> ## Documentation Index
> Fetch the complete documentation index at: https://docs.3i.life/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> High-throughput webhook ingestion gateway for delivering live leads and scheduled consultation appointments into the 3i CRM.

# 3i CRM Partner Ingestion Platform

The 3i Platform provides an enterprise-grade REST webhook ingestion gateway. It allows lead generation agencies, media buyers, call center setter teams, and custom web funnels to stream live insurance prospects and pre-booked consultation appointments directly into agent CRM pipelines.

<CardGroup cols={2}>
  <Card title="Quick Start Guide" icon="bolt" href="/quickstart">
    Connect your outbound webhook dispatcher in under 5 minutes with ready-to-use code examples.
  </Card>

  <Card title="Scheduled Appointments" icon="calendar-check" href="/scheduled-appointments">
    Learn how to deliver booked consultation appointments with or without Calendly.
  </Card>

  <Card title="Lead Schema Dictionary" icon="address-card" href="/inbound-leads">
    Explore the full parameter reference for contact, address, financial, and beneficiary fields.
  </Card>

  <Card title="Interactive API Playground" icon="code" href="/api-reference/inbound-lead-gateway">
    Test live requests, inspect request payloads, and view response schemas in the sandbox.
  </Card>

  <Card title="Adaptive Auto-Mapping" icon="microchip-ai" href="/inbound-leads">
    Send your existing payload. 3i's engine self-adapts to your field names with zero data loss.
  </Card>

  <Card title="Underwriting Engine API" icon="sparkles" href="/underwriting-engine-api">
    Developer Preview: Real-time multi-carrier suitability, prescription screening, and rate synthesis.
  </Card>
</CardGroup>

***

## Architecture at a Glance

The gateway is built for high concurrency, zero data loss, and seamless multi-tenant agent distribution:

```
[Partner Source: Form / Dialer / CRM]
                 │
                 │ HTTPS POST
                 │ Header: x-source-token: <uuid>
                 ▼
┌────────────────────────────────────────────────────────┐
│ 3i Inbound Gateway (srtrrpqggduydzvahxyq)              │
│  ├─ Token Verification & Agent Resolution              │
│  ├─ 24-Hour Idempotency Caching (Idempotency-Key)      │
│  ├─ Multi-Pass Field Mapping & Custom Key Preservation │
│  ├─ Clean 10-Digit E.164 Phone Normalization           │
│  ├─ Automatic Timezone Detection (State / Area Code)   │
│  └─ Resubmit Interception (Priority Bump to High)      │
└────────────────────────┬───────────────────────────────┘
                         │
         ┌───────────────┴───────────────┐
         ▼                               ▼
 [Workable Fresh Lead]          [Booked Consultation]
 Status: 'New'                  Status: 'Scheduled'
 Lands in Agent Dial Queue      Lands on Live Calendar Agenda
 Emits 'created' Event          Emits 'disposition_tagged' & CAPI
```

***

## Core Capabilities

<AccordionGroup>
  <Accordion title="Adaptive Auto-Mapping & Zero Data Loss" icon="microchip-ai">
    While this documentation outlines our recommended canonical structure, **you do not need to re-engineer your platform's existing JSON format**. 3i's multi-pass ingestion engine automatically adapts to your schema:

    * **Intelligent Semantic Mapping:** Automatically reconciles vendor-specific naming conventions and property variations (e.g. `phone_num` → `phone`, `coverage_requested` → `coverage_amount`, `postal` → `zipcode`, `dob` → `date_of_birth`).
    * **Dot-Path Extraction:** Automatically unwraps nested structures (e.g. `form.first_name`, `contact.phone`, `submission.answers`).
    * **Zero Data Loss Guarantee (Pass 3 Sweep):** Any proprietary property or question unique to your system that does not map to a standard column is **never discarded**—it is automatically preserved in the lead's `custom_fields` and displayed in the agent's CRM drawer under **Vendor Data**.
    * **Visual Mapping Workbench:** Receiving agents can inspect incoming payloads under **Data & Integrations → Lead Sources** and map custom fields in one click.
  </Accordion>

  <Accordion title="Per-Agent Token Isolation & Dynamic Routing" icon="key">
    Every delivery routes automatically to the assigned agent through a dedicated `x-source-token`.

    * **Zero Database IDs Leaked:** Your system never needs to store or expose internal agent UUIDs or passwords.
    * **Isolated Blast Radius:** Each token is bound exclusively to that specific agent and delivery channel. A compromised token cannot access other agents' data.
    * **Instant Revocation:** If a token is compromised or a campaign completes, the token can be regenerated instantly in the CRM without breaking any other partner integrations.
  </Accordion>

  <Accordion title="24-Hour Network Idempotency & Replay Protection" icon="shield-check">
    Network timeouts and worker retries are safeguarded by passing a unique delivery ID in the `Idempotency-Key` HTTP header. 3i caches deliveries for 24 hours—retrying an existing delivery safely returns the original `lead_id` with `"idempotent_replay": true` instead of creating duplicate contacts or billing twice.
  </Accordion>

  <Accordion title="Native Appointment Scheduling (Non-Calendly & Calendly)" icon="calendar-check">
    Support booked appointments from any channel: human phone setters, dialers (Convox, Five9, Ringba), web forms, or Calendly.

    * **Automatic Stage Advancement:** Bypasses `'New'` and enters the CRM directly in the `'Scheduled'` stage.
    * **Calendar Agenda Sync:** Directly populates the receiving agent's daily agenda and appointment countdowns.
    * **Session Links Captured:** Preserves video room join links (Zoom, Google Meet, Teams) and reschedule/cancellation URLs as one-click action buttons in the CRM Lead Drawer.
  </Accordion>

  <Accordion title="Clean 10-Digit E.164 Phone Normalization" icon="phone">
    Phone numbers formatted in standard E.164 (`+15136854010`), punctuated US strings (`(513) 685-4010`), or raw digits (`5136854010`) are automatically parsed, stripped of punctuation, and stored in clean 10-digit format for carrier dialing and collision prevention.
  </Accordion>

  <Accordion title="Automatic State & Area Code Timezone Resolution" icon="clock">
    Vendors do not need to calculate or supply complicated IANA timezone identifiers. If omitted, 3i's built-in timezone engine automatically resolves the prospect's local timezone based on their state or telephone area code.
  </Accordion>

  <Accordion title="High-Intent Resubmit Engine & Pipeline Collision Governance" icon="arrows-rotate">
    If an existing prospect in the agent's database submits a second inquiry or books an appointment, 3i intercepts the collision, merges the new answers and notes, bumps the lead priority to **High**, and alerts the agent immediately without corrupting pipeline history or creating conflicting duplicate contacts.
  </Accordion>

  <Accordion title="Closed-Loop Meta Conversions API (CAPI) Optimization" icon="chart-line">
    Passing digital ad signals (`fbclid`, `fbc`, `fbp`, `leadgen_id`) automatically links the lead to Meta's offline conversion engine. When the agent connects on a call, schedules, or writes a policy, server-side conversion events fire back to Meta for algorithmic bidding optimization with **8.0–9.5+ Event Match Quality (EMQ)**.
  </Accordion>

  <Accordion title="ActiveProspect TrustedForm & TCPA Compliance Proof" icon="certificate">
    Store and verify third-party consent certificates (`trusted_form_cert_url`) and client IP addresses natively on the lead record, providing an immutable audit trail for legal and regulatory compliance defense.
  </Accordion>

  <Accordion title="Pre-Flight Sandbox & Listen Mode Testing" icon="flask">
    Vendors can verify authentication, payload formatting, and appointment scheduling safely by adding `"listen": true`. The CRM validates the payload and returns HTTP 200 without creating live records, dialing leads, or sending SMS messages.
  </Accordion>
</AccordionGroup>

***

## Supported Delivery Channels

<Tabs>
  <Tab title="Call Centers & Setters">
    Deliver live phone appointments set by human dialer reps (Five9, Convox, Vicidial, Ringba). 3i ingests the scheduled time, setter badge, call recording URL, and briefing notes directly into the agent's calendar.
  </Tab>

  <Tab title="Online Form Schedulers">
    Deliver leads from website forms with embedded calendar pickers (custom forms, GoHighLevel, Acuity). Send either single UTC timestamps or split local date and time fields.
  </Tab>

  <Tab title="Calendly Self-Bookings">
    Deliver calendar bookings containing meeting links (Zoom, Google Meet, Teams), reschedule URLs, and cancellation tokens. The CRM provides one-click meeting launch buttons in the agent drawer.
  </Tab>

  <Tab title="Unscheduled Inbound Leads">
    Deliver fresh, high-intent insurance inquiries for instant click-to-dial outreach across Final Expense, Mortgage Protection, Term Life, and Veterans campaigns.
  </Tab>
</Tabs>