Developer
Developer - Settings

Get Case Notes Settings

Changed on

Get the case notes settings for the current customer.

This endpoint is restricted to developer users only. Returns settings for case matching and note generation.

get/developer/case-notes-settings

Request

  • Base URL: https://api.openintake.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.openintake.ai/developer/case-notes-settings
  • Auth: none declared

Response

Successful Response

customer_idstring uuid required

The customer ID

case_notes_enabledboolean required

Whether case notes feature is enabled for this customer

dry_run_case_matchingboolean required

Whether case matching is in dry-run mode (requires manual approval)

note_generation_contextstring nullable

Optional context to include in LLM prompt for case note generation

substantive_conversation_criteriastring nullable

Custom criteria for determining if a call has substantive conversation

include_transcript_in_noteboolean

Whether SmartAdvocate case notes include call details and the full transcript below the summary

Changes