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Follow-ups
Things someone promised to do.
Follow-ups are called action points in the API. Each has an owner and usually a due date.
- POST
/action-pointsCreate a follow-up. - GET
/action-pointsList follow-ups. - GET
/action-points/statsCounts by status and priority. - GET
/action-points/{id}One follow-up. - PATCH
/action-points/{id}Update or complete a follow-up. - DELETE
/action-points/{id}Delete a follow-up.
Body for POST /action-points
| Name | Type | Details |
|---|---|---|
titlerequired | string | What needs doing. |
descriptionrequired | string | More detail. |
sourcerequired | string | call_analysis, manual or ticket. |
priority | string | High, Medium or Low. |
status | string | pending, in_progress, completed or cancelled. |
assigneeId | string | Who owns it. |
dueDate | string | When it's due. |
callId, contactId, ticketId | string | What it relates to. |