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PATCH
Change an outcome form, or switch it live or off

Authorizations

Authorization
string
header
required

A secret key (dk_live_…). Scopes: conversations:read, contacts:read, contacts:write, meetings:read, analytics:read, events:read, webhooks:write, knowledge:read, knowledge:write, agent:read, agent:write, experiments:read, experiments:write, privacy:write, chat:write.

Headers

Idempotency-Key
string

Retry safely: the first response is replayed for 24 hours (not for streamed answers).

Maximum string length: 255

Path Parameters

id
string
required

Body

application/json
name
string

The form's name, e.g. "Request a quote".

Required string length: 1 - 60
button_label
string

The button the agent shows above the message box when it offers the form; the name when left out.

Required string length: 1 - 30
offer_when
string

When the agent opens it, finishing "Offer it when the visitor…", e.g. "asks what a job would cost or wants an estimate".

Required string length: 1 - 400
questions
object[]

Up to 7 questions, in order. Name and email are always asked last. Replaces the whole list.

Maximum array length: 7
phone
enum<string>

Whether the last step also asks for a phone number.

Available options:
off,
optional,
required
then
enum<string>

After the form: show done_message, or go on to book a meeting.

Available options:
message,
meeting
done_message
string

The thank-you the visitor sees once it is sent.

Maximum string length: 200
meeting_optional
boolean

With then: meeting, the visitor may send the request without booking.

not_fit_message
string

Shown instead of the calendar to a visitor whose answers are not a fit.

Maximum string length: 200
notify
string[]

Up to 5 extra addresses that get each request by email, such as sales@.

Maximum array length: 5
Required string length: 3 - 254
top_of_chat
boolean

Put its button under the agent's name at the top of the chat, in place of Book a meeting (one at a time; a form's shows while it is live).

status
enum<string>

live: the agent offers it to visitors. draft: saved but never offered. Default draft.

Available options:
live,
draft

Response

OK

id
string
required

out_…, or meeting for Book a meeting before it has been saved with questions.

Example:

"out_hnuk3nnp4kwt7hlb"

object
string
required
Allowed value: "outcome"
kind
enum<string>
required

meeting: the built-in Book a meeting, whose questions come before the calendar. form: a form you built.

Available options:
form,
meeting
name
string
required
status
enum<string>
required

live: the agent offers it. Book a meeting is live while it has questions.

Available options:
live,
draft
button_label
string
required

The button the agent shows above the message box when it offers the form.

offer_when
string
required

When the agent opens it: "Offer it when the visitor…".

then
enum<string>
required
Available options:
message,
meeting
meeting_optional
boolean
required
required_before_booking
boolean
required
questions
object[]
required
phone
enum<string>
required
Available options:
off,
optional,
required
done_message
string
required
not_fit_message
string
required
notify
string[]
required
top_of_chat
boolean
required
results
object
required

The last 30 days: forms the agent opened, requests sent, and sent requests that were not a fit. Preview chats are left out.

version
integer
required
Required range: -9007199254740991 <= x <= 9007199254740991
updated_at
string<date-time> | null
required
Pattern: ^(?:(?:\d\d[2468][048]|\d\d[13579][26]|\d\d0[48]|[02468][048]00|[13579][26]00)-02-29|\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\d|30)|(?:02)-(?:0[1-9]|1\d|2[0-8])))T(?:(?:[01]\d|2[0-3]):[0-5]\d:[0-5]\d(?:\.\d+)?(?:Z|([+-](?:[01]\d|2[0-3]):[0-5]\d)))$