The CRM yourAI agents run on.

Describe the team's whole CRM in one call: standard and custom fields for contacts, companies, deals, tasks and notes; pipelines with their stages and visibility; contact, company, deal and task settings with what each setting does; tags; team members (IDs and names for owners and assignees); and member groups (teams). Start here before configuring or writing CRM data.

Change settings for one object. contact: auto_link_company_by_domain. company: auto_create_from_contacts. deal: default_currency, lost_reasons, require_lost_reason, stale_after_days. task: default_due_days, default_assignee (creator, record_owner, none). Only the keys you pass change; unknown keys are rejected.

List the custom field definitions for contacts, companies or deals: field_name, label, type, options (for select fields) and description.

Add a custom field to contacts, companies or deals. field_name defaults to a snake_case version of the label. Types: string, number, boolean, date, url; companies and deals also support select (pass options). The name and type cannot change later.

Change a custom field's label, description, or the options of a select field. The field_name and type stay the same.

Remove a custom field definition. Values already stored on records are kept (re-creating the field brings them back). Contact fields used by active workflows cannot be deleted.

List deal pipelines with their ordered stages (name, type open/won/lost, win probability, color) and visibility. One pipeline is the default.

Create a deal pipeline. Pass stages in order (each with name, and optionally kind open/won/lost, probability 0-100, color); without stages a seven-stage starter set is created (Lead, Qualified, Meeting booked, Proposal, Negotiation, Won, Lost). Include at least one won and one lost stage so deals can close. Stage IDs are in the response and in list_pipelines. A team can have at most 50 pipelines.

Rename a pipeline, change its position in the list, or make it the default (is_default: true).

Delete a pipeline and its stages. Refused while the pipeline has deals, or if it is the team’s only pipeline.

Add a stage to a pipeline. Without position it goes before the won / lost stages.

Change a stage's name, type (open/won/lost), win probability or color. Changing the type updates the status of deals already in the stage, so it needs deals:write as well as crm:write.

Delete a stage. If deals are in it, pass move_deals_to with another stage in the same pipeline and they move first; moving them needs deals:write as well as crm:write.

Set the order of a pipeline's stages. Pass every stage ID in the new order.

Show who can see a pipeline: visibility (everyone or restricted) and, when restricted, the user IDs and team (member group) IDs granted access. Workspace admins and the owner always see every pipeline. Pipeline IDs come from list_pipelines.

Set who can see a pipeline, its stages and its deals. visibility everyone opens it to the whole workspace; restricted limits it to the listed user IDs and team (member group) IDs, replacing any earlier list, and an empty list hides it from everyone except workspace admins and the owner. Only workspace admins can change this. Pipeline IDs come from list_pipelines, group IDs from list_member_groups, user IDs from get_crm_schema.

List saved views of the Contacts table: columns, pinned columns, AND/OR filter groups and sort.

Save a view of the Contacts table for the team. config: { columns: [column keys], pinned: [column keys], filters: [{ filters: [{ id, field, operator, value }], innerConjunction: "and"|"or", conjunction: "and"|"or" }], sort: { key, direction } }. Column keys: name, email, phone, company, job_title, qualification_status, status, owner, tags, submissions, forms, meetings, first_meeting, first_seen, last_activity, last_call, last_call_outcome, call_attempts, do_not_call, or cf: followed by a custom field_name (e.g. cf:industry). Filter fields: name, email, phone, company, jobTitle (text: contains, equals, not_equals, starts_with, ends_with, is_empty, is_not_empty); qualificationStatus (select: equals, not_equals, is_empty, is_not_empty; values qualified, unqualified, pending); lastCallOutcome (select: equals, not_equals, is_empty, is_not_empty; values no_answer, busy, failed, canceled, voicemail, voicemail_dropped, voicemail_left, connected, interested, not_interested, callback, meeting_booked, wrong_number, do_not_call); doNotCall (boolean: equals with value true or false, is_empty, is_not_empty); tag (tags: equals, not_equals, contains, is_empty, is_not_empty; value is a tag slug); submissionCount, formCount, meetingCount, callAttempts (number: equals, not_equals, greater_than, less_than, is_empty, is_not_empty); firstMeetingAt, firstSubmission, lastSubmission, lastCallAt (date YYYY-MM-DD: greater_than, less_than, equals, is_empty, is_not_empty); cf: followed by a custom field_name, with the operators of that field type. Unknown fields or operators are rejected. A team can have at most 200 saved views.

Rename a saved view, replace its config (same shape and filter vocabulary as create_contact_view), or change its position.

Delete a saved contact view. Contacts are not affected.

List contacts for the team. Supports pagination, status filtering, free-text search (email, name, company), and filtering by tag slug. Returns contacts with their tags.

Get a single contact by ID, including its tags, custom fields, and engagement counts.

Create a new contact. Email is required and must be unique within the team. Returns 409 if a contact with the email already exists.

Update fields on an existing contact (name, phone, company, job title, email, status, qualification status, owner, linked company, custom fields). Only provided fields are changed; custom_fields merges into the stored values and null removes one.

List all contact tags for the team (name, slug, color, description).

Create a new contact tag. Slug is derived from the name if not provided.

Assign an existing tag to a contact, identified by tag_id or tag_slug.

Remove a tag from a contact, identified by tag_id or tag_slug.

Import a list of contacts in one call (1 to 1000 rows; 200 or fewer per call keeps responses quick). Each row needs an email. A row whose email already exists in the team follows duplicate_mode: fill_empty (default) only fills blank fields, overwrite replaces values, skip leaves the contact as is. Rows with a problem are reported in errors and left out; the rest are imported. Owners come from owner_user_id or owner_email (team members from get_crm_schema), tags are created when missing, and companies are linked (and created when missing) following link_companies. custom_fields keys must be defined contact fields unless create_missing_fields is true, which also needs the crm:write scope when it creates fields. A workflow runs only when workflow_id is passed; that needs the workflows:write scope, and the workflow must be active with a Contact added or form trigger. Its runs can send email to the imported contacts. Returns the import ID (see get_contact_import) with created, updated, unchanged, skipped and error counts; a failed call that already saved rows also returns import_id.

List contact imports, newest first, with status (processing, completed, failed, undoing, undone), duplicate mode, row counts (total, created, updated, unchanged, skipped, errors), workflow runs started, who started it and when it finished or was undone.

Get one contact import by ID (from import_contacts or list_contact_imports): its counts and status plus the row-level errors (row number and message) and the tag it applied.

Merge two contacts (IDs from list_contacts). The primary contact survives and receives the secondary contact’s tags, notes, tasks, deals, meetings, bookings, sequence enrollments, sent emails and calls; where both are enrolled in the same sequence the secondary’s enrollment is stopped. The secondary contact is archived and cannot be merged again, and an archived contact cannot be the primary. For each field the primary’s value is kept and the secondary’s fills gaps, unless values names the winner (null clears a field). Returns the merged primary contact.

List companies. Filter by search (name or domain), exact domain, or owner.

Get a company with its custom fields, number of linked contacts and open deal value.

Create a company. The domain (e.g. acme.com) is unique per team and lets contacts with matching emails be linked automatically.

Update a company. Only fields you pass change; null clears a field. custom_fields merges into existing values.

List deals with their company and contacts. Filter by pipeline, stage, status (open, won, lost), owner, company, contact or name search.

Get a deal with its stage, status, amount, company, contacts and custom fields.

Create a deal. With only stage_id, that stage's pipeline is used; without either, the default pipeline's first stage. Currency defaults to the team's deal setting. Link contacts with contact_ids. When the team requires a lost reason, pass lost_reason to create a deal in a lost stage.

Update a deal. Set stage_id to move it (its status follows the stage type, and "Deal Stage Changed" workflows run). Moving to another pipeline needs both pipeline_id and stage_id. If the team requires a lost reason, include lost_reason when moving to a lost stage.

Link a contact to a deal. With is_primary true it becomes the primary contact and the previous primary contact loses that role. Adding a contact that is already linked keeps its role.

Unlink a contact from a deal. The contact itself is not changed.

List a deal's stage changes, newest first: the stage it left (null for its creation), the stage it entered, who moved it (the credential's owner for API moves; null for workflow and import moves) and when. Deal IDs come from list_deals.

Summarize a pipeline's deals: per stage the deal count, total amount and amount weighted by win probability; totals for open, won and lost deals; and how many open deals are stale under the team's stale_after_days setting. Without pipeline_id the default pipeline is used. Counts up to 10,000 deals; meta.truncated says when there were more.

List tasks, soonest due first. Filter by status (open, done), assignee, linked contact / company / deal, or due date range.

Create a task, optionally linked to a contact, company and/or deal. due_at and the assignee default from the team's task settings when left out.

Update a task. Set status to "done" to complete it or "open" to reopen it.

Delete a task permanently. Linked records are not changed.

List notes on one contact, company or deal (pass exactly one ID). Pinned notes come first.

Add a note to exactly one contact, company or deal.

Edit a note's text or pin / unpin it.

Delete a note permanently from its contact, company or deal.

List the teams (member groups) inside the workspace: each with its ID, name and members (user IDs and names). Group IDs are used by set_pipeline_access; user IDs match team_members in get_crm_schema.

Create a team (member group) of workspace members, optionally with its first members. user_ids come from team_members in get_crm_schema; people outside the workspace are rejected. Workspace admins only; a workspace can have up to 100 teams.

Rename a team (member group). group_id comes from list_member_groups. Workspace admins only.

Delete a team (member group). Its members stay in the workspace; a pipeline restricted to it stays restricted to its other teams and people. Workspace admins only.

Replace the members of a team (member group) with the given user IDs: people not listed are removed, new ones added. user_ids come from team_members in get_crm_schema; people outside the workspace are rejected. Workspace admins only.

Describe how to build a workflow: every trigger and node type with its provider, the config fields each needs, the outputs it exposes to later nodes, plan requirements, and the graph rules. Read this before create_workflow.

List workflows with status (draft, active, paused), trigger, node and run counts, queued submissions and whether unpublished changes exist. Filter by status or name.

Get a workflow with its trigger config, nodes (type, provider, config; credentials such as webhook headers are shown as [REDACTED]) and edges, its status, and whether it has unpublished changes. Use the returned updated_at as expected_updated_at when updating.

Create a workflow as a draft, optionally with its whole graph: nodes referenced by a key of your choosing and edges joining them (send edges whenever you send nodes). One trigger node, connected to at least one action node (automation, destination, agent, ai, enrichment). Activate it afterwards with activate_workflow. Node types and config come from get_workflow_schema; form, pipeline, stage and user IDs from the other list tools. Nodes that write CRM data need the matching write scope (contacts, deals, tasks, notes) and nodes that send lead data out of Orbit need contacts:read. Values shown as [REDACTED] by get_workflow cannot be copied into a new workflow: send the real value.

Rename a workflow, change its description or trigger config, or replace its nodes and edges (the whole graph is replaced, so nodes and edges are sent together; node IDs that stay keep their history, and credentials shown as [REDACTED] by get_workflow keep their stored value when sent back exactly as read in a node whose ID, type, provider and URLs are unchanged; otherwise send the real value, as a save that would store [REDACTED] (a re-pointed node, an edited redacted URL) is refused with the node and field named). Graph changes are saved as a draft until activate_workflow is called again. Pass expected_updated_at from get_workflow to refuse the save if someone changed it meanwhile.

Validate and publish a workflow so it runs on its trigger. A draft becomes active; a paused workflow resumes (process_queue says what happens to submissions queued while it was paused: all, skip or none); an active workflow with unpublished changes publishes them. Returns the validation problems when the graph is not ready.

Pause an active (published) workflow so new trigger events stop starting runs. Runs already in progress finish. Activate it again with activate_workflow. A draft that was never activated cannot be paused.

Run an active workflow now. With contact_ids, each contact becomes a run (the trigger must be Contact Added or Form Submission); the same contact_ids with the same idempotency_key never run twice (already_started counts them). With trigger_data, the workflow runs once with that data; every call starts a new run, and the response carries a trigger_key to find it with list_workflow_runs. Runs execute in the background and can send email, call integrations and change CRM data.

List a workflow's runs, newest first, with status (running, completed, failed, cancelled), trigger data and error. Use get_workflow_run for the per-node steps.

Get one workflow run with every node step: status, input, output, error and timing. Run IDs come from list_workflow_runs or run_workflow.

List AI agent templates (the instructions (system_prompt), qualification criteria and model an agent node runs with): the team's own plus shared ones. Template IDs go in an agent node's config.

Create an AI agent template with a instructions (system_prompt), qualification criteria (an object of your own shape) and a model. Use it from an agent node via its template ID.

Change an agent template's name, description, instructions (system_prompt), criteria or model. Only fields you pass change. Shared templates owned by other teams cannot be changed.

List forms for the team with pagination and optional status filtering.

Get a single form by ID, including its configuration and settings.

List submissions for a form. Supports pagination, date-range filtering (since/until ISO dates), and status filtering (completed, partial).

List meetings for the team. Filter by status, start-time range (since/until ISO dates), or scheduling page.

Get a single meeting by ID, including attendee, timing, and status details.

Update a meeting: change its status (e.g. cancel, mark completed or no-show) and/or set internal notes. Cancelling notifies the attendee and updates the host’s connected calendar.

List scheduling (booking) pages for the team, with optional status filtering.

Get a scheduling page by ID, including its event types.

List event types (meeting durations/locations) configured on a scheduling page.

List availability schedules (working hours and timezones) for the team, optionally filtered by user.

Get bookable time slots for a host on a given date — working hours intersected with their connected calendar free/busy. Pass event_type_id (from list_event_types) so duration, buffers, minimum notice, and round-robin/group rules apply. Requires the team to have a published scheduling page. Returns { available_slots: [{ start, end }] } in UTC ISO 8601.

Book a meeting on a host’s calendar. Find the scheduling page and event type first (list_scheduling_pages, list_event_types), then use get_available_slots and pass one of its returned slots as start/end — booking a taken or invalid slot returns 409. Creates the meeting, sends calendar invites to the host and attendee, and triggers configured workflows.

List email sequences for the team, with optional status filtering.

Get a sequence by ID, including its steps.

List the steps of a sequence in order (emails, delays, conditions).

Get performance analytics for a sequence (sends, opens, clicks, replies, unsubscribes).

List contacts enrolled in a sequence, with optional enrollment-status filtering.

Enroll one or more contacts (by contact ID, max 100) into a sequence so they start receiving its emails on the sequence schedule. Contacts already enrolled are skipped.

List emails unsubscribed from sequences, with optional email search.

Add emails (max 100) to the sequence unsubscribe list, either for all sequences or a specific one. Active enrollments for those emails stop sending.

Read the team's power dialer settings (defaults when none are saved). caller_id: The workspace's default outbound number, used by anyone without a number of their own. Must be one of the phone numbers the workspace owns (list_phone_numbers; numbers are bought in Settings → Dialer). Admins only. ring_timeout_seconds (5-60): Seconds to let a number ring before treating it as no answer and moving on. auto_advance_delay_seconds (0-60): Seconds between one call ending and the next contact being dialed. wrap_up_seconds (0-300): After a conversation, seconds the outcome picker waits before saving "connected" and moving on. 0 waits for the person. voicemail_mode (live, drop, hangup): When a call reaches voicemail: live (the person hears it and decides), drop (play their default pre-recorded greeting after the beep, then move on) or hangup (hang up as soon as a machine is detected, then move on). machine_detection (true/false): Detect answering machines. Required for the drop and hangup voicemail modes and for transcribe_calls; when off, every answered call is treated as a person. record_calls (true/false): Record calls from the moment they are answered (dual channel). Recordings are listed on each call. recording_announcement (true/false): Play a short notice to the called party when they answer ('This call may be recorded for quality and training purposes') before connecting them. Only plays when record_calls is on. Helps with all-party-consent recording laws; it does not replace your own consent obligations. skip_recently_called_hours (0-720): Leave contacts called within this many hours out of new sessions. 0 never skips. max_attempts_per_contact (1-50 or null): Leave contacts with at least this many finished calls out of new sessions. Null means no limit. default_country: ISO 3166-1 alpha-2 country (e.g. US, GB) assumed for phone numbers stored without a country code. transcribe_calls (true/false): Transcribe recorded conversations (speaker-labelled) once the call ends. Needs record_calls and machine_detection (answering-machine detection is what keeps voicemail out of transcripts). Voicemail and unanswered calls are never transcribed. ai_call_feedback (true/false): After each transcribed conversation, have the AI coach write feedback for the rep: summary, what went well, what to improve, objections and next steps. Needs transcribe_calls. Each feedback uses one of the workspace's AI credits; calls are skipped, not failed, when no credits are left. ai_feedback_focus (text up to 2,000 characters, or null): Optional instructions for the AI coach: your sales methodology, products, what to look for. Up to 2,000 characters; null clears it. The AI cannot place calls: a person dials from the Dialer page using these settings.

Change one or more dialer settings; only the keys passed change and unknown keys are rejected. caller_id is the workspace's DEFAULT outbound number, used by anyone without a number assigned to them (assign_phone_number): admin-only, must be one of the numbers from list_phone_numbers, null clears it. voicemail_mode drop and hangup need machine_detection on. transcribe_calls needs record_calls and machine_detection on, and ai_call_feedback needs transcribe_calls on: turning a parent off is refused until its dependents are turned off in the same call. recording_announcement tells the called party the call may be recorded before connecting them (only when record_calls is on). ai_feedback_focus is free text (up to 2,000 characters) that steers the AI coach: methodology, products, what to look for; null clears it. This configures how a person dials; the AI cannot place calls, start a session or buy numbers.

The values caller_id in update_dialer_settings accepts: the workspace's own phone numbers in caller-ID form (phone_number, friendly_name, kind). Same numbers as list_phone_numbers, which also shows assignments, types and prices. Returns 503 when calling is not configured on this Orbit instance.

List the phone numbers the workspace owns, oldest first: phone_number, number_type (local or toll_free), friendly_name, country, capabilities, monthly_price_cents, status and assigned_user_id, plus a members map (user ID to name and email) for the assignees. The Dialer is part of every plan; the workspace rents its numbers and pays for usage (numbers $5/month (local) or $10/month (toll-free), and $0.02 per outbound minute), all on a separate Orbit Dialer subscription next to the plan. Numbers are bought and released by an admin in Settings → Dialer (dashboard only). Each rep's calls go out on the number assigned to them; reps without one use the workspace default (caller_id in get_dialer_settings), else the oldest number. The AI cannot buy, release or dial.

Assign one of the workspace's phone numbers to a team member (their calls then show that number), take it back with user_id null, and optionally relabel it with friendly_name. One number per person: 409 when they already hold one (unassign that first). Admins only. Number IDs come from list_phone_numbers, user IDs from team_members in get_crm_schema. Nothing is bought, released or dialed.

What the workspace pays for calling, in cents. The Dialer is part of every plan; the workspace rents its numbers and pays for usage: active numbers by type (local, toll_free) and their monthly_cents; billable outbound minutes so far this calendar month and their cost (minutes and cents already reported for billing, pending_minutes and pending_cents not yet reported); transcript_minutes (minutes, cents, per_minute_cents, pending_minutes, pending_cents) transcribed so far this month; the list prices (numbers $5/month (local) or $10/month (toll-free), and $0.02 per outbound minute; prices.transcript_minutes_cents: $0.05 per transcribed minute (conversations only, when transcribe_calls is on)); feedback (calls the AI coach wrote feedback for this month, the AI credits they used and per_call_credits; feedback draws on the plan's AI credits, one per call); monthly_total_cents (numbers only; metered minutes and transcript minutes excluded); subscription (the separate Orbit Dialer subscription that carries the numbers and usage next to the plan: status none, active, canceling or past_due, cancel_at, current_period_end); and terms (the Dialer terms at /dialer-terms: version, accepted_version, accepted_at, accepted_by and current, whether an admin has accepted the version in force; asked once, with the workspace's first number). configured says whether numbers can be bought on this Orbit instance. The AI cannot buy or release numbers or accept the terms; an admin does that in Settings → Dialer.

Preview the call list a saved contact view would produce. Call lists ARE saved views of the Contacts table: build one with create_contact_view (filters, sort) or pick one from list_contact_views, then pass its ID here. Returns how many contacts match, how many are dialable (in dialing order) and how many are skipped and why: do_not_call, no_phone, invalid_phone, unsupported_country (the dialer only calls numbers in the United States), recently_called, max_attempts, duplicate_phone. The first few dialable contacts (name, email, phone) come back as sample only when the connection also has contacts:read or dialer:read; with crm:read alone the preview is counts only. A person then dials it from the Dialer page; this tool does not start calls.

List dialing sessions (one person's run through a call list), newest first: the view it came from, who ran it, status (active, paused, completed, abandoned), how many contacts were queued, how many were skipped and why, and the settings in force. Sessions are started only by a person from the Dialer page; the AI reads them.

Get one dialing session with its queue: each item carries the contact (name, email, company, call history), the number dialed, its status (queued, calling, done, skipped), skip reason, latest call ID and outcome. Session IDs come from list_dialer_sessions.

List calls the team has made, newest first, with status (initiated, ringing, in-progress, completed, busy, no-answer, failed, canceled), answered_by (human, machine, fax, unknown), outcome, notes, duration_seconds, recording_status and the contact, session and person involved. Outcomes: no_answer, busy, failed, canceled, voicemail, voicemail_dropped (set by the system from how the call ended) and connected, interested, not_interested, callback, meeting_booked, voicemail_left, wrong_number, do_not_call (picked after a conversation). Filter by contact, session, person, outcome and a started_at window.

Get one call: who was dialed and by whom, from and to numbers, status, answered_by, outcome, notes, started/answered/ended times, duration_seconds, recording_status and recording duration, and whether a voicemail greeting was dropped. Call IDs come from list_calls or a session's items.

Set or correct the outcome and/or notes of a finished call (pass at least one). Outcomes: no_answer, busy, failed, canceled, voicemail, voicemail_dropped (set by the system from how the call ended) and connected, interested, not_interested, callback, meeting_booked, voicemail_left, wrong_number, do_not_call (picked after a conversation). Outcome do_not_call also adds the dialed number to the do-not-call list. The call's session item takes the new outcome too. This classifies a call that already happened; the AI cannot place calls.

Call statistics for a window (default: the last 30 days): finished calls, how many reached a person and the reach rate, voicemails, total and average talk time, and breakdowns by outcome, by team member and by day. Optionally for one person or one session. truncated is true when the window held more than 20,000 calls.

A call's transcript and the AI coach's feedback, when the workspace has them turned on (transcribe_calls and ai_call_feedback in get_dialer_settings). Returns transcript_status and feedback_status (queued, processing, completed, failed, skipped), the speaker-labelled transcript as transcript_text ("Rep: …" / "Contact: …") and transcript_sentences (speaker, start and end seconds, text, confidence), transcript_language and transcript_minutes, and feedback: summary, score (1-10 or null), went_well, improve, objections (each with whether it was handled and a suggestion), next_steps, script_adherence against the script the session used (script_id) and a suggested_outcome to compare with the one the rep picked. Only conversations are transcribed: voicemail and unanswered calls have none. 404 until a transcript was requested for the call; poll while a status is queued or processing. Call IDs come from list_calls (each call carries an insights summary with the two statuses). Read-only: the AI cannot place calls.

Delete a call's recording and transcript: the audio is removed at the carrier and the transcript and AI feedback at the transcription service, so the recording can no longer be played or downloaded and get_call_insights answers 404 for the call. The call itself (numbers, times, duration, outcome, notes) is kept, with recording_status "absent". Admins only; 409 when the call has neither a recording nor a transcript. Cannot be undone.

List the team's call scripts, the default first then by name: id, name, content, is_default, who created and last changed it, and when. A call script is the text a rep reads during a call, shown beside the call on the Dialer page. Plain text with merge fields that are filled from the contact being dialed: {{first_name}} (first name), {{last_name}} (last name), {{full_name}} (full name), {{company}} (company), {{job_title}} (job title), {{email}} (email), {{phone}} (phone), {{rep_name}} (your name). Unknown fields stay as written. One script per team can be the default: new dialing sessions start with it unless the person picks another.

Get one call script with its full content. A call script is the text a rep reads during a call, shown beside the call on the Dialer page. Plain text with merge fields that are filled from the contact being dialed: {{first_name}} (first name), {{last_name}} (last name), {{full_name}} (full name), {{company}} (company), {{job_title}} (job title), {{email}} (email), {{phone}} (phone), {{rep_name}} (your name). Unknown fields stay as written. One script per team can be the default: new dialing sessions start with it unless the person picks another. Script IDs come from list_call_scripts or a session's script_id.

Write a new call script for the team. A call script is the text a rep reads during a call, shown beside the call on the Dialer page. Plain text with merge fields that are filled from the contact being dialed: {{first_name}} (first name), {{last_name}} (last name), {{full_name}} (full name), {{company}} (company), {{job_title}} (job title), {{email}} (email), {{phone}} (phone), {{rep_name}} (your name). Unknown fields stay as written. One script per team can be the default: new dialing sessions start with it unless the person picks another. Keep it short enough to read aloud: an opener, the reason for the call, two or three questions, and how to close; name at most 120 characters, content at most 20,000. is_default true makes it the script new sessions start with (the previous default loses the flag). Scripts are read by a person on a call; the AI cannot place calls.

Change a call script's name, content and/or default flag (pass at least one). Content replaces the whole script, so send the complete text. A call script is the text a rep reads during a call, shown beside the call on the Dialer page. Plain text with merge fields that are filled from the contact being dialed: {{first_name}} (first name), {{last_name}} (last name), {{full_name}} (full name), {{company}} (company), {{job_title}} (job title), {{email}} (email), {{phone}} (phone), {{rep_name}} (your name). Unknown fields stay as written. One script per team can be the default: new dialing sessions start with it unless the person picks another. is_default true takes the flag off the previous default; false leaves the team without one. Sessions already running keep the script they show.

Delete a call script. Sessions and call insights that used it are kept (their script_id becomes null); if it was the default, the team has no default until another script is flagged. Cannot be undone.

List the team's do-not-call numbers, newest first: phone_e164, reason (manual, api, import, call_outcome, email_unsubscribe, sms_opt_out), the contact and source email when known, note, who added it and when. Contacts carrying a listed number are flagged do_not_call and left out of every call list. search matches digits of the number or the source email.

Add up to 1000 phone numbers to the team's do-not-call list. Numbers in any format are normalised to E.164 using the dialer's default_country; the result lists added, already_listed and invalid numbers. Listed numbers are excluded from every call list and the contacts carrying them are flagged do_not_call. Pass contact_id when adding one contact's number.

Remove numbers from the team's do-not-call list, by phone number or by entry ID (pass at least one list). Only a credential whose owner is a team admin can do this; others get 403. Removing a number does not undo an email unsubscribe or SMS opt-out, and the next unsubscribe adds it back.

List pre-recorded voicemail greetings, metadata only: name, owner, duration, size, content type and which one is each person's default (the one voicemail_mode drop plays). The audio is uploaded and played from the dashboard and is not available here.

List webhook subscriptions for the team.

Create a webhook subscription that delivers submission events to an HTTPS endpoint you control, optionally limited to a specific form.