Initiatives

Create initiative

Changed on

Create a draft initiative or campaign — only a name is required. isRecurring decides which: omit it or pass false for a campaign (one-time outreach, lives under Campaigns), true for an initiative (ongoing work, lives under Initiatives). No UI control changes this afterwards, so set it deliberately. The third kind is a Transactional: pass transactional instead (it cannot be combined with isRecurring: true). To send ONE message to an audience ONCE, pass campaign: its journey is built for you and nobody enrolls on their own. For a WhatsApp send, link an approved template before launching.

post/api/v1/initiatives

Request

  • Base URL
    https://www.useboom.ai
  • Auth
    HTTP bearer

Request body

namestring required

Initiative name.

language'en' | 'es' | 'pt'
objectivestring

What the initiative aims to learn.

contextstring

Background the conversation draws on.

maxAttemptsinteger

Outreach attempts per participant. Default 3.

isRecurringboolean

Splits campaigns from initiatives: false is a campaign (one-time outreach, listed under Campaigns), true is an initiative (ongoing work, listed under Initiatives). A Transactional is a third kind, set with transactional on create, and cannot be recurring. A campaign auto-completes once its outreach run finishes; an initiative stays ACTIVE afterward, though no scheduled process currently re-triggers outreach for it. No UI control changes this after creation. Default false.

flagConditionstring nullable

Natural-language condition; conversations matching it get flagged during analysis. Set null to clear.

smartSendingMode'DEFER' | 'DROP' | 'FORCE'

Smart Sending for this initiative's template, SMS and email sends, when the org has a frequency cap. FORCE always sends (and still counts toward the cap); DROP skips a send that would exceed it; DEFER currently behaves as DROP.

identityDeflectionstring nullable

Custom reply when a contact asks whether they are talking to a bot. Set null to clear.

channel'WHATSAPP' | 'EMAIL'

Default WHATSAPP.

Response

Success

idstring required

Initiative id.

namestring required
channel'WHATSAPP' | 'EMAIL' required

Which identifier this initiative reaches people by, derived from its journey: EMAIL when the journey only mails, WHATSAPP when anything phone-shaped sends. See sendChannels for what it actually sends on — this field cannot express SMS or the Meta DMs.

sendChannelsstring[] required

Every channel this initiative's journey sends on — the authoritative answer. Empty when it has no journey yet, in which case channel falls back to the value stored at creation.

status'DRAFT' | 'ACTIVE' | 'PAUSED' | 'COMPLETED' | 'CANCELED' required
languagestring required

Conversation language, e.g. es.

objectivestring nullable required
isRecurringboolean required

Splits campaigns from initiatives (a Transactional is the third kind, see isTransactional): false is a campaign (one-time outreach, listed under Campaigns), true is an initiative (ongoing work, listed under Initiatives). A campaign auto-completes once its outreach run finishes; an initiative stays ACTIVE afterward, though no scheduled process currently re-triggers outreach for it.

isTransactionalboolean required

True for a Transactional (one event, one message per channel; listed under Transactional).

flagConditionstring nullable required

Natural-language condition; matching conversations get flagged during analysis.

identityDeflectionstring nullable required

Custom reply when a contact asks whether they are talking to a bot.

smartSendingMode'DEFER' | 'DROP' | 'FORCE' required

Smart Sending mode: DEFER, DROP or FORCE.

createdAtstring required

ISO 8601 timestamp.

updatedAtstring required

ISO 8601 timestamp.

activatedAtstring nullable required
completedAtstring nullable required
canceledAtstring nullable required
pausedAtstring nullable required
contextstring nullable required
maxAttemptsinteger required

Changes

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