Best Practices

Follow these guidelines to ensure your integration with the Advanced Dialer API is secure, performant, and resilient.

🔒 Security & Authentication

Protecting your credentials and your data is a top priority.

Header-Based Authentication: Always use header-based API key authentication. Avoid passing keys in query strings to prevent them from being logged in server logs or browser history.
Key Rotation: Rotate your API keys regularly to minimize the impact of a potential credential leak.
Environment Security: Store API keys securely (e.g., Environment Variables or Key Vaults). Never expose API keys in client-side code (JavaScript) or public repositories.

💾 Data Management

Optimize how you move data into and out of the platform.

Strategy	Benefit	Recommendation
Batch Operations	Performance	Use `insertupdate` for bulk imports rather than individual POST calls.
Error Handling	Reliability	Implement logic to check for.statusCode` and handle specific failures (like Code 5).
Metadata Caching	Efficiency	Cache static data, such as customer prefixes and Field Definitions, for 24 hours to reduce API overhead.

🔍 Search Optimization

Efficient querying ensures faster response times for your applications.

Use Advanced Search: For complex queries requiring multiple conditions (e.g., Revenue > 1M AND Industry = Tech), use the /searchentities endpoint.
Implement Pagination: When handling large result sets, use the maximumResults and offset parameters to process data in manageable chunks.
Consistent Ordering: Always specify sortColumn and sortDirection to ensure the data order remains consistent across different pages.

🚦 Rate Limiting & Resilience

Maintain a healthy connection to our services.

📘
Exponential Backoff
If you receive a Code 10 (Rate Limited), implement a retry strategy that waits progressively longer between attempts (e.g., 1s, 2s, 4s, 8s).

Usage Monitoring: Monitor your API response headers to track your current usage against your tier limits.
Polling vs. Webhooks: Instead of frequently polling an endpoint to check for changes, consider implementing Webhooks for real-time updates on call outcomes or agent status changes.

# Example of a simple Exponential Backoff Logic (Pseudo-code)
retry_delay = 1
while retry_count < 5:
    response = call_api()
    if response.statusCode == 10:
        sleep(retry_delay)
        retry_delay *= 2
        retry_count += 1
    else:
        break

🔒 Security & Authentication

💾 Data Management

🔍 Search Optimization

🚦 Rate Limiting & Resilience

📘Exponential Backoff

📘
Exponential Backoff