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Text the rep at this visit from the workspace number

Owners, admins and managers. Sends one SMS to the phone on the rep's profile, honouring the rep's STOP. The text is GSM-7 guarded and at most 320 characters. Recorded in field_sales_coaching_messages (30-day purge).

POST
https://api.channelautomation.com/api/field-sales/visits/{appointmentId}/message

Authorization

  • BearerAuth
    HTTP Bearer (JWT)
    required

Path parameters

  • appointmentId
    string
    required
    format: uuid

Request body JSON required

  • body
    string
    required
    maxLength: 320
  • rep_user_id
    optional
    string

    The rep on the row the manager clicked; 409 if the visit is now assigned to someone else

    format: uuid

Returns

200

{ success, message: { id, status: sent|failed, reason, sent_at, body, to_masked } }

400

Empty

404

The visit has no assigned rep

409

The rep has no phone

429

Too many texts in a minute

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