Create triage rule

Ordered auto-delegate rules evaluated on inbound records (lead, intake_item, customer, deal, issue, support_ticket). Rules run in sortOrder then createdAt order; the first match wins and the evaluation is logged to /triage/evaluations.

POST/workspaces/{organizationId}/triage/rules

Path parameters

organizationIdstringrequired

Request body

application/json

namestringrequired

min length 1

recordTypestringrequired

Allowed:leadintake_itemcustomerdealissuesupport_ticket

isActiveboolean

sortOrderinteger

conditionsobjectrequired

Show properties

keywordsstring[]

sourcesstring[]

channelsstring[]

customerDomainsstring[]

teamIdsstring[]

labelIdsstring[]

prioritiesstring[]

statusesstring[]

fieldsobject[]

Show properties

Array of object

fieldstringrequired

min length 1

equalsstring | number | boolean

Show properties

Any of:

string

string

number

number

boolean

boolean

actionobjectrequired

Show properties

One of:

object

typestringrequired

Allowed:delegate

agentIdstringrequired

min length 1

teamIdstring

templateIdstring

titlestring

statusstring

Allowed:triagebacklogtodoin_progressdonecanceled

prioritystring

Allowed:lowmediumhighurgent

labelIdsstring[]

repostring

instructionsstring

dispatchboolean

object

typestringrequired

Allowed:set_status

statusstringrequired

min length 1

Responses

201

Rule created

ruleobjectrequired

Show properties

idstringrequired

organizationIdstringrequired

namestringrequired

recordTypestringrequired

Allowed:leadintake_itemcustomerdealissuesupport_ticket

isActivebooleanrequired

sortOrdernumberrequired

conditionsobjectrequired

Show properties

keywordsstring[]

sourcesstring[]

channelsstring[]

customerDomainsstring[]

teamIdsstring[]

labelIdsstring[]

prioritiesstring[]

statusesstring[]

fieldsobject[]

Show properties

Array of object

fieldstringrequired

min length 1

equalsstring | number | boolean

Show properties

Any of:

string

string

number

number

boolean

boolean

actionobjectrequired

Show properties

One of:

object

typestringrequired

Allowed:delegate

agentIdstringrequired

min length 1

teamIdstring

templateIdstring

titlestring

statusstring

Allowed:triagebacklogtodoin_progressdonecanceled

prioritystring

Allowed:lowmediumhighurgent

labelIdsstring[]

repostring

instructionsstring

dispatchboolean

object

typestringrequired

Allowed:set_status

statusstringrequired

min length 1

createdAtstringrequired

updatedAtstringrequired

Try it

Server

Custom base URLOverrides the selected server when set.

Parameters

organizationIdpath*

Bodyapplication/json

Request body

Request

curl -X POST '/workspaces/string/triage/rules' \
  -H 'Accept: application/json' \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "string",
  "recordType": "lead",
  "isActive": true,
  "sortOrder": 0,
  "conditions": {
    "keywords": [
      "string"
    ],
    "sources": [
      "string"
    ],
    "channels": [
      "string"
    ],
    "customerDomains": [
      "string"
    ],
    "teamIds": [
      "string"
    ],
    "labelIds": [
      "string"
    ],
    "priorities": [
      "string"
    ],
    "statuses": [
      "string"
    ],
    "fields": [
      {
        "field": "string",
        "equals": "string"
      }
    ]
  },
  "action": {
    "type": "delegate",
    "agentId": "string",
    "teamId": "string",
    "templateId": "string",
    "title": "string",
    "status": "triage",
    "priority": "low",
    "labelIds": [
      "string"
    ],
    "repo": "string",
    "instructions": "string",
    "dispatch": true
  }
}'

const response = await fetch("/workspaces/string/triage/rules", {
  method: "POST",
  headers: {
    "Accept": "application/json",
    "Content-Type": "application/json"
  },
  body: "{\n  \"name\": \"string\",\n  \"recordType\": \"lead\",\n  \"isActive\": true,\n  \"sortOrder\": 0,\n  \"conditions\": {\n    \"keywords\": [\n      \"string\"\n    ],\n    \"sources\": [\n      \"string\"\n    ],\n    \"channels\": [\n      \"string\"\n    ],\n    \"customerDomains\": [\n      \"string\"\n    ],\n    \"teamIds\": [\n      \"string\"\n    ],\n    \"labelIds\": [\n      \"string\"\n    ],\n    \"priorities\": [\n      \"string\"\n    ],\n    \"statuses\": [\n      \"string\"\n    ],\n    \"fields\": [\n      {\n        \"field\": \"string\",\n        \"equals\": \"string\"\n      }\n    ]\n  },\n  \"action\": {\n    \"type\": \"delegate\",\n    \"agentId\": \"string\",\n    \"teamId\": \"string\",\n    \"templateId\": \"string\",\n    \"title\": \"string\",\n    \"status\": \"triage\",\n    \"priority\": \"low\",\n    \"labelIds\": [\n      \"string\"\n    ],\n    \"repo\": \"string\",\n    \"instructions\": \"string\",\n    \"dispatch\": true\n  }\n}"
});

import requests

response = requests.post(
    "/workspaces/string/triage/rules",
    headers={
        "Accept": "application/json",
        "Content-Type": "application/json"
    },
    data="{\n  \"name\": \"string\",\n  \"recordType\": \"lead\",\n  \"isActive\": true,\n  \"sortOrder\": 0,\n  \"conditions\": {\n    \"keywords\": [\n      \"string\"\n    ],\n    \"sources\": [\n      \"string\"\n    ],\n    \"channels\": [\n      \"string\"\n    ],\n    \"customerDomains\": [\n      \"string\"\n    ],\n    \"teamIds\": [\n      \"string\"\n    ],\n    \"labelIds\": [\n      \"string\"\n    ],\n    \"priorities\": [\n      \"string\"\n    ],\n    \"statuses\": [\n      \"string\"\n    ],\n    \"fields\": [\n      {\n        \"field\": \"string\",\n        \"equals\": \"string\"\n      }\n    ]\n  },\n  \"action\": {\n    \"type\": \"delegate\",\n    \"agentId\": \"string\",\n    \"teamId\": \"string\",\n    \"templateId\": \"string\",\n    \"title\": \"string\",\n    \"status\": \"triage\",\n    \"priority\": \"low\",\n    \"labelIds\": [\n      \"string\"\n    ],\n    \"repo\": \"string\",\n    \"instructions\": \"string\",\n    \"dispatch\": true\n  }\n}",
)

Response

{
  "rule": {
    "id": "string",
    "organizationId": "string",
    "name": "string",
    "recordType": "lead",
    "isActive": true,
    "sortOrder": 0,
    "conditions": {
      "keywords": [
        "string"
      ],
      "sources": [
        "string"
      ],
      "channels": [
        "string"
      ],
      "customerDomains": [
        "string"
      ],
      "teamIds": [
        "string"
      ],
      "labelIds": [
        "string"
      ],
      "priorities": [
        "string"
      ],
      "statuses": [
        "string"
      ],
      "fields": [
        {
          "field": "string",
          "equals": "string"
        }
      ]
    },
    "action": {
      "type": "delegate",
      "agentId": "string",
      "teamId": "string",
      "templateId": "string",
      "title": "string",
      "status": "triage",
      "priority": "low",
      "labelIds": [
        "string"
      ],
      "repo": "string",
      "instructions": "string",
      "dispatch": true
    },
    "createdAt": "string",
    "updatedAt": "string"
  }
}