Developer
Developer - Settings

Update Case Notes Settings

Changed on

Update the case notes settings for the current customer.

This endpoint is restricted to developer users only.

  • case_notes_enabled: Set to true to enable case notes for this customer
  • dry_run_case_matching: Set to true to enable dry-run mode for case matching
  • note_generation_context: Context to include in LLM prompt for case note generation

When case_notes_enabled is false:

  • The case matching pipeline step is skipped entirely
  • No case notes will be generated or posted

When dry-run mode is enabled:

  • Case matching still runs automatically
  • Matches are flagged as "pending approval" instead of being finalized
  • Developers can review and approve/reject matches in the call detail view
  • Case notes are only posted after manual approval

The note_generation_context can include:

  • Firm-specific preferences for note formatting
  • Important information about the firm
  • Instructions for how case notes should be generated
  • Any other context that should influence note generation
patch/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

Request body

case_notes_enabledboolean nullable

Set to true to enable case notes for this customer

dry_run_case_matchingboolean nullable

Set to true to enable dry-run mode for case matching

note_generation_contextstring nullable

Context to include in LLM prompt for case note generation (can be multiple lines)

substantive_conversation_criteriastring nullable

Custom criteria for determining if a call has substantive conversation (can be multiple lines)

include_transcript_in_noteboolean nullable

Set to true to include call details and the full transcript in SmartAdvocate case notes

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

  • 376869b909f7Revision changes
    • info

      added the new optional request property

    • info

      added the optional property to the response with the status