GEgetsales
agents

Update agent rules

Change an AI SDR's Rules (by sid), a field at a time or whole: a key left out keeps its stored value (a nested one too: reply_words.linkedin.max alone moves that bound). Send the defaults to reset to recommended. Every bound is named on a 422; nothing_to_update when nothing moved. The item is the agent with its rules.

Contract:

  • MCP tool update_agent_rules, registry package mcp.unibox/agents, mount unibox.agent.
  • Operation update, response envelope update.
  • Flags: none.
patch/api/agents/{sid}/rules

Request

  • Base URL
    https://beta.getsales.io/unibox/v1
  • Auth
    HTTP bearer and API key in header Team-SID

Path parameters

sidstring required

The agent (ub_ag_…).

Request body

meeting_ask'suggest_call_link_on_request' | 'ask_their_time' | 'suggest_call_with_link'

How it asks for the meeting: suggest_call_link_on_request (default: a call suggested in one line, the link only when they ask or say yes), ask_their_time (their time asked for, no link), suggest_call_with_link (the call with the link in the same message).

confirm_named_timeboolean

Default true: a time they name is confirmed in one line and nothing else is asked; a person puts it on the calendar.

answer_then_callboolean

Default true: a question before the call is answered in short, then the ask.

acknowledge_low_signalboolean

Default true: a lead who only says thanks gets one friendly line and the thread resumes its workflow.

weekendsboolean

Default true: it replies on weekends; false keeps the weekend quiet.

followupsinteger

How many follow-ups when the lead goes quiet, 0..6; default 3 (the corpus: blocks climb with the fourth).

followup_daysinteger

Days between them, 1..14; default 4.

something_newboolean

Default true: every follow-up brings something new (a proof, a shorter ask, an easy way out), never a bump.

Response

update success envelope.

successtrue required
operation'update' required
updated_fieldsstring[] required
previous_valuesobject required
kept_fieldsstring[]

The fields this write did not change because the person's own value stands on them (stamped person); read the item for what landed.

Changes

No recorded changes to this operation across all 1 revision of this API.