Helpdesk API

The Helpdesk API is a REST API used by the Marketplace Platform that allows you to configure the Helpdesk framework. It enables you to:

  • Create and manage support cases.

  • Transition case state to querying, processing, or completed.

  • Create, retrieve, and manage feedback entries as well as attachments.

  • Configure forms, parameters, and parameter groups to define what data is collected when someone raises a case/feedback.

  • Use queues to manages how cases are routed.

Core Concepts

The Helpdesk API is built around the following core resources:

  • Case - Represents an interaction between Client, Vendor, or Operations users.

  • Chat - Represent a conversations between parties in the Marketplace platform. These could be direct (1:1), group chats, or case discussions.

  • Feedback - Represents feedback submitted by client, vendor, or operations users through the platform.

  • Form - Represents a configurable questionnaire used to collect onboarding information.

  • Queue - Represents a logical grouping of cases that share similar business problems. Queues can be created for specific purposes, such as customer onboarding, billing issues, or any other business scenario deemed relevant by the operator.

Collections

The API is organized into collections, each containing a set of operations. Access to these operations varies by role, depending on whether you are a client, vendor, or operations user.

Refer to the following capability matrix to see which roles are authorized to perform specific operations within each collection:

Cases

Capability
Client
Vendor
Operations

List all cases

Get case

Create case

Update case

Set case status to querying

Set case status to processing

Set case status to completed

Chat

Capability
Client
Vendor
Operations

Create chat

List all chats

Get chat

Update chat

List chat participants

Get chat participant

Create participant

Update participant

Leave chat

List chat messages

Create chat message

Update chat message

Delete chat message

List chat attachments

Get chat attachment

Add chat attachment

Update chat attachment

Delete chat attachment

List links in a chat

Update chat link

Create chat link

Delete chat link

Feedback

Capability
Client
Vendor
Operations

List feedback

Get feedback by ID

Create feedback

Update feedback

Update status to reviewed

Create feedback attachment

List attachments for feedback

Get attachment by ID for feedback

Update attachment by ID

Delete feedback attachment

Delete feedback

Forms

Capability
Client
Vendor
Operations

List all forms

Get form

Create form

Update form

Publish form

Unpublish form

Delete form

Queues

Capability
Client
Vendor
Operations

List all queues

Get queue

Create queue

Update queue

Activate queue

Disable queue

Delete queue

Parameter Definition

Capability
Client
Vendor
Operations

List all parameters in helpdesk

Get parameter

Create parameter definition

Update parameter definition

Delete parameter definition

Parameter Groups

Capability
Client
Vendor
Operations

List all parameter groups defined in Helpdesk

Get parameter group

Create parameter group

Update parameter group

Delete parameter group

Get all parameters within a parameter group

Get parameter within a parameter group

Adds parameter to parameter group

Updates a parameter’s display order within parameter group

Remove parameter from parameter group

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