To make it easier and faster to set up new customers, we’ve introduced new API capabilities that let partners predefine security level and message template during customer creation.
We’ve added:
GET /message_templates – Lists available message templates
GET /policy_templates – Lists security level presets (e.g., Monitor Only, Basic, Standard, Strict, and partner’s own policy templates)
The POST /customers endpoint now supports:
message_template_id – Select a message template to customize end-user dialogs
policy_template_id – Select a policy template during onboarding
These changes make it easier to create customers via the Partner API and reduce manual configuration.