ProactiveActionConfigs
Update ProactiveActionConfig
Update an existing ProactiveActionConfig record.
PUT
Update ProactiveActionConfig
Updates an existing ProactiveActionConfig record. You must include the
Id of the record to update along with all required fields.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the
Authorization header.
The authenticated user must be a full unrestricted administrator or have the ProactiveActionConfig-Edit role.Enums
eOutboundChannel
eOutboundChannel
Request Body
Required Fields
integer
required
The Id of the ProactiveActionConfig record to update.
integer
required
ID of the location this agent configuration applies to. Each location holds at most one configuration per CriteriaType, and an agent with no configuration row is treated as off..
string
required
Name of the proactive agent this configuration governs, matching a criteria evaluator: DueInvoiceCriteria, ContractExpiryCriteria, SupportPatternCriteria, SupportIssueCategoryCriteria or MissingFaqCriteria. Unique per location; the actions it produces carry the same value in ProposedAction.CriteriaType..
number
required
Confidence an action must reach before AutoExecute will send it without review, on a 0.0–1.0 scale (not a percentage). Defaults to 0.85. Has no effect while AutoExecute is false..
integer
required
How long the agent waits before raising the same trigger again, in hours; defaults to 24. A candidate is skipped when a non-expired action with the same deduplication key was created inside this window, so in practice it throttles repeat outreach about the same invoice, contract or customer..
Optional Fields
boolean
Whether this agent runs for the location. When false, or when no configuration row exists at all, the agent is skipped entirely and proposes nothing..
boolean
Whether this agent may act without human review. When true, an action whose confidence reaches AutoExecuteMinConfidence is delivered straight away and recorded as AutoExecuted; anything below it still lands in the inbox. Internal-alert agents ignore this..
integer
Cap on how many actions this agent may raise for the location in a single day; it also caps how many candidates one evaluation run will consider. Empty means uncapped, in which case a run still considers at most 20 candidates..
integer
Overrides the delivery channel this agent proposes: Email, Voice, CoworkerMessage, HelpDesk or WhatsApp. Empty leaves the choice to the agent’s own default. Voice requires the location’s AI voice channel to be enabled, and WhatsApp requires a configured WhatsApp number.. See
eOutboundChannel? enum above.string
Extra drafting instructions for this agent, up to 2000 characters, appended to its built-in prompt — for example a tone or signature convention. Starting the text with “OVERRIDE:” (case-insensitive) replaces the agent’s whole prompt template instead of adding to it..
string
Opening line spoken or sent when this agent starts an outbound conversation, up to 500 characters. Supports {{variable}} placeholders such as {{company_name}} plus the agent-specific variables listed by the criteria-variables endpoint. Empty uses the built-in opening..
string
Voice-agent system prompt for outbound conversations this agent starts, up to 2000 characters. By default the text is added to the standard prompt; starting it with “OVERRIDE:” (case-insensitive) replaces the standard prompt entirely, and the server then rejects the save unless the text also contains the {{voice_message}} placeholder..
string
Agent-specific thresholds as a flat JSON object of string values, keyed by the parameter keys the criteria-parameters endpoint publishes for this CriteriaType — for example reminder day counts, minimum invoice amounts or ticket thresholds. Empty means every parameter falls back to its published default..
Code Examples
Response
200
integer
HTTP status code.
200 on success.string
A human-readable message confirming the update.
object
Contains the
Id of the updated record.boolean
true if the proactiveactionconfig was updated successfully.array
null on success.Example Response
400
string
A summary of the validation error(s), in the format
PropertyName: error message.any
null on validation failure.object[]
Array of validation errors.
boolean
false when the request fails validation.Example Response