How to assign existing leads to another AI Sales Assistant
Assign some of the existing leads to another AI assistant and put on a new nurturing schedule.
API
Authentication
Authentication is OAuth2 based. We use AWS Cognito. Refer this url to know how it works. https://docs.aws.amazon.com/cognito/latest/developerguide/cognito-userpools-server-contract-reference.html
Ask us for the client_id and client_secret and provide us the redirect_url by sending an email to support@7targets.com
Response
Successful authorization, returns the auth token to be used in further API calls
Status: 200
{
"access_token":"eyJz9sdfsdfsdfsd",
"refresh_token":"dn43ud8uj32nk2je",
"id_token":"dmcxd329ujdmkemkd349r",
"token_type":"Bearer",
"expires_in":3600
}
Authorization Header for the API calls
Authorization : Bearer <id_token>
Create a Lead
This method creates or assigns a Lead to the Assistant.
url_path: https://api.7targets.com/leads
type: POST
Request
The headers must include a **valid authentication token.
Authentication: Bearer <IdToken from the Auth cal>
The body can’t be empty
{
name: "John", //Mandatory
lastName: "Doe",
source: "Website", //Optional. If not provided Website will be used.
context: "AI Sales Assistant", //Assistant will write message using this
additionalInformationLine: "Additional information",
email: "john.doe@gmail.com", //Mandatory
phone: "+919123456789",
scheduleId : <valid schedule Id>, //Optional. If not provided then use default
assistantId : <your assistant Id> //Optional. If not provided then default will be used.
}
Response
If succeeds, returns the created Lead.
Status: 201 Created
{
id: 2345,
name: "John",
lastName: "Doe",
type: "SALES",
email: "john.doe@gmail.com",
phone: "+919123456789",
scheduleId : <valid schedule Id>,
assistantId : <your assistant Id>,
nextScheduleTime : <date and time the message will be send>,
state : Cold,
subState : Followup,
followup : 1
}