Skip to main content

How ROO.AI works: a typical API flow

This page explains how Roo.AI typically works from an API consumer's point of view.

Examples use vehicles, as this is the current representation of assets in the v1 API.
Functionally, the same workflow applies to any inspectable asset.

Conceptual diagram


Step 0. Organization context

Before using the public API:

  • An organization (company/tenant) already exists.
  • API access is issued to users belonging to that organization.
note

The public API does not create or delete organizations (companies).
All API operations run within an existing organization context.


Step 1. Define roles (required before users)

Before creating users, make sure the roles they will use already exist.

  • You can assign either a global role or team roles (group roles) when creating a user.
  • Because of this, role configuration typically comes before user creation.
  • Use the Roles endpoints (for example, GET /userApi/fleets/roles) to list available roles before creating users.
note

Each organization has a single fleet owner (organization owner).
This owner role is created automatically with the organization, and there can be only one.
It is created as a support user, is not visible to the organization, and cannot be deleted.
It is used for troubleshooting access when support needs to enter a customer organization.


Step 2. Manage users and teams

This step is defining who works in the system.

Using the User API, you can:

  • Create users.
  • List and update users.
  • Organize users into teams (groups).

Users and teams (groups) are later used for:

  • inspections,
  • work order assignments,
  • approvals,
  • mentions and notifications.

Step 3. Register assets (vehicles in v1)

Next, you describe what you want to manage.

In v1, assets are represented as vehicles under the /fleets/... namespace. Here, “fleet” refers to the organization’s asset pool (the organization’s set of assets).

Typical actions:

  • Create vehicles.
  • Assign asset type (for example: car, truck, equipment).
  • Assign asset status (active, inactive, under maintenance).
  • Add custom attributes for domain-specific data.

At this point, Roo.AI knows which assets exist and their basic properties.


Step 4. Configure inspections

Inspections define how asset condition is checked.

You can configure:

  • Inspection frequency (daily, weekly, periodic).
  • Mandatory or optional inspections.
  • Checklist structure and required inputs.

Inspection configuration ensures checks are consistent and repeatable.


Step 5. Run inspections

Users perform inspections on assets.

During an inspection, users can:

  • Answer inspection questions (the checklist).
  • Add comments.
  • Attach photos or videos.
  • Pause, resume, or complete inspections offline.

An inspection represents a snapshot of an asset’s condition at a specific moment in time. Inspections represent the execution layer of the platform.


Step 6. Detect issues

If a problem is detected:

  • An issue is created.
  • Issues can be:
    • created automatically from inspection results,
    • created manually by users.

Issues often originate from inspections, but the Issues API is its own issue‑management category (separate from the Inspections API), even though the issues can be linked back to specific inspections.

Important characteristics:

  • One issue may be linked to multiple inspections.
  • Issues remain open until they are resolved.

Examples:

  • “Brake pads worn”
  • “Oil leak detected”
  • “Damaged door”

Typical issue flow (may vary by organization):

  • Standard: Open → Assigned → Resolved
  • Optional statuses some organizations use: Acknowledged (ignored), Fixed, Verified (before Resolved)

Step 7. Create work orders

Issues are resolved through work orders.

A work order defines:

  • what needs to be done,
  • who is responsible,
  • how the work is approved.

Work orders can be:

  • created from issues,
  • created directly for planned or custom work,
  • linked to one or multiple assets,
  • executed by internal users or external contractors.

Work orders represent the execution layer of the platform and are created to resolve issues or perform planned work.


Step 8. Materials, purchasing, and warranties (optional)

If work requires parts or services, you can use supporting APIs:

  • Warehouse — manage inventory and spare parts (optional). When enabled, work orders can reference parts directly from a warehouse.
  • Purchase Orders — order parts from vendors to complete work orders and repair or service assets (often to close inspections).
  • Vendors — manage suppliers and contractors (optional). You place purchase orders with vendors, and warehouses can be linked to vendors.
  • Warranty and Claims — warranty applies to assets (optional), and warranty or compensation cases are requested through claims as part of work orders.

These APIs support real operational workflows.


Step 9. Attach documents and media

Throughout the workflow, you can attach additional context:

  • Documents (contracts, certificates, reports, etc.).
  • Media files (photos and videos captured during inspections).

Documents can be attached at different levels:

  • User level (for example, CDL licenses).
  • Asset level (for example, asset certificates).
  • Team level (visible to the whole team).
  • Organization level (visible to all users; for example, commercial insurance for the fleet).

Attachments can also be linked to:

  • assets,
  • inspections,
  • issues,
  • work orders.

This ensures traceability and auditability.


Step 10. Alerts, mentions, and visibility

To keep users informed:

  • Configure alerts, reminders, and tasks.
  • Mention users or teams (groups) in comments using @mentions.
  • Track daily logs and inspection reports.

This helps ensure issues are noticed and acted on.

Mentions are used in comment threads on tasks, issues, inspections, and work orders.
On the web dashboard, these appear as comment threads.
On mobile apps, they appear as chat-style conversations with notifications when someone is mentioned.


Summary: the core lifecycle

In simple terms, the typical lifecycle looks like this:

  1. Define assets (vehicles).
  2. Inspect assets.
  3. Detect issues.
  4. Execute work orders.
  5. Track results and history.

Everything happens inside an organization, and everything is accessible via API once the organization exists.


Why this matters for API users

Using the ROO.AI API, you can:

  • Integrate asset inspections into your own systems.
  • Automate issue tracking and maintenance workflows.
  • Build custom dashboards and reports.
  • Apply the same workflow beyond vehicles.

Vehicles are just the starting point — the API flow is asset-based by design.