Shingle help
What an agent can do
Every action an agent can take in your team, and how each one runs.
How an action runs
An agent connects by signing in, or with a key you make in Agents, as Connect your own agent explains. Every action is a route of Shingle's API under /api/v1. With a key, it is sent with the header Authorization: Bearer <your key>.
An action does one of three things. It reads, and nothing changes. It runs at once, the way it does when you press the button. Or it asks first, and waits in Ready for you until a person says OK. Work that uses credits asks first too, once a key or an app has used its credits for the day.
A few things stay yours, whatever you approve: billing and the plan, people and roles, keys, owning the team, and pressing OK.
Actions by area
Sites
| What it does | How it runs | Route |
|---|---|---|
| A team's saved sections. | Reads | GET /workspaces/{workspaceId}/saved-sections |
| A site's anonymous traffic and campaign report. | Reads | GET /sites/{siteId}/analytics |
| How many sites a team holds, and its credits. | Reads | GET /workspaces/{workspaceId}/usage |
| A team's sites. | Reads | GET /workspaces/{workspaceId}/sites |
| One site. | Reads | GET /sites/{siteId} |
| Demos with no activity for 90 days. | Reads | GET /workspaces/{workspaceId}/stale-demos |
| The sites that went offline when the plan ended. | Reads | GET /workspaces/{workspaceId}/lapsed-sites |
| A site's cover, a picture of the top of its home page. | Reads | GET /sites/{siteId}/cover |
| The images a site owns. | Reads | GET /sites/{siteId}/assets |
| One of a site's images. | Reads | GET /sites/{siteId}/assets/{assetId} |
| A site's history. | Reads | GET /sites/{siteId}/versions |
| One version of a site, with its pages. | Reads | GET /site-versions/{siteVersionId} |
| A site's builds and AI changes. | Reads | GET /sites/{siteId}/generations |
| One build or AI change. | Reads | GET /site-generations/{siteGenerationId} |
| What a build or AI change has done so far. | Reads | GET /site-generations/{siteGenerationId}/events |
| A picture of the page a build has drafted so far. | Reads | GET /site-generations/{siteGenerationId}/shot |
| Save a section to the team's library. | Runs at once | POST /sites/{siteId}/saved-sections |
| Remove a saved section from the team's library. | Runs at once | DELETE /saved-sections/{savedSectionId} |
| Find a business's Google listing. | Runs at once | POST /workspaces/{workspaceId}/site-sources/google |
| Build a new site from a description or a source page. | Runs at once · 10 or 30 credits | POST /workspaces/{workspaceId}/sites |
| Build several new sites at once. | Runs at once | POST /workspaces/{workspaceId}/site-batches |
| Duplicate a site. | Runs at once | POST /sites/{siteId}/copies |
| Build a site again from a description or a source page. | Runs at once · 10 or 30 credits | POST /sites/{siteId}/rebuild |
| Make a demo a full site. | Runs at once · 20 credits | POST /sites/{siteId}/upgrade |
| Add a live site's Google photos and review quotes. | Runs at once · 5 credits | POST /sites/{siteId}/google-photos |
| Ask the AI for a change to a site. | Runs at once · 5 credits | POST /sites/{siteId}/generations |
| Stop an AI change or page addition. | Runs at once | POST /site-generations/{siteGenerationId}/stop |
| Ask the AI to add a page to a site. | Runs at once · 10 credits | POST /sites/{siteId}/page-generations |
| Ask the AI to add a section to a page. | Runs at once · 5 credits | POST /sites/{siteId}/section-generations |
| Ask the AI to make images or a logo for a site. | Runs at once · 5 credits | POST /sites/{siteId}/visual-generations |
| Open a private preview of a build or AI change's draft. | Runs at once | POST /sites/{siteId}/generation-preview |
| Open a private preview of a site's version. | Runs at once | POST /sites/{siteId}/preview |
| Build a site version's preview again. | Runs at once | POST /sites/{siteId}/build |
| Save an edit as a new version of a site. | Runs at once | POST /sites/{siteId}/versions |
| Restore an earlier version of a site. | Runs at once | POST /site-versions/{siteVersionId}/restore |
| Edit a page without AI. | Runs at once | POST /sites/{siteId}/page-edits |
| Copy a page from the website a site was cloned from. | Runs at once · 10 credits | POST /sites/{siteId}/page-copies |
| Check edits made on the page. | Runs at once | POST /sites/{siteId}/direct-edits/check |
| Save edits made on the page. | Runs at once | POST /sites/{siteId}/direct-edits |
| Upload an image to use as one of a site's visuals. | Runs at once | POST /sites/{siteId}/assets |
| Put a stock photo in place of one of a site's photos. | Runs at once | POST /sites/{siteId}/stock-photos |
| Say something to a site's agent. | Runs at once | POST /sites/{siteId}/messages |
| Send a waiting or failed message to a site's agent now. | Runs at once | POST /site-messages/{siteMessageId}/send |
| Remove a message still waiting for a site's agent. | Runs at once | DELETE /site-messages/{siteMessageId} |
| Publish a site's current version. | Asks first | POST /sites/{siteId}/publish |
| Take a site down. | Asks first | POST /sites/{siteId}/unpublish |
| Rename a site, or make it a template. | Asks first | PATCH /sites/{siteId} |
| Delete a site. | Asks first | DELETE /sites/{siteId} |
| Delete many sites at once. | Asks first | POST /workspaces/{workspaceId}/site-deletions |
| Move a site to another team. | Asks first | POST /sites/{siteId}/move |
| Ask the team's owner for a live site. | Asks first | POST /sites/{siteId}/publish-request/ask-owner |
Domains, passwords and sharing
| What it does | How it runs | Route |
|---|---|---|
| A site's comments, newest first. | Reads | GET /sites/{siteId}/comments |
| How many of a site's comments wait for the team. | Reads | GET /sites/{siteId}/comments/open-count |
| A site's own domain and where it stands. | Reads | GET /sites/{siteId}/domain |
| Who a site is shared with. | Reads | GET /sites/{siteId}/guests |
| Resolve a comment. | Runs at once | POST /sites/{siteId}/comments/{commentId}/resolve |
| Open a resolved comment again. | Runs at once | POST /sites/{siteId}/comments/{commentId}/reopen |
| Look for a domain's records again now. | Runs at once | POST /sites/{siteId}/domain/check |
| Set or change a site's password. | Asks first | POST /sites/{siteId}/access |
| Remove a site's password. | Asks first | DELETE /sites/{siteId}/access |
| Delete a comment. | Asks first | DELETE /sites/{siteId}/comments/{commentId} |
| Connect a domain the team owns to a site. | Asks first | POST /sites/{siteId}/domain |
| Remove a site's own domain. | Asks first | DELETE /sites/{siteId}/domain |
| Share a site with someone outside the team. | Asks first | POST /sites/{siteId}/guests |
| Let someone a site is shared with spend the team's credits. | Asks first | PATCH /sites/{siteId}/guests/{guestId} |
| Stop sharing a site with someone. | Asks first | DELETE /sites/{siteId}/guests/{guestId} |
| Write to the team that shared a site. | Asks first | POST /sites/{siteId}/team-messages |
| Make a site's review link. | Asks first | POST /sites/{siteId}/share-link |
| Turn off a site's review link. | Asks first | DELETE /sites/{siteId}/share-link |
Forms and submissions
| What it does | How it runs | Route |
|---|---|---|
| Forms and submission counts for a site. | Reads | GET /sites/{siteId}/forms |
| Who a site's new submissions are emailed to. | Reads | GET /sites/{siteId}/form-alert-recipients |
| Submissions to a form, newest first. | Reads | GET /sites/{siteId}/forms/{formKey}/submissions |
| One submission, with its original field labels. | Reads | GET /sites/{siteId}/forms/{formKey}/submissions/{submissionId} |
| Save a test submission from a private site preview. | Runs at once | POST /sites/{siteId}/forms/{formKey}/test-submissions |
| Change a submission's inbox status. | Runs at once | PATCH /sites/{siteId}/forms/{formKey}/submissions/{submissionId} |
| Pause a form or change its confirmation. | Asks first | PATCH /sites/{siteId}/forms/{formKey} |
| Permanently erase a submission's answers. | Asks first | DELETE /sites/{siteId}/forms/{formKey}/submissions/{submissionId} |
| Email a site's new submissions to an address. | Asks first | POST /sites/{siteId}/form-alert-recipients |
| Stop emailing a site's new submissions to an address. | Asks first | DELETE /sites/{siteId}/form-alert-recipients/{recipientId} |
| Send an address its confirmation link again. | Asks first | POST /sites/{siteId}/form-alert-recipients/{recipientId}/resend |
| Send a site's new submissions to a web address. | Asks first | POST /sites/{siteId}/webhooks |
| Stop sending a site's new submissions to a web address. | Asks first | DELETE /sites/{siteId}/webhooks/{webhookId} |
| Send a web address a test submission. | Asks first | POST /sites/{siteId}/webhooks/{webhookId}/test |
Bookings
| What it does | How it runs | Route |
|---|---|---|
| A site's booking setup. | Reads | GET /sites/{siteId}/booking |
| A site's bookings. | Reads | GET /sites/{siteId}/bookings |
| Change a site's booking settings. | Asks first | PATCH /sites/{siteId}/booking |
| Get a new link to a site's bookings calendar feed. | Asks first | POST /sites/{siteId}/booking/calendar |
| Offer a service for booking. | Asks first | POST /sites/{siteId}/booking/services |
| Change a service a site offers for booking. | Asks first | PATCH /sites/{siteId}/booking/services/{serviceId} |
| Stop offering a service for booking. | Asks first | DELETE /sites/{siteId}/booking/services/{serviceId} |
| Add someone to book with. | Asks first | POST /sites/{siteId}/booking/staff |
| Change the name, hours or services of someone to book with. | Asks first | PATCH /sites/{siteId}/booking/staff/{staffId} |
| Remove someone a site's customers can book with. | Asks first | DELETE /sites/{siteId}/booking/staff/{staffId} |
| Add a booking the team took. | Asks first | POST /sites/{siteId}/bookings |
| Cancel a booking. | Asks first | POST /sites/{siteId}/bookings/{bookingId}/cancel |
Blog posts
| What it does | How it runs | Route |
|---|---|---|
| A site's blog posts. | Reads | GET /sites/{siteId}/blog/posts |
| One blog post, with its draft and what is live. | Reads | GET /site-blog-posts/{blogPostId} |
| A site's requests for AI blog drafts. | Reads | GET /sites/{siteId}/blog/generations |
| One request for an AI blog draft, and its result. | Reads | GET /site-blog-generations/{blogGenerationId} |
| Create a blog draft. | Runs at once | POST /sites/{siteId}/blog/posts |
| Save or archive a blog draft. | Runs at once | PATCH /site-blog-posts/{blogPostId} |
| Ask the AI to write a blog draft for a site. | Runs at once · 5 credits | POST /sites/{siteId}/blog/generations |
| Publish a blog post's saved draft. | Asks first | POST /site-blog-posts/{blogPostId}/publish |
| Take a blog post off the public site. | Asks first | POST /site-blog-posts/{blogPostId}/unpublish |
| Delete an unpublished blog post. | Asks first | DELETE /site-blog-posts/{blogPostId} |
Customers, Inbox and deals
| What it does | How it runs | Route |
|---|---|---|
| A site's customers. | Reads | GET /sites/{siteId}/customers |
| One of a site's customers. | Reads | GET /sites/{siteId}/customers/{customerId} |
| A customer's timeline. | Reads | GET /sites/{siteId}/customers/{customerId}/events |
| How many of a site's customers each group holds. | Reads | GET /sites/{siteId}/customers/segments |
| What needs the team today, on one site. | Reads | GET /sites/{siteId}/customers/today |
| A site's Customers settings. | Reads | GET /sites/{siteId}/customer-settings |
| A site's follow-up tasks. | Reads | GET /sites/{siteId}/customer-tasks |
| A site's requests, new customers and jobs won, month by month. | Reads | GET /sites/{siteId}/customer-results |
| Where and when a site's client report goes. | Reads | GET /sites/{siteId}/customer-reports |
| A question about a site's customers, and its answer. | Reads | GET /sites/{siteId}/customer-asks/{askId} |
| A site's conversations with its customers. | Reads | GET /sites/{siteId}/conversations |
| A conversation, its messages and Shingle's draft. | Reads | GET /sites/{siteId}/conversations/{conversationId} |
| A site's jobs board. | Reads | GET /sites/{siteId}/job-board |
| One customer's jobs. | Reads | GET /sites/{siteId}/jobs |
| Customers across the team's sites. | Reads | GET /workspaces/{workspaceId}/customers |
| One of the team's own records. | Reads | GET /customers/{customerId} |
| The timeline of one of the team's own records. | Reads | GET /customers/{customerId}/events |
| How many customers each group holds across the team's sites. | Reads | GET /workspaces/{workspaceId}/customers/segments |
| What needs the team today, on every site. | Reads | GET /workspaces/{workspaceId}/customers/today |
| The team's own Customers settings. | Reads | GET /workspaces/{workspaceId}/customer-settings |
| The team's own follow-up tasks. | Reads | GET /workspaces/{workspaceId}/customer-tasks |
| Conversations across the team's sites. | Reads | GET /workspaces/{workspaceId}/conversations |
| How many conversations each status holds across the team's sites. | Reads | GET /workspaces/{workspaceId}/conversations/counts |
| The team's own deals board. | Reads | GET /workspaces/{workspaceId}/job-board |
| One of the team's own records' deals. | Reads | GET /workspaces/{workspaceId}/jobs |
| Add a customer by hand. | Runs at once | POST /sites/{siteId}/customers |
| Change a customer's details. | Runs at once | PATCH /sites/{siteId}/customers/{customerId} |
| Bring a site's earlier people into its customers. | Runs at once | POST /sites/{siteId}/customers/backfill |
| Add a note to a customer. | Runs at once | POST /sites/{siteId}/customers/{customerId}/notes |
| Delete a person's own note on a customer. | Runs at once | DELETE /sites/{siteId}/customers/{customerId}/notes/{eventId} |
| Log a call with a customer. | Runs at once | POST /sites/{siteId}/customers/{customerId}/calls |
| Add a follow-up task. | Runs at once | POST /sites/{siteId}/customer-tasks |
| Change a follow-up task, or mark it done. | Runs at once | PATCH /sites/{siteId}/customer-tasks/{taskId} |
| Delete a follow-up task. | Runs at once | DELETE /sites/{siteId}/customer-tasks/{taskId} |
| Change a site's Customers settings. | Runs at once | PATCH /sites/{siteId}/customer-settings |
| Ask Shingle about one of a site's customers, or all of them. | Runs at once | POST /sites/{siteId}/customer-asks |
| Add one of the team's own customers. | Runs at once | POST /workspaces/{workspaceId}/customers |
| Change one of the team's own records. | Runs at once | PATCH /customers/{customerId} |
| Add a note to one of the team's own records. | Runs at once | POST /customers/{customerId}/notes |
| Delete a person's own note on one of the team's own records. | Runs at once | DELETE /customers/{customerId}/notes/{eventId} |
| Log a call with one of the team's own records. | Runs at once | POST /customers/{customerId}/calls |
| Add one of the team's own follow-up tasks. | Runs at once | POST /workspaces/{workspaceId}/customer-tasks |
| Change one of the team's own follow-up tasks, or mark it done. | Runs at once | PATCH /customer-tasks/{taskId} |
| Delete one of the team's own follow-up tasks. | Runs at once | DELETE /customer-tasks/{taskId} |
| Change the team's own Customers settings. | Runs at once | PATCH /workspaces/{workspaceId}/customer-settings |
| Ask Shingle to draft the reply again. | Runs at once | POST /sites/{siteId}/conversations/{conversationId}/drafts |
| Mark a conversation done, not for the team, or open again. | Runs at once | PATCH /sites/{siteId}/conversations/{conversationId} |
| Change the name and stages of a site's jobs board. | Runs at once | PATCH /sites/{siteId}/job-board |
| Add a job for a customer. | Runs at once | POST /sites/{siteId}/jobs |
| Change or move a job. | Runs at once | PATCH /sites/{siteId}/jobs/{jobId} |
| Delete a job. | Runs at once | DELETE /sites/{siteId}/jobs/{jobId} |
| Change the name and stages of the team's own deals board. | Runs at once | PATCH /workspaces/{workspaceId}/job-board |
| Add a deal for one of the team's own records. | Runs at once | POST /workspaces/{workspaceId}/jobs |
| Change or move one of the team's own deals. | Runs at once | PATCH /jobs/{jobId} |
| Delete one of the team's own deals. | Runs at once | DELETE /jobs/{jobId} |
| Merge two customers who are one person. | Asks first | POST /sites/{siteId}/customers/merges |
| Bring people from a spreadsheet into a site's customers. | Asks first | POST /sites/{siteId}/customers/imports |
| Forget a customer. | Asks first | POST /sites/{siteId}/customers/{customerId}/forget |
| Merge two of the team's own records that are one. | Asks first | POST /workspaces/{workspaceId}/customers/merges |
| Forget one of the team's own records. | Asks first | POST /customers/{customerId}/forget |
| Email a customer. | Asks first | POST /sites/{siteId}/conversations |
| Reply to a customer. | Asks first | POST /sites/{siteId}/conversations/{conversationId}/messages |
| Change where and when a site's client report goes. | Asks first | PATCH /sites/{siteId}/customer-reports |
| Send a site's client report now. | Asks first | POST /sites/{siteId}/customer-reports/send |
Radar and pitches
| What it does | How it runs | Route |
|---|---|---|
| Businesses reading their pitch right now. | Reads | GET /workspaces/{workspaceId}/prospects/looking |
| A saved business's demo and pitch. | Reads | GET /customers/{customerId}/pitch |
| A team's newest batches of demos. | Reads | GET /workspaces/{workspaceId}/demo-batches |
| A batch of demos as it builds. | Reads | GET /demo-batches/{demoBatchId} |
| The businesses a team saved from Radar. | Reads | GET /workspaces/{workspaceId}/prospects |
| A team's recent searches. | Reads | GET /workspaces/{workspaceId}/prospect-searches |
| A search and the businesses it found. | Reads | GET /prospect-searches/{prospectSearchId} |
| Build a demo for a saved business. | Runs at once · 10 credits | POST /customers/{customerId}/demo |
| Build demos for many businesses. | Runs at once · 10 credits | POST /workspaces/{workspaceId}/demo-batches |
| Write the pitch's brief again. | Runs at once | POST /customers/{customerId}/pitch/brief |
| Set the price to pitch at. | Runs at once | PATCH /customers/{customerId}/pitch |
| Note how the pitch was sent. | Runs at once | POST /customers/{customerId}/pitch/sent |
| Make a pitch link for a demo. | Runs at once | POST /sites/{siteId}/pitch |
| Search an area for businesses to pitch. | Runs at once | POST /workspaces/{workspaceId}/prospect-searches |
| Save businesses from a search as prospects. | Runs at once | POST /workspaces/{workspaceId}/prospects |
| Turn a pitch link off. | Asks first | POST /customers/{customerId}/pitch/revoke |
| Set the team's price range. | Asks first | PATCH /workspaces/{workspaceId}/pitch-prices |
| Export pitches for outreach tools. | Asks first | POST /workspaces/{workspaceId}/pitch-exports |
Workflows
| What it does | How it runs | Route |
|---|---|---|
| The team's workflows. | Reads | GET /workspaces/{workspaceId}/workflows |
| One workflow. | Reads | GET /workflows/{workflowId} |
| The workflows the team can add. | Reads | GET /workspaces/{workspaceId}/workflow-templates |
| Workflow templates that would have helped lately. | Reads | GET /workspaces/{workspaceId}/workflow-suggestions |
| Whether every workflow is paused. | Reads | GET /workspaces/{workspaceId}/workflow-settings |
| What each workflow did in the last 30 days. | Reads | GET /workspaces/{workspaceId}/workflow-results |
| Workflow runs that wait for an OK, or the latest runs. | Reads | GET /workspaces/{workspaceId}/workflow-runs |
| How many workflow runs wait for an OK. | Reads | GET /workspaces/{workspaceId}/workflow-runs/counts |
| The team's playbooks. | Reads | GET /workspaces/{workspaceId}/playbooks |
| One playbook. | Reads | GET /playbooks/{playbookId} |
| Ask Shingle to draft a workflow from a description. | Runs at once | POST /workspaces/{workspaceId}/workflows/drafts |
| Add a workflow. | Asks first | POST /workspaces/{workspaceId}/workflows |
| Turn a workflow on or off, change it, or move it. | Asks first | PATCH /workflows/{workflowId} |
| Delete a workflow and its runs. | Asks first | DELETE /workflows/{workflowId} |
| Pause every workflow, or let them go again. | Asks first | PATCH /workspaces/{workspaceId}/workflow-settings |
| Bundle workflows into a playbook. | Asks first | POST /workspaces/{workspaceId}/playbooks |
| Rename a playbook, or take its workflows again. | Asks first | PATCH /playbooks/{playbookId} |
| Delete a playbook. | Asks first | DELETE /playbooks/{playbookId} |
| Install a playbook on sites. | Asks first | POST /playbooks/{playbookId}/installs |
| Take a playbook off a site. | Asks first | DELETE /playbook-installs/{playbookInstallId} |
Dormer
| What it does | How it runs | Route |
|---|---|---|
| Whether Dormer can answer for a team. | Reads | GET /workspaces/{workspaceId}/agent |
| A person's own conversations with Dormer. | Reads | GET /workspaces/{workspaceId}/agent-conversations |
| One of a person's own conversations with Dormer. | Reads | GET /agent-conversations/{agentConversationId} |
| What Dormer has said and done on a question, and where it stands. | Reads | GET /agent-runs/{agentRunId}/events |
| Ask Dormer something, in a new conversation. | Runs at once | POST /workspaces/{workspaceId}/agent-conversations |
| Delete one of a person's own conversations with Dormer. | Runs at once | DELETE /agent-conversations/{agentConversationId} |
| Ask Dormer the next question of a conversation. | Runs at once | POST /agent-conversations/{agentConversationId}/messages |
| Stop Dormer answering a question. | Runs at once | POST /agent-runs/{agentRunId}/stop |
Events and webhooks
| What it does | How it runs | Route |
|---|---|---|
| A team's events: what has happened in it, oldest first. | Reads | GET /workspaces/{workspaceId}/events |
| Where a team's events are sent. | Reads | GET /workspaces/{workspaceId}/team-webhooks |
| Send a team's events to a web address. | Asks first | POST /workspaces/{workspaceId}/team-webhooks |
| Stop sending a team's events to a web address. | Asks first | DELETE /team-webhooks/{teamWebhookId} |
| Send a web address a test event. | Asks first | POST /team-webhooks/{teamWebhookId}/test |
Team, brand and billing
| What it does | How it runs | Route |
|---|---|---|
| A team's Activity log. | Reads | GET /workspaces/{workspaceId}/audit-events |
| A team's plan and subscription. | Reads | GET /workspaces/{workspaceId}/billing |
| What the team's credits were spent on in a month. | Reads | GET /workspaces/{workspaceId}/billing/usage |
| The brand a team's clients see. | Reads | GET /workspaces/{workspaceId}/brand |
| The brand a site's editor shows its guest. | Reads | GET /sites/{siteId}/brand |
| One team. | Reads | GET /workspaces/{workspaceId} |
| A team's members. | Reads | GET /workspaces/{workspaceId}/members |
| A team's invitations, newest first. | Reads | GET /workspaces/{workspaceId}/invitations |
| Name the brand a team's clients see. | Asks first | PATCH /workspaces/{workspaceId}/brand |
| Remove a team's brand. | Asks first | DELETE /workspaces/{workspaceId}/brand |
| Upload the logo a team's clients see. | Asks first | POST /workspaces/{workspaceId}/brand/logo |
| Take the logo off a team's brand. | Asks first | DELETE /workspaces/{workspaceId}/brand/logo |
| Rename a team. | Asks first | PATCH /workspaces/{workspaceId} |
Requests waiting for an OK
| What it does | How it runs | Route |
|---|---|---|
| The calls agents asked a person's OK for. | Reads | GET /workspaces/{workspaceId}/agent-actions |
| One call an agent asked a person's OK for. | Reads | GET /agent-actions/{agentActionId} |
| The agent key or connection asking, with its credits left today. | Reads | GET /workspaces/{workspaceId}/agent-keys/current |
What stays yours
No agent can do these, whatever you approve. Do them in Shingle yourself.
| What it does | Part of | Route |
|---|---|---|
| Start a checkout for the plan or its trial. | Billing and the plan | POST /workspaces/{workspaceId}/billing/checkout |
| Move the subscription to monthly or yearly. | Billing and the plan | POST /workspaces/{workspaceId}/billing/plan |
| Start the plan now, ending the trial. | Billing and the plan | POST /workspaces/{workspaceId}/billing/start-now |
| Cancel the trial or the plan at its end. | Billing and the plan | POST /workspaces/{workspaceId}/billing/cancel |
| Keep a cancelled trial or plan. | Billing and the plan | POST /workspaces/{workspaceId}/billing/resume |
| Change how many extra live sites the plan carries. | Billing and the plan | POST /workspaces/{workspaceId}/billing/extra-sites |
| Start a checkout for a pack of credits. | Billing and the plan | POST /workspaces/{workspaceId}/billing/credits |
| Set the team's monthly credit cap. | Billing and the plan | PATCH /workspaces/{workspaceId}/billing/credit-cap |
| Open the billing portal. | Billing and the plan | POST /workspaces/{workspaceId}/billing/portal |
| Invite someone to a team by email. | People and roles | POST /workspaces/{workspaceId}/members |
| Remove a member from a team, or leave it. | People and roles | DELETE /workspaces/{workspaceId}/members/{userId} |
| Change a member's role. | People and roles | PATCH /workspaces/{workspaceId}/members/{userId} |
| Send an invitation to a team again. | People and roles | POST /workspaces/{workspaceId}/invitations/{invitationId}/resend |
| Revoke an invitation to a team. | People and roles | DELETE /workspaces/{workspaceId}/invitations/{invitationId} |
| Make an agent key. | Keys | POST /workspaces/{workspaceId}/agent-keys |
| End an agent key or a connection. | Keys | POST /agent-keys/{agentKeyId}/revoke |
| Change how much an agent key or a connection does on its own. | Keys | PATCH /agent-keys/{agentKeyId} |
| Remove an ended agent key or connection from the list. | Keys | POST /agent-keys/{agentKeyId}/remove |
| Let an app connect to a team. | Keys | POST /workspaces/{workspaceId}/oauth/authorizations |
| Let an agent key do one thing without asking. | Keys | POST /agent-keys/{agentKeyId}/grants |
| Make an agent key ask again before it does one thing. | Keys | DELETE /agent-key-grants/{agentKeyGrantId} |
| Delete a team and everything in it. | Owning the team | DELETE /workspaces/{workspaceId} |
| Transfer a team's ownership to another member. | Owning the team | POST /workspaces/{workspaceId}/transfer |
| Say OK to a call an agent asked for. | Pressing OK | POST /agent-actions/{agentActionId}/approve |
| Say no to a call an agent asked for. | Pressing OK | POST /agent-actions/{agentActionId}/deny |
| Send a workflow's email that waits for an OK. | Pressing OK | POST /workflow-runs/{workflowRunId}/approve |
| Choose the businesses Autopilot builds demos for. | Pressing OK | POST /workflow-runs/{workflowRunId}/businesses |
| Mark a pitch Autopilot prepared as sent. | Pressing OK | POST /workflow-runs/{workflowRunId}/pitch-sent |
| Let a workflow's work on a site go ahead. | Pressing OK | POST /workflow-runs/{workflowRunId}/site-work |
| Skip the step of a workflow run that waits for an OK. | Pressing OK | POST /workflow-runs/{workflowRunId}/skip |