Channel Automation API: endpoints 270–405

Conversations

Retrieve conversation history for contacts

• Get conversation history by phone number
  GET /api/conversations/phone
• Resume AI responses for a workspace contact
  POST /api/ai/conversation-state/{contactId}/resume
• Pause AI and cancel queued AI replies for a workspace contact
  POST /api/ai/conversation-state/{contactId}/takeover
• Get all conversations within a date range
  GET /api/conversations/recent
• List today's appointments mapped to the signed-in rep
  GET /api/field-sales/appointments/today
• List notes on one Sales Coach visit
  GET /api/field-sales/appointments/{id}/notes
• Add a note to one Sales Coach visit
  POST /api/field-sales/appointments/{id}/notes
• List notes on one visit from the Sales Coach iPhone app
  GET /api/field-sales/rep/appointments/{id}/notes
• Add a visit note from the Sales Coach iPhone app
  POST /api/field-sales/rep/appointments/{id}/notes
• Soft-delete a visit note
  DEL /api/field-sales/appointments/{id}/notes/{noteId}
• Edit a visit note
  PATCH /api/field-sales/appointments/{id}/notes/{noteId}
• Soft-delete your own visit note from the iPhone app
  DEL /api/field-sales/rep/appointments/{id}/notes/{noteId}
• Edit your own visit note from the iPhone app
  PATCH /api/field-sales/rep/appointments/{id}/notes/{noteId}
• Judge the newest ~30 s of an in-progress visit against the sales process
  POST /api/field-sales/rep/live-steps
• Record a rep-initiated device-location check-in for one assigned visit
  POST /api/field-sales/appointments/{id}/checkin
• One location reading while a checked-in Sales Coach visit is open
  POST /api/field-sales/appointments/{id}/presence
• The rep's reason for leaving a visit before the minimum
  POST /api/field-sales/appointments/{id}/leave-reason
• Visits happening right now ("In the field"), for managers
  GET /api/field-sales/visits/live
• Suggest three short texts a manager could send the rep at this visit
  POST /api/field-sales/visits/{appointmentId}/message/suggest
• Text the rep at this visit from the workspace number
  POST /api/field-sales/visits/{appointmentId}/message
• List Sales Coach visit assignments and latest check-ins for one contact
  GET /api/field-sales/appointments/assignments
• Explicitly map one assigned Sales Coach visit address
  POST /api/field-sales/appointments/{id}/map-address
• Erase one visit's location-derived check-in evidence, live step progress, coaching texts and mapped target
  DEL /api/field-sales/appointments/{id}/location-evidence
• Assign or unassign a Sales Coach visit
  PUT /api/field-sales/appointments/{id}/assignment
• List visible field-sales conversations
  GET /api/field-sales/conversations
• Register a field-sales recording upload
  POST /api/field-sales/conversations
• List only the signed-in rep's currently assigned visit reviews
  GET /api/field-sales/rep/conversations
• Register an assigned visit recording with safe retries
  POST /api/field-sales/rep/conversations
• Verify an upload and queue conversation processing
  POST /api/field-sales/conversations/{id}/finalize
• Finalize the rep's own actively assigned visit recording
  POST /api/field-sales/rep/conversations/{id}/finalize
• Queue an existing workspace call recording for Field Coach analysis
  POST /api/field-sales/existing-calls/analyze
• Search contacts the caller may link to a recording
  GET /api/field-sales/contacts/search
• Get transcript, analysis, and score for a conversation
  GET /api/field-sales/conversations/{id}
• Delete a conversation and queue erasure of its audio and analysis
  DEL /api/field-sales/conversations/{id}
• Get the signed-in rep's own visit review (native Sales Coach)
  GET /api/field-sales/rep/conversations/{id}
• Delete the rep's own currently assigned visit recording
  DEL /api/field-sales/rep/conversations/{id}
• Create a short-lived private playback URL
  POST /api/field-sales/conversations/{id}/playback
• Read the workspace scorecard and its version history
  GET /api/field-sales/scorecard
• Publish a new scorecard version
  PUT /api/field-sales/scorecard
• Read the workspace's Sales Coach arrival alert settings
  GET /api/field-sales/arrival-alert-settings
• Save the workspace's Sales Coach arrival alert settings
  PUT /api/field-sales/arrival-alert-settings
• Preview the arrival alert email with this workspace's name and logo and sample visit details
  GET /api/field-sales/arrival-alert-settings/preview
• Send a sample arrival alert to the signed-in user's own email
  POST /api/field-sales/arrival-alert-settings/test
• Read what the Sales Coach settings page shows about field readiness
  GET /api/field-sales/settings/overview
• Read the workspace's auto-analyze rules
  GET /api/field-sales/auto-analyze-settings
• Save the workspace's auto-analyze rules
  PUT /api/field-sales/auto-analyze-settings
• Mark a conversation for QA review
  POST /api/field-sales/conversations/{id}/qa-flag
• List QA flags (the review queue)
  GET /api/field-sales/qa-flags
• Resolve a QA flag with a human verdict
  POST /api/field-sales/qa-flags/{id}/verdict
• Rep acknowledges a coaching verdict
  POST /api/field-sales/qa-flags/{id}/acknowledge
• List QA notes on a conversation
  GET /api/field-sales/conversations/{id}/qa-notes
• Add a QA note to a conversation
  POST /api/field-sales/conversations/{id}/qa-notes
• Delete a QA note
  DEL /api/field-sales/conversations/{id}/qa-notes/{noteId}
• Edit a QA note
  PATCH /api/field-sales/conversations/{id}/qa-notes/{noteId}
• Re-run transcription and analysis, publishing a new version
  POST /api/field-sales/conversations/{id}/reprocess
• Generate editable SMS and email follow-up drafts
  POST /api/field-sales/conversations/{id}/followup
• Save a rep's edit of a follow-up draft
  PATCH /api/field-sales/followups/{id}
• Start an optional Allison Live voice session
  POST /api/openai/live/session

Sales Coach API

Read finished Sales Coach reviews (summary, scorecard, coaching, transcript) into an integration such as n8n. Requires a Sales Coach API key created by a workspace owner or admin.

• List Sales Coach reviews changed since your last poll
  GET /api/v1/sales-coach/reviews
• Get one Sales Coach review with its summary, scorecard, coaching and transcript
  GET /api/v1/sales-coach/reviews/{id}

Voice Lookup API

Facts a live voice agent needs about a matched contact: the qualification checklist on file and the last call summary. Information only, never instructions. Requires a workspace API key with contacts read.

• What the CRM already knows about a contact, for a live voice agent
  GET /api/v1/voice-lookup/contacts/{contactId}/context

Property Intelligence

Feature-flagged property data, valuation, and Street View previews

• Local-only property intelligence smoke test
  GET /api/property-intelligence/internal/test-lookup
• Local-only CEO demo brief for property intelligence
  GET /api/property-intelligence/internal/demo-brief
• Local-only Street View image smoke test
  GET /api/property-intelligence/internal/test-street-view-image
• Preview property intelligence for an address or contact
  GET /api/property-intelligence/lookup
• Load CRM-ready property intelligence for a contact
  GET /api/property-intelligence/demo-brief
• Proxy a Google Street View image for an address
  GET /api/property-intelligence/street-view-image

RCS

RCS Business Messaging (Phase 1: text-only, additive to SMS). Platform-owner test endpoints.

• Get RCS configuration status for a workspace (platform owner only)
  GET /api/rcs/workspaces/{workspaceId}/config
• Get RCS configuration for self-serve setup (workspace admin)
  GET /api/rcs/workspaces/{workspaceId}/client-config
• Save RCS configuration self-serve (workspace admin)
  PUT /api/rcs/workspaces/{workspaceId}/client-config
• Send a test RCS message to a workspace's test device (workspace admin)
  POST /api/rcs/workspaces/{workspaceId}/client-test-send
• Send a test RCS text message (platform owner only)
  POST /api/rcs/workspaces/{workspaceId}/test-send
• Send an agent LiveChat text or media reply as RCS
  POST /api/rcs/workspaces/{workspaceId}/agent-send
• List a workspace's stored RCS content templates (platform owner only)
  GET /api/rcs/workspaces/{workspaceId}/templates
• Register an RCS content template for a workspace (platform owner only)
  POST /api/rcs/workspaces/{workspaceId}/templates
• Send a test RICH RCS card (platform owner only)
  POST /api/rcs/workspaces/{workspaceId}/test-send-card
• List sendable RCS cards for the LiveChat composer
  GET /api/rcs/workspaces/{workspaceId}/agent-templates
• Send a saved RCS card from the LiveChat composer (Tier 2
  POST /api/rcs/workspaces/{workspaceId}/agent-send-card
• Create an RCS card from the builder (Tier 3
  POST /api/rcs/workspaces/{workspaceId}/templates/create
• Validate an RCS card payload without creating anything (Flow Builder V2)
  POST /api/rcs/workspaces/{workspaceId}/templates/validate
• Update a registered RCS card in place (Flow Builder V2 "Update card")
  PUT /api/rcs/workspaces/{workspaceId}/templates/{templateId}
• Delete a registered RCS card (Tier 3
  DEL /api/rcs/workspaces/{workspaceId}/templates/{templateId}

Outbound IQ

Caller ID intelligence (no rollout flag). Settings, number sync, NRM, and today strip. Not the TwiML assignment path.

• Outbound IQ connection settings
  GET /api/outbound-iq/settings
• Update Outbound IQ operator settings
  PUT /api/outbound-iq/settings
• Test the universal key and sync campaign, dispositions, and numbers
  POST /api/outbound-iq/connect
• Remove the stored Outbound IQ key and turn assignment off
  POST /api/outbound-iq/disconnect
• Re-push active Twilio numbers to Outbound IQ
  POST /api/outbound-iq/sync-now
• Active workspace numbers joined with Outbound IQ reputation stats
  GET /api/outbound-iq/numbers
• Pause a number in Outbound IQ (cool-off)
  POST /api/outbound-iq/numbers/{e164}/pause
• Activate a paused number in Outbound IQ
  POST /api/outbound-iq/numbers/{e164}/activate
• Request carrier remediation for a number
  POST /api/outbound-iq/numbers/{e164}/remediate
• Run the Outbound IQ ANI Planner
  POST /api/outbound-iq/planner
• Today's caller-ID assignment vs fallback counts
  GET /api/outbound-iq/today

AI

Notes AI Processor - Intelligent content operations (Cloudflare Worker)

• AI Service Health Check
  GET /api/notes/health
• Generate Content
  POST /api/notes/generate
• Enhance Content
  POST /api/notes/enhance
• Summarize Content
  POST /api/notes/summarize
• Expand Content
  POST /api/notes/expand

AgentTeams

Condition-based agent teams for routing inbound contacts

• List all agent teams for a workspace
  GET /api/agent-teams/workspace/{workspaceId}
• Create a new agent team with members and rule
  POST /api/agent-teams/workspace/{workspaceId}
• Update a team's metadata, members, and/or rule
  PUT /api/agent-teams/{teamId}
• Delete a team (cascades to rule, members, tracker)
  DEL /api/agent-teams/{teamId}
• Bulk update team priorities (drag-to-reorder)
  PUT /api/agent-teams/workspace/{workspaceId}/reorder
• Dry-run — given a contact (or contact id), return which team would match
  POST /api/agent-teams/workspace/{workspaceId}/preview

Platform Admin

• MCP staff key management bundle (Command Center)
  GET /api/admin/mcp-permissions
• Create an MCP staff key (value shown once)
  POST /api/admin/mcp-permissions/keys
• Update an MCP staff key (only the fields sent)
  PATCH /api/admin/mcp-permissions/keys/{keyId}
• Rotate an MCP staff key (new value shown once)
  POST /api/admin/mcp-permissions/keys/{keyId}/rotate
• List customer AI connector permissions for every workspace
  GET /api/admin/mcp-access
• Set customer AI connector permissions for one workspace
  PUT /api/admin/mcp-access/{workspaceId}

AI Connectors

• AI connector access for this workspace
  GET /api/workspaces/{workspaceId}/ai-connectors/access
• Choose which roles may use AI connectors
  PUT /api/workspaces/{workspaceId}/ai-connectors/access
• List AI connector integration keys
  GET /api/workspaces/{workspaceId}/ai-connectors/integration-keys
• Create an AI connector integration key (value shown once)
  POST /api/workspaces/{workspaceId}/ai-connectors/integration-keys
• Revoke an AI connector integration key
  DEL /api/workspaces/{workspaceId}/ai-connectors/integration-keys/{keyId}
• List connected AI apps (OAuth grants)
  GET /api/workspaces/{workspaceId}/ai-connectors/grants
• Disconnect a connected AI app
  DEL /api/workspaces/{workspaceId}/ai-connectors/grants/{grantId}
• AI connector activity in this workspace
  GET /api/workspaces/{workspaceId}/ai-connectors/activity

Billing

• Get complete billing information for workspace
  GET /api/billing/workspace/{workspaceId}
• Create Stripe checkout session for plan upgrade
  POST /api/billing/checkout
• Cancel workspace subscription
  POST /api/billing/subscription/cancel
• Reactivate canceled subscription
  POST /api/billing/subscription/reactivate
• Get current usage statistics
  GET /api/billing/usage/{workspaceId}
• Get billing history/invoices
  GET /api/billing/history/{workspaceId}
• Create setup intent for payment method collection
  POST /api/billing/payment-method/setup
• Update workspace payment method
  POST /api/billing/payment-method/update
• Update billing information
  POST /api/billing/update-info
• Create Stripe customer portal session
  GET /api/billing/portal/{workspaceId}

Call Queues

• Load the queue AI worker settings and today's activity
  GET /api/call-queues/{queueId}/ai-worker
• Save the queue AI worker and optional Voice AI agent
  PUT /api/call-queues/{queueId}/ai-worker

Calls

• Save the human-agent call wrap-up disposition
  PUT /api/calls/{callSid}/disposition

ErrorLogs

• List error logs for a workspace
  GET /api/workspaces/{workspaceId}/error-logs
• Get error log statistics
  GET /api/workspaces/{workspaceId}/error-logs/stats
• Mark an error log as resolved
  PATCH /api/workspaces/{workspaceId}/error-logs/{id}/resolve
• Delete an error log entry
  DEL /api/workspaces/{workspaceId}/error-logs/{id}
• Bulk resolve all unresolved error logs
  POST /api/workspaces/{workspaceId}/error-logs/resolve-all