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How to manage scenario secrets

Central storage for API keys, tokens, and passwords used by Send Request and custom actions in scenarios. Secrets are stored encrypted; scenarios keep only a reference to the record.

When you need this

  • You want to save a Bearer/API key/OAuth secret once and reuse it across scenarios.
  • You need to rotate a key without editing every Send Request node.
  • You want to find inline tokens still stored in constants or node parameters.

What to know

  • Scenario secrets — a dedicated tab under Settings (route /settings-page/credentials, menu label Scenario secrets).
  • Availability — the feature is off by default. A root administrator enables it in Instance settings (platform feature toggles), then grants role permissions.
  • Permissions: view (View in roles) and save (Save in roles) are separate under Settings → Roles → Scenario secrets.
  • Not the same as channel tokens (Telegram/Viber), Mailgun keys, or AI provider keys — those live in other settings areas.
  • Deletion: a record in use by a scenario (including inline references in URL/headers/body) cannot be deleted — remove references in nodes first.

Before you start

Step-by-step

1. Open the secrets tab

  1. In the main menu, open Menu → Settings (or go to /settings-page).
  2. In the sidebar, select Scenario secrets.
  3. If the tab is missing, check platform feature toggles (root) and role permissions.

2. Create a record

  1. Click Add secret.
  2. Fill in:
    • Name — a clear label (e.g. “CRM production API”).
    • Slug — unique Latin identifier (e.g. crm-main); hard to change after use.
    • Type — Bearer, Basic, API key, OAuth2 client credentials, SMTP, Telegram bot, HMAC, etc.
    • Allowed consumers — which actions may use the record (for Send Request, pick Send Request in the list).
  3. Enter secret fields (token, login/password, headers, etc.).
  4. Click Save. Secret fields clear after save — this is expected.

3. Edit metadata

  1. Click Edit on a row.
  2. Change name, description, or allowed consumers.
  3. The secret is not shown on edit. Use Rotate secret to change the secret value.

4. Rotate a secret

  1. Choose Rotate secret for the record.
  2. Enter the new value.
  3. Save. All scenarios referencing this record (inline or legacy) use the new secret without node changes.

5. View usage

  1. Open Usage (or usage details from the table).
  2. Review bot, section, node, and action.
  3. Before deleting, remove the secret reference from those places in Scenario Builder.

6. Legacy secret scan

  1. Click Scan legacy secrets.
  2. Review Constants, Send Request nodes, and Custom actions tabs.
  3. Samples are masked. Create new records and update references manually — there is no automatic migration.
  4. For custom actions, copy migration snippet hints (no decrypted values).

7. Delete a record

  1. Confirm Usage = 0.
  2. Click Delete and confirm.
  3. If still in use, the system blocks deletion — open Usage and remove references.
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