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Judge the newest ~30 s of an in-progress visit against the sales process

Transcribes one short audio chunk and returns which process steps are covered, the step the conversation is on, and at most one nudge (an earlier step still open while a later one is under way). The phone holds the state and sends it back each time; the server stores no audio or transcript. It does keep the step progress per visit (which steps are covered, when in the recording, the current step) so managers can follow the visit in "In the field"; the conversation context is never stored. No feature flag; requires an active assignment of the visit to the caller, a scorecard with steps, and the workspace's own AI key.

POST
https://api.channelautomation.com/api/field-sales/rep/live-steps

Authorization

  • BearerAuth
    HTTP Bearer (JWT)
    required

Request body JSON required

  • appointment_id
    string
    required
    format: uuid
  • elapsed_seconds
    number
    required

    Recording time at the end of this chunk

  • audio_base64
    string
    required

    At most 1.5 MiB of audio

  • mime_type
    optional
    audio/mp4
    or
    audio/x-m4a
    or
    audio/webm
    or
    audio/wav
    default: "audio/mp4"
  • state
    optional
    object

    The state returned by the previous call

Returns

200

live: steps with status, current_step_key and nudge; state: send back with the next chunk

400

Invalid request or oversized chunk

404

The visit is not assigned to the caller

409

No sales-process steps in the scorecard

429

Too many chunks in a minute

502

The AI provider failed; recording is unaffected

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