Developer
Developer - Settings

Update Outbound Developer Settings

Changed on

Update the developer-only outbound settings for the current customer.

This endpoint is restricted to developer users only. Customers can read some of these settings via their own outbound-settings endpoint (they drive copy and which parts of the Outbound page apply) but not change them.

patch/developer/outbound-developer-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/outbound-developer-settings
  • Auth: none declared

Request body

extended_calling_window_enabledboolean nullable

Set to true to relax the outbound calling window bounds for this customer from 12:00-18:00 to 08:00-22:00 firm-local. Note 08:00-22:00 extends past the 21:00 TCPA/Florida quiet-hours limit.

call_pacing_enabledboolean nullable

Set to false to drain the whole outbound queue per run and dial immediately on enqueue instead of one call per 10 minutes

max_calls_per_number_per_dayinteger nullable

Per-phone-number daily outbound call limit. Send 0 for no limit (stored as null). Omit to leave unchanged.

callback_dial_share_percentinteger nullable

Percent of the day's total dial budget callback re-dials may spend; the rest is held for new leads. Send 100 for no reservation. Omit to leave unchanged.

outbound_leads_enabledboolean nullable

Set to false when this customer's leads come from a trigger: hides their lead list, CSV import and manual call queueing, and rejects the lead-writing endpoints

auto_queue_activeboolean nullable

Arm or disarm auto-queueing of uploaded never-contacted leads

auto_queue_window_startstring time nullable

Firm-local time auto-queueing starts; must be before the end

auto_queue_window_endstring time nullable

Firm-local time auto-queueing stops (exclusive); must be after the start

auto_queue_interval_minutesinteger nullable

Minutes between auto-queued leads

auto_queue_max_per_dayinteger nullable

Most leads auto-queued per firm-local day

auto_queue_weekdaysinteger[] nullable

Weekdays auto-queueing runs on, 0=Monday .. 6=Sunday

text_fallback_activeboolean nullable

Arm or disarm outbound texting for this customer

contact_choice_enabledboolean nullable

Set to true to have new text conversations offer a call now or later (plus the questionnaire where offered), answered by the SMS agent

after_hours_text_enabledboolean nullable

Set to true to text new leads that arrive outside call hours to book a call, sent in text hours outside call hours. Needs contact_choice_enabled

requested_call_bypasses_windowboolean nullable

Set to true to dial a call the recipient asked for right now even outside the call window

requested_callbacks_enabledboolean nullable

Set to true to dial a call at a time the recipient chose even outside the call window

text_fallback_after_attemptsinteger nullable

How many unanswered outbound calls come before the missed-call text

text_fallback_delay_minutesinteger nullable

Minutes between the unanswered call and the missed-call text

text_fallback_expires_hoursinteger nullable

Hours a text conversation stays open without a reply

text_from_numberstring nullable

Number outbound texts are sent from; any phone format, stored as E.164. Send an empty string to clear (fall back to the branding or platform number). Omit to leave unchanged

sms_agent_uses_lead_timezoneboolean nullable

Set to true to read a time given by text in the person's own time zone (from their state), asking when it is unknown

same_number_per_leadboolean nullable

Set to true to call and text each lead from the same one of the customer's outbound numbers every time

hours_follow_lead_timezoneboolean nullable

Set to true to judge calling hours in each lead's own time zone (lead_call windows, with the call windows as the location-unknown fallback) and text a lead immediately whenever they can't be called

Response

Successful Response

customer_idstring uuid required

The customer ID

extended_calling_window_enabledboolean required

Whether this customer may set an outbound calling window wider than 12:00-18:00 firm-local (relaxes the bounds to 08:00-22:00 firm-local)

call_pacing_enabledboolean required

Whether outbound calls are paced at one per customer per 10 minutes. When false, the whole queue drains in one run and enqueueing dials immediately.

max_calls_per_number_per_dayinteger nullable

Per-phone-number daily outbound call limit. Null means no limit.

callback_dial_share_percentinteger required

Share of the day's total dial budget (outbound numbers x max calls per number) that callback re-dials may spend. The rest is held for first attempts. 100 means no reservation, and it is inert when there is no per-number limit.

outbound_leads_enabledboolean required

Whether this customer curates an outbound lead list. When false their leads come from a trigger, so the lead list, CSV import and manual call queueing are hidden and the lead-writing endpoints reject.

auto_queue_activeboolean required

Whether uploaded never-contacted leads are queued automatically, one per interval

auto_queue_window_startstring time required

Firm-local time auto-queueing starts

auto_queue_window_endstring time required

Firm-local time auto-queueing stops (exclusive); unqueued rows expire then

auto_queue_interval_minutesinteger required

Minutes between auto-queued leads

auto_queue_max_per_dayinteger required

Most leads auto-queued per firm-local day

auto_queue_weekdaysinteger[] required

Weekdays auto-queueing runs on, 0=Monday .. 6=Sunday

text_fallback_activeboolean required

Arm switch for outbound texting: whether texts may actually be sent (also needs the outbound_text_fallback_enabled feature flag and text contact windows)

contact_choice_enabledboolean required

Whether new text conversations let the recipient choose a call now or a call at a time they pick (plus the questionnaire for a firm that offers Lead Docket questionnaires), answered by the SMS agent, instead of reply-Y-for-a-link

after_hours_text_enabledboolean required

Whether a new lead arriving outside call hours (or on a holiday) is texted to book a call, at the next moment inside text hours that is still outside call hours. Its queued call stays queued; the text can move or cancel it. Needs contact_choice_enabled

requested_call_bypasses_windowboolean required

Whether a call the recipient asked for right now (by text) is dialed outside the call window

requested_callbacks_enabledboolean required

Whether a call at a time the recipient chose (on a call or by text) is dialed at that time even outside the call window

text_fallback_after_attemptsinteger required

How many unanswered outbound calls come before the missed-call text

text_fallback_delay_minutesinteger required

Minutes between the unanswered call and the missed-call text

text_fallback_expires_hoursinteger required

Hours a text conversation stays open without a reply before it expires

text_from_numberstring nullable

E.164 number outbound texts are sent from. Null falls back to the branding info-request number, then the platform number

sms_agent_uses_lead_timezoneboolean required

Whether a time the person gives by text without naming a zone is read in their own time zone (the usual one for their state), asking them when it is unknown, instead of the firm's

same_number_per_leadboolean required

Whether each lead is called and texted from one of the customer's outbound numbers, the same one every time, instead of the least-used number per call and text_from_number for texts

hours_follow_lead_timezoneboolean required

Whether calling hours are judged in each lead's own time zone (lead_call contact windows; the call windows become the location-unknown fallback), with a lead who can't be called right now texted immediately instead of on a texting schedule

Changes

    • info

      added the new optional request property

    • info

      added the required property to the response with the status

    • info

      added the new optional request property

    • info

      added the required property to the response with the status