sitemapTatodesk API

Consumption of tatodesk APIs.

Click a topic below to directly access the detailed documentation for each item:

In-Person Service:

Marketing:

WhatsApp:

SMS:

Data API:

CRM:

Contact Center:

Pulse:

In-Person Service

Post List companies by user

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You must use an API-KEY linked to an authorized user to make the request.

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Post List Service Units by User

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You must use an API-KEY linked to an authorized user to make the request.

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Post List Service Classifications

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Post List Service Categories

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Post List Service Types

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Post List Form Fields

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Post Create In-Person Service

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Post List Companies for the Custom Link

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Post List Categories for Scheduling

Description: Returns all service categories available for scheduling in a specific company.

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Post List Categories of the Custom Link

Description: Returns the categories associated with a custom scheduling link identified by a token.

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Post List Service Types for Scheduling

Description: Returns the service types available within a specific category, used in the next step of scheduling.

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Post List Regions for Scheduling

Description: Returns the list of regions available for scheduling, based on the provided attendance types. This endpoint is used after selecting the attendance type, to identify where it can be performed.

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Post List Service Units for Scheduling

Description: Returns the list of attendance units available for a given attendance type and region. This endpoint is used after selecting the region, allowing the user to choose where where the attendance will be performed.

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Post List Dates for Scheduling

Description: Returns the list of available dates to make the appointment at a specific unit and attendance type.

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Post List Periods for Scheduling

Description: Returns the available periods (e.g.: morning, afternoon, evening) for scheduling on a specific date, unit and attendance type.

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Post List Hours for Appointment

Description: Returns the list of available times within a given period (morning, afternoon, evening) for scheduling.

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Post Create Appointment

Description: Creates a new appointment in the Tatodesk system, based on the selected company, unit, type and date information.

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Post Query Appointment

Description: Retrieves the complete details of an appointment already created, using the attendance protocol returned at the time of creation.

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Post Get In-Person Service

Description: Retrieves detailed information about an in-person attendance performed or scheduled, from the attendance ID.

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Post Add Attachments

Description: Allows associating attachments (files) to an existing attendance, using the appointment protocol. The attachments are sent through pre-stored URLs on Tatodesk's server.

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Marketing

Post Send notifications via Email

Description: Allows send notifications by email using a template configured in Tatodesk. Supports sending attachments and dynamic parameters inside the message body.

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WhatsApp

Post Add Attachments

Description: Performs the upload of media files (images, audios, videos, documents etc.) to the WhatsApp server via Tatodesk, generating a mediaID that can be used later when sending messages.

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Post Send Notification via WhatsApp

Description: Sends a template message via WhatsApp to a specific number, using a model previously approved by the WhatsApp Business API. Allows including images, dynamic parameters and metadata for campaign tracking.

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Post Send Notification via WhatsApp - Using Media Upload

Description: Upload a file to the 'media upload' service and, in case of success (status code 200), receive a UUID in the response. Use this UUID in the "id" field inside templatePayload -> header, as illustrated in the example below.

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SMS

Post Send notification via SMS

Description: Allows the sending of SMS messages based on templates, using dynamic parameters and custom metadata. Ideal for automatic notifications, reminders and campaigns.

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Data API

Post Digital Services Report

API to list digital attendances:

  • filter (required) object with the query filter

    • dateInitial (required) initial date in the format DD/MM/YYYY.

    • dateFinal (required) final date in the format DD/MM/YYYY.

    • protocol (optional) text with the attendance protocol.

    • sessionID (optional) text with the attendance session.

    • statusIDs (optional) list of numeric values

    • departmentIDs (optional) list of numeric values

    • userIDs (optional) list of numeric values

    • tagIDs (optional) list of numeric values

    • channelIDs (optional) list of numeric values

    • rates (optional) list of numeric values

    • sentiments (optional) list of numeric values

    • attendanceTime (optional) object to select attendances by attendance time:

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • waitingTime (optional) object to select attendances by waiting time

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • firstAgentReply (optional) object to select attendances by the time of the first agent reply:

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • timeAgentClientReply (optional) object to select attendances by the time of the agent's reply to the client

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • timeClientAgentReply (optional) object to select attendances by the time of the client's reply to the agent

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • form (optional) object to select attendances by form:

      • key (required) text with the form key

      • value (required) text with the form value

    • additionalData (optional) object to select attendances by additional data

      • ID (required) text with the identifier of the additional information

      • value (required) text with the value of the additional information

  • page (required) positive numeric value (values starting from 0) that represents the query page.

  • limit (optional) positive numeric value (values starting from 1) that represents the number of records in each query; if not provided the default value is 1000.

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Post Campaigns Report

API to list campaign information:

  • filter (required) object with the query filter

    • dateInitial (required) initial date in the format DD/MM/YYYY.

    • dateFinal (required) final date in the format DD/MM/YYYY.

    • archived (optional) numeric value indicating whether the campaign is archived or not.

      • 1 - Yes

      • 2 - No

    • departmentIDs (optional) list of numeric values

  • page (required) positive numeric value (values starting from 0) that represents the query page.

  • limit (optional) positive numeric value (values starting from 1) that represents the number of records in each query; if not provided the default value is 100000.

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POST In-Person Services Report

API to list in-person attendances:

  • filter (required) object with the query filter:

    • dateInitial (required) initial date in the format DD/MM/YYYY.

    • dateFinal (required) final date in the format DD/MM/YYYY.

    • protocol (optional) text with the attendance protocol.

    • attendanceCode (optional) text with the attendance password.

    • companyIDs (optional) list of numeric values

    • attendanceUnitIDs (optional) list of numeric values

    • attendanceTypeIDs (optional) list of numeric values

    • statusIDs (optional) list of numeric values

    • userIDs (optional) list of numeric values

    • tagIDs (optional) list of numeric values

    • attendanceTime (optional) object to select attendances by attendance duration

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • waitingTime (optional) object to select attendances by waiting time

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • pausedTime (optional) object to select attendances by agent's first response time

      • operation (required) numeric value with the operation. 1 - Less 2 - Less or equal 3 - Greater 4 - Greater or equal 5 - Between

      • value (required) numeric value in minutes.

      • valueFinal (required when the operation value is 5) numeric value in minutes.

    • form (optional) object to select attendances by form:

      • key (required) text with the form key

      • value (required) text with the form value

    • additionalData (optional) object to select attendances by additional data

      • ID (required) text with the identifier of the additional information

      • value (required) text with the value of the additional information

  • page (required) positive numeric value (values starting from 0) that represents the query page.

  • limit (optional) positive numeric value (values starting from 1) that represents the number of records in each query, if not informed the default value is 1000.

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POST Tickets Report

API to list tickets:

  • filter (required) object with the query filter:

    • dateInitial (required) initial date in the format DD/MM/YYYY.

    • dateFinal (required) final date in the format DD/MM/YYYY.

    • protocol (optional) text with the attendance protocol.

    • statusIDs (optional) list of numeric values

    • organizationIDs (optional) list of numeric values

    • projectIDs (optional) list of numeric values

    • departmentIDs (optional) list of numeric values

    • userIDs (optional) list of numeric values

    • form (optional) object to select attendances by additional data

      • key (required) text with the form key

      • value (required) text with the form value

  • page (required) positive numeric value (values starting from 0) that represents the query page.

  • limit (optional) positive numeric value (values starting from 1) that represents the number of records in each query, if not informed the default value is 1000.

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Post Search by protocol

Description: Allows searching detailed information of a protocol across multiple Tatodesk platforms, such as digital attendance, in-person, tickets or MP. Ideal for checking status, dates and data of records already created.

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Post Sessions Report

Description: This endpoint allows to query messaging sessions reports (webchat, WhatsApp, etc.) within a specific period. It is useful for audits, service metrics and tracking user interactions across multiple channels.

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POST Grouped Journey Report

Description: Returns chatbot journey events grouped by level and tag, within a defined period. Ideal for user flow reports and performance analysis of automated journeys.

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POST Detailed Journey Report

Description: Returns all individual events of a chatbot journey within a period, with detailed information about each interaction, session and step the user went through.

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POST Ad-hoc Notifications Report

Description: Returns a detailed report of loose notifications (SMS, email or WhatsApp) sent manually or via API, allowing filtering by period, service, user, API key or template. Ideal for audit, dispatch control and status tracking.

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POST Get Session

Description: Returns the complete details of a messaging session (for example, from WhatsApp), including status, associated contact, channel and creation and update times. It is useful for consulting information about a specific conversation, validating service status or integrating session data into reports.

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POST List Reviews

Description: Returns the list of feedbacks (ratings and observations) submitted by users in interactions with the chatbot. Allows filtering records by date range or by a specific session number, and also enables pagination of results.

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CRM

POST List Objects

Description: Returns the records of a custom object created in the module CRM (e.g.: "Sales", "Customers", "Orders"). Allows applying filters, sorts and selection of specific fields, making it possible to build dynamic reports and queries.

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POST Create Object

Description: Creates a new record in a CRM object (such as "Sales", "Customers" or "Orders"), providing the corresponding fields and values. The system performs automatic validation of required fields defined in the object configuration.

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POST Edit Object

Description: Removes a specific record from a CRM object (such as "sales", "customers", "orders" etc.). Deletion is done based on the record ID, and not on the object ID or CRM structure.

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POST Delete Object

Description: Removes a specific record from a custom object created in the CRM module (e.g.: "Sales", "Customers", "Orders"). Deletion is done by providing the entity name (apiName) and the unique identifier (ID) of the desired record.

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Contact Center

POST List Departments

Description: Returns a paginated list of active and inactive departments registered in the Contact Center. This endpoint is useful to query the name and ID of departments, which can be used in other integrations (such as ticket routing, attendances, among others).

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POST List Service Groups

Description: Returns a paginated list of attendance groups linked to specific departments. Attendance groups organize operators and schedules, allowing the definition of rules and service queues.

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POST List Specialties

Description: Returns a list of specializations (or subdivisions) linked to a specific attendance group. Each specialization represents an area, locality or type of service within an attendance group.

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POST List Subspecialties

Description: Returns a list of subspecialties associated with a specific specialization (or group of specializations). Each subspecialty represents a more detailed subdivision within a specialization — such as a neighborhood, sector or service category.

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POST List Areas

Description: Returns a list of areas associated with a specific subspecialization. Areas represent operational or thematic subdivisions within a subspecialization — for example, sectors, types of service or specific service categories.

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POST List Subareas

Description: This endpoint returns the list of subareas associated with a specific area. Subareas represent subdivisions within a registered area.

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POST List Service Schedules

Description: Returns the list of opening hours for a specific attendance group, filtering by attendance group, specialization, subspecialization, area and subarea.

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POST List Service Schedule Exceptions

Description: Returns the exceptions of the registered opening hours for a given group, specialty, subspecialty, area and subarea.

These exceptions represent specific changes to the normal operating hours, such as holidays, maintenance or specific events that modify the standard availability.

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Pulse

POST Create App Session

Description: This route creates a app session, allowing the system to recognize and authenticate an app that is connecting to the TatoDesk API.

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POST Register event

Description: This route registers custom events related to an app session in TatoDesk. It is used to track user actions within the app — such as clicks, accesses, screen views, errors or any type of event you want to track.

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Chatbot

POST List Journeys

Description: This route returns the list of chatbot journeys registered in the system. Each journey represents an automated support flow, and can be active or inactive.

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Survey

POST Forms

Description: This route returns the full details of a survey form specific in the system. It is used to view the information configured in the form, such as name, description, image, colors and scale type.

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POST Register form answers

Description: This request registers the answers provided by a user in a survey form. It sends both the form identification information and the set of filled questions and answers.

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