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Developer - Transfer Metrics

Update Ai Agent Name

Changed on

Name the firm's AI receptionist, as it appears on its team rows.

patch/developer/transfer-metrics/ai-name

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/transfer-metrics/ai-name
  • Auth: none declared

Request body

customer_idstring uuid required
ai_agent_namestring nullable

What the firm calls its AI receptionist, e.g. 'BrianBot'; blank resets to the generic name

Response

Successful Response

ai_agent_namestring required

The name now shown for the AI (the generic name when reset)

Changes