Guides

Ask the Beam documentation

Current documentation

Use Claude or Codex with Beam's current docs and API contract, so implementation guidance stays grounded instead of sounding plausible.

Start with your use case

Select Ask Claude or Ask Codex and describe your question. First prepare and copy the brief, then use the Open link and paste into a new conversation. The copied text includes the Beam overview, MCP guide and current page. The assistant does not need to fetch the website to read these sources. For deeper questions, download and attach the full documentation and API contract. Downloads are not automatically attached.

Public documentation context onlyThe handoff never contains a workspace key, contact, phone number, webhook secret, appointment ID, or client record. It does not grant an assistant access to your Beam account.

Use this exact request

I use Beam for [my business and lead source]. I want to [outcome].

Use the Beam docs as the source of truth. Tell me:
1. The simplest safe setup.
2. Which parts are configured versus still needing live verification.
3. The exact test I should run before using this with real leads.
4. Any data, permission, credential, or compliance risk I need to handle.

Replace only the bracketed words. A good assistant will ask one necessary follow-up question rather than make an assumption that changes the outcome.

Choose the right assistant

Button	Best for	What happens
Ask Claude	Explaining a workflow, comparing approaches, drafting payloads, or debugging an integration concept.	Opens Claude and copies the documentation prompt. Paste it into the new conversation if a prefilled prompt is unavailable.
Ask Codex	Implementing or reviewing the integration inside a real repository with tests and local files.	Opens Codex and copies the complete documentation handoff. Paste it into a new task, then select the correct project.

Mobile and restricted sessionsThe Open link uses the assistant's website. Your phone decides whether to open an installed app or the browser. Beam cannot force this. If clipboard access is blocked, select and copy the visible prepared brief manually. This handoff is documentation only, not a connection to your account.

Questions that get useful answers

“When a lead replies, book a real appointment and send the confirmed appointment ID to my webhook.”
“Show me the smallest server-side integration that sends one message and verifies its recorded delivery state.”
“Audit my webhook handler for signature verification, tenant isolation, retries, and duplicate events.”
“Explain which analytics are available now and which outcomes are explicitly unavailable.”

Truth rules carried into every prompt

The generated prompt tells the assistant to use documented capabilities only, distinguish configured from verified behavior, keep credentials server-side, derive tenant authority on the server, and never invent delivery, read, billing, calendar, or webhook outcomes.