Quick Start - Recover

Step 1: Create a Sub-Account

curl -X POST https://api.recoverbiz.com/v1/accounts \
  -H "X-Partner-Key: pk_live_abc123def456..." \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Acme Lending",
    "company_name": "Acme Lending Corp",
    "phone_number": "+14155551234"
  }'

const res = await fetch('https://api.recoverbiz.com/v1/accounts', {
  method: 'POST',
  headers: {
    'X-Partner-Key': 'pk_live_abc123def456...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    name: 'Acme Lending',
    company_name: 'Acme Lending Corp',
    phone_number: '+14155551234',
  }),
});
const account = await res.json();

account = requests.post(f'{BASE_URL}/accounts', headers=headers, json={
    'name': 'Acme Lending',
    'company_name': 'Acme Lending Corp',
    'phone_number': '+14155551234'
}).json()

Response:

{
  "id": "acc_8f3a1b2c",
  "name": "Acme Lending",
  "slug": "acme-lending",
  "status": "active",
  "phone_number": "+14155551234",
  "company_name": "Acme Lending Corp",
  "created_at": "2026-02-15T10:30:00Z"
}

Step 2: Generate an Embed Token

curl -X POST https://api.recoverbiz.com/v1/accounts/acc_8f3a1b2c/embed-token \
  -H "X-Partner-Key: pk_live_abc123def456..." \
  -H "Content-Type: application/json" \
  -d '{
    "expires_in": 28800
  }'

const tokenRes = await fetch(`https://api.recoverbiz.com/v1/accounts/${account.id}/embed-token`, {
  method: 'POST',
  headers: {
    'X-Partner-Key': 'pk_live_abc123def456...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({ expires_in: 28800 }),
});
const { embed_url } = await tokenRes.json();

token = requests.post(
    f'{BASE_URL}/accounts/{account["id"]}/embed-token',
    headers=headers,
    json={'expires_in': 28800}
).json()

Response:

{
  "token": "eyJhbGciOiJIUzI1NiIs...",
  "expires_at": "2026-02-15T18:30:00Z",
  "embed_url": "https://app.recoverbiz.com/embed?token=eyJhbGciOiJIUzI1NiIs..."
}

Step 3: Embed the Dashboard

<iframe
  src="https://app.recoverbiz.com/embed?token=eyJhbGciOiJIUzI1NiIs..."
  style="width: 100%; height: 700px; border: none;"
  allow="clipboard-write"
></iframe>

That’s it. Your customer now has a full AI SMS dashboard embedded in your platform.

Full Workflow Example

Here’s the complete setup end-to-end — account creation, checklist configuration, sequence setup, lead import, and embed:

# 1. Create account
ACCOUNT_ID=$(curl -s -X POST https://api.recoverbiz.com/v1/accounts \
  -H "X-Partner-Key: $PARTNER_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Acme Lending"}' | jq -r '.id')

# 2. Configure checklist
curl -X POST https://api.recoverbiz.com/v1/accounts/$ACCOUNT_ID/requirements \
  -H "X-Partner-Key: $PARTNER_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Government ID", "type": "document", "required": true}'

curl -X POST https://api.recoverbiz.com/v1/accounts/$ACCOUNT_ID/requirements \
  -H "X-Partner-Key: $PARTNER_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Bank Statements (3 months)", "type": "document", "required": true}'

# 3. Create a follow-up sequence
curl -X POST https://api.recoverbiz.com/v1/accounts/$ACCOUNT_ID/sequences \
  -H "X-Partner-Key: $PARTNER_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Application Recovery",
    "is_active": true,
    "is_default": true,
    "steps": [
      {"type": "fixed", "message": "Hi {{first_name}}, your application with {{company}} is almost complete. Need help with the last steps?", "delay_hours": 0},
      {"type": "ai", "instructions": "Follow up on missing documents", "delay_hours": 24, "skip_if_replied": true}
    ]
  }'

# 4. Import a lead (auto-enrolls in default sequence)
curl -X POST https://api.recoverbiz.com/v1/accounts/$ACCOUNT_ID/leads \
  -H "X-Partner-Key: $PARTNER_KEY" \
  -H "Content-Type: application/json" \
  -d '{"phone": "+14155551234", "name": "John Doe", "auto_sequence": true}'

# 5. Generate embed token
EMBED_URL=$(curl -s -X POST https://api.recoverbiz.com/v1/accounts/$ACCOUNT_ID/embed-token \
  -H "X-Partner-Key: $PARTNER_KEY" \
  -H "Content-Type: application/json" \
  -d '{"expires_in": 28800}' | jq -r '.embed_url')

echo "Embed this in your app: $EMBED_URL"