coachbot-integration

name

coachbot-integration

description

Integrate the Coachbot Public API into a backend so an external website's form can submit leads into a Coachbot workspace. Trigger when the user wants to send a form submission from their own site to Coachbot, build a server proxy that POSTs leads with a workspace API key, poll lead status, handle duplicate/voice-dispatch errors, or wire a third-party intake (website, landing page, CRM, ad backend) into Coachbot. Look for terms like "Coachbot", "ck_live_", "/api/public/leads", or the host of a Coachbot deployment.

Coachbot integration skill

Coachbot is a multi-tenant SaaS that automates lead qualification on WhatsApp or outbound voice calls (via Vapi). Each workspace can issue API keys that let an external backend submit leads into Coachbot from the operator's own form — same dispatch pipeline as Coachbot's built-in /forms/<slug> UI, just authenticated.

The user wants to wire their external form into Coachbot. Your job is to write the server-side proxy that takes the form submission and POSTs it to Coachbot. Use the reference files in reference/ for the full API contract and the templates in examples/ for ready-to-paste code.

What you need before writing code

Ask the user for:

1. Their Coachbot host — e.g. https://coachbot-pi.vercel.app. This is the base URL the operator's Coachbot is deployed at. Default to this if they say "the standard one" or similar.
2. The API key — looks like ck_live_<32 hex chars>. Generated in Coachbot's Settings → API Keys (one-time reveal). Never ask the user to paste it into chat — instead tell them to put it in an env var like COACHBOT_API_KEY and reference it from there.
3. Which backend they're on — Next.js, Express, Hono, a serverless function, etc. Pick the matching template from examples/.
4. What form fields they're sending — at minimum: name, phone, email, consent. Anything else (Company Name, source, UTM) goes into the metadata bag.

Hard rules

1. Never put the API key in client-side JavaScript. The browser can scrape it. Always proxy through a server route.
2. Phone must be E.164. Coachbot rejects anything that doesn't match ^\+?[0-9 ()-]+$. Normalise on the server: strip everything except digits and +, prepend + if missing.
3. consent must be literally true. GDPR. The form needs a required checkbox; the server must verify it before forwarding.
4. Treat 409 as a soft success. Same phone submitted twice = the previous lead is still in flight. Don't surface this as an error to the user filling the form.
5. On voice workspaces, 502 means Vapi rejected the call and the lead was rolled back server-side. Show the user a generic "couldn't reach you" message; the integration's owner sees the exact Vapi error in their Coachbot Logs page.

The flow you're implementing

User's site form
        │
        ▼
Their backend route   ← validate + normalize, never expose the API key
        │
        ▼
POST <host>/api/public/leads   ← Authorization: Bearer <api key>
        │
        ▼
Coachbot returns 201 with leadId  ────► return success to the user
   or 4xx/5xx with error string    ────► retry / show error / log

Decision tree

• Operator has a JSON-posting form (most common) → use examples/nextjs-route-handler.ts if they're on Next.js, otherwise examples/express.js.
• Operator has a serverless edge worker → use examples/hono.ts.
• Operator just wants to test from the command line first → use examples/curl.sh.
• Operator wants to know the lead's status later → after submitting, store the returned leadId. Use GET /api/public/leads/<id> to poll. See reference/read-lead.md.

Where the deep reference lives

Read these in reference/ when the user asks something specific:

File	Covers
api-overview.md	The 60-second mental model + when to use the API.
authentication.md	API key format, generation, rotation, rate limits.
submit-lead.md	POST /api/public/leads — every field, every success/failure response.
read-lead.md	GET /api/public/leads/:id — polling pattern for status + transcript + recording.
errors.md	Every error code, when it fires, how the client should react.

When this skill should NOT trigger

• The user is building Coachbot itself (working in the Coachbot repo, editing the agent prompt, adding a feature). This skill is for consumers of the API.
• The user is asking general questions about WhatsApp or Vapi that don't involve Coachbot's API.
• The user just wants to use Coachbot's hosted form at /forms/<slug> — they don't need the API at all.

In those cases, decline politely and let the user redirect.