Channel Automation API: endpoints 139–267
Workspaces
Multi-tenant workspace management
- Transfer an active voice callPOST
/api/workspaces/{workspaceId}/voice-ai/calls/{callSid}/transfer - Generate a voice previewPOST
/api/workspaces/{workspaceId}/voice-ai/preview/tts - Look up customer context for a voice previewPOST
/api/workspaces/{workspaceId}/voice-ai/lookup-customer - Look up knowledge for a voice previewPOST
/api/workspaces/{workspaceId}/voice-ai/lookup-knowledge - Create a short-lived active-call listening tokenPOST
/api/workspaces/{workspaceId}/voice-ai/calls/{callSid}/listen-token - Send context to an active voice callPOST
/api/workspaces/{workspaceId}/voice-ai/calls/{callSid}/context - Configure a phone number voice webhookPOST
/api/workspaces/{workspaceId}/voice-ai/configure-phone-webhook - Start a built-in Voice AI outbound callPOST
/api/workspaces/{workspaceId}/voice-ai/outbound-call - Read built-in Voice AI configurationGET
/api/workspaces/{workspaceId}/voice-ai/config - Save built-in Voice AI configurationPUT
/api/workspaces/{workspaceId}/voice-ai/config - Activate built-in Voice AIPOST
/api/workspaces/{workspaceId}/voice-ai/activate - Create a built-in Voice AI WebRTC preview sessionPOST
/api/workspaces/{workspaceId}/voice-ai/preview/realtime/session - Get all members of a workspaceGET
/api/workspace-members/workspace/{workspaceId} - Get live user presence counts by workspaceGET
/api/admin/workspace-presence - Provision a workspace for a clientPOST
/api/admin/workspaces - Atomically replace a staff MCP key's workspace grantsPUT
/api/admin/mcp-permissions/keys/{keyId}/workspaces - Change an existing member auto-assignment preferencePUT
/api/agent-tags/workspace/{workspaceId}/agent/{userId}/auto-assign-enabled - List authorized API keysGET
/api/api-keys - Create an API keyPOST
/api/api-keys - Update an API keyPUT
/api/api-keys/{id} - Remove an API keyDEL
/api/api-keys/{id} - List API key operationsGET
/api/api-keys/permissions - Regenerate an API keyPOST
/api/api-keys/{id}/regenerate - List workspace feature flags and per-user overridesGET
/api/feature-flag-admin/workspaces/{workspaceId}/flags - Set a workspace-level feature flagPUT
/api/feature-flag-admin/workspaces/{workspaceId}/flags/{flagName} - Set a per-user feature flag overridePUT
/api/feature-flag-admin/workspaces/{workspaceId}/users/{userId}/flags/{flagName} - Remove a per-user feature flag overrideDEL
/api/feature-flag-admin/workspaces/{workspaceId}/users/{userId}/flags/{flagName} - Mint a realtime token for the Journey Board Live Activity feedPOST
/api/workspaces/{workspaceId}/sequences/{id}/journey-live-token - Add an existing user to a workspacePOST
/api/workspace-members - Create the signed-in user default workspacePOST
/api/workspace-members/create-default - Invite an existing or new teammatePOST
/api/workspace-members/add-by-email - Change a teammate access rolePATCH
/api/workspace-members/update-role - Send a teammate a password recovery emailPOST
/api/workspace-members/request-recovery - Remove a teammateDEL
/api/workspace-members/remove - List saved Voice AI API toolsGET
/api/workspaces/{workspaceId}/voice-ai/tools - Create a Voice AI API toolPOST
/api/workspaces/{workspaceId}/voice-ai/tools - Update a Voice AI API toolPUT
/api/workspaces/{workspaceId}/voice-ai/tools/{toolId} - Archive a Voice AI API toolDEL
/api/workspaces/{workspaceId}/voice-ai/tools/{toolId} - Test a saved Voice AI API toolPOST
/api/workspaces/{workspaceId}/voice-ai/tools/{toolId}/test
Integrations
Third-party CRM and platform integration APIs
- Get all available integrationsGET
/api/integrations/available - Get all available integrations (no auth for testing)GET
/api/integrations - Get user's configured integrationsGET
/api/integrations/user - Get integration detailsGET
/api/integrations/{integrationId} - Remove an integrationDEL
/api/integrations/{integrationId} - Setup a new integrationPOST
/api/integrations/{integrationId}/setup - Update integration configurationPUT
/api/integrations/{integrationId}/update - Enable or disable an integrationPOST
/api/integrations/{integrationId}/toggle - Execute an integration actionPOST
/api/integrations/{integrationId}/execute - Check integration healthGET
/api/integrations/{integrationId}/health - Get integration logsGET
/api/integrations/{integrationId}/logs - Test integration configurationPOST
/api/integrations/{integrationId}/test - Get integration usage statisticsGET
/api/integrations/stats/overview - Poll Lead Perfection workspaces for latest call resultsPOST
/internal/triggers/leadperfection/process-due - LeadPerfection open periods for an event type (calendar worker only)GET
/api/leadperfection/forward-look/internal/availability - Verify an lp slot id and confirm the period is still open (calendar worker only)POST
/api/leadperfection/forward-look/internal/resolve-slot - Book a signed LeadPerfection offer exactly once (calendar worker only)POST
/api/leadperfection/forward-look/internal/bookings - Trigger Lead Perfection call-result sync for one contactPOST
/api/integrations/leadperfection/sync/trigger - Poll Lead Perfection for workspace call-result changesPOST
/api/integrations/leadperfection/sync/workspace-poll - Get Lead Perfection sync statusGET
/api/integrations/leadperfection/sync/status - Read workspace sync freshness and scheduleGET
/api/integrations/leadperfection/sync/health - Get latest raw Lead Perfection GetLead payloadGET
/api/integrations/leadperfection/raw-lead - List Lead Perfection contacts for a workspaceGET
/api/integrations/leadperfection/contact-list - Get Lead Perfection contact summaryGET
/api/integrations/leadperfection/contact-summary - List Lead Perfection call-history code tables for a workspaceGET
/api/integrations/leadperfection/disposition-codes - Read the workspace's Add Call History defaultsGET
/api/integrations/leadperfection/call-history-defaults - Save the workspace's Add Call History defaultsPUT
/api/integrations/leadperfection/call-history-defaults - Call queues suggested from the workspace's Lead Perfection call-queue tableGET
/api/integrations/leadperfection/call-queue-suggestions - Re-read Lead Perfection's call-queue table and reconcile suggestionsPOST
/api/integrations/leadperfection/call-queue-suggestions/refresh - Count contacts by their latest Lead Perfection call result codeGET
/api/integrations/leadperfection/result-rules/code-counts - List OAuth connectionsGET
/api/oauth/connections - Create or replace an OAuth connectionPOST
/api/oauth/connections - Test an OAuth connectionPOST
/api/oauth/connections/{id}/test
Queue
Background job and message queue management
- Schedule an SMS message for deliveryPOST
/api/queue/schedule-sms - Schedule an email for deliveryPOST
/api/queue/schedule-email - Review Second Chance leads and their current eligibilityGET
/api/call-center/recovery/reviews - Test Google Address Validation from Flow BuilderPOST
/api/proxy/queue/address-validation
Media
Image upload and media management for sequences
- Upload image for sequence messagesPOST
/api/media/upload - Delete image from storageDEL
/api/media/delete - Upload an MP4 for sequence video stepsPOST
/api/media/upload-video - Classify a media URL before attaching it to a sequence stepPOST
/api/media/validate-url - Proxy a vCard (.vcf) file so LiveChat can parse and render itGET
/api/media/vcard
Notifications
Custom notification system for workspace-specific alerts and messages
- Get notifications for workspaceGET
/api/notifications/{workspaceId} - Create a new notificationPOST
/api/notifications/{workspaceId} - Get unread notification countGET
/api/notifications/{workspaceId}/count - Mark notification as readPATCH
/api/notifications/{workspaceId}/{notificationId}/read - Dismiss notificationPATCH
/api/notifications/{workspaceId}/{notificationId}/dismiss - Mark all notifications as readPATCH
/api/notifications/{workspaceId}/mark-all-read - Update notificationPUT
/api/notifications/{workspaceId}/{notificationId} - Delete notificationDEL
/api/notifications/{workspaceId}/{notificationId} - List all notification alert rulesGET
/api/notification-alerts - Create a notification alert rulePOST
/api/notification-alerts - Update a notification alert rulePUT
/api/notification-alerts/{id} - Delete a notification alert ruleDEL
/api/notification-alerts/{id} - Fire a test webhook for a notification alert rulePOST
/api/notification-alerts/{id}/test - List recent notification alert firingsGET
/api/notification-alerts/firings - Send a SendGrid test emailPOST
/api/sendgrid/send-test-email
Email sending, templates, and reusable content blocks
- List reusable email content blocksGET
/api/email/content-blocks - Create a reusable email content blockPOST
/api/email/content-blocks - Get a reusable email content blockGET
/api/email/content-blocks/{blockId} - Delete a reusable email content blockDEL
/api/email/content-blocks/{blockId} - Update a reusable email content blockPATCH
/api/email/content-blocks/{blockId}
Calendar
Calendar booking system for appointment scheduling and management
- Get available appointment slotsGET
/api/calendar/availability - Get available appointment slots across a date rangeGET
/api/calendar/availability/range - List calendar events with filters (Admin)GET
/api/calendar/events - Create or update calendar event (Admin)POST
/api/calendar/events - Delete calendar event (Admin)DEL
/api/calendar/events - Create appointment booking (Public)POST
/api/calendar/book - Get appointment bookings (Admin)GET
/api/calendar/bookings - Get available timezones for bookingGET
/api/calendar/timezones - Get API information and available servicesGET
/ - Get specific calendar event by ID (Admin)GET
/api/calendar/events/{id} - Update calendar event by ID (Admin)PUT
/api/calendar/events/{id} - Delete calendar event by ID (Admin)DEL
/api/calendar/events/{id} - Get specific booking by ID (Admin)GET
/api/calendar/bookings/{id} - Update booking status by ID (Admin)PATCH
/api/calendar/bookings/{id} - Search bookings with advanced filters (Admin)GET
/api/calendar/bookings/search - List pending appointment follow-up actions for manager reviewGET
/api/call-center/appointment-delivery - Queue one retry of interrupted appointment follow-up actionsPOST
/api/call-center/appointment-delivery/{changeId}/retry - List visible Second Chance candidatesGET
/api/call-center/recovery - Discover recovery candidates from completed call evidencePOST
/api/call-center/recovery/refresh - Review defer dismiss or assign a recovery candidatePATCH
/api/call-center/contacts/{contactId}/recovery - List manager visit profilesGET
/api/call-center/visit-profiles - Save a workspace representative visit profilePUT
/api/call-center/visit-profiles/{userId} - Get enabled appointment types and existing visitsGET
/api/call-center/contacts/{contactId}/appointment-options - Rank rep capacity and road travel appointment offersPOST
/api/call-center/contacts/{contactId}/appointment-offers - Book reschedule or cancel an appointment atomicallyPOST
/api/call-center/contacts/{contactId}/appointment-changes
Appointments
Create appointments by phone number (auto-upserts contact, auto-generates calendar links)