Skip to main content
You are a Penbox partner. You run your own product — an AI assistant, a portal, a back-office — and your users need cases: a container with a status, structured data, documents collected from their customers, and follow-up tasks. Building that engine is months of work outside your core. Penbox already has it. Headless mode lets you drive the whole engine from your own app, so your users never see a Penbox screen. Here is what you will be able to do.

​
What you’ll be able to do

  • Create a fully configured Penbox workspace for each of your clients, in one call, with no manual step on the Penbox side
  • Open a case from inside your product, fill it with data and documents, and move it through its statuses
  • Put follow-up tasks on your client’s team
  • Hand your client a one-click switch to cut your access off, which is what makes the arrangement safe for them

​
Who is who

Headless mode involves five actors. Getting them right is most of the integration. A member is on your client’s side of the desk. A contact is on the other side. Penbox never mistakes one for the other, and neither should your code.

​
Before you start

Every call uses the same base URL and auth header:
Workspace provisioning must be enabled on your account. Talk to Penbox to have your workspace enabled, and read Authentication to create your API key.

​
The three guides

Follow them in order — each one starts where the previous one stopped.

1. Onboard a client

Provision a workspace, store the token it returns, and register your client’s team. You end with a live workspace you can drive.

2. Create a case on the fly

Open a case from your own product, fill it with data, and attach a document. You end with a real case your client’s team can work on.

3. Drive the case

Move the case through its statuses, assign follow-up tasks, and show your client the switch that revokes your access. You end with a complete case lifecycle.