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Moves a conversation to a specified destination step within a CRM scenario.
The destination step can be identified by `destStepId` or by `scenarioId` and `destStepIndex`.
Optionally, an initial message for the destination step can be sent.


Move Conversation to CRM Step

bearerAuth

Move Conversation to Another CRM Step

Introduction

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Platform

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Quick start

Datastore tool

HTTP Tool (API)

Request human tool

Mark as resolved tool

Delayed responses tool

Follow up messages tool

Human handoff

Fine tuning

Conversation file upload

Answer sources

Message suggestions

Optimize ai answers

Rate limit

Debug

Prompt variables

Whitelist

ElevenLabs audios

Transcriptions with groq

Webhooks

Conversation Variables

Make your data ready for large language models

Advanced usage

Whatsapp

Telegram

Instagram

Make

Google drive

This demonstes how to authenticate a request to the chatvolt API.

Authentication

User Permissions

Bubble

Standard

Reference

This endpoint processes a query (Ask something) through the specified agent.

Agent Query

Get Agent

Cria um novo agente com as configurações fornecidas.

Create Agent

Partially updates an existing agent based on the ID. Allows updating one or more fields of a specific agent. Only the fields provided in the request body will be updated.

Update Agent

Permanently deletes a specific agent by its ID. Permanently removes an agent and its associated data (including service providers and permissions).

Delete Agent

This endpoint allows controlling the webhook status for different service providers associated with an agent.
For the `instagram` type, enabling/disabling the webhook also controls the `answerDms` and `answerComments` settings

Enable/Disable Agent Integration

Obtain the whitelist entries (WhatsApp numbers) for the specified agent.


Get Whitelist Numbers

Add Number to Whitelist

Update the WhatsApp number in the agent's whitelist by replacing the old number with a new one.


Update Number in Whitelist

Remove a WhatsApp number from the agent's whitelist.


 Delete Number from Whitelist

Retrieves the last 'N' messages from a conversation, along with some conversation metadata.

Get Messages

Get one Message

Allows searching for conversations by agent ID, creation date (greater than or equal to), and status.

List Conversations by Date

Get Conversation By Id

Enable/Disable AI for Conversation

Associates a user (identified by email) with a specific conversation. If the conversation is already assigned to another user, the assignment is updated.

Assign to User

Set Priority

Update Status

This endpoint is useful for registering events or messages from external triggers within the context of a specific conversation, without the message being effectively sent to the final participant.

Register Message in Context

Allows an agent to send a message to a conversation, identified by ID, phone, or email.

Send Message by Channel

Get All Custom Variables

Get One Custom Variable

Creates a new conversation variable if the combination of `conversationId` and `varName` does not exist, or updates the `varValue` if it already exists.

Create/Update Custom Variable

Delete Custom Variable

Query Datastore

Get Datastore

Creates a new datastore with the provided configurations.

Create Datastore

Partially updates an existing datastore based on its ID.

Update Datastore

Permanently deletes a specific datastore by its ID.

Delete Datastore

Retrieves a specific data source by its ID.

Get Datasource

Create Datasource

Deletes a specific data source by its ID.

Delete Datasource

This endpoint allows sending a text message and/or attachments to a destination WhatsApp number, using a configured Z-API instance.
The message is also registered in the conversation associated with the agent and contact.

Send WhatsApp Message

Send a pre-approved WhatsApp template message with optional dynamic variables to a contact

WhatsApp Template Message

Retrieves a list of CRM conversation logs, with optional filtering and pagination.

List CRM Conversation Logs

Create CRM Conversation Log

Retrieves a specific CRM conversation log by its unique identifier.

Get CRM Conversation Log by ID

Updates the status of a specific CRM conversation log.

Update CRM Conversation Log

Partially updates the status of a specific CRM conversation log.

Partially Update CRM Conversation Log

Deletes a specific CRM conversation log by its unique identifier.

Delete CRM Conversation Log

Retrieves a list of CRM scenarios, optionally filtered by agentId.

List CRM Scenarios

Create CRM Scenario

Updates an existing CRM scenario. The scenario ID must be provided in the request body.

Update CRM Scenario

Deletes an existing CRM scenario. The scenario ID must be provided in the request body.

Delete CRM Scenario

Retrieves a list of conversations associated with a specific CRM scenario.

List Scenario Conversations

Removes an existing conversation from a specific CRM scenario.

Remove Conversation from CRM Scenario

Retrieves a list of CRM steps for a given scenario, optionally filtered by agentId.

List CRM Steps

Creates a new CRM step within a scenario.

Create CRM Step

Updates an existing CRM step. The step ID must be provided in the request body, along with at least one other field to update.

Update CRM Step

Deletes an existing CRM step. The step ID must be provided in the request body.

Delete CRM Step

Adds an existing conversation to a specific CRM step within a scenario.
The step can be identified by `stepId`, or by `scenarioId` and `stepIndex`.
If only `scenarioId` is provided, the conversation is added to the first step of that scenario.
This action also creates an initial `CrmConversationLog` with 'active' status.
If the conversation is already part of other scenarios, those associations will be marked as unavailable.


Chatvolt API

Endpoints

Move Conversation to CRM Step

Authorizations

Body

Response