FinanceGenius.AI CRM conversation intelligence API

The CRM conversation intelligence API from FinanceGenius.AI — 10 operation(s) for crm conversation intelligence.

GitHub OpenAPI

Operations 10

GET /api/v1/crm/convintel/threads/{thread_id}/summary Thread Summary #
POST /api/v1/crm/convintel/threads/{thread_id}/refresh Refresh #
GET /api/v1/crm/convintel/customers/{customer_ref}/summaries Customer Summaries #
GET /api/v1/crm/convintel/suggestions List Suggestions #
POST /api/v1/crm/convintel/suggestions/{suggestion_ref}/accept Accept Suggestion #
POST /api/v1/crm/convintel/suggestions/{suggestion_ref}/dismiss Dismiss Suggestion #
POST /api/v1/crm/convintel/proposals/{proposal_ref}/reject Staff Reject #
GET /api/v1/crm/convintel/me/proposals My Proposals #
POST /api/v1/crm/convintel/me/proposals/confirm Confirm Mine #
POST /api/v1/crm/convintel/me/proposals/reject Reject Mine #

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OpenAPI Specification

financegenius-ai-crm-conversation-intelligence-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Financegenius Ai CRM conversation intelligence API
  version: 1.0.0
  description: 'Operations tagged CRM conversation intelligence 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 conversation intelligence
paths:
  /api/v1/crm/convintel/threads/{thread_id}/summary:
    get:
      tags:
      - CRM conversation intelligence
      summary: Thread Summary
      operationId: thread_summary_api_v1_crm_convintel_threads__thread_id__summary_get
      parameters:
      - name: thread_id
        in: path
        required: true
        schema:
          type: string
          title: Thread Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/convintel/threads/{thread_id}/refresh:
    post:
      tags:
      - CRM conversation intelligence
      summary: Refresh
      operationId: refresh_api_v1_crm_convintel_threads__thread_id__refresh_post
      parameters:
      - name: thread_id
        in: path
        required: true
        schema:
          type: string
          title: Thread Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/convintel/customers/{customer_ref}/summaries:
    get:
      tags:
      - CRM conversation intelligence
      summary: Customer Summaries
      operationId: customer_summaries_api_v1_crm_convintel_customers__customer_ref__summaries_get
      parameters:
      - name: customer_ref
        in: path
        required: true
        schema:
          type: string
          title: Customer 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/convintel/suggestions:
    get:
      tags:
      - CRM conversation intelligence
      summary: List Suggestions
      operationId: list_suggestions_api_v1_crm_convintel_suggestions_get
      parameters:
      - name: kind
        in: query
        required: false
        schema:
          anyOf:
          - enum:
            - grievance
            - consent_withdrawal
            - callback
            type: string
          - type: 'null'
          title: Kind
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/convintel/suggestions/{suggestion_ref}/accept:
    post:
      tags:
      - CRM conversation intelligence
      summary: Accept Suggestion
      operationId: accept_suggestion_api_v1_crm_convintel_suggestions__suggestion_ref__accept_post
      parameters:
      - name: suggestion_ref
        in: path
        required: true
        schema:
          type: string
          title: Suggestion 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/convintel/suggestions/{suggestion_ref}/dismiss:
    post:
      tags:
      - CRM conversation intelligence
      summary: Dismiss Suggestion
      operationId: dismiss_suggestion_api_v1_crm_convintel_suggestions__suggestion_ref__dismiss_post
      parameters:
      - name: suggestion_ref
        in: path
        required: true
        schema:
          type: string
          title: Suggestion Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/DismissIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/convintel/proposals/{proposal_ref}/reject:
    post:
      tags:
      - CRM conversation intelligence
      summary: Staff Reject
      operationId: staff_reject_api_v1_crm_convintel_proposals__proposal_ref__reject_post
      parameters:
      - name: proposal_ref
        in: path
        required: true
        schema:
          type: string
          title: Proposal 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/convintel/me/proposals:
    get:
      tags:
      - CRM conversation intelligence
      summary: My Proposals
      operationId: my_proposals_api_v1_crm_convintel_me_proposals_get
      security:
      - HTTPBearer: []
      parameters:
      - name: language
        in: query
        required: false
        schema:
          enum:
          - en
          - hi
          type: string
          default: en
          title: Language
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/convintel/me/proposals/confirm:
    post:
      tags:
      - CRM conversation intelligence
      summary: Confirm Mine
      operationId: confirm_mine_api_v1_crm_convintel_me_proposals_confirm_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ProposalRefs'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/v1/crm/convintel/me/proposals/reject:
    post:
      tags:
      - CRM conversation intelligence
      summary: Reject Mine
      operationId: reject_mine_api_v1_crm_convintel_me_proposals_reject_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ProposalRefs'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
components:
  schemas:
    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
    ProposalRefs:
      properties:
        proposal_refs:
          items:
            type: string
          type: array
          maxItems: 20
          minItems: 1
          title: Proposal Refs
        via:
          type: string
          enum:
          - app
          - web
          title: Via
          default: app
      type: object
      required:
      - proposal_refs
      title: ProposalRefs
    DismissIn:
      properties:
        resolution:
          type: string
          enum:
          - not_a_complaint
          - not_a_withdrawal
          - duplicate
          - already_handled
          - customer_declined
          title: Resolution
      type: object
      required:
      - resolution
      title: DismissIn
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
  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)