Workflow
Site Portfolio Management
Follow the sequence below, then use API Reference for payload schema and response details.
Steps
List agency customer accounts (agency plans):
Operation IDs:
agency.customers.listCreate/invite agency customer account (agency plans):
Operation IDs:
agency.customers.createUpdate an existing managed customer between Starter and Pro:
Operation IDs:
agency.customers.updateList sites for the current subject. Normal customer subjects resolve zero or one current website;
Operation IDs:
sites.listLoad consolidated site dashboard payload (detail + deployments, optional pages):
Operation IDs:
sites.dashboard.getPoll compact customer-safe site status while crawl or translation work is active:
Operation IDs:
sites.status.getReview customer-safe site errors with required offset pagination:
Operation IDs:
sites.errors.summary.getPreview source-selection rule changes before saving:
Operation IDs:
sites.sourceSelection.previewPreview source-selection tree projections for dashboard editing:
Operation IDs:
sites.sourceSelection.treePreviewReview observed runtime requests before adding interactive-feature rules:
Operation IDs:
sites.runtimeRequests.observations.listUpdate observation lifecycle after triage:
Operation IDs:
sites.runtimeRequests.observations.lifecyclePreview runtime request policy drafts before saving:
Operation IDs:
sites.runtimeRequestPolicy.previewUpdate site configuration:
Operation IDs:
sites.updateUpdate indexing policy after readiness checks pass:
Operation IDs:
sites.indexingPolicy.updateList discovered pages for a site:
Operation IDs:
sites.pages.listGenerate language switcher snippets for custom frontend integration:
Operation IDs:
sites.switcherSnippets.get
Notes
This legacy-named playbook covers normal customer current-website management plus agency-owned
portfolio contexts. Normal customer subjects resolve zero or one current website; agency-owned
contexts can still use portfolio-style site lists.
agency-owned contexts can still list portfolio sites: