FinanceGenius.AI CRM console: lead queue API

The CRM console: lead queue API from FinanceGenius.AI — 10 operation(s) for crm console: lead queue.

GitHub OpenAPI

Operations 11

GET /api/v1/crm/console/leads List Leads #
POST /api/v1/crm/console/leads Queue Customer #
GET /api/v1/crm/console/leads/summary Summary #
POST /api/v1/crm/console/leads/next Next Lead #
GET /api/v1/crm/console/leads/agents/candidates Agent Candidates #
PUT /api/v1/crm/console/leads/agents/{staff_ref} Set Agent #
GET /api/v1/crm/console/leads/{lead_ref} Get Lead #
POST /api/v1/crm/console/leads/{lead_ref}/attempts Record Attempt #
POST /api/v1/crm/console/leads/{lead_ref}/release Release #
POST /api/v1/crm/console/leads/{lead_ref}/assign Assign #
POST /api/v1/crm/console/leads/{lead_ref}/close Close #

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OpenAPI Specification

financegenius-ai-crm-console-lead-queue-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: 'Financegenius Ai CRM console: lead queue API'
  version: 1.0.0
  description: 'Operations tagged CRM console: lead queue across 2 of this provider''s published API definitions: finmall-openapi.json, financegenius-ai-openapi.json. Each path carries the servers of the definition it was published in.'
tags:
- name: 'CRM console: lead queue'
paths:
  /api/v1/crm/console/leads:
    get:
      tags:
      - 'CRM console: lead queue'
      summary: List Leads
      operationId: list_leads_api_v1_crm_console_leads_get
      parameters:
      - name: view
        in: query
        required: false
        schema:
          enum:
          - mine
          - queue
          - all
          type: string
          default: mine
          title: View
      - name: page
        in: query
        required: false
        schema:
          type: integer
          maximum: 10000
          minimum: 1
          default: 1
          title: Page
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    post:
      tags:
      - 'CRM console: lead queue'
      summary: Queue Customer
      operationId: queue_customer_api_v1_crm_console_leads_post
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/QueueIn'
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/console/leads/summary:
    get:
      tags:
      - 'CRM console: lead queue'
      summary: Summary
      operationId: summary_api_v1_crm_console_leads_summary_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/console/leads/next:
    post:
      tags:
      - 'CRM console: lead queue'
      summary: Next Lead
      operationId: next_lead_api_v1_crm_console_leads_next_post
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/console/leads/agents/candidates:
    get:
      tags:
      - 'CRM console: lead queue'
      summary: Agent Candidates
      operationId: agent_candidates_api_v1_crm_console_leads_agents_candidates_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/console/leads/agents/{staff_ref}:
    put:
      tags:
      - 'CRM console: lead queue'
      summary: Set Agent
      operationId: set_agent_api_v1_crm_console_leads_agents__staff_ref__put
      parameters:
      - name: staff_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Staff Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AgentIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/console/leads/{lead_ref}:
    get:
      tags:
      - 'CRM console: lead queue'
      summary: Get Lead
      operationId: get_lead_api_v1_crm_console_leads__lead_ref__get
      parameters:
      - name: lead_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Lead Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/console/leads/{lead_ref}/attempts:
    post:
      tags:
      - 'CRM console: lead queue'
      summary: Record Attempt
      operationId: record_attempt_api_v1_crm_console_leads__lead_ref__attempts_post
      parameters:
      - name: lead_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Lead Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AttemptIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/console/leads/{lead_ref}/release:
    post:
      tags:
      - 'CRM console: lead queue'
      summary: Release
      operationId: release_api_v1_crm_console_leads__lead_ref__release_post
      parameters:
      - name: lead_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Lead Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/console/leads/{lead_ref}/assign:
    post:
      tags:
      - 'CRM console: lead queue'
      summary: Assign
      operationId: assign_api_v1_crm_console_leads__lead_ref__assign_post
      parameters:
      - name: lead_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Lead Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/app__api__v1__crm_leads__AssignIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/console/leads/{lead_ref}/close:
    post:
      tags:
      - 'CRM console: lead queue'
      summary: Close
      operationId: close_api_v1_crm_console_leads__lead_ref__close_post
      parameters:
      - name: lead_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Lead Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    AttemptIn:
      properties:
        disposition:
          type: string
          enum:
          - connected_interested
          - connected_converted
          - connected_not_interested
          - callback_requested
          - no_answer
          - busy
          - switched_off
          - wrong_number
          - do_not_call
          title: Disposition
        callback_at:
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
          title: Callback At
      type: object
      required:
      - disposition
      title: AttemptIn
    app__api__v1__crm_leads__AssignIn:
      properties:
        staff_ref:
          type: string
          format: uuid
          title: Staff Ref
      type: object
      required:
      - staff_ref
      title: AssignIn
    AgentIn:
      properties:
        active:
          type: boolean
          title: Active
          default: true
        languages:
          items:
            type: string
            enum:
            - en
            - hi
          type: array
          maxItems: 2
          title: Languages
        products:
          items:
            type: string
          type: array
          maxItems: 20
          title: Products
        regions:
          items:
            type: string
          type: array
          maxItems: 40
          title: Regions
        max_open:
          type: integer
          maximum: 200.0
          minimum: 1.0
          title: Max Open
          default: 25
      type: object
      title: AgentIn
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    QueueIn:
      properties:
        customer_ref:
          type: string
          format: uuid
          title: Customer Ref
        origin:
          type: string
          enum:
          - manual
          - callback_request
          title: Origin
          default: manual
        product:
          anyOf:
          - type: string
            maxLength: 24
          - type: 'null'
          title: Product
        language:
          anyOf:
          - type: string
            enum:
            - en
            - hi
          - type: 'null'
          title: Language
        region:
          anyOf:
          - type: string
            pattern: ^[A-Z]{2}$
          - type: 'null'
          title: Region
        priority:
          anyOf:
          - type: integer
            maximum: 3.0
            minimum: 1.0
          - type: 'null'
          title: Priority
        application_ref:
          anyOf:
          - type: string
            format: uuid
          - type: 'null'
          title: Application Ref
        conversation_ref:
          anyOf:
          - type: string
            format: uuid
          - type: 'null'
          title: Conversation Ref
      type: object
      required:
      - customer_ref
      title: QueueIn
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- finmall-openapi.json
- financegenius-ai-openapi.json
x-provenance:
  method: harvested
  publisher: FinanceGenius.AI
  source: https://api.finmall.ai/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)