Environment overview
| Environment | Base URL | Use it for |
|---|---|---|
| Sandbox | https://api.sandbox.trycollate.ai | testing your integration and validating workflow behavior |
| Production | https://api.trycollate.ai | live traffic and customer-facing workflows |
Recommended rollout path
Start in sandbox
Build your create, patch, preview, and submit flow in sandbox first. Use the Quickstart as the starting point.
Validate document handling
If your cases require attachments, add the File uploads flow and confirm required documents are attached before submit.
Test common outcomes
Use Sandbox testing to simulate approvals, denials, and requests for additional information.
Common setup questions
Which environment should I use for new integrations?
Use sandbox until your flow works end to end.Can I reuse the same API key in both environments?
No. Sandbox and production credentials are separate.What should I validate before going live?
At minimum:- authentication and environment selection
- required questionnaire mappings
- file upload and attachment flow, if applicable
- preview and submit behavior
- submission-attempt polling
- handling for approvals, denials, and requests for additional information