Get the onboarding task template

Get the onboarding task template of one product line registry, or of all registries. This is an internal dependency: Create the onboarding checklist calls it to build the checklist. You only need it yourself to preview a checklist.

POSThttps://api.spyne.ai/credit/v2/product-line-registry/get-onboarding-task-config
AuthBearer token (console user)Rate limitNot documentedProcessingSynchronous; one database read.

For each registry, the call returns its ID, name, display name, description, active flag and onboardingTaskConfig. The template has common task groups (taskGroupList) and optional per-product segments (segmentName, keyed by product name, each with its own taskGroupList). Nothing is written.

Send the bearer token of a signed-in Spyne Console user in Authorization: Bearer YOUR_TOKEN. The token is checked against the user validation endpoint on every call. When the checklist call uses this endpoint, it forwards the caller's token.

Before you call it

  • To get one template, you need the product line registry ID. It is on the product line record and is returned as productLineRegistryId by Create the onboarding checklist.
  • The call is synchronous: one database read. The rate limit is not documented.

Request

Requiredalways sendOptionalcan be left out
Request checklist
  1. Authenticate: send the Authorization: Bearer YOUR_TOKEN and Content-Type: application/json headers.
  2. Pick the registry: send product_line_registry_id for one registry, or an empty body for all.

Headers

ParameterTypeRequiredDescription
AuthorizationstringRequiredBearer YOUR_TOKEN
Content-TypestringRequiredapplication/json

Body

ParameterTypeRequiredDescription
product_line_registry_idstringOptionalRegistry ID. Leave it out to get all registries, newest first.

Sample request

curl -X POST "https://api.spyne.ai/credit/v2/product-line-registry/get-onboarding-task-config" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{ "product_line_registry_id": "PRODUCT_LINE_REGISTRY_ID" }'
import requests

res = requests.post(
    "https://api.spyne.ai/credit/v2/product-line-registry/get-onboarding-task-config",
    json={"product_line_registry_id": "PRODUCT_LINE_REGISTRY_ID"},
    headers={"Authorization": "Bearer YOUR_TOKEN"},
)
print(res.status_code, res.json())
const res = await fetch(
  "https://api.spyne.ai/credit/v2/product-line-registry/get-onboarding-task-config",
  {
    method: "POST",
    headers: { Authorization: "Bearer YOUR_TOKEN", "Content-Type": "application/json" },
    body: JSON.stringify({ product_line_registry_id: "PRODUCT_LINE_REGISTRY_ID" }),
  }
);
console.log(res.status, await res.json());

Sample response

The template content in the 200 response is shortened.

{
  "message": "Onboarding task configuration retrieved successfully",
  "error": false,
  "code": "",
  "details": null,
  "data": {
    "onboardingTaskConfigs": [
      {
        "productLineRegistryId": "PRODUCT_LINE_REGISTRY_ID",
        "name": "conversationalAi",
        "displayName": "<displayName>",
        "description": "<description>",
        "isActive": true,
        "onboardingTaskConfig": {
          "segmentName": {
            "<productName>": {
              "taskGroupList": [
                { "taskGroupName": "<taskGroupName>", "taskList": [{ "taskName": "<taskName>", "required": true }] }
              ]
            }
          },
          "taskGroupList": [
            { "taskGroupName": "<taskGroupName>", "taskList": [{ "taskName": "<taskName>" }] }
          ]
        }
      }
    ]
  }
}
{ "message": "Invalid Token", "error": true, "code": "ERROR_AUTH_401", "details": null, "data": null }
{
  "message": "Product line registry not found for id: PRODUCT_LINE_REGISTRY_ID",
  "error": true,
  "code": 404,
  "details": null,
  "data": null
}
{ "message": "General API error. Please try again later.", "error": true, "code": "ERROR_SERVER_500", "details": "" }

Response parameters

ParameterTypeDescription
data.onboardingTaskConfigsobject[]One entry per registry.
data.onboardingTaskConfigs[].productLineRegistryIdstringRegistry ID.
data.onboardingTaskConfigs[].namestringProduct line name, for example conversationalAi.
data.onboardingTaskConfigs[].displayNamestringDisplay name.
data.onboardingTaskConfigs[].descriptionstringDescription.
data.onboardingTaskConfigs[].isActivebooleanWhether the registry is active.
data.onboardingTaskConfigs[].onboardingTaskConfigobjectTask template. {} if none is set. The stored shape is free-form. The checklist call reads taskGroupList[].taskGroupName, taskGroupList[].taskList[].taskName, the optional required, and segmentName (either a string, or an object keyed by product name, each with its own taskGroupList).

Errors

StatusReasonWhen it happens
401Invalid or missing tokenNo Bearer token, or the token failed validation.
404Product line registry not found for idNo registry has this ID. In this response code is the number 404.
404No product line registries foundNo ID was sent and no registries exist.
408Request timed outThe token validation call could not connect.
500General API errorAny other error, including an ID that is not a valid ID format.

What happens next

The checklist call turns the template into tasks. You do not need to call this endpoint during onboarding unless you want to preview the checklist.

Called before: none. Called after: used by Create the onboarding checklist.


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