Chatbot

Overview

The Chatbot API allows you to configure automated responses, keyword rules, conversation flows, and AI-powered responses.

Chatbot Settings

Get Settings

Retrieve current chatbot settings.

GET /api/chatbot/settings

Response

The envelope contains two keys — settings and stats.

{
  "status": "success",
  "data": {
    "settings": {
      "enabled": true,
      "greeting_message": "Hello! Welcome to our support. How can I help you?",
      "greeting_buttons": [
        {"id": "btn_1", "title": "Track Order"},
        {"id": "btn_2", "title": "Product Info"}
      ],
      "fallback_message": "Sorry, I didn't understand that. Please try again.",
      "fallback_buttons": [{"id": "btn_1", "title": "Main Menu"}],
      "session_timeout_minutes": 30,

      "business_hours_enabled": false,
      "business_hours": [],
      "out_of_hours_message": "",
      "allow_automated_outside_hours": false,

      "allow_agent_queue_pickup": true,
      "assign_to_same_agent": true,
      "agent_current_conversation_only": false,

      "ai_enabled": true,
      "ai_provider": "openai",
      "ai_model": "gpt-4o-mini",
      "ai_max_tokens": 500,
      "ai_system_prompt": "You are a helpful customer service assistant...",

      "sla_enabled": false,
      "sla_response_minutes": 0,
      "sla_resolution_minutes": 0,
      "sla_escalation_minutes": 0,
      "sla_auto_close_hours": 0,
      "sla_auto_close_message": "",
      "sla_warning_message": "",
      "sla_escalation_notify_ids": [],

      "client_reminder_enabled": false,
      "client_reminder_minutes": 0,
      "client_reminder_message": "",
      "client_auto_close_minutes": 0,
      "client_auto_close_message": ""
    },
    "stats": {
      "total_sessions": 120,
      "active_sessions": 4,
      "messages_handled": 980,
      "ai_responses": 210,
      "agent_transfers": 33,
      "keywords_count": 12,
      "flows_count": 3,
      "ai_contexts_count": 2
    }
  }
}

Caution

The AI API key is never returned. There is no ai_temperature field, and the system prompt is ai_system_prompt (not system_prompt). The master toggle is enabled (not chatbot_enabled).

Button Configuration

Both greeting_buttons and fallback_buttons are arrays of {"id": ..., "title": ...} objects rendered as WhatsApp interactive buttons:

Button Count	Display Type
1-3 buttons	Quick reply buttons
4-10 buttons	List menu

title is the display text (max 20 characters). id is generated by the UI if you omit it.

Update Settings

Update chatbot settings. Every field is optional — only the keys present in the body are applied, so a partial update leaves the rest untouched. Each settings tab that is touched emits its own audit-log entry (settings.chatbot.messages, .agents, .hours, .sla, .ai).

PUT /api/chatbot/settings

Request Body

Accepts the same field names as the settings object above, plus a write-only ai_api_key:

{
  "enabled": true,
  "ai_enabled": true,
  "ai_provider": "anthropic",
  "ai_model": "claude-sonnet-4-5",
  "ai_api_key": "sk-ant-...",
  "ai_max_tokens": 500,
  "ai_system_prompt": "You are a helpful assistant for our e-commerce store...",
  "greeting_message": "Welcome! How can I assist you today?",
  "greeting_buttons": [
    {"title": "My Orders"},
    {"title": "Get Support"}
  ],
  "fallback_message": "I'm not sure I understand. Please choose an option:",
  "fallback_buttons": [
    {"title": "Main Menu"}
  ]
}

Field	Type	Description
ai_provider	string	openai, anthropic, or google
ai_api_key	string	Write-only. Encrypted at rest with app.encryption_key; an empty string is ignored so the stored key is preserved.

Keyword Rules

List Rules

GET /api/chatbot/keywords

Response

{
  "status": "success",
  "data": {
    "rules": [
      {
        "id": "uuid",
        "name": "Greeting Response",
        "keywords": ["hello", "hi", "hey"],
        "match_type": "contains",
        "response_type": "text",
        "response_content": {"text": "Hello! How can I help you today?"},
        "priority": 10,
        "enabled": true,
        "created_by_name": "Jane Admin",
        "updated_by_name": "Jane Admin",
        "created_at": "2024-01-01T00:00:00Z",
        "updated_at": "2024-01-01T00:00:00Z"
      }
    ],
    "total": 12,
    "page": 1,
    "limit": 50
  }
}

Query Parameters

Parameter	Type	Description
page	integer	Page number. Default 1.
limit	integer	Page size, 1–100. Default 50.
search	string	Case-insensitive match against the rule name or any of its keywords.

Rules are ordered by priority DESC, created_at DESC.

Create Rule

POST /api/chatbot/keywords

Request Body

{
  "name": "Business Hours",
  "keywords": ["hours", "open", "when"],
  "match_type": "contains",
  "response_type": "text",
  "response_content": {"text": "We're open Monday-Friday, 9 AM to 6 PM EST."},
  "priority": 5,
  "enabled": true
}

Field	Type	Required	Description
keywords	string[]	Yes	At least one keyword, else 400 At least one keyword is required.
name	string	No	Defaults to the first keyword.
match_type	string	No	Defaults to contains.
response_type	string	No	Defaults to text.
response_content	object	Yes	Free-form JSON whose shape depends on response_type.
priority	integer	No	Higher wins when several rules match. Defaults to 0 on create; the column default is 10.
enabled	boolean	No	Defaults to false on create — send true explicitly to activate the rule.

Match Types

Type	Description
exact	Message must match keyword exactly
contains	Message contains the keyword
starts_with	Message starts with the keyword
regex	Regular expression pattern match

Response Types

text, template, media, flow, script, transfer.

Get Rule

GET /api/chatbot/keywords/{id}

Update Rule

PUT /api/chatbot/keywords/{id}

Delete Rule

DELETE /api/chatbot/keywords/{id}

AI Contexts

AI Contexts provide additional knowledge to the AI for specific topics.

List Contexts

GET /api/chatbot/ai-contexts

Response

{
  "status": "success",
  "data": {
    "contexts": [
      {
        "id": "uuid",
        "name": "Product Catalog",
        "trigger_keywords": ["product", "price", "buy"],
        "context_type": "static",
        "static_content": "Our products include...",
        "api_config": null,
        "priority": 10,
        "enabled": true,
        "created_by_name": "Jane Admin",
        "updated_by_name": "Jane Admin",
        "created_at": "2024-01-01T00:00:00Z",
        "updated_at": "2024-01-01T00:00:00Z"
      }
    ],
    "total": 2,
    "page": 1,
    "limit": 50
  }
}

Query Parameters

Parameter	Type	Description
page	integer	Page number. Default 1.
limit	integer	Page size, 1–100. Default 50.
search	string	Case-insensitive match against the name, static content, or trigger keywords.

Contexts are ordered by priority DESC, created_at DESC.

Create Context

POST /api/chatbot/ai-contexts

Request Body

{
  "name": "Shipping Policy",
  "trigger_keywords": ["shipping", "delivery", "track"],
  "context_type": "static",
  "static_content": "We offer free shipping on orders over $50. Standard delivery takes 3-5 business days...",
  "priority": 5,
  "enabled": true
}

Context Types

Type	Description
static	Fixed text content
api	Fetched from external API

Get Context

GET /api/chatbot/ai-contexts/{id}

Update Context

PUT /api/chatbot/ai-contexts/{id}

Delete Context

DELETE /api/chatbot/ai-contexts/{id}

Conversation Flows

List Flows

GET /api/chatbot/flows

Returns {"flows": [...], "total", "page", "limit"}. Supports page, limit and search.

Get Flow

GET /api/chatbot/flows/{id}

Create Flow

POST /api/chatbot/flows

Request Body

Flows are stored as a graph: nodes (each with an id, type, and type-specific config) connected by edges labelled with the outcome they handle. Execution starts at entry_node and walks edges until a node yields (waiting on user input) or terminates.

{
  "name": "Feedback Collection",
  "trigger_keywords": ["feedback", "review"],
  "initial_message": "Hi! I'd like to collect your feedback.",
  "completion_message": "Thank you for your feedback!",
  "enabled": true,
  "graph": {
    "version": 2,
    "entry_node": "rating",
    "nodes": [
      {
        "id": "rating",
        "type": "buttons",
        "label": "Ask for rating",
        "position": {"x": 0, "y": 0},
        "config": {
          "body": "How would you rate your experience?",
          "buttons": [
            {"id": "excellent", "title": "Excellent"},
            {"id": "good", "title": "Good"},
            {"id": "poor", "title": "Poor"}
          ]
        }
      },
      {
        "id": "comment",
        "type": "prompt",
        "label": "Collect comment",
        "position": {"x": 250, "y": 0},
        "config": {
          "body": "Any additional comments?",
          "store_as": "comment"
        }
      },
      {
        "id": "handoff",
        "type": "transfer",
        "label": "Transfer to team",
        "position": {"x": 500, "y": 0},
        "config": {
          "body": "Connecting you with our team…",
          "team_id": "<uuid>",
          "notes": "Rating: {{rating}}"
        }
      }
    ],
    "edges": [
      {"from": "rating", "to": "comment", "condition": "button:excellent"},
      {"from": "rating", "to": "comment", "condition": "button:good"},
      {"from": "rating", "to": "handoff", "condition": "button:poor"},
      {"from": "comment", "to": "handoff", "condition": "default"}
    ]
  }
}

Node Types

Every node has the shape { "id", "type", "label", "position", "config" }. The config schema depends on type.

Type	Purpose	Key config fields	Outgoing edge conditions
start	Entry sentinel. No side effect.	—	default
message	Send a templated text message.	message (or text)	default
prompt	Send a question; wait for and validate a reply.	body, store_as, validation_regex, validation_error, max_retries (default 3)	default, max_retries
buttons	Interactive reply buttons.	body, buttons: [{id,title}], store_as	button:<id> per button
api_call	HTTP request with response capture + optional templated reply.	url, method, headers, body, response_mapping, message_template	http:2xx, http:non2xx
condition	Boolean expression branch (expr-lang syntax) over session data.	expression	true, false
timing	Business-hours routing.	schedule: [{day,enabled,start_time,end_time}]	in_hours, out_of_hours
set_variable	Assign session variables without messaging the user.	set: {name: value} — string values are templated	default
ai_response	Ask the org's configured LLM and send the answer.	prompt_template (falls back to the user's last message)	default
whatsapp_flow	Send a native WhatsApp Flow form.	flow_id (the Meta flow ID), header, body, cta	default
transfer	Hand off to a team / queue and end the session.	body, team_id, notes	(terminal)
goto_flow	Jump to another flow in the same org/account.	flow_id	(handled internally — the runner reloads the target graph)
webhook	Fire-and-forget HTTP call; result ignored.	url, method, headers, body	default
end	Optionally send a final message and terminate.	message	(terminal)

Wherever the table lists body, the runtime also accepts message or text as aliases. {{variable}} placeholders in messages, button titles, URLs and notes are interpolated from the session's collected variables.

Node behaviour notes

• prompt — on invalid input it re-sends validation_error and waits again, until max_retries is reached; only then does it emit max_retries. An invalid validation_regex is logged and validation is skipped rather than failing the conversation.
• api_call — network errors and non-2xx both emit http:non2xx. response_mapping maps variable names to dotted JSON paths ({"customer_id": "data.id"}) and merges the extracted values into session data. phone_number is always available as a variable (digits only, no leading +).
• condition — unknown identifiers resolve to nil rather than erroring, and any compile or runtime failure is logged and routed as false.
• timing — days absent from schedule count as out_of_hours. Evaluated in the server's local time (set TZ).
• ai_response — if AI is disabled, has no provider, or has no API key, the node logs a warning, sends nothing, and still advances via default. Route a fallback message there.
• goto_flow — refuses to jump to a disabled flow, a flow on a different WhatsApp account, or one without a v2 graph; each case is logged and ends the flow gracefully. There is no return stack — when the target ends, the session ends.
• transfer — a team_id of "" or "_general" (or an unparseable UUID) routes to the general queue. The transfer is recorded with source flow and the session is marked completed.

Edge resolution

For a node N that produces outcome O, the runtime picks the first edge in edges where from == N.id && condition == O. If no exact match exists it falls back to a condition: "default" edge. With no match at all the session terminates as completed.

The full set of conditions the engine emits is: default, button:<id>, input:<val>, http:2xx, http:non2xx, validation_failed, max_retries, in_hours, out_of_hours, true, false.

Caution

graph.version must be 2 and entry_node must name a node that exists, otherwise the flow fails to load and the chatbot logs an error instead of replying. A graph walk is capped at 100 node executions per inbound message to guard against cycles.

Transfer Node Configuration

A transfer node ends the flow and creates an agent transfer:

{
  "id": "handoff",
  "type": "transfer",
  "config": {
    "body": "Connecting you with our support team…",
    "team_id": "<uuid>",
    "notes": "From flow: {{variable_name}}"
  }
}

Field	Description
body	Optional message sent to the user before handoff (templated).
team_id	Target team UUID. Omit or set to "_general" for the shared queue.
notes	Internal notes for agents (supports {{variable}} placeholders).

Panel Configuration

Configure which session variables are displayed in the Contact Info Panel:

{
  "panel_config": {
    "sections": [
      {
        "id": "section-1",
        "label": "Customer Info",
        "columns": 1,
        "collapsible": true,
        "default_collapsed": false,
        "order": 1,
        "fields": [
          {"key": "customer_name", "label": "Name", "order": 1, "display_type": "text"},
          {"key": "status", "label": "Status", "order": 2, "display_type": "badge", "color": "success"}
        ]
      }
    ]
  }
}

Section Properties

Field	Type	Description
id	string	Unique section identifier
label	string	Display label for the section
columns	number	Layout columns (1 or 2)
collapsible	boolean	Allow section to be collapsed
default_collapsed	boolean	Start section in collapsed state
order	number	Section display order
fields	array	Fields to display in this section

Field Properties

Field	Type	Description
key	string	Session variable name (from store_as or response mapping)
label	string	Display label for the field
order	number	Field display order within section
display_type	string	How to render the value: text (default), badge, or tag
color	string	Color for badge/tag: default, success, warning, error, or info

Flow Fields

Field	Type	Description
name	string	Required — 400 Name is required otherwise.
description	string	Free text.
trigger_keywords	string[]	Keywords that start this flow for an inbound message.
initial_message	string	Sent when the flow starts.
completion_message	string	Sent when the flow completes.
on_complete_action	string	What to do after completion.
completion_config	object	Configuration for on_complete_action.
panel_config	object	Contact Info Panel layout — see Panel Configuration above.
graph	object	The v2 flow graph.
enabled	boolean	Whether the flow can be triggered.

Writing a flow requires flows.chatbot:write.

Note

GET /api/chatbot/flows returns a trimmed shape — only id, name, description, trigger_keywords, enabled and created_at. Fetch a single flow to get its graph, panel_config and messages.

Update Flow

PUT /api/chatbot/flows/{id}

Delete Flow

DELETE /api/chatbot/flows/{id}

Agent Transfers

List Transfers

Get agent transfer requests.

GET /api/chatbot/transfers

Query Parameters

Parameter	Type	Description
status	string	Filter by status: active, resumed, or expired
team_id	string	Filter by team ID, or general for the general queue
limit	number	Page size, 1–100. Default 100.
offset	number	Rows to skip. Default 0.
include	string	Comma-separated relations to join: contact, agent, team, transferred_by, resumed_by. Defaults to all; narrowing it skips the joins and omits the corresponding *_name fields.

Ordering is FIFO (transferred_at ASC) except when status=resumed, which returns newest-resumed first.

Response

{
  "status": "success",
  "data": {
    "transfers": [
      {
        "id": "uuid",
        "contact_id": "uuid",
        "contact_name": "John Doe",
        "phone_number": "1234567890",
        "whatsapp_account": "15550001111",
        "status": "active",
        "source": "flow",
        "agent_id": null,
        "agent_name": null,
        "team_id": "uuid",
        "team_name": "Sales Team",
        "transferred_by": "uuid",
        "transferred_by_name": "Jane Admin",
        "notes": "Interested in enterprise plan",
        "transferred_at": "2024-01-01T12:00:00Z",
        "resumed_at": null,
        "resumed_by": null,
        "resumed_by_name": null,
        "sla_response_deadline": "2024-01-01T12:15:00Z",
        "sla_resolution_deadline": "2024-01-01T13:00:00Z",
        "sla_breached": false,
        "sla_breached_at": null,
        "escalation_level": 0,
        "escalated_at": null,
        "picked_up_at": null,
        "expires_at": null
      }
    ],
    "general_queue_count": 3,
    "team_queue_counts": {
      "team-uuid-1": 5,
      "team-uuid-2": 2
    },
    "total_count": 12,
    "limit": 100,
    "offset": 0
  }
}

Nullable fields are omitted from the JSON when unset. general_queue_count and team_queue_counts count only unassigned active transfers; for callers without transfers:write, team counts are limited to teams they belong to.

Visibility

Callers with transfers:write see every transfer in the org. Everyone else sees their own assigned transfers plus unassigned ones in the general queue and in their own teams' queues.

Create Transfer

Manually transfer a conversation to a human agent or team.

POST /api/chatbot/transfers

Request Body

{
  "contact_id": "uuid",
  "whatsapp_account": "15550001111",
  "agent_id": "uuid",
  "team_id": "uuid",
  "notes": "Customer requested human support",
  "source": "manual"
}

Field	Type	Required	Description
contact_id	uuid	Yes	The contact to transfer
whatsapp_account	string	No	Phone number ID the conversation belongs to
agent_id	uuid	No	Assign directly to an agent instead of queueing
team_id	uuid	No	Target team (omit for general queue)
notes	string	No	Internal notes for agents
source	string	No	manual, flow, keyword, or chatbot_disabled (the last two are set by the engine, not clients)

Returns 409 Contact already has an active transfer if the contact is already in the queue.

Pick Next Transfer

Pick the next unassigned transfer from the queue.

POST /api/chatbot/transfers/pick

Picks the oldest unassigned active transfer (FIFO) and assigns it to the calling user. Uses SELECT … FOR UPDATE SKIP LOCKED so concurrent pickers never get the same transfer.

Query Parameters

Parameter	Type	Description
team_id	string	Pick from specific team, or general for the general (unassigned-team) queue only

Omitting team_id picks from the general queue plus any teams the caller belongs to. Callers with transfers:write can pick from any queue.

Permissions

transfers:write grants full access. Otherwise the caller needs transfers:pickup and the org's chatbot setting allow_agent_queue_pickup must be enabled, else 403 Queue pickup is not allowed. Requesting a team_id the caller is not a member of returns 403 You are not a member of this team.

Assign Transfer

Assign a transfer to a specific agent.

PUT /api/chatbot/transfers/{id}/assign

Request Body

{
  "agent_id": "uuid",
  "team_id": "uuid"
}

Field	Type	Description
agent_id	uuid | null	Agent to assign to. Omitting the field (or sending null) means "assign to me" for callers without transfers:write; "" unassigns.
team_id	uuid | ""	Optional — move the transfer to a different team queue, or "" to move it to the general queue. Requires transfers:write.

Naming an explicit agent_id requires transfers:write (403 You don't have permission to assign transfers to others). The target agent must be available, otherwise 400 Agent is currently away. The transfer must be active, otherwise 400 Transfer is not active.

Resume from Transfer

Resume chatbot after human agent completes interaction.

PUT /api/chatbot/transfers/{id}/resume

Sessions

List Sessions

View chatbot sessions (for debugging).

GET /api/chatbot/sessions

Parameter	Type	Description
status	string	Filter by active, completed, cancelled, or timeout

Not paginated — returns the 100 most recently active sessions under a sessions key, each with its contact preloaded.

{
  "status": "success",
  "data": {
    "sessions": [ /* session objects, see below */ ]
  }
}

Get Session

Get details of a specific session, including its full message history.

GET /api/chatbot/sessions/{id}

Response

The session object is returned directly as data (no wrapper key).

{
  "status": "success",
  "data": {
    "id": "uuid",
    "organization_id": "uuid",
    "contact_id": "uuid",
    "whatsapp_account": "Main Account",
    "phone_number": "15551234567",
    "status": "active",
    "current_flow_id": "uuid",
    "current_step": "rating",
    "step_retries": 0,
    "session_data": {
      "name": "John"
    },
    "started_at": "2024-01-01T12:00:00Z",
    "last_activity_at": "2024-01-01T12:05:00Z",
    "completed_at": null,
    "contact": { },
    "messages": [ ]
  }
}

Note

Collected variables live in session_data (not variables), and the timestamp is last_activity_at (not last_activity). session_data also carries an internal __path__ array recording goto_flow jumps.

Tip

Use the Sessions API to debug chatbot interactions and understand the conversation state.