Lead Docket

Update Lead Docket Config

Changed on

Upsert the Lead Docket configuration for this customer.

put/lead-docket/config

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/lead-docket/config
  • Auth: none declared

Request body

intake_complete_email_enabledboolean nullable

Email the intake inbox when an AI follow-up meets the configured completion profile for a Chase lead; does not change its status

intake_complete_email_recipientsstring[] nullable

Intake inbox recipients; an empty list uses the configured text reply recipients

questionnaire_requests_enabledboolean nullable

Enable local recipient questionnaires; does not send links or enable CRM access

questionnaire_fill_enabledboolean nullable

Fill a local questionnaire draft from the transcript and cached forms; does not enable CRM access

endpoint_urlstring nullable

Lead Docket Definitions endpoint URL

dry_runboolean nullable

Whether pushes require manual approval

timeout_secondsinteger nullable

Per-request timeout in seconds

opportunity_sync_enabledboolean nullable
opportunity_note_fieldstring nullable

Source form field mapped to opportunity Notes or Summary; carries the delivery receipt

Response

Successful Response

feature_enabledboolean required

Whether lead_docket_enabled is on for this customer

endpoint_url_setboolean required

Whether an endpoint URL has been configured

endpoint_url_maskedstring nullable

Stored endpoint URL with query parameter values dotted out for safe display

connectedboolean required

True when feature is enabled, endpoint is set, and dry_run is off

dry_runboolean required

Whether pushes require manual approval

timeout_secondsinteger required

Per-request timeout in seconds

mapping_countinteger required

Number of configured field mappings

opportunity_sync_enabledboolean
opportunity_note_fieldstring nullable
questionnaire_fill_enabledboolean
questionnaire_requests_enabledboolean
intake_complete_email_enabledboolean
intake_complete_email_recipientsstring[]

Changes

  • 5d668a9fc9ddRevision changes
    • info

      added the new optional request property

    • info

      added the new optional request property

    • info

      added the new optional request property

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

  • 28867c1dbb52Revision changes
    • info

      added the new optional request property

    • info

      added the optional property to the response with the status