Update AI agent settings

Update the agent's instructions, drafts, routines, close-the-loop follow-ups, and deployment surfaces. Enabling a surface makes the agent answer customers there. Requires the admin scope.

PATCH

/api/v2/settings/ai-agent

PATCH

/settings/ai-agent

curl -X PATCH "https://productlane.com/api/v2/settings/ai-agent" \
  -H "Authorization: Bearer $PRODUCTLANE_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "enabled": true,
  "welcome_message": "string",
  "example_questions": [
    "string"
  ],
  "custom_instructions": "string",
  "auto_replies_enabled": true,
  "create_linear_issues": true,
  "generate_weekly_summary": true,
  "drafts_enabled": true,
  "drafts_trigger": "EVERY_INBOUND_MESSAGE",
  "drafts_close_the_loop_enabled": true,
  "drafts_custom_prompt": "string",
  "routines_enabled": true,
  "routines_prompt": "string",
  "close_loop_auto_send": true,
  "close_loop_template": "string",
  "close_loop_upvote_template": "string",
  "close_loop_project_template": "string",
  "deploy_slack": true,
  "deploy_teams": true,
  "deploy_api": true,
  "deploy_support_portal": true,
  "deploy_feature_requests": true
}'

Authorization

Authorization
string
header
required
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Body

application/json

enabled
boolean
welcome_message
string
example_questions
string[]
custom_instructions
string | null
Replaces the whole text. null clears it.
auto_replies_enabled
boolean
Lets the agent answer customers by email.
create_linear_issues
boolean
generate_weekly_summary
boolean
drafts_enabled
boolean
drafts_trigger
enum<string>
One of:
EVERY_INBOUND_MESSAGE
NEW_THREADS_ONLY
drafts_close_the_loop_enabled
boolean
drafts_custom_prompt
string | null
Replaces the whole text. null clears it.
routines_enabled
boolean
routines_prompt
string | null
Replaces the whole text. null clears it.
close_loop_auto_send
boolean
Sends the close-the-loop follow-up without review once a linked issue or project ships.
close_loop_template
string | null
Follow-up when a linked issue ships. null restores the default.
close_loop_upvote_template
string | null
Follow-up for customers who upvoted a shipped request. null restores the default.
close_loop_project_template
string | null
Follow-up when a linked project ships. null restores the default.
deploy_slack
boolean
deploy_teams
boolean
deploy_api
boolean
deploy_support_portal
boolean
deploy_feature_requests
boolean

Response

application/json

Successful response

enabled
boolean
required
welcome_message
string
required
example_questions
string[]
required
custom_instructions
string | null
required
create_linear_issues
boolean
required
generate_weekly_summary
boolean
required
auto_replies_enabled
boolean
required
drafts_enabled
boolean
required
drafts_trigger
string
required
One of EVERY_INBOUND_MESSAGE, NEW_THREADS_ONLY.
drafts_close_the_loop_enabled
boolean
required
drafts_custom_prompt
string | null
required
routines_enabled
boolean
required
routines_prompt
string | null
required
close_loop
object
required
deployed_on
object
required
updated_at
string
required

{
  "enabled": true,
  "welcome_message": "string",
  "example_questions": [
    "string"
  ],
  "custom_instructions": "string",
  "create_linear_issues": true,
  "generate_weekly_summary": true,
  "auto_replies_enabled": true,
  "drafts_enabled": true,
  "drafts_trigger": "string",
  "drafts_close_the_loop_enabled": true,
  "drafts_custom_prompt": "string",
  "routines_enabled": true,
  "routines_prompt": "string",
  "close_loop": {
    "auto_send": true,
    "template": "string",
    "upvote_template": "string",
    "project_template": "string"
  },
  "deployed_on": {
    "slack": true,
    "teams": true,
    "api": true,
    "support_portal": true,
    "feature_requests": true
  },
  "updated_at": "string"
}

curl -X PATCH "https://productlane.com/api/v2/settings/ai-agent" \ -H "Authorization: Bearer $PRODUCTLANE_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "enabled": true, "welcome_message": "string", "example_questions": [ "string" ], "custom_instructions": "string", "auto_replies_enabled": true, "create_linear_issues": true, "generate_weekly_summary": true, "drafts_enabled": true, "drafts_trigger": "EVERY_INBOUND_MESSAGE", "drafts_close_the_loop_enabled": true, "drafts_custom_prompt": "string", "routines_enabled": true, "routines_prompt": "string", "close_loop_auto_send": true, "close_loop_template": "string", "close_loop_upvote_template": "string", "close_loop_project_template": "string", "deploy_slack": true, "deploy_teams": true, "deploy_api": true, "deploy_support_portal": true, "deploy_feature_requests": true }'

{ "enabled": true, "welcome_message": "string", "example_questions": [ "string" ], "custom_instructions": "string", "create_linear_issues": true, "generate_weekly_summary": true, "auto_replies_enabled": true, "drafts_enabled": true, "drafts_trigger": "string", "drafts_close_the_loop_enabled": true, "drafts_custom_prompt": "string", "routines_enabled": true, "routines_prompt": "string", "close_loop": { "auto_send": true, "template": "string", "upvote_template": "string", "project_template": "string" }, "deployed_on": { "slack": true, "teams": true, "api": true, "support_portal": true, "feature_requests": true }, "updated_at": "string" }