Create Account Call
Create a new phone call record associated with an account
Note: The /clients path is an alias for /accounts and will continue to work until users are individually notified and migrated.
Authentication
Path parameters
Request
Whether the call was inbound (true) or outbound (false)
Why the call happened. Company-defined: the value is the name of one of the company’s
call reasons (see GET /calls/classification-options?type=REASON), so it can be any
string up to 255 characters. Default reasons are Product, Process, Service, Accounting,
Revenue opportunity, Feedback and Other. Calls logged before custom reasons existed
hold the legacy uppercase value (e.g. SERVICE).
Any string is accepted; use a name from the company’s list so the call groups with others in Coperniq.
How the call ended up. Company-defined: the value is the name of one of the company’s
call dispositions (see GET /calls/classification-options?type=DISPOSITION), so it can
be any string up to 255 characters. Default dispositions are Info provided, Visit
scheduled, Issue resolved, Follow up, Escalation, No action, Unresponsive and Other.
Calls logged before custom dispositions existed hold the legacy uppercase value
(e.g. INFO_PROVIDED).
Any string is accepted; use a name from the company’s list so the call groups with others in Coperniq.
Human-editable note about the call. May contain HTML.
Response
Whether the call was inbound (true) or outbound (false)
Why the call happened. Company-defined: the value is the name of one of the company’s
call reasons (see GET /calls/classification-options?type=REASON), so it can be any
string up to 255 characters. Default reasons are Product, Process, Service, Accounting,
Revenue opportunity, Feedback and Other. Calls logged before custom reasons existed
hold the legacy uppercase value (e.g. SERVICE).
How the call ended up. Company-defined: the value is the name of one of the company’s
call dispositions (see GET /calls/classification-options?type=DISPOSITION), so it can
be any string up to 255 characters. Default dispositions are Info provided, Visit
scheduled, Issue resolved, Follow up, Escalation, No action, Unresponsive and Other.
Calls logged before custom dispositions existed hold the legacy uppercase value
(e.g. INFO_PROVIDED).
Human-editable note about the call. May contain HTML.
AI-generated summary of the call. null when the call has no AI transcript.
AI transcript of the call as plain text, one sentence per line in spoken order. null when the call has no AI transcript.
URL to an externally hosted call transcript, if one was provided when the call was logged. For Coperniq phone calls use transcriptText.
