Intelligence

Create Call Goal Preset

Create a new call goal preset for the current user's team.

post/intelligence/call-goal

Headers

authorizationstring nullable

Request body

goal'DISCOVERY' | 'DEMO' | 'NEGOTIATION' | 'CLOSING' | 'QBR' | 'SUPPORT' | 'ONBOARDING' | 'INTERNAL' | 'VC' | 'PRODUCT_RESEARCH' | 'OTHER' required

Call goal types.

descriptionstring required

Detailed guidance on how to lead this type of call

scenariostring required

Scenario

key_objectivesstring[] nullable

Primary goals for the call

suggested_questionsstring[] nullable

Example questions to ask

metrics_for_successstring[] nullable

How to measure a successful call of this type

topics_to_coverstring[] nullable

Key areas that should be discussed

topics_to_avoidstring[] nullable

Subjects to steer clear of

suggested_next_stepsstring[] nullable

Common follow-up actions

Response

Successful Response

idstring uuid required

Preset ID

team_intelligence_idstring uuid required

Team Intelligence ID

goal'DISCOVERY' | 'DEMO' | 'NEGOTIATION' | 'CLOSING' | 'QBR' | 'SUPPORT' | 'ONBOARDING' | 'INTERNAL' | 'VC' | 'PRODUCT_RESEARCH' | 'OTHER' required

Call goal types.

descriptionstring required

Detailed guidance on how to lead this type of call

scenariostring required

Scenario

key_objectivesstring[] nullable

Primary goals for the call

suggested_questionsstring[] nullable

Example questions to ask

metrics_for_successstring[] nullable

How to measure a successful call of this type

topics_to_coverstring[] nullable

Key areas that should be discussed

topics_to_avoidstring[] nullable

Subjects to steer clear of

suggested_next_stepsstring[] nullable

Common follow-up actions

created_atstring date-time required

Creation timestamp

updated_atstring date-time required

Last update timestamp

Changes