Tools

Import customers

CSV with a header row. Recognised columns: first_name, last_name, phone, email, notes. Preview first โ€” it reports problems without writing anything.

Voice agent integration

API key
Configured
Rate limit
30 req/min per key
Shop timezone
America/Chicago

Endpoints

  • POST /api/voice/lookup
  • POST /api/voice/messages
  • POST /api/voice/calls

All three take x-api-key. The key itself is never shown here โ€” it lives in the n8n credential store and in the server environment, nowhere else.

What is in the database

Customers
24
Orders
39
Messages
8
Call notes
15

SMS

The journal table exists and is written to, but nothing is sent yet โ€” carrier registration (10DLC) has to finish first. Switching it on later is configuration, not a schema change.