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Read what the Sales Coach settings page shows about field readiness

Owners, admins and managers. Read only. Returns whether check-in is on and its radius, how many sales process steps the current scorecard has, whether the workspace has its own AI key and a texting number, and every rep with an active visit assignment (upcoming visits, last 4 digits of their profile phone, and whether they turned texts off), plus my_channels: how the caller personally gets visit alerts (email / text / in the CRM, with their masked mobile). can_edit is true for owners and admins.

GET
https://api.channelautomation.com/api/field-sales/settings/overview

Authorization

  • BearerAuth
    HTTP Bearer (JWT)
    required

Returns

200

{ success, can_edit, checkin_enabled, checkin_radius_meters, process_steps, ai_key_present, texting_blocker, reps[] }

403

Caller is not an owner

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