API Reference

Returns 200 if the v1 API surface is up. If a Bearer key is supplied, the response includes the resolved tenant_id, environment, and granted scopes, useful as a CI smoke test for newly issued keys.

{
  "status": "ok",
  "version": "v1",
  "tenant_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
  "environment": "live",
  "scopes": ["read", "write"],
  "timestamp": "2026-04-27T19:22:01.118Z"
}

Returns the organization tied to the API key making the request.

{
  "id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
  "name": "PuroClean of North Metro Atlanta",
  "industry": "restoration",
  "parent_organization_id": null,
  "settings": {
    "timezone": "America/New_York",
    "default_locale": "en-US"
  },
  "created_at": "2025-09-12T14:23:01.418Z"
}

Returns child organizations for parent-corp roll-up access. Requires admin-scope key on a parent organization.

{
  "data": [
    {
      "id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
      "name": "PuroClean of North Metro Atlanta",
      "industry": "restoration",
      "grants": ["leads.read", "calls.read", "audit_log.read"]
    }
  ],
  "next_cursor": null
}

Create a new tenant under the calling parent organization. Returns the new organization id and an initial admin invite link.

{
  "name": "PuroClean of West Cobb",
  "industry": "restoration",
  "settings": {
    "timezone": "America/New_York"
  },
  "primary_admin_email": "owner@example.com"
}

{
  "id": "5b2c7a31-4f98-4a7d-9e2b-c1f7e4a18b62",
  "name": "PuroClean of West Cobb",
  "parent_organization_id": "ab12c3d4-e5f6-7890-abcd-ef1234567890",
  "invite_url": "https://www.expertailabs.ai/invite/itok_a1f3...",
  "invite_expires_at": "2026-05-04T17:00:00.000Z",
  "created_at": "2026-04-27T17:00:12.314Z"
}

Update name and settings (timezone, locale, integration toggles).

{
  "settings": {
    "timezone": "America/New_York",
    "default_locale": "en-US"
  }
}

{
  "id": "5b2c7a31-4f98-4a7d-9e2b-c1f7e4a18b62",
  "settings": {
    "timezone": "America/New_York",
    "default_locale": "en-US"
  },
  "updated_at": "2026-04-27T17:02:55.901Z"
}

A child organization grants read-only access to its parent organization for network roll-up reporting.

{
  "parent_organization_id": "ab12c3d4-e5f6-7890-abcd-ef1234567890",
  "scopes": ["leads.read", "calls.read", "audit_log.read"],
  "expires_at": "2027-04-27T00:00:00.000Z"
}

{
  "grant_id": "f4e9c2a8-7d31-4b6f-9c83-21e5d4a07b14",
  "parent_organization_id": "ab12c3d4-e5f6-7890-abcd-ef1234567890",
  "scopes": ["leads.read", "calls.read", "audit_log.read"],
  "created_at": "2026-04-27T17:09:33.001Z",
  "expires_at": "2027-04-27T00:00:00.000Z"
}

Cursor-paginated. Default limit 50, max 200. Filter by pipeline_stage, source, and created_at range (?start_at=ISO8601&end_at=ISO8601). Cursors are opaque base64url-encoded JSON.

{
  "data": [
    {
      "id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
      "organization_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
      "name": "Sarah Mitchell",
      "company": null,
      "email": "sarah.mitchell@example.com",
      "source": "google_ads",
      "lead_score": 87,
      "pipeline_stage": "qualified",
      "industry": null,
      "company_size": null,
      "created_at": "2026-04-27T13:22:05.114Z",
      "updated_at": "2026-04-27T13:22:09.218Z"
    }
  ],
  "next_cursor": "eyJjcmVhdGVkX2F0IjoiMjAyNi0wNC0yN1QxMzoyMjowNS4xMTRaIiwiaWQiOiI5ZjFjOGEzMi00ZDY1LTRlMmItOGE5MS0zYzBlN2Q0YjJmMTgifQ"
}

Tenant-scoped: returns 404 if the lead belongs to a different organization. Returns the full record including AI-qualification metadata.

{
  "id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
  "organization_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
  "name": "Sarah Mitchell",
  "company": null,
  "email": "sarah.mitchell@example.com",
  "source": "google_ads",
  "lead_score": 87,
  "pipeline_stage": "qualified",
  "industry": "residential",
  "company_size": null,
  "pain_points": "Recurring basement moisture after spring rain",
  "timeline": "this_week",
  "budget_range": null,
  "ai_reasoning": "High urgency: water damage signal, recent storm event, in-radius",
  "qualification_completed_at": "2026-04-27T13:22:09.218Z",
  "created_at": "2026-04-27T13:22:05.114Z",
  "updated_at": "2026-04-27T13:22:09.218Z"
}

Creates a new lead. Validates email format if provided. At least one of email, or (name + company), is required. Returns 201 with the created record.

{
  "name": "Sarah Mitchell",
  "email": "sarah.mitchell@example.com",
  "source": "website",
  "industry": "residential",
  "pipeline_stage": "new"
}

{
  "id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
  "organization_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
  "name": "Sarah Mitchell",
  "company": null,
  "email": "sarah.mitchell@example.com",
  "source": "website",
  "lead_score": 0,
  "pipeline_stage": "new",
  "industry": "residential",
  "company_size": null,
  "created_at": "2026-04-27T13:22:05.114Z",
  "updated_at": "2026-04-27T13:22:05.114Z"
}

Partial update. Whitelisted fields only: name, company, email, source, lead_score (0–100), pipeline_stage, industry, company_size, pain_points, timeline, budget_range, ai_reasoning. Every change is recorded in /audit-log as a `lead.updated` event with a per-field diff.

{
  "pipeline_stage": "won",
  "lead_score": 92
}

{
  "id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
  "organization_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
  "name": "Sarah Mitchell",
  "company": null,
  "email": "sarah.mitchell@example.com",
  "source": "google_ads",
  "lead_score": 92,
  "pipeline_stage": "won",
  "updated_at": "2026-04-27T18:55:42.001Z"
}

Force a re-score using the latest signals. Returns the new score and explanation.

{
  "id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
  "lead_score": 91,
  "ai_reasoning": "Recent storm event in service radius (+0.18); phone validated (+0.10); fast form completion (+0.08)",
  "scored_at": "2026-04-27T19:01:15.214Z"
}

Manually trigger a CRM push if the automatic push failed or was skipped. Idempotent: re-pushing returns the existing external_id without creating a duplicate record.

{
  "id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
  "crm_sync": {
    "vendor": "jobnimbus",
    "external_id": "jn_117422",
    "status": "ok",
    "last_synced_at": "2026-04-27T19:03:42.118Z"
  }
}

Cursor-paginated. Filter by qualification_status, vertical, outreach_status.

{
  "data": [
    {
      "id": "1c4f7d28-3a90-4e2c-9b3a-8d5f1e0c7a32",
      "company_name": "Sandy Springs Property Group",
      "contact_name": "Daniel Park",
      "contact_email": "dpark@example.com",
      "vertical": "property_management",
      "qualification_status": "qualified",
      "outreach_status": "sequence_active",
      "created_at": "2026-04-21T11:08:43.000Z"
    }
  ],
  "next_cursor": null
}

Triggers the AI qualification agent. Returns qualification verdict with structured rationale.

{
  "prospect_id": "1c4f7d28-3a90-4e2c-9b3a-8d5f1e0c7a32"
}

{
  "prospect_id": "1c4f7d28-3a90-4e2c-9b3a-8d5f1e0c7a32",
  "qualified": true,
  "fit_score": 82,
  "rationale": [
    "Manages 28 multifamily buildings inside service radius",
    "No incumbent restoration vendor on record (last 24 months)",
    "Recent water-loss incident reported in news 2026-03"
  ],
  "qualified_at": "2026-04-27T19:08:01.901Z"
}

Filter by type (blog | video | social | review_response), status (draft | scheduled | published), channel.

{
  "data": [
    {
      "id": "ctnt_3p9w7m2q4r",
      "type": "blog",
      "title": "Water Damage Restoration in Alpharetta, What to Do in the First 24 Hours",
      "status": "published",
      "channel": "wordpress",
      "url": "https://example.com/blog/water-damage-alpharetta-first-24-hours",
      "word_count": 1842,
      "target_keyword": "water damage alpharetta",
      "published_at": "2026-04-22T15:00:00.000Z"
    }
  ],
  "next_cursor": null
}

Generate an SEO-optimized blog draft for a target keyword and service area.

{
  "target_keyword": "mold removal roswell",
  "service_area": { "city": "Roswell", "region": "GA", "postal_code": "30075" },
  "service_type": "mold_remediation",
  "word_count_target": 2000
}

{
  "id": "ctnt_7k1m4n9z",
  "type": "blog",
  "status": "draft",
  "title": "Mold Removal in Roswell, GA, What Homeowners Need to Know",
  "estimated_read_time_min": 9,
  "word_count": 2014,
  "created_at": "2026-04-27T19:14:08.118Z"
}

Returns a HeyGen-ready script in scenes with B-roll suggestions, lower-third copy, and a 30s cutdown variant.

{
  "topic": "5 signs of hidden water damage in your basement",
  "format": "feature",
  "duration_seconds": 180
}

{
  "id": "ctnt_v8r3p2q9",
  "type": "video",
  "status": "draft",
  "scenes": [
    { "scene": 1, "voiceover": "Hidden water damage starts where you can't see it...", "broll_suggestion": "basement wall close-up" }
  ],
  "cutdown_30s_id": "ctnt_v8r3p2q9_30s"
}

Generates a brand-aligned response. Sentiment is auto-classified; negative reviews route to the franchise owner before any public response.

{
  "platform": "google",
  "review_id": "g_review_z2x8c4v1",
  "rating": 5,
  "review_text": "PuroClean was at our house within 45 minutes after a pipe burst...",
  "tone": "warm-professional"
}

{
  "response_text": "Thank you, Sarah! We're glad we could be there fast and get the home dried out, the team appreciates the kind words.",
  "sentiment": "positive",
  "auto_publish_recommended": true
}

Publish to WordPress, social, GBP, or review platform. Returns per-channel status.

{
  "channels": ["wordpress", "instagram", "facebook"],
  "scheduled_for": null
}

{
  "id": "ctnt_3p9w7m2q4r",
  "results": [
    { "channel": "wordpress", "status": "published", "url": "https://example.com/blog/..." },
    { "channel": "instagram", "status": "queued", "estimated_publish_at": "2026-04-27T20:00:00.000Z" }
  ]
}

Email or SMS sequences with stats (sent, opened, replied, opted-out).

{
  "data": [
    {
      "id": "seq_n4q8p2w7",
      "name": "Property-management cold outbound · Q2 2026",
      "channel": "email",
      "steps": 5,
      "active": true,
      "stats": { "enrolled": 184, "sent": 612, "opened": 271, "replied": 19, "opted_out": 4 }
    }
  ],
  "next_cursor": null
}

One-off email or SMS. Suppression list and rate limits still apply.

{
  "channel": "sms",
  "to": "+17705550142",
  "body": "Hi Sarah, confirming our crew at 9am tomorrow. Reply HELP for help, STOP to cancel.",
  "lead_id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18"
}

{
  "message_id": "msg_2k4n8q",
  "status": "queued",
  "channel": "sms",
  "queued_at": "2026-04-27T19:30:14.001Z"
}

Unsubscribes, bounces, manual additions. Each entry includes source and reason.

{
  "data": [
    {
      "id": "sup_t9q4n2",
      "channel": "email",
      "address": "old.contact@example.com",
      "reason": "user_unsubscribe",
      "source": "list-unsubscribe-header",
      "added_at": "2026-04-22T08:14:11.000Z"
    }
  ],
  "next_cursor": null
}

Block all outbound to this address or number.

{
  "channel": "sms",
  "address": "+17705559999",
  "reason": "manual_owner_request"
}

{
  "id": "sup_n2m4q8",
  "channel": "sms",
  "address": "+17705559999",
  "added_at": "2026-04-27T19:38:08.901Z"
}

Filter by status, classification (water | fire | mold | biohazard | sales | junk), and qualified flag.

{
  "data": [
    {
      "id": "call_q4n8p2w7",
      "tracking_number": "+17705550199",
      "caller_number": "+14045550173",
      "duration_seconds": 142,
      "classification": "water",
      "qualified": true,
      "urgency": "high",
      "dispatch_decision": "auto_dispatch",
      "received_at": "2026-04-27T17:42:11.214Z"
    }
  ],
  "next_cursor": null
}

Returns the full record: signed recording URL (1-hour TTL), transcript, AI classification with confidence, dispatch decision and reason.

{
  "id": "call_q4n8p2w7",
  "tracking_number": "+17705550199",
  "caller_number": "+14045550173",
  "duration_seconds": 142,
  "recording_url": "https://signed.expertailabs.ai/recordings/q4n8p2w7?exp=1745783100&sig=...",
  "transcript": "Caller: Hi, I have water coming through my basement ceiling, I think a pipe burst...",
  "classification": {
    "intent": "water",
    "confidence": 0.96,
    "urgency": "high",
    "qualified": true
  },
  "dispatch_decision": {
    "action": "auto_dispatch",
    "reason": "in_service_radius + qualified + business_hours",
    "sms_callback_sent": true,
    "job_created_in_jobnimbus": "jn_117422"
  },
  "received_at": "2026-04-27T17:42:11.214Z"
}

Aggregated counts by classification and qualified flag. Default window: last 7 days. Override with ?window=24h | 7d | 30d | 90d.

{
  "window": "7d",
  "total_calls": 47,
  "qualified": 18,
  "junk_filtered": 12,
  "by_intent": {
    "water": 21,
    "fire": 4,
    "mold": 6,
    "biohazard": 1,
    "sales_pitch": 8,
    "wrong_number": 4,
    "other": 3
  },
  "median_classification_seconds": 11
}

Each job represents a claim documentation extraction run.

{
  "data": [
    {
      "id": "clm_8w3p1m",
      "job_external_ref": "jn_117422",
      "loss_type": "water",
      "status": "ready_for_review",
      "scope_item_count": 14,
      "photo_count": 38,
      "created_at": "2026-04-27T18:09:11.000Z"
    }
  ],
  "next_cursor": null
}

Provide a CompanyCam project ID or upload photos directly via signed URLs. Extraction runs async; subscribe to claim.scope.ready webhook.

{
  "loss_type": "water",
  "source": { "vendor": "companycam", "project_id": "cc_proj_5482" },
  "job_external_ref": "jn_117422"
}

{
  "id": "clm_8w3p1m",
  "status": "extracting",
  "estimated_ready_at": "2026-04-27T18:14:00.000Z",
  "created_at": "2026-04-27T18:09:11.000Z"
}

Returns extracted scope items with confidence scores and photo references.

{
  "id": "clm_8w3p1m",
  "loss_type": "water",
  "status": "ready_for_review",
  "rooms": [
    {
      "name": "Basement",
      "dimensions": { "length_ft": 24, "width_ft": 18, "height_ft": 8 },
      "scope_items": [
        { "code": "WTR DRY3", "description": "Tear out wet drywall, cleanup, bag for disposal", "qty": 312, "unit": "SF", "confidence": 0.94 }
      ]
    }
  ],
  "summary_pdf_url": "https://signed.expertailabs.ai/claims/clm_8w3p1m.pdf?exp=...",
  "summary_txt_url": "https://signed.expertailabs.ai/claims/clm_8w3p1m.txt?exp=..."
}

Human-in-loop reviewer marks each line as approved, edited, or rejected. Audit-logged.

{
  "decisions": [
    { "scope_item_id": "scope_a1", "decision": "approve" },
    { "scope_item_id": "scope_a2", "decision": "edit", "qty": 410, "note": "Re-measured on site" },
    { "scope_item_id": "scope_a3", "decision": "reject", "reason": "Pre-existing damage, not from loss" }
  ]
}

{
  "id": "clm_8w3p1m",
  "status": "reviewed",
  "decisions_recorded": 3,
  "reviewed_at": "2026-04-27T19:55:11.000Z"
}

Cursor-paginated. Filter by action (e.g., lead.updated), source (api | cron | n8n | worker | system), and created_at range (?start_at=ISO8601&end_at=ISO8601). Default limit 50, max 200.

{
  "data": [
    {
      "id": "a4b1c8d2-7e30-4f1a-9c83-21e5d4a07b14",
      "organization_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
      "action": "lead.updated",
      "source": "api",
      "correlation_id": "corr_z3p7w2",
      "payload": {
        "lead_id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
        "diff": {
          "pipeline_stage": { "from": "qualified", "to": "won" },
          "lead_score": { "from": 87, "to": 92 }
        },
        "key_id": "k7e2c8a1-4d65-4e2b-8a91-3c0e7d4b2f18"
      },
      "created_at": "2026-04-27T18:55:42.001Z"
    }
  ],
  "next_cursor": "eyJjcmVhdGVkX2F0IjoiMjAyNi0wNC0yN1QxODo1NTo0Mi4wMDFaIiwiaWQiOiJhNGIxYzhkMi03ZTMwLTRmMWEtOWM4My0yMWU1ZDRhMDdiMTQifQ"
}

Tenant-scoped. Returns the full audit record including the payload diff.

{
  "id": "a4b1c8d2-7e30-4f1a-9c83-21e5d4a07b14",
  "organization_id": "8c2f0a14-0c8a-4a3a-9a4d-3e0f1d6c2a91",
  "action": "lead.updated",
  "source": "api",
  "correlation_id": "corr_z3p7w2",
  "payload": {
    "lead_id": "9f1c8a32-4d65-4e2b-8a91-3c0e7d4b2f18",
    "diff": {
      "pipeline_stage": { "from": "qualified", "to": "won" },
      "lead_score": { "from": 87, "to": 92 }
    },
    "key_id": "k7e2c8a1-4d65-4e2b-8a91-3c0e7d4b2f18"
  },
  "created_at": "2026-04-27T18:55:42.001Z"
}

Stream the audit log as CSV. Same filters as the list endpoint.

Returns all webhook endpoints registered for the calling organization.

{
  "data": [
    {
      "id": "f4e9c2a8-7d31-4b6f-9c83-21e5d4a07b14",
      "url": "https://crm-bridge.example.com/webhook",
      "events": ["call.qualified", "lead.created", "claim.scope.ready"],
      "description": "Production CRM bridge",
      "signing_secret_prefix": "whsec_a1b2c3",
      "enabled": true,
      "created_at": "2026-02-14T09:11:00.000Z",
      "last_delivery_at": "2026-04-27T17:42:18.001Z",
      "last_delivery_status": 200
    }
  ]
}

Returns subscription metadata. The signing secret itself is never returned, only the public prefix.

{
  "id": "f4e9c2a8-7d31-4b6f-9c83-21e5d4a07b14",
  "url": "https://crm-bridge.example.com/webhook",
  "events": ["call.qualified", "lead.created", "claim.scope.ready"],
  "description": "Production CRM bridge",
  "signing_secret_prefix": "whsec_a1b2c3",
  "enabled": true,
  "created_at": "2026-02-14T09:11:00.000Z",
  "last_delivery_at": "2026-04-27T17:42:18.001Z",
  "last_delivery_status": 200
}

Subscribe to one or more event types. The endpoint must be HTTPS. We return a signing secret used for HMAC verification, save it; we will not show it again. Valid event names: call.received, call.classified, call.qualified, lead.created, lead.updated, outreach.email.sent, outreach.email.replied, claim.scope.ready, review.requested, review.received, audit.log.event.

{
  "url": "https://crm-bridge.example.com/webhook",
  "events": ["call.qualified", "lead.created", "claim.scope.ready"],
  "description": "Production CRM bridge"
}

{
  "id": "f4e9c2a8-7d31-4b6f-9c83-21e5d4a07b14",
  "url": "https://crm-bridge.example.com/webhook",
  "events": ["call.qualified", "lead.created", "claim.scope.ready"],
  "description": "Production CRM bridge",
  "signing_secret_prefix": "whsec_a1b2c3",
  "enabled": true,
  "created_at": "2026-02-14T09:11:00.000Z",
  "signing_secret": "whsec_a1b2c3d4e5f6g7h8i9j0k1l2m3n4o5p6",
  "_warning": "Save this signing_secret now. It will not be shown again."
}

Stops sending events to this endpoint immediately.

{
  "id": "f4e9c2a8-7d31-4b6f-9c83-21e5d4a07b14",
  "deleted": true
}

Returns a new secret. The previous secret remains valid for 24 hours, so you can deploy the new one on the receiver before retiring the old.

{
  "id": "f4e9c2a8-7d31-4b6f-9c83-21e5d4a07b14",
  "url": "https://crm-bridge.example.com/webhook",
  "signing_secret_prefix": "whsec_z9y8x7",
  "signing_secret": "whsec_z9y8x7w6v5u4t3s2r1q0p9o8n7m6l5k4",
  "_warning": "Save this signing_secret now. It will not be shown again. The previous secret remains valid for 24 hours."
}

List the last 100 delivery attempts with status, response code, latency, and retry count.

{
  "data": [
    {
      "id": "whd_8w3p1m",
      "event": "call.qualified",
      "status": "delivered",
      "response_status": 200,
      "latency_ms": 142,
      "attempt": 1,
      "delivered_at": "2026-04-27T17:42:18.001Z"
    }
  ],
  "next_cursor": null
}