> ## 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or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations.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.

# Send on the member's preferred channel

> A message on the member's preferred channel. Fluid tries their ranked contact methods first, then push, email and SMS, and uses the first one the company has set up and the member can receive. Needs `any of outbound_messages.push, .email or .sms (only channels you hold are tried)`.



## OpenAPI

````yaml /api-reference/company-messages-v2026-10.yaml post /api/company/v2026-10/messages/preferred
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/preferred:
    post:
      tags:
        - outbound-messages
      summary: Send on the member's preferred channel
      description: >-
        A message on the member's preferred channel. Fluid tries their ranked
        contact methods first, then push, email and SMS, and uses the first one
        the company has set up and the member can receive. Needs `any of
        outbound_messages.push, .email or .sms (only channels you hold are
        tried)`.
      operationId: companyMessagesSendPreferred
      parameters:
        - name: Idempotency-Key
          in: header
          required: false
          schema:
            type: string
          description: Use this or `idempotency_key` in the body.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PreferredBody'
            example:
              member_id: 0199c2d4-8a1e-7b35-9f02-6d4e1a7c3b58
              message_type: marketing
              subject: New arrivals for fall
              title: New arrivals for fall
              text: >-
                Our fall collection just landed. Take a look before your
                favourites sell out.
              url: /collections/fall
      responses:
        '200':
          description: >-
            A repeat of an earlier request with the same idempotency key; the
            first message is returned and nothing is sent again.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MessageResponse'
              example:
                message:
                  id: 019a1152-6c5d-7e4f-9a3b-2c1d0e9f8a7b
                  channel: email
                  message_type: marketing
                  status: delivered
                  refusal_code: null
                  provider: ses
                  provider_message_id: 0100019a11526c5d-2b3c4d5e-6f7a-4b8c-9d0e-1f2a3b4c5d6e-000000
                  recipient:
                    member_id: 0199c2d4-8a1e-7b35-9f02-6d4e1a7c3b58
                    contact_id: null
                    contact_method_id: 0199c2d5-1f3a-7c48-b6e1-9d2a4f7e8c13
                  conversation_id: null
                  created_at: '2026-10-23T02:14:09Z'
                  updated_at: '2026-10-23T12:00:05Z'
                  events:
                    - status: scheduled
                      detail: null
                      occurred_at: '2026-10-23T02:14:09Z'
                    - status: sent
                      detail: null
                      occurred_at: '2026-10-23T12:00:01Z'
                    - status: delivered
                      detail: null
                      occurred_at: '2026-10-23T12:00:05Z'
                  send_at: '2026-10-23T12:00:00Z'
                status: 200
                meta:
                  request_uuid: 3b8f1d27-6c4e-4a91-8e5d-2f7c9a1b0e64
                  timestamp: '2026-10-23T14:05:12Z'
        '202':
          description: >-
            Accepted. Fluid kept the message and started delivering it; follow
            its status with GET /messages/{id}.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MessageResponse'
              example:
                message:
                  id: 019a1152-6c5d-7e4f-9a3b-2c1d0e9f8a7b
                  channel: email
                  message_type: marketing
                  status: scheduled
                  refusal_code: null
                  provider: ses
                  provider_message_id: null
                  recipient:
                    member_id: 0199c2d4-8a1e-7b35-9f02-6d4e1a7c3b58
                    contact_id: null
                    contact_method_id: 0199c2d5-1f3a-7c48-b6e1-9d2a4f7e8c13
                  conversation_id: null
                  created_at: '2026-10-23T02:14:09Z'
                  updated_at: '2026-10-23T02:14:09Z'
                  events:
                    - status: scheduled
                      detail: null
                      occurred_at: '2026-10-23T02:14:09Z'
                  send_at: '2026-10-23T12:00:00Z'
                status: 202
                meta:
                  request_uuid: 3b8f1d27-6c4e-4a91-8e5d-2f7c9a1b0e64
                  timestamp: '2026-10-23T14:05:12Z'
        '400':
          description: No idempotency key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Not signed in.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LegacyError'
        '403':
          description: The caller lacks the channel's permission or isn't a company admin.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LegacyError'
        '422':
          description: >-
            Refused: invalid parameters (`ErrorResponse`), or a channel,
            recipient or content refusal (`RefusalResponse`).
          content:
            application/json:
              schema:
                anyOf:
                  - $ref: '#/components/schemas/RefusalResponse'
                  - $ref: '#/components/schemas/ErrorResponse'
              examples:
                channel_disabled:
                  summary: The API isn't switched on
                  value:
                    error:
                      code: channel_disabled
                      message: >-
                        The company messages API isn't switched on for this
                        company yet.
                      channel: email
                    status: 422
                    meta:
                      request_uuid: 00000000-0000-0000-0000-000000000000
                      timestamp: '2026-10-23T12:00:00Z'
components:
  schemas:
    PreferredBody:
      type: object
      additionalProperties: false
      required:
        - member_id
        - text
      description: >-
        A message on the member's preferred channel. Fluid tries their ranked
        contact methods first, then push, email and SMS, and uses the first one
        the company has set up and the member can receive.
      properties:
        member_id:
          type: string
          format: uuid
          description: A member's uuid.
        message_type:
          type: string
          enum:
            - transactional
            - marketing
          default: transactional
          description: '`marketing` needs the recipient''s marketing consent for the channel.'
        idempotency_key:
          type: string
          maxLength: 200
          description: >-
            A key you choose. Sending again with the same key answers with the
            first message instead of sending twice. You can send it as the
            `Idempotency-Key` header instead.
        subject:
          type: string
          maxLength: 998
          description: Used as the email subject.
        title:
          type: string
          maxLength: 200
          description: Used as the push title.
        text:
          type: string
          minLength: 1
          maxLength: 1600
          description: The message, used on every channel.
        html:
          type: string
          description: Used as the email's HTML body.
        url:
          type: string
          description: Used as the push link.
        no_queue:
          type: boolean
          default: false
          description: >-
            A marketing message asked for during the recipient's quiet hours
            (21:00 to 08:00 in their time zone by default) waits and goes out
            when they end. Pass true to have it refused as `quiet_hours` with
            `send_at` instead.
    MessageResponse:
      type: object
      required:
        - message
        - status
        - meta
      properties:
        message:
          $ref: '#/components/schemas/OutboundMessage'
        status:
          type: integer
        meta:
          $ref: '#/components/schemas/Meta'
    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'
    LegacyError:
      description: The error body an authorization refusal answers with.
      type: object
      additionalProperties: true
    RefusalResponse:
      type: object
      required:
        - error
        - status
        - meta
      properties:
        error:
          $ref: '#/components/schemas/Refusal'
        status:
          type: integer
        meta:
          $ref: '#/components/schemas/Meta'
    OutboundMessage:
      type: object
      additionalProperties: false
      description: A message sent through this API. The address itself is never returned.
      required:
        - id
        - channel
        - message_type
        - status
        - refusal_code
        - provider
        - provider_message_id
        - recipient
        - conversation_id
        - created_at
        - updated_at
        - events
        - send_at
      properties:
        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
    Refusal:
      type: object
      description: Why Fluid didn't send. The same shape for every channel.
      required:
        - code
        - message
        - channel
      additionalProperties: false
      properties:
        code:
          type: string
          description: >-
            Setup: `email_sender_not_configured`, `sms_not_registered`,
            `whatsapp_not_configured`, `push_no_devices`, `channel_disabled`.
            Recipient: `recipient_not_found`, `recipient_ambiguous`,
            `no_contact_method`, `contact_method_invalid`, `consent_required`,
            `opted_out`, `invalid_address`, `address_not_allowed`,
            `content_required`, `no_reachable_channel`,
            `idempotency_key_reused`, `queue_failed`, `bot_not_found`,
            `sender_required`. Flow sender: `bot_not_authorized`,
            `sender_not_authorized`, `send_as_not_found`, `sender_ambiguous`,
            `app_sender_disabled`, `app_sender_unavailable`. Send rules
            (marketing only): `quiet_hours` (with `send_at`, when you passed
            no_queue), `frequency_capped` (with `next_allowed_at`),
            `promotional_mail_unavailable` (marketing email until Fluid's
            promotional sending path is ready).
        message:
          type: string
          description: A plain-English explanation.
        channel:
          type: string
          description: >-
            The channel that refused: email, sms, whatsapp, push, flow or
            preferred.
        message_id:
          type: string
          format: uuid
          description: The refused message Fluid kept, when it kept one.
        setup:
          type: object
          additionalProperties: true
          description: >-
            Present when the company has setup to finish. `status` says how far
            along it is (for SMS: not_started, brand_pending, campaign_pending,
            number_pending, rejected or approved_no_number), `next_step` what to
            do, `setup_url` the Admin page. For preferred, `tried` lists each
            channel tried and why it was skipped.
          properties:
            status:
              type: string
            next_step:
              type: string
            setup_url:
              type: string
            tried:
              type: array
              items:
                type: object
                additionalProperties: false
                required:
                  - channel
                  - code
                properties:
                  channel:
                    type: string
                  code:
                    type: string
        send_at:
          type: string
          format: date-time
          description: 'With quiet_hours: when the message may go.'
        next_allowed_at:
          type: string
          format: date-time
          description: >-
            With frequency_capped: when the next marketing message on this
            channel may go to this person.
    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.

````

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