Update agent
curl --request PATCH \
--url https://beta.getsales.io/unibox/v1/api/agents/{sid} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--header 'Team-SID: <api-key>' \
--data '
{
"name": "<string>",
"is_default": true,
"knowledge": {
"source_urls": [
"<string>"
],
"interview_transcript_ref": "<string>"
},
"setup": {
"skipped": []
},
"settings": {
"max_auto_messages_per_conversation": 10,
"followups_for_synced_threads": true,
"escalation_triggers": [],
"classification_merge_seconds": 305,
"messages_recency_days": 183,
"custom_escalation_triggers": [
"<string>"
],
"person_followups_count": 2,
"person_followups_every_days": 15,
"credits_cap_per_conversation": 500,
"handoff_notify_email": true,
"learning": {
"from_history": true,
"from_own_sends": true,
"from_approved_edits": true
}
},
"rules": {
"reply_words": {
"linkedin": {
"min": 102,
"max": 102
},
"email": {
"min": 102,
"max": 102
}
},
"confirm_named_time": true,
"answer_then_call": true,
"acknowledge_low_signal": true,
"reply_delay_minutes": {
"min": 30,
"max": 30
},
"quiet_hours": {
"from": "<string>",
"to": "<string>"
},
"weekends": true,
"followups": 3,
"followup_days": 7,
"something_new": true,
"checks": {
"unfilled_fields": true,
"same_text_twice": true,
"link_before_reply": true,
"stop_words": true,
"long_dashes": true,
"template_after_reply": true,
"signature_block": true
}
},
"hosts": [
{
"id": "<string>",
"member_sid": "<string>",
"name": "<string>",
"link": "<string>",
"introduced_as": "<string>",
"scenario_keys": [
"<string>"
]
}
],
"goal": {
"words": "<string>"
},
"llm_config": {
"classification_model": "<string>",
"agent_model": "<string>"
},
"golden_set": {
"words": [
{
"never": "<string>",
"instead": "<string>"
}
]
}
}
'import requests
url = "https://beta.getsales.io/unibox/v1/api/agents/{sid}"
payload = {
"name": "<string>",
"is_default": True,
"knowledge": {
"source_urls": ["<string>"],
"interview_transcript_ref": "<string>"
},
"setup": { "skipped": [] },
"settings": {
"max_auto_messages_per_conversation": 10,
"followups_for_synced_threads": True,
"escalation_triggers": [],
"classification_merge_seconds": 305,
"messages_recency_days": 183,
"custom_escalation_triggers": ["<string>"],
"person_followups_count": 2,
"person_followups_every_days": 15,
"credits_cap_per_conversation": 500,
"handoff_notify_email": True,
"learning": {
"from_history": True,
"from_own_sends": True,
"from_approved_edits": True
}
},
"rules": {
"reply_words": {
"linkedin": {
"min": 102,
"max": 102
},
"email": {
"min": 102,
"max": 102
}
},
"confirm_named_time": True,
"answer_then_call": True,
"acknowledge_low_signal": True,
"reply_delay_minutes": {
"min": 30,
"max": 30
},
"quiet_hours": {
"from": "<string>",
"to": "<string>"
},
"weekends": True,
"followups": 3,
"followup_days": 7,
"something_new": True,
"checks": {
"unfilled_fields": True,
"same_text_twice": True,
"link_before_reply": True,
"stop_words": True,
"long_dashes": True,
"template_after_reply": True,
"signature_block": True
}
},
"hosts": [
{
"id": "<string>",
"member_sid": "<string>",
"name": "<string>",
"link": "<string>",
"introduced_as": "<string>",
"scenario_keys": ["<string>"]
}
],
"goal": { "words": "<string>" },
"llm_config": {
"classification_model": "<string>",
"agent_model": "<string>"
},
"golden_set": { "words": [
{
"never": "<string>",
"instead": "<string>"
}
] }
}
headers = {
"Authorization": "Bearer <token>",
"Team-SID": "<api-key>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {
Authorization: 'Bearer <token>',
'Team-SID': '<api-key>',
'Content-Type': 'application/json'
},
body: JSON.stringify({
name: '<string>',
is_default: true,
knowledge: {source_urls: ['<string>'], interview_transcript_ref: '<string>'},
setup: {skipped: []},
settings: {
max_auto_messages_per_conversation: 10,
followups_for_synced_threads: true,
escalation_triggers: [],
classification_merge_seconds: 305,
messages_recency_days: 183,
custom_escalation_triggers: ['<string>'],
person_followups_count: 2,
person_followups_every_days: 15,
credits_cap_per_conversation: 500,
handoff_notify_email: true,
learning: {from_history: true, from_own_sends: true, from_approved_edits: true}
},
rules: {
reply_words: {linkedin: {min: 102, max: 102}, email: {min: 102, max: 102}},
confirm_named_time: true,
answer_then_call: true,
acknowledge_low_signal: true,
reply_delay_minutes: {min: 30, max: 30},
quiet_hours: {from: '<string>', to: '<string>'},
weekends: true,
followups: 3,
followup_days: 7,
something_new: true,
checks: {
unfilled_fields: true,
same_text_twice: true,
link_before_reply: true,
stop_words: true,
long_dashes: true,
template_after_reply: true,
signature_block: true
}
},
hosts: [
{
id: '<string>',
member_sid: '<string>',
name: '<string>',
link: '<string>',
introduced_as: '<string>',
scenario_keys: ['<string>']
}
],
goal: {words: '<string>'},
llm_config: {classification_model: '<string>', agent_model: '<string>'},
golden_set: {words: [{never: '<string>', instead: '<string>'}]}
})
};
fetch('https://beta.getsales.io/unibox/v1/api/agents/{sid}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://beta.getsales.io/unibox/v1/api/agents/{sid}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'name' => '<string>',
'is_default' => true,
'knowledge' => [
'source_urls' => [
'<string>'
],
'interview_transcript_ref' => '<string>'
],
'setup' => [
'skipped' => [
]
],
'settings' => [
'max_auto_messages_per_conversation' => 10,
'followups_for_synced_threads' => true,
'escalation_triggers' => [
],
'classification_merge_seconds' => 305,
'messages_recency_days' => 183,
'custom_escalation_triggers' => [
'<string>'
],
'person_followups_count' => 2,
'person_followups_every_days' => 15,
'credits_cap_per_conversation' => 500,
'handoff_notify_email' => true,
'learning' => [
'from_history' => true,
'from_own_sends' => true,
'from_approved_edits' => true
]
],
'rules' => [
'reply_words' => [
'linkedin' => [
'min' => 102,
'max' => 102
],
'email' => [
'min' => 102,
'max' => 102
]
],
'confirm_named_time' => true,
'answer_then_call' => true,
'acknowledge_low_signal' => true,
'reply_delay_minutes' => [
'min' => 30,
'max' => 30
],
'quiet_hours' => [
'from' => '<string>',
'to' => '<string>'
],
'weekends' => true,
'followups' => 3,
'followup_days' => 7,
'something_new' => true,
'checks' => [
'unfilled_fields' => true,
'same_text_twice' => true,
'link_before_reply' => true,
'stop_words' => true,
'long_dashes' => true,
'template_after_reply' => true,
'signature_block' => true
]
],
'hosts' => [
[
'id' => '<string>',
'member_sid' => '<string>',
'name' => '<string>',
'link' => '<string>',
'introduced_as' => '<string>',
'scenario_keys' => [
'<string>'
]
]
],
'goal' => [
'words' => '<string>'
],
'llm_config' => [
'classification_model' => '<string>',
'agent_model' => '<string>'
],
'golden_set' => [
'words' => [
[
'never' => '<string>',
'instead' => '<string>'
]
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json",
"Team-SID: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://beta.getsales.io/unibox/v1/api/agents/{sid}"
payload := strings.NewReader("{\n \"name\": \"<string>\",\n \"is_default\": true,\n \"knowledge\": {\n \"source_urls\": [\n \"<string>\"\n ],\n \"interview_transcript_ref\": \"<string>\"\n },\n \"setup\": {\n \"skipped\": []\n },\n \"settings\": {\n \"max_auto_messages_per_conversation\": 10,\n \"followups_for_synced_threads\": true,\n \"escalation_triggers\": [],\n \"classification_merge_seconds\": 305,\n \"messages_recency_days\": 183,\n \"custom_escalation_triggers\": [\n \"<string>\"\n ],\n \"person_followups_count\": 2,\n \"person_followups_every_days\": 15,\n \"credits_cap_per_conversation\": 500,\n \"handoff_notify_email\": true,\n \"learning\": {\n \"from_history\": true,\n \"from_own_sends\": true,\n \"from_approved_edits\": true\n }\n },\n \"rules\": {\n \"reply_words\": {\n \"linkedin\": {\n \"min\": 102,\n \"max\": 102\n },\n \"email\": {\n \"min\": 102,\n \"max\": 102\n }\n },\n \"confirm_named_time\": true,\n \"answer_then_call\": true,\n \"acknowledge_low_signal\": true,\n \"reply_delay_minutes\": {\n \"min\": 30,\n \"max\": 30\n },\n \"quiet_hours\": {\n \"from\": \"<string>\",\n \"to\": \"<string>\"\n },\n \"weekends\": true,\n \"followups\": 3,\n \"followup_days\": 7,\n \"something_new\": true,\n \"checks\": {\n \"unfilled_fields\": true,\n \"same_text_twice\": true,\n \"link_before_reply\": true,\n \"stop_words\": true,\n \"long_dashes\": true,\n \"template_after_reply\": true,\n \"signature_block\": true\n }\n },\n \"hosts\": [\n {\n \"id\": \"<string>\",\n \"member_sid\": \"<string>\",\n \"name\": \"<string>\",\n \"link\": \"<string>\",\n \"introduced_as\": \"<string>\",\n \"scenario_keys\": [\n \"<string>\"\n ]\n }\n ],\n \"goal\": {\n \"words\": \"<string>\"\n },\n \"llm_config\": {\n \"classification_model\": \"<string>\",\n \"agent_model\": \"<string>\"\n },\n \"golden_set\": {\n \"words\": [\n {\n \"never\": \"<string>\",\n \"instead\": \"<string>\"\n }\n ]\n }\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Team-SID", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://beta.getsales.io/unibox/v1/api/agents/{sid}")
.header("Authorization", "Bearer <token>")
.header("Team-SID", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"<string>\",\n \"is_default\": true,\n \"knowledge\": {\n \"source_urls\": [\n \"<string>\"\n ],\n \"interview_transcript_ref\": \"<string>\"\n },\n \"setup\": {\n \"skipped\": []\n },\n \"settings\": {\n \"max_auto_messages_per_conversation\": 10,\n \"followups_for_synced_threads\": true,\n \"escalation_triggers\": [],\n \"classification_merge_seconds\": 305,\n \"messages_recency_days\": 183,\n \"custom_escalation_triggers\": [\n \"<string>\"\n ],\n \"person_followups_count\": 2,\n \"person_followups_every_days\": 15,\n \"credits_cap_per_conversation\": 500,\n \"handoff_notify_email\": true,\n \"learning\": {\n \"from_history\": true,\n \"from_own_sends\": true,\n \"from_approved_edits\": true\n }\n },\n \"rules\": {\n \"reply_words\": {\n \"linkedin\": {\n \"min\": 102,\n \"max\": 102\n },\n \"email\": {\n \"min\": 102,\n \"max\": 102\n }\n },\n \"confirm_named_time\": true,\n \"answer_then_call\": true,\n \"acknowledge_low_signal\": true,\n \"reply_delay_minutes\": {\n \"min\": 30,\n \"max\": 30\n },\n \"quiet_hours\": {\n \"from\": \"<string>\",\n \"to\": \"<string>\"\n },\n \"weekends\": true,\n \"followups\": 3,\n \"followup_days\": 7,\n \"something_new\": true,\n \"checks\": {\n \"unfilled_fields\": true,\n \"same_text_twice\": true,\n \"link_before_reply\": true,\n \"stop_words\": true,\n \"long_dashes\": true,\n \"template_after_reply\": true,\n \"signature_block\": true\n }\n },\n \"hosts\": [\n {\n \"id\": \"<string>\",\n \"member_sid\": \"<string>\",\n \"name\": \"<string>\",\n \"link\": \"<string>\",\n \"introduced_as\": \"<string>\",\n \"scenario_keys\": [\n \"<string>\"\n ]\n }\n ],\n \"goal\": {\n \"words\": \"<string>\"\n },\n \"llm_config\": {\n \"classification_model\": \"<string>\",\n \"agent_model\": \"<string>\"\n },\n \"golden_set\": {\n \"words\": [\n {\n \"never\": \"<string>\",\n \"instead\": \"<string>\"\n }\n ]\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://beta.getsales.io/unibox/v1/api/agents/{sid}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Team-SID"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"<string>\",\n \"is_default\": true,\n \"knowledge\": {\n \"source_urls\": [\n \"<string>\"\n ],\n \"interview_transcript_ref\": \"<string>\"\n },\n \"setup\": {\n \"skipped\": []\n },\n \"settings\": {\n \"max_auto_messages_per_conversation\": 10,\n \"followups_for_synced_threads\": true,\n \"escalation_triggers\": [],\n \"classification_merge_seconds\": 305,\n \"messages_recency_days\": 183,\n \"custom_escalation_triggers\": [\n \"<string>\"\n ],\n \"person_followups_count\": 2,\n \"person_followups_every_days\": 15,\n \"credits_cap_per_conversation\": 500,\n \"handoff_notify_email\": true,\n \"learning\": {\n \"from_history\": true,\n \"from_own_sends\": true,\n \"from_approved_edits\": true\n }\n },\n \"rules\": {\n \"reply_words\": {\n \"linkedin\": {\n \"min\": 102,\n \"max\": 102\n },\n \"email\": {\n \"min\": 102,\n \"max\": 102\n }\n },\n \"confirm_named_time\": true,\n \"answer_then_call\": true,\n \"acknowledge_low_signal\": true,\n \"reply_delay_minutes\": {\n \"min\": 30,\n \"max\": 30\n },\n \"quiet_hours\": {\n \"from\": \"<string>\",\n \"to\": \"<string>\"\n },\n \"weekends\": true,\n \"followups\": 3,\n \"followup_days\": 7,\n \"something_new\": true,\n \"checks\": {\n \"unfilled_fields\": true,\n \"same_text_twice\": true,\n \"link_before_reply\": true,\n \"stop_words\": true,\n \"long_dashes\": true,\n \"template_after_reply\": true,\n \"signature_block\": true\n }\n },\n \"hosts\": [\n {\n \"id\": \"<string>\",\n \"member_sid\": \"<string>\",\n \"name\": \"<string>\",\n \"link\": \"<string>\",\n \"introduced_as\": \"<string>\",\n \"scenario_keys\": [\n \"<string>\"\n ]\n }\n ],\n \"goal\": {\n \"words\": \"<string>\"\n },\n \"llm_config\": {\n \"classification_model\": \"<string>\",\n \"agent_model\": \"<string>\"\n },\n \"golden_set\": {\n \"words\": [\n {\n \"never\": \"<string>\",\n \"instead\": \"<string>\"\n }\n ]\n }\n}"
response = http.request(request)
puts response.read_body{
"success": true,
"operation": "update",
"item": {
"sid": "<string>",
"team_sid": "<string>",
"state": "setup_required",
"mode": "copilot",
"name": "<string>",
"is_default": true,
"knowledge": {
"booking_mode": "link",
"source_urls": [
"<string>"
],
"interview_transcript_ref": "<string>"
},
"brief": {
"text": "<string>",
"compact": "<string>",
"digest": "<string>"
},
"settings": {
"max_auto_messages_per_conversation": 10,
"followups_for_synced_threads": true,
"escalation_triggers": [
"pricing_question"
],
"classification_merge_seconds": 305,
"messages_recency_days": 183,
"custom_escalation_triggers": [
"<string>"
],
"after_person_message": "plan_followups",
"person_followups_count": 2,
"person_followups_every_days": 15,
"person_followups_then": "task",
"reply_split": "one_message",
"credits_cap_per_conversation": 500,
"handoff_notify_email": true,
"reply_language": "lead",
"learning": {
"from_history": true,
"from_own_sends": true,
"from_approved_edits": true,
"edits_join": "after_ok"
}
},
"created_by": {
"actor_type": "user",
"actor_sid": "<string>",
"team_sid": "<string>",
"permissions": {},
"actor_name": "<string>",
"oauth_client_sid": "<string>",
"reason": "<string>",
"cluster_id": 123,
"trace_id": "<string>"
},
"rules": {
"reply_words": {
"linkedin": {
"min": 102,
"max": 102
},
"email": {
"min": 102,
"max": 102
}
},
"meeting_ask": "suggest_call_link_on_request",
"confirm_named_time": true,
"answer_then_call": true,
"acknowledge_low_signal": true,
"reply_delay_minutes": {
"min": 30,
"max": 30
},
"quiet_hours": {
"from": "<string>",
"to": "<string>"
},
"weekends": true,
"followups": 3,
"followup_days": 7,
"something_new": true,
"checks": {
"unfilled_fields": true,
"same_text_twice": true,
"link_before_reply": true,
"stop_words": true,
"long_dashes": true,
"template_after_reply": true,
"signature_block": true
}
},
"hosts": [
{
"id": "<string>",
"kind": "sender",
"member_sid": "<string>",
"name": "<string>",
"link": "<string>",
"introduced_as": "<string>",
"scenario_keys": [
"<string>"
]
}
],
"goal": {
"kind": "call",
"words": "<string>"
},
"golden_set": {
"words": [
{
"never": "<string>",
"instead": "<string>"
}
],
"voice": {
"summary": "<string>",
"length": "<string>",
"questions": "<string>",
"register": "<string>",
"sign_off": "<string>",
"formed_from": 123,
"formed_at": "<string>",
"model": "<string>",
"pinned": [
"<string>"
]
}
},
"setup": {
"skipped": [
"brief"
]
},
"llm_config": {
"classification_model": "<string>",
"agent_model": "<string>"
},
"setup_completed_at": "<string>",
"created_at": "<string>",
"updated_at": "<string>",
"deleted_at": "<string>"
},
"updated_fields": [
"<string>"
],
"previous_values": {},
"meta": {
"trace_id": "<string>",
"span_id": "<string>",
"timestamp": "<string>",
"duration_ms": 1,
"team_sid": "<string>",
"actor_type": "<string>"
},
"kept_fields": [
"<string>"
]
}{
"success": false,
"error": {
"code": "validation_failed",
"message": "<string>",
"recoverable": true,
"suggestion": "<string>",
"field_errors": {},
"blockers": [
{
"type": "<string>",
"severity": "hard",
"description": "<string>",
"entity_sid": "<string>",
"resolution": "<string>",
"resolution_hint": "<string>",
"count": 123
}
],
"context": {}
},
"meta": {
"trace_id": "<string>",
"span_id": "<string>",
"timestamp": "<string>",
"duration_ms": 1,
"team_sid": "<string>",
"actor_type": "<string>"
}
}{
"success": false,
"error": {
"code": "validation_failed",
"message": "<string>",
"recoverable": true,
"suggestion": "<string>",
"field_errors": {},
"blockers": [
{
"type": "<string>",
"severity": "hard",
"description": "<string>",
"entity_sid": "<string>",
"resolution": "<string>",
"resolution_hint": "<string>",
"count": 123
}
],
"context": {}
},
"meta": {
"trace_id": "<string>",
"span_id": "<string>",
"timestamp": "<string>",
"duration_ms": 1,
"team_sid": "<string>",
"actor_type": "<string>"
}
}agents
Update agent
Change an AI SDR by sid: state, mode, name, is_default (true makes it the team’s default), the Brief, knowledge, settings, the Rules, the hosts, setup, llm_config, golden_set (the Words). Each value replaces the stored one whole: read the agent first and send it back; the compaction’s copies and the voice are read-only. The Rules, the hosts and the voice have doors of their own (update_agent_rules, update_agent_hosts, update_agent_voice); per-thread autonomy is update_conversation.
Contract:
- MCP tool
update_agent, registry packagemcp.unibox/agents, mountunibox.agent. - Operation
update, response envelopeupdate. - Flags: dangerous: the MCP layer gates it behind a preview/commit token, and the effect cannot be undone through this API.
PATCH
/
api
/
agents
/
{sid}
Update agent
curl --request PATCH \
--url https://beta.getsales.io/unibox/v1/api/agents/{sid} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--header 'Team-SID: <api-key>' \
--data '
{
"name": "<string>",
"is_default": true,
"knowledge": {
"source_urls": [
"<string>"
],
"interview_transcript_ref": "<string>"
},
"setup": {
"skipped": []
},
"settings": {
"max_auto_messages_per_conversation": 10,
"followups_for_synced_threads": true,
"escalation_triggers": [],
"classification_merge_seconds": 305,
"messages_recency_days": 183,
"custom_escalation_triggers": [
"<string>"
],
"person_followups_count": 2,
"person_followups_every_days": 15,
"credits_cap_per_conversation": 500,
"handoff_notify_email": true,
"learning": {
"from_history": true,
"from_own_sends": true,
"from_approved_edits": true
}
},
"rules": {
"reply_words": {
"linkedin": {
"min": 102,
"max": 102
},
"email": {
"min": 102,
"max": 102
}
},
"confirm_named_time": true,
"answer_then_call": true,
"acknowledge_low_signal": true,
"reply_delay_minutes": {
"min": 30,
"max": 30
},
"quiet_hours": {
"from": "<string>",
"to": "<string>"
},
"weekends": true,
"followups": 3,
"followup_days": 7,
"something_new": true,
"checks": {
"unfilled_fields": true,
"same_text_twice": true,
"link_before_reply": true,
"stop_words": true,
"long_dashes": true,
"template_after_reply": true,
"signature_block": true
}
},
"hosts": [
{
"id": "<string>",
"member_sid": "<string>",
"name": "<string>",
"link": "<string>",
"introduced_as": "<string>",
"scenario_keys": [
"<string>"
]
}
],
"goal": {
"words": "<string>"
},
"llm_config": {
"classification_model": "<string>",
"agent_model": "<string>"
},
"golden_set": {
"words": [
{
"never": "<string>",
"instead": "<string>"
}
]
}
}
'import requests
url = "https://beta.getsales.io/unibox/v1/api/agents/{sid}"
payload = {
"name": "<string>",
"is_default": True,
"knowledge": {
"source_urls": ["<string>"],
"interview_transcript_ref": "<string>"
},
"setup": { "skipped": [] },
"settings": {
"max_auto_messages_per_conversation": 10,
"followups_for_synced_threads": True,
"escalation_triggers": [],
"classification_merge_seconds": 305,
"messages_recency_days": 183,
"custom_escalation_triggers": ["<string>"],
"person_followups_count": 2,
"person_followups_every_days": 15,
"credits_cap_per_conversation": 500,
"handoff_notify_email": True,
"learning": {
"from_history": True,
"from_own_sends": True,
"from_approved_edits": True
}
},
"rules": {
"reply_words": {
"linkedin": {
"min": 102,
"max": 102
},
"email": {
"min": 102,
"max": 102
}
},
"confirm_named_time": True,
"answer_then_call": True,
"acknowledge_low_signal": True,
"reply_delay_minutes": {
"min": 30,
"max": 30
},
"quiet_hours": {
"from": "<string>",
"to": "<string>"
},
"weekends": True,
"followups": 3,
"followup_days": 7,
"something_new": True,
"checks": {
"unfilled_fields": True,
"same_text_twice": True,
"link_before_reply": True,
"stop_words": True,
"long_dashes": True,
"template_after_reply": True,
"signature_block": True
}
},
"hosts": [
{
"id": "<string>",
"member_sid": "<string>",
"name": "<string>",
"link": "<string>",
"introduced_as": "<string>",
"scenario_keys": ["<string>"]
}
],
"goal": { "words": "<string>" },
"llm_config": {
"classification_model": "<string>",
"agent_model": "<string>"
},
"golden_set": { "words": [
{
"never": "<string>",
"instead": "<string>"
}
] }
}
headers = {
"Authorization": "Bearer <token>",
"Team-SID": "<api-key>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {
Authorization: 'Bearer <token>',
'Team-SID': '<api-key>',
'Content-Type': 'application/json'
},
body: JSON.stringify({
name: '<string>',
is_default: true,
knowledge: {source_urls: ['<string>'], interview_transcript_ref: '<string>'},
setup: {skipped: []},
settings: {
max_auto_messages_per_conversation: 10,
followups_for_synced_threads: true,
escalation_triggers: [],
classification_merge_seconds: 305,
messages_recency_days: 183,
custom_escalation_triggers: ['<string>'],
person_followups_count: 2,
person_followups_every_days: 15,
credits_cap_per_conversation: 500,
handoff_notify_email: true,
learning: {from_history: true, from_own_sends: true, from_approved_edits: true}
},
rules: {
reply_words: {linkedin: {min: 102, max: 102}, email: {min: 102, max: 102}},
confirm_named_time: true,
answer_then_call: true,
acknowledge_low_signal: true,
reply_delay_minutes: {min: 30, max: 30},
quiet_hours: {from: '<string>', to: '<string>'},
weekends: true,
followups: 3,
followup_days: 7,
something_new: true,
checks: {
unfilled_fields: true,
same_text_twice: true,
link_before_reply: true,
stop_words: true,
long_dashes: true,
template_after_reply: true,
signature_block: true
}
},
hosts: [
{
id: '<string>',
member_sid: '<string>',
name: '<string>',
link: '<string>',
introduced_as: '<string>',
scenario_keys: ['<string>']
}
],
goal: {words: '<string>'},
llm_config: {classification_model: '<string>', agent_model: '<string>'},
golden_set: {words: [{never: '<string>', instead: '<string>'}]}
})
};
fetch('https://beta.getsales.io/unibox/v1/api/agents/{sid}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://beta.getsales.io/unibox/v1/api/agents/{sid}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'name' => '<string>',
'is_default' => true,
'knowledge' => [
'source_urls' => [
'<string>'
],
'interview_transcript_ref' => '<string>'
],
'setup' => [
'skipped' => [
]
],
'settings' => [
'max_auto_messages_per_conversation' => 10,
'followups_for_synced_threads' => true,
'escalation_triggers' => [
],
'classification_merge_seconds' => 305,
'messages_recency_days' => 183,
'custom_escalation_triggers' => [
'<string>'
],
'person_followups_count' => 2,
'person_followups_every_days' => 15,
'credits_cap_per_conversation' => 500,
'handoff_notify_email' => true,
'learning' => [
'from_history' => true,
'from_own_sends' => true,
'from_approved_edits' => true
]
],
'rules' => [
'reply_words' => [
'linkedin' => [
'min' => 102,
'max' => 102
],
'email' => [
'min' => 102,
'max' => 102
]
],
'confirm_named_time' => true,
'answer_then_call' => true,
'acknowledge_low_signal' => true,
'reply_delay_minutes' => [
'min' => 30,
'max' => 30
],
'quiet_hours' => [
'from' => '<string>',
'to' => '<string>'
],
'weekends' => true,
'followups' => 3,
'followup_days' => 7,
'something_new' => true,
'checks' => [
'unfilled_fields' => true,
'same_text_twice' => true,
'link_before_reply' => true,
'stop_words' => true,
'long_dashes' => true,
'template_after_reply' => true,
'signature_block' => true
]
],
'hosts' => [
[
'id' => '<string>',
'member_sid' => '<string>',
'name' => '<string>',
'link' => '<string>',
'introduced_as' => '<string>',
'scenario_keys' => [
'<string>'
]
]
],
'goal' => [
'words' => '<string>'
],
'llm_config' => [
'classification_model' => '<string>',
'agent_model' => '<string>'
],
'golden_set' => [
'words' => [
[
'never' => '<string>',
'instead' => '<string>'
]
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json",
"Team-SID: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://beta.getsales.io/unibox/v1/api/agents/{sid}"
payload := strings.NewReader("{\n \"name\": \"<string>\",\n \"is_default\": true,\n \"knowledge\": {\n \"source_urls\": [\n \"<string>\"\n ],\n \"interview_transcript_ref\": \"<string>\"\n },\n \"setup\": {\n \"skipped\": []\n },\n \"settings\": {\n \"max_auto_messages_per_conversation\": 10,\n \"followups_for_synced_threads\": true,\n \"escalation_triggers\": [],\n \"classification_merge_seconds\": 305,\n \"messages_recency_days\": 183,\n \"custom_escalation_triggers\": [\n \"<string>\"\n ],\n \"person_followups_count\": 2,\n \"person_followups_every_days\": 15,\n \"credits_cap_per_conversation\": 500,\n \"handoff_notify_email\": true,\n \"learning\": {\n \"from_history\": true,\n \"from_own_sends\": true,\n \"from_approved_edits\": true\n }\n },\n \"rules\": {\n \"reply_words\": {\n \"linkedin\": {\n \"min\": 102,\n \"max\": 102\n },\n \"email\": {\n \"min\": 102,\n \"max\": 102\n }\n },\n \"confirm_named_time\": true,\n \"answer_then_call\": true,\n \"acknowledge_low_signal\": true,\n \"reply_delay_minutes\": {\n \"min\": 30,\n \"max\": 30\n },\n \"quiet_hours\": {\n \"from\": \"<string>\",\n \"to\": \"<string>\"\n },\n \"weekends\": true,\n \"followups\": 3,\n \"followup_days\": 7,\n \"something_new\": true,\n \"checks\": {\n \"unfilled_fields\": true,\n \"same_text_twice\": true,\n \"link_before_reply\": true,\n \"stop_words\": true,\n \"long_dashes\": true,\n \"template_after_reply\": true,\n \"signature_block\": true\n }\n },\n \"hosts\": [\n {\n \"id\": \"<string>\",\n \"member_sid\": \"<string>\",\n \"name\": \"<string>\",\n \"link\": \"<string>\",\n \"introduced_as\": \"<string>\",\n \"scenario_keys\": [\n \"<string>\"\n ]\n }\n ],\n \"goal\": {\n \"words\": \"<string>\"\n },\n \"llm_config\": {\n \"classification_model\": \"<string>\",\n \"agent_model\": \"<string>\"\n },\n \"golden_set\": {\n \"words\": [\n {\n \"never\": \"<string>\",\n \"instead\": \"<string>\"\n }\n ]\n }\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Team-SID", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://beta.getsales.io/unibox/v1/api/agents/{sid}")
.header("Authorization", "Bearer <token>")
.header("Team-SID", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"<string>\",\n \"is_default\": true,\n \"knowledge\": {\n \"source_urls\": [\n \"<string>\"\n ],\n \"interview_transcript_ref\": \"<string>\"\n },\n \"setup\": {\n \"skipped\": []\n },\n \"settings\": {\n \"max_auto_messages_per_conversation\": 10,\n \"followups_for_synced_threads\": true,\n \"escalation_triggers\": [],\n \"classification_merge_seconds\": 305,\n \"messages_recency_days\": 183,\n \"custom_escalation_triggers\": [\n \"<string>\"\n ],\n \"person_followups_count\": 2,\n \"person_followups_every_days\": 15,\n \"credits_cap_per_conversation\": 500,\n \"handoff_notify_email\": true,\n \"learning\": {\n \"from_history\": true,\n \"from_own_sends\": true,\n \"from_approved_edits\": true\n }\n },\n \"rules\": {\n \"reply_words\": {\n \"linkedin\": {\n \"min\": 102,\n \"max\": 102\n },\n \"email\": {\n \"min\": 102,\n \"max\": 102\n }\n },\n \"confirm_named_time\": true,\n \"answer_then_call\": true,\n \"acknowledge_low_signal\": true,\n \"reply_delay_minutes\": {\n \"min\": 30,\n \"max\": 30\n },\n \"quiet_hours\": {\n \"from\": \"<string>\",\n \"to\": \"<string>\"\n },\n \"weekends\": true,\n \"followups\": 3,\n \"followup_days\": 7,\n \"something_new\": true,\n \"checks\": {\n \"unfilled_fields\": true,\n \"same_text_twice\": true,\n \"link_before_reply\": true,\n \"stop_words\": true,\n \"long_dashes\": true,\n \"template_after_reply\": true,\n \"signature_block\": true\n }\n },\n \"hosts\": [\n {\n \"id\": \"<string>\",\n \"member_sid\": \"<string>\",\n \"name\": \"<string>\",\n \"link\": \"<string>\",\n \"introduced_as\": \"<string>\",\n \"scenario_keys\": [\n \"<string>\"\n ]\n }\n ],\n \"goal\": {\n \"words\": \"<string>\"\n },\n \"llm_config\": {\n \"classification_model\": \"<string>\",\n \"agent_model\": \"<string>\"\n },\n \"golden_set\": {\n \"words\": [\n {\n \"never\": \"<string>\",\n \"instead\": \"<string>\"\n }\n ]\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://beta.getsales.io/unibox/v1/api/agents/{sid}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Team-SID"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"<string>\",\n \"is_default\": true,\n \"knowledge\": {\n \"source_urls\": [\n \"<string>\"\n ],\n \"interview_transcript_ref\": \"<string>\"\n },\n \"setup\": {\n \"skipped\": []\n },\n \"settings\": {\n \"max_auto_messages_per_conversation\": 10,\n \"followups_for_synced_threads\": true,\n \"escalation_triggers\": [],\n \"classification_merge_seconds\": 305,\n \"messages_recency_days\": 183,\n \"custom_escalation_triggers\": [\n \"<string>\"\n ],\n \"person_followups_count\": 2,\n \"person_followups_every_days\": 15,\n \"credits_cap_per_conversation\": 500,\n \"handoff_notify_email\": true,\n \"learning\": {\n \"from_history\": true,\n \"from_own_sends\": true,\n \"from_approved_edits\": true\n }\n },\n \"rules\": {\n \"reply_words\": {\n \"linkedin\": {\n \"min\": 102,\n \"max\": 102\n },\n \"email\": {\n \"min\": 102,\n \"max\": 102\n }\n },\n \"confirm_named_time\": true,\n \"answer_then_call\": true,\n \"acknowledge_low_signal\": true,\n \"reply_delay_minutes\": {\n \"min\": 30,\n \"max\": 30\n },\n \"quiet_hours\": {\n \"from\": \"<string>\",\n \"to\": \"<string>\"\n },\n \"weekends\": true,\n \"followups\": 3,\n \"followup_days\": 7,\n \"something_new\": true,\n \"checks\": {\n \"unfilled_fields\": true,\n \"same_text_twice\": true,\n \"link_before_reply\": true,\n \"stop_words\": true,\n \"long_dashes\": true,\n \"template_after_reply\": true,\n \"signature_block\": true\n }\n },\n \"hosts\": [\n {\n \"id\": \"<string>\",\n \"member_sid\": \"<string>\",\n \"name\": \"<string>\",\n \"link\": \"<string>\",\n \"introduced_as\": \"<string>\",\n \"scenario_keys\": [\n \"<string>\"\n ]\n }\n ],\n \"goal\": {\n \"words\": \"<string>\"\n },\n \"llm_config\": {\n \"classification_model\": \"<string>\",\n \"agent_model\": \"<string>\"\n },\n \"golden_set\": {\n \"words\": [\n {\n \"never\": \"<string>\",\n \"instead\": \"<string>\"\n }\n ]\n }\n}"
response = http.request(request)
puts response.read_body{
"success": true,
"operation": "update",
"item": {
"sid": "<string>",
"team_sid": "<string>",
"state": "setup_required",
"mode": "copilot",
"name": "<string>",
"is_default": true,
"knowledge": {
"booking_mode": "link",
"source_urls": [
"<string>"
],
"interview_transcript_ref": "<string>"
},
"brief": {
"text": "<string>",
"compact": "<string>",
"digest": "<string>"
},
"settings": {
"max_auto_messages_per_conversation": 10,
"followups_for_synced_threads": true,
"escalation_triggers": [
"pricing_question"
],
"classification_merge_seconds": 305,
"messages_recency_days": 183,
"custom_escalation_triggers": [
"<string>"
],
"after_person_message": "plan_followups",
"person_followups_count": 2,
"person_followups_every_days": 15,
"person_followups_then": "task",
"reply_split": "one_message",
"credits_cap_per_conversation": 500,
"handoff_notify_email": true,
"reply_language": "lead",
"learning": {
"from_history": true,
"from_own_sends": true,
"from_approved_edits": true,
"edits_join": "after_ok"
}
},
"created_by": {
"actor_type": "user",
"actor_sid": "<string>",
"team_sid": "<string>",
"permissions": {},
"actor_name": "<string>",
"oauth_client_sid": "<string>",
"reason": "<string>",
"cluster_id": 123,
"trace_id": "<string>"
},
"rules": {
"reply_words": {
"linkedin": {
"min": 102,
"max": 102
},
"email": {
"min": 102,
"max": 102
}
},
"meeting_ask": "suggest_call_link_on_request",
"confirm_named_time": true,
"answer_then_call": true,
"acknowledge_low_signal": true,
"reply_delay_minutes": {
"min": 30,
"max": 30
},
"quiet_hours": {
"from": "<string>",
"to": "<string>"
},
"weekends": true,
"followups": 3,
"followup_days": 7,
"something_new": true,
"checks": {
"unfilled_fields": true,
"same_text_twice": true,
"link_before_reply": true,
"stop_words": true,
"long_dashes": true,
"template_after_reply": true,
"signature_block": true
}
},
"hosts": [
{
"id": "<string>",
"kind": "sender",
"member_sid": "<string>",
"name": "<string>",
"link": "<string>",
"introduced_as": "<string>",
"scenario_keys": [
"<string>"
]
}
],
"goal": {
"kind": "call",
"words": "<string>"
},
"golden_set": {
"words": [
{
"never": "<string>",
"instead": "<string>"
}
],
"voice": {
"summary": "<string>",
"length": "<string>",
"questions": "<string>",
"register": "<string>",
"sign_off": "<string>",
"formed_from": 123,
"formed_at": "<string>",
"model": "<string>",
"pinned": [
"<string>"
]
}
},
"setup": {
"skipped": [
"brief"
]
},
"llm_config": {
"classification_model": "<string>",
"agent_model": "<string>"
},
"setup_completed_at": "<string>",
"created_at": "<string>",
"updated_at": "<string>",
"deleted_at": "<string>"
},
"updated_fields": [
"<string>"
],
"previous_values": {},
"meta": {
"trace_id": "<string>",
"span_id": "<string>",
"timestamp": "<string>",
"duration_ms": 1,
"team_sid": "<string>",
"actor_type": "<string>"
},
"kept_fields": [
"<string>"
]
}{
"success": false,
"error": {
"code": "validation_failed",
"message": "<string>",
"recoverable": true,
"suggestion": "<string>",
"field_errors": {},
"blockers": [
{
"type": "<string>",
"severity": "hard",
"description": "<string>",
"entity_sid": "<string>",
"resolution": "<string>",
"resolution_hint": "<string>",
"count": 123
}
],
"context": {}
},
"meta": {
"trace_id": "<string>",
"span_id": "<string>",
"timestamp": "<string>",
"duration_ms": 1,
"team_sid": "<string>",
"actor_type": "<string>"
}
}{
"success": false,
"error": {
"code": "validation_failed",
"message": "<string>",
"recoverable": true,
"suggestion": "<string>",
"field_errors": {},
"blockers": [
{
"type": "<string>",
"severity": "hard",
"description": "<string>",
"entity_sid": "<string>",
"resolution": "<string>",
"resolution_hint": "<string>",
"count": 123
}
],
"context": {}
},
"meta": {
"trace_id": "<string>",
"span_id": "<string>",
"timestamp": "<string>",
"duration_ms": 1,
"team_sid": "<string>",
"actor_type": "<string>"
}
}Authorizations
Access token issued by gs.service.id. Its access_identity claim carries team_sid, actor_sid and actor_type, and that team scope is authoritative.
Team scope for tokens that do not carry one. Ignored when the token already names a team.
Path Parameters
The agent to change (ub_ag_…).
Required string length:
18Pattern:
^ub_ag_Body
application/json
Request body of update_agent.
on starts planning and acting, off stops it (classification keeps running either way). setup_required is system-owned and rejected. Going to on the first time needs the Brief complete (no slot left, every section answered): else a 422 naming what is left.
Available options:
on, off The FALLBACK autonomy mode only. A per-thread override or an owning automation still wins over it.
Available options:
copilot, autopilot, off Display name, 1..255 chars.
Required string length:
1 - 255true makes this agent the team's default; the previous default loses the flag in the same transaction, and the threads that follow the default re-project. false is refused on the default (the team always has one): make another agent the default instead.
Available options:
true REPLACES the stored knowledge pack wholesale (no deep merge): read it first and send every key you keep. Its old prose keys (offer, icp, tone_of_voice, general_context) are refused: the Brief holds them.
Show child attributes
Show child attributes
The Brief, replaced whole: read it first and send the whole text back with the change; the compaction's copies are read-only (422).
Show child attributes
Show child attributes
The advised steps to go live the team skips, replaced whole.
Show child attributes
Show child attributes
REPLACES the stored caps wholesale, same rule as knowledge. Changes apply from the next gate evaluation; plans already running are not re-edited.
Show child attributes
Show child attributes
The Rules, replaced whole (a key left out takes its corpus default); update_agent_rules changes one field at a time.
Show child attributes
Show child attributes
The hosts, replaced whole, at most 20; update_agent_hosts is the same door on its own.
Maximum array length:
20Show child attributes
Show child attributes
The goal, replaced whole: its kind (call, signup, webinar or custom; decides the stage after a yes) and its words ("a 20-minute call with Peter"); null puts the call with no words back. The link stays the sender host's: set it with update_agent_hosts.
Show child attributes
Show child attributes
REPLACES the model routing wholesale; null clears it back to platform defaults.
Show child attributes
Show child attributes
The Words the agent never writes, each with what to say instead; the voice is formed from the replies and never sent here (422): a line of it is set with update_agent_voice.
Show child attributes
Show child attributes
Response
update success envelope.
Available options:
true Available options:
update Show child attributes
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Show child attributes
The fields this write did not change because the person's own value stands on them (stamped person); read the item for what landed.