API Library – Complete Overview & How It Works

The API Library in Geta.ai allows you to connect your chatbot or voice bot with external systems such as CRMs, ERPs, marketing tools, or custom applications.
You can create APIs, import cURL requests, add headers, insert contact properties dynamically, process payloads with custom logic, and even send API outputs back into your bot flow or save them inside contact properties.

This guide explains how to use every part of the API Library in a simple, step-by-step way.

1. Opening the API Library

To access and create APIs:

1. Log in to Geta.ai

2. Click the three-dots menu in the navigation bar

3. Select API Library

4. Click Create to add a new API
   – OR –
   Click Import cURL to upload an existing API request

2. Importing a cURL Request

If you already have a cURL:

1. Click Import cURL

2. Paste the cURL command

3. Click Import

4. Your API will be automatically created with method, headers, payload, and URL filled in

3. Choosing the API Method

The Methods dropdown allows you to select the type of API call:

• GET — Fetch data

• POST — Send data

• PUT — Update data

• PATCH — Partially update

• DELETE — Remove data

Choose the method your endpoint requires.

4. Selecting Payload Type

Choose the format your API accepts:

• JSON

• Multipart Form-Data (for files or media)

5. Configuring the URL

Enter the endpoint URL your bot will hit.

You can also click the three-dots menu inside the URL field to insert:

• APIs → previously created API variables

• Contact Properties → fields like First Name, Email, User Type
  (Useful when you want to pass user-specific data to the API)

Example:
https://client-api.com/get-user?name={{first_name}}

6. Adding Headers

Headers help authenticate or define your request type.

1. Click Add Header

2. Enter the Header Key (e.g., Content-Type, Authorization)

3. Enter the Header Value (e.g., application/json, Bearer Token)

4. Use the plus (+) icon to add more

5. Use the minus (-) icon to remove

You can again use the three-dots menu inside header fields to insert APIs or contact properties dynamically.

7. Configuring the Payload

The Payload Content is the data you send in the API body.

Examples:

• Sending a WhatsApp message

• Submitting lead details

• Passing user inputs

You can:

• Insert contact properties

• Insert API values

• Include dynamic user responses

• Modify or remove these values anytime

Example payload snippet:

{
  "name": "{{first_name}}",
  "email": "{{email}}",
  "to": "918XXXXXXXX",
  "template": "welcome_template"
}

8. Add Function to Process Payload (Optional Logic Layer)

This feature lets you apply custom logic before the payload is sent.

You can:

• Modify values

• Add new fields

• Run conditions

• Transform data

Example:

function processPayload(payload) {
    payload.age += 5;
    payload.status = "Updated";
    return payload;
}

This is extremely useful when API requires formatted or computed data.

9. Testing the API

Click Run Test to check if your API works.

If successful, Geta.ai will show:

• ✔ Message sent successfully

• ✔ API Response

• ✔ Success: true

This helps you validate the setup before using it inside your bot.

10. Using API Output

After a successful test, click the three-dots menu inside the Response section to choose how the API output should be used:

Use in Bot

Pass API response directly inside your bot flow.

Save as Contact Property

Store the API response (full or partial) into contact fields.

When chosen, you’ll get:

• All Index → saves the entire JSON

• Selected Index → choose specific value from array/object

Both

Use the API output inside the bot and also save it into contact properties.

11. Finalizing & Updating

Once all settings are complete:

• Click Update to save the API

• You can search or filter APIs by method (GET, POST, PUT, PATCH, DELETE)

Your API is now ready to be used inside Bot Builder.

12. Using the API Inside Bot Builder

You can attach your API to:

• Action Node

• After user input nodes

• Lead creation nodes

• Condition-based flows

• CRM update steps

Example:

If a user enters their Name, you can save it as a Contact Property and then:

1. Go to Action Node

2. Select API Library

3. Choose your API

4. The bot will send the name directly to your CRM

Summary

The API Library in Geta.ai enables:

• Full API creation

• Dynamic URL + payload customization

• Contact property insertion

• Header configuration

• Custom payload logic

• Response mapping

• Use inside chatbot workflows

It is one of the most powerful tools in Geta.ai for deep integration and automation.