Conversations

Retrieve conversation history for contacts

Endpoints 58

Get conversation history by phone number
GET /api/conversations/phone
Resume AI responses for a workspace contact
POST /api/ai/conversation-state/{contactId}/resume
Pause AI and cancel queued AI replies for a workspace contact
POST /api/ai/conversation-state/{contactId}/takeover
Get all conversations within a date range
GET /api/conversations/recent
List today's appointments mapped to the signed-in rep
GET /api/field-sales/appointments/today
List notes on one Sales Coach visit
GET /api/field-sales/appointments/{id}/notes
Add a note to one Sales Coach visit
POST /api/field-sales/appointments/{id}/notes
List notes on one visit from the Sales Coach iPhone app
GET /api/field-sales/rep/appointments/{id}/notes
Add a visit note from the Sales Coach iPhone app
POST /api/field-sales/rep/appointments/{id}/notes
Soft-delete a visit note
DEL /api/field-sales/appointments/{id}/notes/{noteId}
Edit a visit note
PATCH /api/field-sales/appointments/{id}/notes/{noteId}
Soft-delete your own visit note from the iPhone app
DEL /api/field-sales/rep/appointments/{id}/notes/{noteId}
Edit your own visit note from the iPhone app
PATCH /api/field-sales/rep/appointments/{id}/notes/{noteId}
Judge the newest ~30 s of an in-progress visit against the sales process
POST /api/field-sales/rep/live-steps
Record a rep-initiated device-location check-in for one assigned visit
POST /api/field-sales/appointments/{id}/checkin
One location reading while a checked-in Sales Coach visit is open
POST /api/field-sales/appointments/{id}/presence
The rep's reason for leaving a visit before the minimum
POST /api/field-sales/appointments/{id}/leave-reason
Visits happening right now ("In the field"), for managers
GET /api/field-sales/visits/live
Suggest three short texts a manager could send the rep at this visit
POST /api/field-sales/visits/{appointmentId}/message/suggest
Text the rep at this visit from the workspace number
POST /api/field-sales/visits/{appointmentId}/message
List Sales Coach visit assignments and latest check-ins for one contact
GET /api/field-sales/appointments/assignments
Explicitly map one assigned Sales Coach visit address
POST /api/field-sales/appointments/{id}/map-address
Erase one visit's location-derived check-in evidence, live step progress, coaching texts and mapped target
DEL /api/field-sales/appointments/{id}/location-evidence
Assign or unassign a Sales Coach visit
PUT /api/field-sales/appointments/{id}/assignment
List visible field-sales conversations
GET /api/field-sales/conversations
Register a field-sales recording upload
POST /api/field-sales/conversations
List only the signed-in rep's currently assigned visit reviews
GET /api/field-sales/rep/conversations
Register an assigned visit recording with safe retries
POST /api/field-sales/rep/conversations
Verify an upload and queue conversation processing
POST /api/field-sales/conversations/{id}/finalize
Finalize the rep's own actively assigned visit recording
POST /api/field-sales/rep/conversations/{id}/finalize
Queue an existing workspace call recording for Field Coach analysis
POST /api/field-sales/existing-calls/analyze
Search contacts the caller may link to a recording
GET /api/field-sales/contacts/search
Get transcript, analysis, and score for a conversation
GET /api/field-sales/conversations/{id}
Delete a conversation and queue erasure of its audio and analysis
DEL /api/field-sales/conversations/{id}
Get the signed-in rep's own visit review (native Sales Coach)
GET /api/field-sales/rep/conversations/{id}
Delete the rep's own currently assigned visit recording
DEL /api/field-sales/rep/conversations/{id}
Create a short-lived private playback URL
POST /api/field-sales/conversations/{id}/playback
Read the workspace scorecard and its version history
GET /api/field-sales/scorecard
Publish a new scorecard version
PUT /api/field-sales/scorecard
Read the workspace's Sales Coach arrival alert settings
GET /api/field-sales/arrival-alert-settings
Save the workspace's Sales Coach arrival alert settings
PUT /api/field-sales/arrival-alert-settings
Preview the arrival alert email with this workspace's name and logo and sample visit details
GET /api/field-sales/arrival-alert-settings/preview
Send a sample arrival alert to the signed-in user's own email
POST /api/field-sales/arrival-alert-settings/test
Read what the Sales Coach settings page shows about field readiness
GET /api/field-sales/settings/overview
Read the workspace's auto-analyze rules
GET /api/field-sales/auto-analyze-settings
Save the workspace's auto-analyze rules
PUT /api/field-sales/auto-analyze-settings
Mark a conversation for QA review
POST /api/field-sales/conversations/{id}/qa-flag
List QA flags (the review queue)
GET /api/field-sales/qa-flags
Resolve a QA flag with a human verdict
POST /api/field-sales/qa-flags/{id}/verdict
Rep acknowledges a coaching verdict
POST /api/field-sales/qa-flags/{id}/acknowledge
List QA notes on a conversation
GET /api/field-sales/conversations/{id}/qa-notes
Add a QA note to a conversation
POST /api/field-sales/conversations/{id}/qa-notes
Delete a QA note
DEL /api/field-sales/conversations/{id}/qa-notes/{noteId}
Edit a QA note
PATCH /api/field-sales/conversations/{id}/qa-notes/{noteId}
Re-run transcription and analysis, publishing a new version
POST /api/field-sales/conversations/{id}/reprocess
Generate editable SMS and email follow-up drafts
POST /api/field-sales/conversations/{id}/followup
Save a rep's edit of a follow-up draft
PATCH /api/field-sales/followups/{id}
Start an optional Allison Live voice session
POST /api/openai/live/session