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Documentation Index

Fetch the complete documentation index at: https://docs.trycollate.ai/llms.txt

Use this file to discover all available pages before exploring further.

Collate runs two environments. They share the same public API contract.
EnvironmentBase URLUse it for
Sandboxhttps://api.sandbox.trycollate.aiIntegration testing and operational validation.
Productionhttps://api.trycollate.aiLive prior-authorization traffic.
Sandbox and production use separate API keys. Pass the key as a bearer token: 
Authorization: Bearer <API_KEY>

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Sandbox

Sandbox exposes the same resources, lifecycle, and errors as production with test data and non-production credentials. Use it to prove your client can:
  • look up providers and payers
  • create an authorization with explicit policy.finalSubmission
  • patch answers and attach files
  • resolve provide_requirements through writes
  • confirm advance_case and approve_submission
  • handle every public lifecycle status

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Going live

Move to production when your sandbox flow is stable. Verify, at minimum:
  • authentication and environment selection
  • provider and payer lookup
  • questionnaire answer mapping for every required linkId
  • file upload and attachment flow
  • /confirm for both advance_case and approve_submission
  • handling for every status in Authorization lifecycle

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Support

Email support@trycollate.ai for implementation questions, integration help, and production triage. See Errors and troubleshooting for what to include with your request.