ProposedActions
Update ProposedAction
Update an existing ProposedAction record.
PUT
Update ProposedAction
Updates an existing ProposedAction 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 ProposedAction-Edit role.Enums
eProposedActionType — ActionType values
eProposedActionType — ActionType values
eOutboundChannel — Channel values
eOutboundChannel — Channel values
eProposedActionPriority — Priority values
eProposedActionPriority — Priority values
eProposedActionStatus — Status values
eProposedActionStatus — Status values
eHelpDeskMessagePriority
eHelpDeskMessagePriority
Request Body
Required Fields
integer
required
The Id of the ProposedAction record to update.
integer
required
ID of the location that owns this proposed action. Set from the location whose agents produced it..
string
required
Identifier of the agent that produced this action, matching a criteria evaluator name such as DueInvoiceCriteria, ContractExpiryCriteria, SupportPatternCriteria, SupportIssueCategoryCriteria or MissingFaqCriteria. Behaviour for each is configured through ProactiveActionConfig..
integer
required
What the action does once approved: DraftMessage sends a composed message to the customer, VoiceOutreach places an AI call, InternalNote raises an operator-only alert with no customer contact, TaskReminder records a follow-up. InternalNote actions have no customer target and no delivery channel..
integer
required
How an approved action reaches the customer: Email for an AI-tracked email conversation, Voice for an outbound AI call, CoworkerMessage for a message sent from a connected email account, HelpDesk to raise a ticket, or WhatsApp. Operators can change the channel at approval time. Ignored for InternalNote actions..
number
required
AI confidence in this recommendation, on a 0.0–1.0 scale (not a percentage). When the matching ProactiveActionConfig enables auto-execution, an action at or above its AutoExecuteMinConfidence skips the review inbox..
integer
required
Urgency assigned by the agent that raised the action: Low, Medium, High or Critical. Drives inbox ordering and the urgency indicator; it does not change delivery behaviour..
integer
required
Where the action sits in its lifecycle: Pending awaits review; Snoozed is hidden until its wake time; Approved has been accepted for delivery; AutoExecuted was sent without review because confidence cleared the configured threshold; Deferred is approved but waiting for the recipient’s next calling window; AwaitingReply has sent a WhatsApp opt-in template and is waiting on the customer; Rejected was dismissed; Expired passed its review deadline unattended. Change it through the approve, reject and snooze operations rather than by writing this field..
integer
required
Number of times delivery has been postponed for calling hours. Counts up from zero and helps spot actions that keep missing their window..
Optional Fields
integer
ID of the customer this action targets. Empty for internal alerts and for leads that have no customer record yet..
integer
ID of the AI conversation that triggered this action. Only set for criteria that evaluate conversations, such as unanswered-question and dormant-lead detection..
string
AI-composed subject line for the proposed message. Operators may edit it before approving; for internal alerts it doubles as the alert headline..
string
AI-composed message body, call script, or — for internal alerts — the alert text itself. Operators may edit it before approving..
integer
ID of the operator who last reviewed this action. Empty while it is still awaiting review or when the system expired it unattended..
string
UTC time an operator last approved, rejected or snoozed this action..
string
Notes recorded when an operator approves, rejects or snoozes the action. The system also appends here when it expires an action, for example because no calling window was available..
string
UTC time the approved action was actually delivered or the outbound call placed. Empty while the action is still queued or deferred..
integer
ID of the AI conversation created when this action was delivered. Use it to follow the reply thread, escalated tickets and messages that came out of the outreach..
string
UTC review deadline, defaulting to three days after the action is created. A Pending action past this point is moved to Expired; for a Snoozed action this instead holds the wake time set by the snooze duration..
string
Read-only key that prevents duplicate proposals for the same trigger, shaped as “criteria-type:{identifier}:{tier}” (for example “invoice:123:reminder:1”). A new proposal is suppressed while a non-expired action with the same key exists inside the criteria’s cooldown window..
string
UTC time a Deferred action becomes due, set automatically to the recipient’s next calling window when approval lands outside permitted outbound hours..
string
System-written explanation of why delivery was postponed, recorded when an approved action falls outside the recipient’s permitted calling hours..
integer
ID of the connected email account used as the sender when an approved action goes out over the CoworkerMessage channel. Empty means the location’s default outgoing mail settings are used and customer replies are not tracked back into the AI conversation..
string
Internal context carried onto the help desk ticket created when a HelpDesk-channel action is approved. Visible to operators only, never to the customer..
integer
ID of the help desk department the ticket is filed under when a HelpDesk-channel action is approved. Empty leaves the ticket unassigned..
integer
Priority applied to the help desk ticket created when a HelpDesk-channel action is approved (Low, Normal, High, Critical). Empty for actions on any other channel.. See
eHelpDeskMessagePriority? enum above.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 proposedaction 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