit, delete and media upload
  • Copyable AI-assistant prompt on the Templates guide — hand your coding assistant the whole lifecycle contract, including the approval flow and every error code
Fixed
  • Template approvals now reach partner-managed clients — a template created for a client used to stay PENDING indefinitely because the review outcome was forwarded to your webhook but never recorded against the template itself
  • Templates created through the API no longer inherit Intelli's default marketing footer — a template carries your client's branding and nothing else

v1.5.0

July 25, 2026
Added
  • Download media your customers send you — GET /v1/media/<media_id>?client_ref=… streams the file for WhatsApp, where Meta hands out an id you have no token to resolve (Instagram already carries a URL on the webhook)
  • Send image, video, audio and document on Instagram — pass the media as a public HTTPS URL in link (for example image.link); captions and filenames come back under warnings, since an Instagram attachment has nowhere to put them
  • Instagram webhooks now carry the sender's username and name, plus a top-level contact object — no more resolving Instagram-scoped IDs you have no token for
  • Live tail on the webhook delivery logs — new attempts appear on their own, with a Live/Paused toggle; a resend now shows its result without a reload
  • Delivery logs page through your entire history instead of the most recent 200 attempts, and the status filter and event-type search run across all of it
  • The Endpoint column shows the URL each attempt was actually sent to, so the log stays accurate after you change your webhook URL
Improved
  • Dashboard webhook activity chart, Recent Activity, Failed (24h) and Last activity now show your real delivery data
  • Integration Health reports the last 7 days it is labelled with, and the Events received breakdown counts your whole week rather than the latest batch of rows

v1.4.0

July 19, 2026
Added
  • Instagram channel — connect your clients' Instagram professional accounts through the hosted flow (POST /v1/instagram-connect/sessions) and send text DMs with the same Send API
  • Webhook events now carry a channel field (whatsapp or instagram); Instagram messages, reactions, reads and postbacks are forwarded with full fidelity
  • Channel column on the clients pages; the sandbox exercises Instagram text sends in dry-run
Fixed
  • Media downloads no longer retry on expired-token errors — the affected account is identified in one log line instead of six

v1.3.0

July 19, 2026
Added
  • Every WhatsApp message type on the Send API — image, video, audio, document, sticker, location, contacts, interactive (buttons & lists), and reaction, mirroring Meta's Cloud API shape
  • Support tickets in the dashboard — open a ticket, follow the thread, and reply; the Intelli team answers in-thread and by email
  • Usage-based plans — Free, Growth, and Scale, each with an included monthly message bundle and a per-message rate beyond it
  • Live usage view on the billing page: inbound/outbound counts, bundle progress, and overage estimate
  • GET /v1/usage — query your monthly message consumption programmatically
  • Webhook delivery logs now show the full event payload on every entry
  • Resend button on webhook deliveries — redeliver any recorded event to your endpoint with one click
  • Client pages list that client's recent webhook deliveries
  • Copyable AI-assistant prompt on the Embedded Signup guide — paste the full integration contract into your coding assistant
  • Trial lifecycle emails: a heads-up before your trial ends, at grace start, and if sending pauses
Fixed
  • Onboarding a WhatsApp number that is already connected now returns a clear 409 (number_already_connected) instead of an unexplained error

v1.2.0

June 23, 2026
Added
  • 7-day free trial with a grace period, managed from the billing page
  • Request logs — a monitoring dashboard with volume by status, latency percentiles, and per-request entries with request IDs
  • Sandbox live sends to registered test numbers — exercise a client's real WhatsApp number against your own phone
Improved
  • Test/live mode persists across reloads, and request logs are scoped to the active mode

v1.1.0

June 14, 2026
Added
  • Public API host — api.intelliconcierge.dev/v1 with edge rate limiting
  • Intelli-hosted Embedded Signup — onboard a client from a single session URL; your app never touches Meta credentials
  • Test mode — dry-run sends validate everything without delivering, and ik_test_ keys never deliver
  • Webhook simulator — fire signed sample events at your endpoint from the dashboard
Improved
  • Documentation rebuilt as an ordered developer journey, with search and a dynamic table of contents
  • Webhook configuration moved into the Webhooks section

v1.0.0

May 20, 2026
Added
  • Initial release of the Intelli Partner API
  • WhatsApp Send API — text and template messages through your onboarded clients
  • Meta embedded signup to connect your clients' WhatsApp numbers
  • Scoped API keys with test and live prefixes
  • Real-time webhooks with HMAC-SHA256 signing and delivery logs
  • Partner dashboard — API keys, clients, webhooks, and settings