API Keys

Learn how to generate and manage your API keys

Getting Your API Key

API keys authenticate feature-scoped requests to NextSet APIs. Each key belongs to a business and can be limited to features such as CRM, demo creation, documents, and analytics.

  1. Log in to your NextSet AI dashboard
  2. Navigate to Settings → API Keys
  3. Choose a key name, environment, and feature access
  4. Click "Create API Key"
  5. Copy the key immediately (it won't be shown again)
  6. Store it securely in your configuration

Using Your API Key

Send API keys in the `x-api-key` header. Feature-scoped endpoints reject keys that do not include the required feature.

fetch("https://www.nextset.ai/api/v1/crm/leads/create", {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    "x-api-key": "ns_live_your_key_here"
  },
  body: JSON.stringify({
    customer_name: "Jane Customer",
    customer_phone: "+15555550123",
    customer_email: "jane@example.com",
    service_requested: "Consultation",
    outreach_events: [],
    replies: []
  })
});

External API Routes

These routes are designed for server-to-server use. The base URL is your deployed web app origin plus `/api`.

GET  /api/v1/crm/leads
POST /api/v1/crm/leads
POST /api/v1/crm/leads/create
GET  /api/v1/crm/appointments
POST /api/v1/crm/appointments
POST /api/v1/crm/appointments/create
POST /api/v1/demo/create

# Optional CRM query parameters:
# business_id, status, service, search, limit
# date_from and date_to are also supported for appointments.

# Optional lead create fields:
# outreach_events: []
# replies: []

Security Best Practices

  • ✅ Never commit API keys to version control
  • ✅ Use environment variables in production
  • ✅ Rotate keys regularly
  • ✅ Use different keys for development and production
  • ✅ Revoke compromised keys immediately

Key Permissions

API keys use explicit feature scopes:

CRM

Required for lead and appointment list/create routes under `/api/v1/crm`. Prefer the `/create` paths for writes.

Create Demo

Required for `/api/v1/demo/create` to create or refresh a demo bot for the key's business.

Documents & Analytics

Enable document-processing or analytics integrations independently as needed.