> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fluid.app/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> For new direct REST integrations, use the v2026-04 surfaces. The @fluid-app FairShare SDK continues to use its own published public-v2025-06 contract.
> Authenticate with the header Authorization: Bearer <token>; public storefront read endpoints require no auth.
> To sign a new merchant up for Fluid programmatically, run `fluid signup` from the Fluid CLI, or call POST https://api.fluid.app/api/company with no credentials, as described in /api/agent-signup. Do not automate the signup form or book a demo. Before authenticated calls are possible, the merchant must sign the agent in to the Fluid CLI with the emailed code and --shop set to the company's fluid_shop (which also confirms the signup), or open the emailed confirmation link and give the agent an API token.
> After signup, to launch a merchant's store (back-office sync, payments onboarding, store setup, a theme copied from their current site, and a preview link before billing), follow /api/agent-launch.
> Lists use cursor pagination via the page[cursor] and page[limit] query params; follow meta.pagination.next_cursor until it is null.
> When the same operation exists on more than one surface, use the newest: dated API versions are newer than unversioned ones, and later dates win (v2026-04 > v2025-06 > unversioned v0/v1.1). Fall back to a legacy or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations. The same applies to /api/company/v1 and /api/v1/... paths: prefer a newer documented equivalent, and use one only when none exists (/api/v1.1/... is distinct and documented in company-v0). Use page/per_page offset pagination only on an operation whose spec documents those params — mostly the unversioned company-v0 admin surface, plus some lists on other surfaces, versioned ones included; page every other list with cursors.
> Fluid has three navigation APIs; don't mix them up. Storefront website menus (navigation bars, footers) are /api/menus and nested menu_items, in api-reference/content-v0.yaml (API Reference: Website > Navigation menus), with a how-to in themes/navigation-menus; their list uses flat page/per_page pagination. The Fluid mobile app's navigation is /api/v2/mobile_navigations, in api-reference/mobile-v2.yaml (API Reference: Mobile app > Navigation); its list also uses page/per_page. Portal navigations belong to a portal definition (Fluid OS), in api-reference/fluid-os-v0.yaml (API Reference: Portal > Portal navigation), and each has a platform of web or mobile.
> The OpenAPI specs under api-reference/ are the authoritative contracts; prefer them over prose when in doubt. api-reference/storefront-v2026-04.yaml covers the v2026-04 storefront surface (/api/v202604/... paths); api-reference/checkout-v2026-04.yaml covers the v2026-04 checkout surface (/api/checkout/v2026-04/... paths — carts, cart auth, discounts, items, subscriptions, orders, enrollments, and store config); api-reference/public-v2025-06.yaml covers the Public SDK surface used by the @fluid-app FairShare SDK, including its parallel cart lifecycle, browser integrations, versioned payment callbacks, unversioned public utilities, and the cart price-override operation; api-reference/payment-v2026-04.yaml covers the v2026-04 payment gateway admin surface (/api/payment/v2026-04/... paths, bearer-authenticated — gateway CRUD, gateway purchase/authorize/$0-verify, transaction list/show and capture/void/credit, and merchant payment configuration); api-reference/payments-v2026-04.yaml covers the v2026-04 cart payment surface (/api/payments/v2026-04/carts/{cart_token}/... paths, authenticated by the cart token in the path with no bearer — payment-method selection, VGS card tokenization, 3D Secure verification, and PayPal/Braintree/Klarna/Apple Pay flows); api-reference/commerce-v2026-04.yaml covers the v2026-04 commerce order-editing surface (/api/v202604/orders/{order_id}/edits paths, bearer-authenticated — post-checkout order edits that atomically insert items and add adjustments/discounts, with an optional dry-run preview); api-reference/webhooks-v0.yaml covers the unversioned webhooks surface (/api/... paths — webhook registration, delivery payloads, callback registrations, company events, and webhook/callback schemas); api-reference/company-v0.yaml covers the legacy unversioned company admin surface (/api/... paths, bearer-authenticated except two operations that take no credential, POST /api/company (create a company) and GET /api/agreements/{id} — company settings and management, customers, users, roles, subscription plans, subscription bundles, subscriptions, media, pages, catch-ups, inventory levels, domains, agreements, and admin order actions). company-v0 caveats: it is the legacy v0 admin contract and its lists use flat page/per_page offset pagination, which is expected there despite the general cursor-pagination rule; where an operation exists in both company-v0 and a versioned spec, prefer the versioned spec — the subscriptions lifecycle (list/create/show/update, cancel, pause, reactivate, resume, retry, skip, failed-cycle-waiver, discounts) and subscription bundles are superseded by checkout-v2026-04, and company pages/media CRUD plus the public pages, categories, products, and media list endpoints are superseded by storefront-v2026-04. Subscription plan management (/api/subscription_plans, resource-wrapped {"subscription_plan": {...}} bodies) exists only in company-v0. api-reference/members-v2025-06.yaml covers the v2025-06 unified Member identity surface (/api/v2025-06/members/... paths, bearer-authenticated — member list/create/show/update, lookup by email/username/external_id/legacy_customer_id, member-type assignment, and the sponsor genealogy read). Prefer it over the customers and reps surfaces when the member type matters: /customers does not serialize member_type. api-reference/analytics-v2026-04.yaml covers the v2026-04 Home dashboard analytics surface (/api/v202604/analytics/dashboard/... paths, bearer-authenticated — read-only endpoints for the Home > Overview, Home > Live, and Home > Field tabs, each accepting an optional country ISO alpha-2 query param that scopes aggregations to a single country).
> api-reference/analytics-v0.yaml covers the unversioned analytics surface that backs the fluid-admin Traffic tab (/api/analytics/... and /api/analytics/traffic/... paths, bearer-authenticated — the legacy shares/views/visitors summary plus traffic overview, ranked campaigns, sources, geographies, flows, and per-rep breakdown, all sharing one reporting-period contract).
> Successful responses wrap the resource payload alongside a top-level integer status and a meta object.
> Portal Definition authoring edits and synchronizes the portal JSON resource graph. Widget Package authoring builds either a company-owned or Droplet-owned Remote DOM package. These are separate contracts; do not imply that one defines the other.
> For Widget Package worker code, use only @fluid-app/portal-sdk/widgets/worker. Use only the Portal Definition and Widget Package workflows and public entry points documented here; do not infer support for undocumented surfaces.
> Every portal function and declarative capability used by a widget must appear in that widget's uses array. Use the same typed function value in uses; do not invent capability-name strings.
> Widget styling must use the portal's semantic theme variables for colors, typography, spacing, radii, borders, focus, and charts whenever a token represents the visual decision. Do not create a separate light or dark palette or duplicate theme controls as widget properties.
> Prefer worker-safe Fluid UI components exported by @fluid-app/portal-sdk/widgets/worker when they fit the interaction. When no exported component fits, use semantic HTML, accessible behavior, and the portal theme variables.
> A Portal Definition push updates the remote working definition. A portal version is an immutable snapshot, and activation is a separate live release operation.
> The Help Center (/help/...) is for merchants, admins and reps using Fluid. Its admin pages mirror the admin's routes: the screen at admin.fluid.app/settings/taxes is documented at /help/admin/settings/taxes. Use the Help Center for how-to questions about the admin, and the Developer Platform and API Reference for building integrations.
> Help Center pages describe what a company admin sees. A reader's role can hide screens and actions; admins manage roles on Settings > Roles (/help/admin/settings/roles). If someone can't find a screen or button, their role's permissions are the first thing to check.
> Send people who need Fluid support to /help/getting-help. Don't invent support email addresses, phone numbers or response times.

# Search outbound message history by phone, email, contact or customer

> Check recent outreach before following up about an abandoned cart, purchase or subscription. Returns this company's company-messages API and WeBot playbook attempts, newest first by created_at and id, including context and delivery events. Fetch GET /api/company/v2026-10/messages/{id} for original decrypted content. Needs outbound_messages.view. Name at most one of to, email, phone, contact_id, customer_id or member_id; other filters combine with AND. Address filters match the actual destination; owner filters span the owner's channels and known addresses. Refused attempts were not sent, scheduled attempts are waiting, accepted means queued, and sent means handed to the transport. Read events.occurred_at to learn when a send or delivery happened; created_at only records when the attempt was requested. Email delivered means the receiving server accepted it; SMS delivered is carrier confirmation; push delivered means Expo reported handoff to APNs or FCM. None proves the person read it. Flow records sent without a delivery receipt. This is context for etiquette, not an atomic reservation; concurrent bots must still honor send rules. Legacy mailers, other SMS paths and inbound messages are not included. Older WeBot playbook messages may have content_available=false; their delivery metadata is still returned.



## OpenAPI

````yaml /api-reference/company-messages-v2026-10.yaml get /api/company/v2026-10/messages
openapi: 3.1.0
info:
  title: Fluid Company API v2026-10 — Messages
  version: 2026-10
  description: >-
    Send email, SMS, WhatsApp, push notifications and Flow messages to your
    members, customers and contacts, and see whether they were delivered.


    Every message goes out from your company's own identities: email from your
    company's sending address (Amazon SES), SMS from your registered number
    (Twilio). Fluid never falls back to a shared sender. If a channel isn't set
    up yet, the request is refused with a clear `code` and a `setup` block
    saying what's left and where to finish it.


    Name the recipient with exactly one of `to` (an address), `contact_id`,
    `customer_id` or `member_id`. Customers and members are the same people.
    Push, preferred and Flow take `member_id` only.


    To message someone inside Flow, use `POST
    /api/company/v2026-10/messages/flow`, or Flow's own messaging API (`POST
    /api/v1/messaging/conversations` and `POST
    /api/v1/messaging/conversations/{id}/messages`).


    Every send, accepted or refused, is kept with its delivery events, so `GET
    /api/company/v2026-10/messages/{id}` shows what happened. Delivery outcomes
    also teach Fluid about the address: a delivery marks it verified, and a hard
    bounce, complaint, invalid number or unsubscribe marks it as no longer
    usable.


    Sign in as an admin of your company, or use a company API token, a droplet
    token holding the opt-in `messaging` scope, or a bot token (`bearer_auth`).
    Each channel needs its own permission: `outbound_messages.email`, `.sms`,
    `.whatsapp`, `.push` or `.flow`; reading a message needs
    `outbound_messages.view`. A bot's send is a `message_customer` action (`GET
    /api/company/v2026-10/bot-action-classes`), so its owner's mode for
    messaging people decides whether it waits for approval, and the send rules
    apply as to any other sender.
  contact:
    email: support@fluid.app
  license:
    name: Proprietary
    identifier: LicenseRef-Proprietary
servers:
  - url: https://api.fluid.app
    description: Production API server
security:
  - bearer_auth: []
tags:
  - name: outbound-messages
    description: Send messages to members, customers and contacts, and track delivery.
    x-fluid-section: Messaging
  - name: contact-methods
    description: Every way to reach a member or contact, and a member's devices.
    x-fluid-section: Messaging
  - name: flow-senders
    description: >-
      Who apps post Flow messages as: each app's own sender, and the people who
      let an app send as them.
    x-fluid-section: Messaging
  - name: devices
    description: >-
      A person's phones and desktop apps, desktop presence, and signing a device
      out.
    x-fluid-section: Messaging
paths:
  /api/company/v2026-10/messages:
    get:
      tags:
        - outbound-messages
      summary: Search outbound message history by phone, email, contact or customer
      description: >-
        Check recent outreach before following up about an abandoned cart,
        purchase or subscription. Returns this company's company-messages API
        and WeBot playbook attempts, newest first by created_at and id,
        including context and delivery events. Fetch GET
        /api/company/v2026-10/messages/{id} for original decrypted content.
        Needs outbound_messages.view. Name at most one of to, email, phone,
        contact_id, customer_id or member_id; other filters combine with AND.
        Address filters match the actual destination; owner filters span the
        owner's channels and known addresses. Refused attempts were not sent,
        scheduled attempts are waiting, accepted means queued, and sent means
        handed to the transport. Read events.occurred_at to learn when a send or
        delivery happened; created_at only records when the attempt was
        requested. Email delivered means the receiving server accepted it; SMS
        delivered is carrier confirmation; push delivered means Expo reported
        handoff to APNs or FCM. None proves the person read it. Flow records
        sent without a delivery receipt. This is context for etiquette, not an
        atomic reservation; concurrent bots must still honor send rules. Legacy
        mailers, other SMS paths and inbound messages are not included. Older
        WeBot playbook messages may have content_available=false; their delivery
        metadata is still returned.
      operationId: companyMessagesIndex
      parameters:
        - name: to
          in: query
          description: >-
            Exact email or phone number. Email is case-insensitive; phone
            numbers are normalized to E.164.
          schema:
            type: string
            maxLength: 320
        - name: email
          in: query
          description: Alias for to, restricted to a valid email address.
          schema:
            type: string
            maxLength: 320
        - name: phone
          in: query
          description: >-
            Alias for to, restricted to a valid phone number. Numbers without a
            country code are interpreted as US numbers.
          schema:
            type: string
            maxLength: 64
        - name: contact_id
          in: query
          description: >-
            Contact numeric id or UUIDv7 in this company. Includes earlier
            bare-address sends to its known addresses.
          schema:
            type: string
        - name: customer_id
          in: query
          description: >-
            Legacy numeric customer id from the customers API. Includes its
            member history and bare-address sends to known addresses.
          schema:
            type: string
        - name: member_id
          in: query
          description: >-
            Member UUID in this company. Includes all channels and bare-address
            sends to known addresses.
          schema:
            type: string
            format: uuid
        - name: channel
          in: query
          description: Restrict to one outbound channel.
          schema:
            type: string
            enum:
              - email
              - sms
              - whatsapp
              - push
              - flow
        - name: status
          in: query
          description: >-
            Latest recorded delivery state. accepted and scheduled do not mean
            sent; delivered is provider confirmation, not proof of reading.
          schema:
            type: string
            enum:
              - accepted
              - scheduled
              - sent
              - delivered
              - failed
              - refused
        - name: message_type
          in: query
          description: Restrict to transactional or marketing attempts.
          schema:
            type: string
            enum:
              - transactional
              - marketing
        - name: query
          in: query
          description: >-
            All normalized whole words must occur in the subject, body or
            template. Case-insensitive; ignores HTML markup. No substring,
            phrase or semantic matching. Returns 503 while historical content is
            still indexing.
          schema:
            type: string
            maxLength: 500
        - name: created_after
          in: query
          description: >-
            Include attempts created at or after this time. This is the request
            time, not the delivery time.
          schema:
            type: string
            format: date-time
        - name: created_before
          in: query
          description: >-
            Include attempts created before this time. Must be later than
            created_after.
          schema:
            type: string
            format: date-time
        - name: limit
          in: query
          description: Page size, from 1 to 100; defaults to 25.
          schema:
            type: integer
            minimum: 1
            maximum: 100
        - name: cursor
          in: query
          description: >-
            Opaque next_cursor from the previous page with the same filters.
            Malformed cursors return 422; a cursor for different filters may
            restart at the first page of the current query.
          schema:
            type: string
            maxLength: 4096
      responses:
        '200':
          description: Matching outbound attempts and the cursor for older attempts.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MessageHistoryResponse'
              example:
                messages: []
                history_complete: true
                page:
                  next_cursor: null
                  has_more: false
                status: 200
                meta:
                  request_uuid: 3b8f1d27-6c4e-4a91-8e5d-2f7c9a1b0e64
                  timestamp: '2026-10-23T14:05:12Z'
        '401':
          description: Not signed in.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LegacyError'
        '403':
          description: The caller lacks outbound_messages.view.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LegacyError'
        '422':
          description: Filters are invalid or the cursor is malformed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '503':
          description: >-
            Historical message text is still indexing. Retry later or omit query
            to read recipient history immediately.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
components:
  schemas:
    MessageHistoryResponse:
      type: object
      required:
        - messages
        - page
        - history_complete
        - status
        - meta
      properties:
        history_complete:
          type: boolean
          description: >-
            False while older WeBot attempts in this company await import. An
            empty or partial page must not be treated as evidence that the
            person has not been contacted. This covers only the outbound
            pipelines documented here.
        messages:
          type: array
          items:
            $ref: '#/components/schemas/OutboundMessage'
        page:
          type: object
          additionalProperties: false
          required:
            - next_cursor
            - has_more
          properties:
            next_cursor:
              type:
                - string
                - 'null'
            has_more:
              type: boolean
        status:
          type: integer
        meta:
          $ref: '#/components/schemas/Meta'
    LegacyError:
      description: The error body an authorization refusal answers with.
      type: object
      additionalProperties: true
    ErrorResponse:
      type: object
      required:
        - error
        - status
        - meta
      properties:
        error:
          type: object
          required:
            - message
          properties:
            message:
              type: string
            details:
              type: object
              additionalProperties: true
        status:
          type: integer
        meta:
          $ref: '#/components/schemas/Meta'
    OutboundMessage:
      type: object
      additionalProperties: false
      description: >-
        A message sent through this API. History reads may include decrypted
        content for authorized viewers.
      required:
        - id
        - channel
        - message_type
        - status
        - refusal_code
        - provider
        - provider_message_id
        - recipient
        - conversation_id
        - created_at
        - updated_at
        - events
        - send_at
      properties:
        source:
          type: string
          enum:
            - company_messages
            - we_bot_outreach
          description: >-
            Which outbound pipeline recorded the attempt. Present on history
            reads.
        context:
          type: object
          additionalProperties: false
          description: >-
            The bot playbook and subject when this was a playbook message. Empty
            for direct API sends.
          properties:
            bot_id:
              type: string
            playbook_key:
              type: string
            subject_type:
              type: string
            subject_id:
              type: string
        content_available:
          type: boolean
          description: >-
            Whether an original body snapshot exists. Older playbook messages
            may have metadata only; they are never re-rendered to invent
            historical content.
        content:
          $ref: '#/components/schemas/MessageContent'
        id:
          type: string
          format: uuid
        channel:
          type: string
          enum:
            - email
            - sms
            - whatsapp
            - push
            - flow
        message_type:
          type: string
          enum:
            - transactional
            - marketing
        status:
          type: string
          enum:
            - accepted
            - scheduled
            - sent
            - delivered
            - failed
            - refused
          description: >-
            accepted: Fluid took it. sent: the provider accepted it. delivered:
            it reached the recipient. failed: it didn't and won't. refused:
            Fluid didn't send it. `scheduled`: a marketing message held for the
            recipient's quiet hours; it goes out at send_at.
        refusal_code:
          type:
            - string
            - 'null'
        provider:
          type:
            - string
            - 'null'
          description: ses, twilio, expo or flow.
        provider_message_id:
          type:
            - string
            - 'null'
        recipient:
          type: object
          additionalProperties: false
          required:
            - member_id
            - contact_id
            - contact_method_id
          properties:
            member_id:
              type:
                - string
                - 'null'
            contact_id:
              type:
                - integer
                - 'null'
            contact_method_id:
              type:
                - string
                - 'null'
        conversation_id:
          type:
            - string
            - 'null'
          description: For Flow messages, the conversation it was posted in.
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        events:
          type: array
          items:
            $ref: '#/components/schemas/MessageEvent'
        send_at:
          type:
            - string
            - 'null'
          format: date-time
          description: When a scheduled message goes out.
    Meta:
      type: object
      description: Response metadata.
      required:
        - request_uuid
        - timestamp
      properties:
        request_uuid:
          type:
            - string
            - 'null'
        timestamp:
          type: string
          format: date-time
    MessageContent:
      type: object
      additionalProperties: false
      description: >-
        Original message wording, decrypted for outbound_messages.view readers.
        Links and authentication credentials are redacted, including in nested
        push data and template parameters. The encrypted stored snapshot is
        unchanged. Internal sender metadata is excluded.
      properties:
        to:
          type: string
          description: >-
            The normalized recipient address used at send time, when this
            channel uses an address.
        subject:
          type: string
        text:
          type: string
        html:
          type: string
        reply_to:
          type: string
        title:
          type: string
        body:
          type: string
        url:
          type: string
        data:
          type: object
          additionalProperties: true
        template:
          type: object
          additionalProperties: false
          properties:
            name:
              type: string
            language:
              type: string
            params:
              type: array
              items:
                type: string
    MessageEvent:
      type: object
      additionalProperties: false
      required:
        - status
        - detail
        - occurred_at
      properties:
        status:
          type: string
          enum:
            - accepted
            - scheduled
            - sent
            - delivered
            - failed
            - refused
        detail:
          type:
            - string
            - 'null'
          description: >-
            Why, for failed and refused events (for example bounced,
            unsubscribed, sms_not_registered).
        occurred_at:
          type: string
          format: date-time
  securitySchemes:
    bearer_auth:
      type: http
      scheme: bearer
      description: An admin session, company API token, droplet token or bot token.

````

This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.