Class: Sentdm::Resources::Profiles

Inherits:
Object
  • Object
show all
Defined in:
lib/sentdm/resources/profiles.rb,
lib/sentdm/resources/profiles/campaigns.rb

Overview

Manage organization profiles

Defined Under Namespace

Classes: Campaigns

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(client:) ⇒ Profiles

This method is part of a private API. You should avoid using this method if possible, as it may be removed or be changed in the future.

Returns a new instance of Profiles.

Parameters:



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# File 'lib/sentdm/resources/profiles.rb', line 338

def initialize(client:)
  @client = client
  @campaigns = Sentdm::Resources::Profiles::Campaigns.new(client: client)
end

Instance Attribute Details

#campaigns ⇒ Sentdm::Resources::Profiles::Campaigns (readonly)

Manage organization profiles

Returns:



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# File 'lib/sentdm/resources/profiles.rb', line 9

def campaigns
  @campaigns
end

Instance Method Details

#complete(profile_id, web_hook_url:, sandbox: nil, idempotency_key: nil, x_profile_id: nil, request_options: {}) ⇒ Object

Some parameter documentations has been truncated, see Models::ProfileCompleteParams for more details.

Final step in profile compliance workflow. Validates all prerequisites (general data, brand, campaigns), connects profile to Telnyx/WhatsApp, and sets status based on configuration. The process runs in the background and calls the provided webhook URL when finished.

Prerequisites:
- Profile must be completed
- If inheritTcrBrand=false: Profile must have existing brand
- If inheritTcrBrand=true: Parent must have existing brand
- If TCR application: Must have at least one campaign (own or inherited)
- If inheritTcrCampaign=false: Profile should have campaigns
- If inheritTcrCampaign=true: Parent must have campaigns

Status Logic:
- If both SMS and WhatsApp channels are missing → SUBMITTED
- If TCR application and not inheriting brand/campaigns → SUBMITTED
- If non-TCR with destination country (IsMain=true) → SUBMITTED
- Otherwise → COMPLETED

Parameters:

  • profile_id (String) —

    Path param: Profile ID from route

  • web_hook_url (String) —

    Body param: Webhook URL to call when profile completion finishes (success or fai

  • sandbox (Boolean) —

    Body param: Sandbox flag - when true, the operation is simulated without side ef

  • idempotency_key (String) —

    Header param: Unique key to ensure idempotent request processing. Must be 1-255

  • x_profile_id (String) —

    Header param: Profile UUID to scope the request to a child profile. Only organiz

  • request_options (Sentdm::RequestOptions, Hash{Symbol=>Object}, nil)

Returns:

  • (Object)

See Also:



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# File 'lib/sentdm/resources/profiles.rb', line 322

def complete(profile_id, params)
  parsed, options = Sentdm::ProfileCompleteParams.dump_request(params)
  header_params = {idempotency_key: "idempotency-key", x_profile_id: "x-profile-id"}
  @client.request(
    method: :post,
    path: ["v3/profiles/%1$s/complete", profile_id],
    headers: parsed.slice(*header_params.keys).transform_keys(header_params),
    body: parsed.except(*header_params.keys),
    model: Sentdm::Internal::Type::Unknown,
    options: options
  )
end

#create(allow_contact_sharing: nil, allow_template_sharing: nil, billing_contact: nil, billing_model: nil, brand: nil, description: nil, icon: nil, inherit_contacts: nil, inherit_tcr_brand: nil, inherit_tcr_campaign: nil, inherit_templates: nil, name: nil, payment_details: nil, sandbox: nil, short_name: nil, whatsapp_business_account: nil, idempotency_key: nil, x_profile_id: nil, request_options: {}) ⇒ Sentdm::Models::APIResponseOfProfileDetail

Some parameter documentations has been truncated, see Models::ProfileCreateParams for more details.

Creates a new sender profile within an organization. Profiles represent different brands, departments, or use cases, each with their own messaging configuration and settings. Requires admin role in the organization.

## WhatsApp Business Account

Every profile must be linked to a WhatsApp Business Account. There are two ways to do this:

**1. Inherit from organization (default)** — Omit the ‘whatsapp_business_account` field. The profile will share the organization’s WhatsApp Business Account, which must have been set up via WhatsApp Embedded Signup. This is the recommended path for most use cases.

**2. Direct credentials** — Provide a ‘whatsapp_business_account` object with `waba_id`, `phone_number_id`, and `access_token`. Use this when the profile needs its own independent WhatsApp Business Account. Obtain these from Meta Business Manager by creating a System User with `whatsapp_business_messaging` and `whatsapp_business_management` permissions.

If the ‘whatsapp_business_account` field is omitted and the organization has no WhatsApp Business Account configured, the request will be rejected with HTTP 422.

## Brand

Include the optional ‘brand` field to create the brand for this profile at the same time. Cannot be used when `inherit_tcr_brand` is `true`.

## Payment Details

When ‘billing_model` is `“profile”` or `“profile_and_organization”` you may include a `payment_details` object containing the card number, expiry (MM/YY), CVC, and billing ZIP code. Payment details are **never stored** on our servers and are forwarded directly to the payment processor. Providing `payment_details` when `billing_model` is `“organization”` is not allowed.

Parameters:

  • allow_contact_sharing (Boolean) —

    Body param: Whether contacts are shared across profiles (default: false)

  • allow_template_sharing (Boolean) —

    Body param: Whether templates are shared across profiles (default: false)

  • billing_contact (Sentdm::Models::BillingContactInfo, nil) —

    Body param: Billing contact information for a profile.

  • billing_model (String, nil) —

    Body param: Billing model: profile, organization, or profile_and_organization (d

  • brand (Sentdm::Models::BrandsBrandData, nil) —

    Body param: Brand and KYC data grouped into contact, business, and compliance se

  • description (String, nil) —

    Body param: Profile description (optional)

  • icon (String, nil) —

    Body param: Profile icon URL (optional)

  • inherit_contacts (Boolean, nil) —

    Body param: Whether this profile inherits contacts from organization (default: t

  • inherit_tcr_brand (Boolean, nil) —

    Body param: Whether this profile inherits TCR brand from organization (default:

  • inherit_tcr_campaign (Boolean, nil) —

    Body param: Whether this profile inherits TCR campaign from organization (defaul

  • inherit_templates (Boolean, nil) —

    Body param: Whether this profile inherits templates from organization (default:

  • name (String) —

    Body param: Profile name (required)

  • payment_details (Sentdm::Models::PaymentDetails, nil) —

    Body param: Payment card details for a profile.

  • sandbox (Boolean) —

    Body param: Sandbox flag - when true, the operation is simulated without side ef

  • short_name (String, nil) —

    Body param: Profile short name/abbreviation (optional). Must be 3–11 characters,

  • whatsapp_business_account (Sentdm::Models::ProfileCreateParams::WhatsappBusinessAccount, nil) —

    Body param: Direct WhatsApp Business Account credentials for a profile.

  • idempotency_key (String) —

    Header param: Unique key to ensure idempotent request processing. Must be 1-255

  • x_profile_id (String) —

    Header param: Profile UUID to scope the request to a child profile. Only organiz

  • request_options (Sentdm::RequestOptions, Hash{Symbol=>Object}, nil)

Returns:

See Also:



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# File 'lib/sentdm/resources/profiles.rb', line 94

def create(params = {})
  parsed, options = Sentdm::ProfileCreateParams.dump_request(params)
  header_params = {idempotency_key: "idempotency-key", x_profile_id: "x-profile-id"}
  @client.request(
    method: :post,
    path: "v3/profiles",
    headers: parsed.slice(*header_params.keys).transform_keys(header_params),
    body: parsed.except(*header_params.keys),
    model: Sentdm::APIResponseOfProfileDetail,
    options: options
  )
end

#delete(profile_id, body:, x_profile_id: nil, request_options: {}) ⇒ nil

Some parameter documentations has been truncated, see Models::ProfileDeleteParams for more details.

Soft deletes a sender profile. The profile will be marked as deleted but data is retained. Requires admin role in the organization.

Parameters:

Returns:

  • (nil)

See Also:



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# File 'lib/sentdm/resources/profiles.rb', line 271

def delete(profile_id, params)
  parsed, options = Sentdm::ProfileDeleteParams.dump_request(params)
  @client.request(
    method: :delete,
    path: ["v3/profiles/%1$s", profile_id],
    headers: parsed.except(:body).transform_keys(x_profile_id: "x-profile-id"),
    body: parsed[:body],
    model: NilClass,
    options: options
  )
end

#list(x_profile_id: nil, request_options: {}) ⇒ Sentdm::Models::ProfileListResponse

Some parameter documentations has been truncated, see Models::ProfileListParams for more details.

Retrieves all sender profiles within an organization, including brand information for each profile. Profiles represent different brands, departments, or use cases within an organization, each with their own messaging configuration.

Parameters:

  • x_profile_id (String) —

    Profile UUID to scope the request to a child profile. Only organization API keys

  • request_options (Sentdm::RequestOptions, Hash{Symbol=>Object}, nil)

Returns:

See Also:



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# File 'lib/sentdm/resources/profiles.rb', line 241

def list(params = {})
  parsed, options = Sentdm::ProfileListParams.dump_request(params)
  @client.request(
    method: :get,
    path: "v3/profiles",
    headers: parsed.transform_keys(x_profile_id: "x-profile-id"),
    model: Sentdm::Models::ProfileListResponse,
    options: options
  )
end

#retrieve(profile_id, x_profile_id: nil, request_options: {}) ⇒ Sentdm::Models::APIResponseOfProfileDetail

Some parameter documentations has been truncated, see Models::ProfileRetrieveParams for more details.

Retrieves detailed information about a specific sender profile within an organization, including brand and KYC information if a brand has been configured.

Parameters:

  • profile_id (String)
  • x_profile_id (String) —

    Profile UUID to scope the request to a child profile. Only organization API keys

  • request_options (Sentdm::RequestOptions, Hash{Symbol=>Object}, nil)

Returns:

See Also:



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# File 'lib/sentdm/resources/profiles.rb', line 125

def retrieve(profile_id, params = {})
  parsed, options = Sentdm::ProfileRetrieveParams.dump_request(params)
  @client.request(
    method: :get,
    path: ["v3/profiles/%1$s", profile_id],
    headers: parsed.transform_keys(x_profile_id: "x-profile-id"),
    model: Sentdm::APIResponseOfProfileDetail,
    options: options
  )
end

#update(profile_id, allow_contact_sharing: nil, allow_number_change_during_onboarding: nil, allow_template_sharing: nil, billing_contact: nil, billing_model: nil, brand: nil, description: nil, icon: nil, inherit_contacts: nil, inherit_tcr_brand: nil, inherit_tcr_campaign: nil, inherit_templates: nil, name: nil, payment_details: nil, sandbox: nil, sending_phone_number: nil, sending_phone_number_profile_id: nil, sending_whatsapp_number_profile_id: nil, short_name: nil, whatsapp_phone_number: nil, idempotency_key: nil, x_profile_id: nil, request_options: {}) ⇒ Sentdm::Models::APIResponseOfProfileDetail

Some parameter documentations has been truncated, see Models::ProfileUpdateParams for more details.

Updates a profile’s configuration and settings. Requires admin role in the organization. Only provided fields will be updated (partial update).

## Brand Management

Include the optional ‘brand` field to create or update the brand associated with this profile. The brand holds KYC and TCR compliance data (legal business info, contact details, messaging vertical). Once a brand has been submitted to TCR it cannot be modified. Setting `inherit_tcr_brand: true` and providing `brand` in the same request is not allowed.

## Payment Details

When ‘billing_model` is `“profile”` or `“profile_and_organization”` you may include a `payment_details` object containing the card number, expiry (MM/YY), CVC, and billing ZIP code. Payment details are **never stored** on our servers and are forwarded directly to the payment processor. Providing `payment_details` when `billing_model` is `“organization”` is not allowed.

Parameters:

  • profile_id (String) —

    Path param

  • allow_contact_sharing (Boolean, nil) —

    Body param: Whether contacts are shared across profiles (optional)

  • allow_number_change_during_onboarding (Boolean, nil) —

    Body param: Whether number changes are allowed during onboarding (optional)

  • allow_template_sharing (Boolean, nil) —

    Body param: Whether templates are shared across profiles (optional)

  • billing_contact (Sentdm::Models::BillingContactInfo, nil) —

    Body param: Billing contact information for a profile.

  • billing_model (String, nil) —

    Body param: Billing model: profile, organization, or profile_and_organization (o

  • brand (Sentdm::Models::BrandsBrandData, nil) —

    Body param: Brand and KYC data grouped into contact, business, and compliance se

  • description (String, nil) —

    Body param: Profile description (optional)

  • icon (String, nil) —

    Body param: Profile icon URL (optional)

  • inherit_contacts (Boolean, nil) —

    Body param: Whether this profile inherits contacts from organization (optional)

  • inherit_tcr_brand (Boolean, nil) —

    Body param: Whether this profile inherits TCR brand from organization (optional)

  • inherit_tcr_campaign (Boolean, nil) —

    Body param: Whether this profile inherits TCR campaign from organization (option

  • inherit_templates (Boolean, nil) —

    Body param: Whether this profile inherits templates from organization (optional)

  • name (String, nil) —

    Body param: Profile name (optional)

  • payment_details (Sentdm::Models::PaymentDetails, nil) —

    Body param: Payment card details for a profile.

  • sandbox (Boolean) —

    Body param: Sandbox flag - when true, the operation is simulated without side ef

  • sending_phone_number (String, nil) —

    Body param: Direct phone number for SMS sending (optional)

  • sending_phone_number_profile_id (String, nil) —

    Body param: Reference to another profile to use for SMS/Telnyx configuration (op

  • sending_whatsapp_number_profile_id (String, nil) —

    Body param: Reference to another profile to use for WhatsApp configuration (opti

  • short_name (String, nil) —

    Body param: Profile short name/abbreviation (optional). Must be 3–11 characters,

  • whatsapp_phone_number (String, nil) —

    Body param: Direct phone number for WhatsApp sending (optional)

  • idempotency_key (String) —

    Header param: Unique key to ensure idempotent request processing. Must be 1-255

  • x_profile_id (String) —

    Header param: Profile UUID to scope the request to a child profile. Only organiz

  • request_options (Sentdm::RequestOptions, Hash{Symbol=>Object}, nil)

Returns:

See Also:



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# File 'lib/sentdm/resources/profiles.rb', line 211

def update(profile_id, params = {})
  parsed, options = Sentdm::ProfileUpdateParams.dump_request(params)
  header_params = {idempotency_key: "idempotency-key", x_profile_id: "x-profile-id"}
  @client.request(
    method: :patch,
    path: ["v3/profiles/%1$s", profile_id],
    headers: parsed.slice(*header_params.keys).transform_keys(header_params),
    body: parsed.except(*header_params.keys),
    model: Sentdm::APIResponseOfProfileDetail,
    options: options
  )
end