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Cancel a running Autopilot. Irreversible; the current batch may finish before the run stops. Already-researched records are kept and unused credits are restored within a few minutes.

Get presigned download URLs for the result CSV files of an Autopilot run. URLs expire in 300 seconds; call again for fresh links. File content is never streamed.

Get status and progress for an Autopilot (automated search) run. Poll until isTerminal is true, then use Get Results URL to download the files.

Start a contact or company Autopilot: a long-running automated search that researches every matching record in the background. Consumes credits upfront for every requested result; unused credits are restored when the run finishes or is cancelled. Takes the same filters as Contact/Company Search (or a Saved Search ID); the total from that search is the ceiling for Results to Research (caps 10,000 contacts / 5,000 companies). One Autopilot per type runs at a time. Returns taskId and automatedSearchId immediately; poll with Get Status and download with Get Results URL.

Retrieve available call disposition options

Retrieve available call sentiment options

Log a completed call for a contact

Add contacts to a campaign by ID (max 500). Rejected if the campaign is archived or deleted. Returns the updated campaign and contactsAdded — the number actually enrolled, which can be lower than requested when contacts are not in the org or fall below the campaign AI score threshold.

Archive a draft, active, or paused campaign, stopping it and hiding it from the active campaign list. Restore it to draft with Unarchive. Returns the campaign ID and new status.

Create a copy of an existing campaign

Mark an active campaign as completed, ending it for all contacts. A completed campaign cannot be started, resumed, or archived again. Returns the campaign ID and new status.

Create a new campaign, optionally with inline steps and contacts. Each inline step's content is exactly one of Template ID, Template Data (static template with merge tags), or AI Prompt (plain instructions with no merge tags; the AI writes personalized content per contact when the step runs).

Permanently delete a campaign

Retrieve a campaign by ID

Retrieve contacts in a campaign with engagement status and current step. Paginated by limit/offset; the server reports total and hasMore.

Retrieve a list of campaigns

Retrieve performance metrics for a campaign

Pause an active campaign. No further steps run or emails send until it is resumed with Resume. Returns the campaign ID and new status.

Remove contacts from a campaign by ID (max 500). Returns the updated campaign and contactsRemoved — the number actually removed, which is 0 when none of the IDs are currently enrolled. Does not delete the contacts themselves.

Resume a paused campaign so it continues working its contacts and sending its email steps. Only a paused campaign can be resumed. The campaign must have a schedule, at least one linked email account if it has email steps, at least one contact, at least one step, and an email template on every unfinished automatic email step. The account owner must also have accepted the Engage Terms of Service in the Seamless.AI app (otherwise 403 tosNotAccepted). Returns the campaign ID and new status.

Start a draft campaign so it begins working its contacts and sending its email steps. Only a draft campaign can be started. The campaign must have a schedule, at least one linked email account if it has email steps, at least one contact, at least one step, and an email template on every unfinished automatic email step. The account owner must also have accepted the Engage Terms of Service in the Seamless.AI app (otherwise 403 tosNotAccepted). Returns the campaign ID and new status.

Restore an archived campaign to draft. It does not resume sending; run Start afterward to run it again. Returns the campaign ID and new status.

Update a campaign's name, visibility, linked email accounts, per-account daily send limits, per-day task limits, or the daily task limit switch (Is Daily Task Limit Enabled). Send limits, task limits and the switch can be changed in any campaign state and take effect at once (an active campaign moves contacts between active and pending to fit). Email accounts can be added in any state, but removing one from an active campaign fails (422 campaignActive): pause the campaign first, then resume it. Returns the updated campaign with its dailySendLimits, dailyTaskLimits and isDailyTaskLimitEnabled.

Add a new step to an existing campaign. For email steps, provide exactly one of Template ID, Template Data (static content with merge tags), or AI Prompt (plain instructions with no merge tags; the AI writes personalized content per contact when the step runs); automatic email steps are rejected without one.

Remove a draft step from a campaign. Remaining steps are renumbered; returns the deleted step and the remaining steps.

Retrieve all steps in a campaign

Pause an in-progress step of a campaign. Its tasks stop running until the step is resumed with Resume. The campaign must not be completed, archived, or deleted. Returns the step ID and new status.

Resume a paused campaign step so its tasks run again, including any email sends. The campaign must not be completed, archived, or deleted. Returns the step ID and new status.

Skip an in-progress or paused campaign step, so its remaining tasks are skipped for every contact. The campaign must not be completed, archived, or deleted. Returns the step ID and new status.

Update a campaign step's name, delay, content, or position. Content can be switched to a saved template (Template ID), static inline content (Template Data), or an AI prompt (AI Prompt; plain instructions with no merge tags) — provide exactly one.

Retrieve a list of researched companies as normalized records (companyId, name, domain, industries, staffCount, revenueRange, location, …), the same shape as Poll Research results

Check the status of a pending research request (missing, researching, done, or error). Done results carry the enriched company.

Enrich companies with verified data (consumes credits)

Find companies matching filter criteria. Costs 1 credit per 50 results returned (rounded up); a page is trimmed to the rows your remaining credits cover, and Return All stops paging once credits run out. Results use the filter vocabulary (companyName, companySize, companyRevenue) so they can be fed back into another search; the older name/staffCountRange/revenueRange fields are deprecated aliases kept for one release.

Update saved companies. Currently manages which lists they belong to.

Retrieve a list of researched contacts

Check the status of a pending research request. Keep polling while any result is queued or researching. Terminal statuses: done, error, missing, not found, or a Research Types rejection (fullContactRequired, component-disabled-for-org, variable-credits-disabled). Done results carry the enriched contact, including jobHistory (prior roles as companyName/title/startedAt/endedAt, most recent departure first) and researchedTypes (the contact data researched so far).

Enrich contacts with verified emails, phone numbers, job history, and other data. Each contact consumes credits for the components it researches (see Research Types); credits for data that is not found are refunded, and the request is rejected with insufficient credits when the balance cannot cover every contact.

Find contacts matching filter criteria. At least one filter (or a Saved Search ID) is required; a search with none is rejected rather than returning an empty page. Costs 1 credit per 50 results returned (rounded up); a page is trimmed to the rows your remaining credits cover, and Return All stops paging once credits run out. Results use the filter vocabulary (fullName, jobTitle, companyName, companySize) so they can be fed back into another search; the older name/title/company/employeeSizeRange fields are deprecated aliases kept for one release.

Update saved contacts. Currently manages which lists they belong to.

Retrieve the current credit balance and usage

Create a new email draft for a contact

Retrieve an email draft by ID

Send a preview of an email to a specified address

Send an email immediately to a contact. If a send limit was reached or the provider failed temporarily, the email is queued instead: status is SCHEDULED or RETRYING and it will send on its own, so do not send it again.

Send an email to up to 500 saved contacts matching filters. Filters must include Lists, Contact IDs, Campaign IDs, or a text query; opted-out and unsubscribed contacts are skipped.

Send a previously created email draft immediately. If a send limit was reached or the provider failed temporarily, the email is queued instead: status is SCHEDULED or RETRYING and it will send on its own, so do not send it again.

Update properties of an email draft

Retrieve a list of connected email accounts

Retrieve a list of email footers

Create a new contact list. Populate it with the Contact/Company Update operation, or via List IDs on Contact Research.

Permanently remove a contact list

Retrieve a single contact list by ID

Retrieve all contact lists

Rename a contact list

Search the location vocabulary for the exact spellings a location filter will match

Create a new saved search

Permanently remove a saved search

Retrieve a saved search by ID

Retrieve a list of saved searches

Update an existing saved search

Cancel a task that has not finished, so it never runs. Returns the task ID and the action taken.

Mark a to-do, paused, scheduled, or errored task as completed, for example after the call or work was done manually. This does not send anything. Returns the task ID and the action taken.

Create a new task

Permanently remove a task

Retrieve a task by ID

Retrieve a list of tasks

Pause a to-do, scheduled, or errored task so it does not run until it is unpaused with Unpause. Returns the task ID and the action taken.

Skip a to-do, paused, pending, scheduled, or errored task so it is not done for this contact. Returns the task ID and the action taken.

Run a to-do or scheduled task now. For an automatic email task this sends the email immediately. Returns the task ID and the action taken.

Unpause a paused task so it is due again. A campaign email task can send once it is due. Returns the task ID and the action taken.

Update task properties, including the due date (the former Schedule/Reschedule actions)

Create a new email template

Permanently remove an email template

Retrieve an email template by ID

Retrieve a list of email templates

Update an existing email template