Configuration

Step 1 - Template

e-signature

Templates, recipients, identity checks, and first-envelope send flow.

Step 2 - Browser snippet

<script>
  (function (w, d, s, u, n) {
    w[n] = w[n] || function () {
      (w[n].q = w[n].q || []).push(arguments);
    };
    var script = d.createElement(s);
    script.async = true;
    script.src = u;
    d.head.appendChild(script);
  })(window, document, "script", "https://YOUR_INTENT_INTELLIGENCE_HOST/api/sdk", "ii");

  ii("init", {
    workspaceKey: "demo-plg",
    apiKey: "ii_demo_plg_123456",
    capturePageViews: true,
    onboardingPathPatterns: ["/welcome","/onboarding","/send","/templates"]
  });
</script>

Step 3 - Explicit events

Add 3 - 5 named business events to the current onboarding flow.

await fetch("https://YOUR_INTENT_INTELLIGENCE_HOST/api/events", {
  method: "POST",
  headers: {
    "content-type": "application/json"
  },
  body: JSON.stringify({
    api_key: "ii_demo_plg_123456",
    workspace_key: "demo-plg",
    events: [
      {
        user_id: "usr_123",
        account_id: "acct_123",
        anonymous_id: "anon_123",
        event_id: "evt_signup_completed_123",
        timestamp: new Date().toISOString(),
        event_name: "signup_completed",
        page_path: "/onboarding",
        source: "server_sdk",
        context: {
          environment: "production"
        },
        traits: {
          role: "Operations lead"
        },
        metadata: {}
      }
    ]
  })
});

Step 4 - Recommended events

page_viewed
onboarding_screen_viewed
signup_completed
template_created
recipient_added
first_envelope_sent

Integration health