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AI

Draft Deal Proposal

Draft the deal's proposal from its quote, the workspace profile and the knowledge base. Prices come only from the quote.

API key access

Needs the crm:write scope with an API key (ro_pat_...). A signed-in session uses the caller's role.
POST/api/v1/ai/deal-proposal-draft

Authorization

AuthorizationBearer <token>

Access token from /api/v1/auth/login, or an API key (ro_pat_..., RO-176) from /api/v1/workspaces/current/api-keys: the key implies its workspace and needs the route's scope. MCP connectors (/api/v1/mcp only) may use an OAuth access token (ro_oat_..., RO-284).

In: header

Header Parameters

X-Workspace-Id?X-Workspace-Id

Id of the workspace to act on (must be a member).

Request Body

deal_idDeal Id

The deal to draft for.

Length1 <= length <= 64
instructions?Instructions

Optional guidance, e.g. 'mention the 30-day pilot'.

Response Body

curl -X POST "http://localhost:8000/api/v1/ai/deal-proposal-draft" \  -H "X-Workspace-Id: string" \  -H "Content-Type: application/json" \  -d '{    "deal_id": "string"  }'
{
  "deal_id": "string",
  "proposal": "string",
  "sources": [
    {
      "title": "string",
      "url": "string"
    }
  ],
  "prompt_id": "string",
  "model": "string"
}
Empty
{
  "detail": [
    {
      "loc": [
        "string"
      ],
      "msg": "string",
      "type": "string",
      "input": null,
      "ctx": {}
    }
  ]
}
Empty
Empty

Delete Ai Column

Remove a column and its cells.

Draft Profile

Suggest the company description, offer and ICP from the website's pages already crawled into the knowledge base (the onboarding crawl). Nothing is saved: the user reviews and edits the suggestions, then saves them with `PUT /workspaces/current/profile`.