Platform API

Feature Overview

The platform API mainly serves business system integration. It allows external systems to call Agent, trigger workflow, and manage conversations, files, and knowledge capabilities.

Use Cases

Suitable for:

• Embedding Agent into CRM, customer service, portals, or internal systems
• Triggering workflow through interfaces
• Managing conversations, files, and knowledge calls from business systems

Prerequisites

Before you start, we recommend confirming:

• The integration target has been determined, such as a specific Agent or workflow
• The API Key has the required permissions
• The calling system has prepared a minimal request example

Steps

Step 1: Select only one integration target first

During the first integration test, do not connect multiple Agents, workflows, and file interfaces at the same time. We recommend selecting only one capability, such as:

• A single Agent call
• A single workflow trigger

Run one path successfully first, then continue expanding.

Step 2: Complete minimum request validation

First use the simplest request to confirm:

• Authentication succeeds
• The interface address is correct
• The returned structure matches the documentation

Only after this step succeeds is it worth continuing to add later context and business parameters.

Step 3: Gradually add business parameters

After the basic call passes, gradually add:

• User identifiers
• Variables
• Conversation context
• Files or attachments

We recommend adding only one type of parameter each time, which makes it easier to locate the source of issues.

Step 4: Add failure handling and retry strategies

When integrating a business system, define in advance:

• Whether to retry on network failure
• How to handle timeouts
• How to fall back when model or tool exceptions occur

Step 5: Return to the application layer for reverse validation

If the interface returns abnormal results, do not focus only on the caller code. Return to the Agent or workflow page in the platform and confirm whether the application itself is configured correctly.

Result Validation

After the platform API integration is complete, it should at least meet these requirements:

• The single target capability can be called stably
• Expected results can still be returned after adding business parameters
• Failure, timeout, and rate-limit scenarios have clear handling methods

FAQ

Why does the interface return normally, but the business result is still incorrect?

A common cause is that the application itself is configured incorrectly, such as issues with prompts, knowledge base, or workflow nodes.

Why is it not recommended to connect multiple capabilities the first time?

Because once an issue occurs, it is difficult to determine whether it is caused by authentication, parameters, files, context, or application configuration.

Why should interface integration testing also review page configuration?

Because the platform API ultimately still calls the actual application capabilities in the platform, not a completely independent backend interface.

Notes

• Start integration testing from a single capability
• Add only one type of parameter or context each time
• When exceptions occur, troubleshoot both the interface layer and application layer together