Create an automation rule

Creates one organization-scoped automation rule. Auto-close rules persist visitor-facing close copy as localized variants and require an empty action object. Auto-assign rules validate that the target operator belongs to the same organization. The operation enforces the workflow automation plan feature and the 200-rule organization limit. Access requires an active organization administrator session or an organization API key with the `automation-rules:write` scope. API-key calls also require the automation API module. Data is isolated to the authenticated organization; identifiers from another organization or site are not disclosed.

POST/api/automation-rules

Authorization

AuthorizationBearer <token>

Organization API key supplied as Authorization: Bearer convor_sk_....

In: header

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

`application/json`

{
  "id": "2bca49c7-cbac-4238-ae7c-f5dfe40a3345",
  "orgId": "8ea0b557-d794-41ce-b86e-44f4780da2b5",
  "name": "Assign billing conversations",
  "type": "auto_assign",
  "condition": {
    "field": "keyword",
    "value": "invoice"
  },
  "action": {
    "operatorId": "3f042a6a-579c-4c21-9fd4-c3a8323d5caf"
  },
  "enabled": true,
  "translations": [],
  "createdAt": "2026-08-03T18:00:00.000Z",
  "updatedAt": "2026-08-03T18:00:00.000Z"
}

{
  "error": {
    "code": "string",
    "message": "string",
    "fields": {
      "property1": "string",
      "property2": "string"
    },
    "details": {},
    "correlationId": "string"
  }
}

{
  "error": {
    "code": "UNAUTHORIZED",
    "message": "Authentication is required.",
    "correlationId": "req_01K0MANAGEMENT401"
  }
}

{
  "error": {
    "code": "INTEGRATION_MODULE_REQUIRED",
    "message": "The automation API module is required.",
    "details": {
      "module": "automation_api",
      "feature": "public_api"
    },
    "correlationId": "req_01K0MANAGEMENT402"
  }
}

{
  "error": {
    "code": "FORBIDDEN",
    "message": "The caller lacks the required role or API-key scope.",
    "correlationId": "req_01K0MANAGEMENT403"
  }
}

{
  "error": {
    "code": "NOT_FOUND",
    "message": "The requested resource was not found.",
    "correlationId": "req_01K0MANAGEMENT404"
  }
}

{
  "error": {
    "code": "string",
    "message": "string",
    "fields": {
      "property1": "string",
      "property2": "string"
    },
    "details": {},
    "correlationId": "string"
  }
}

{
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "The request payload is invalid.",
    "details": {
      "field": "name"
    },
    "correlationId": "req_01K0MANAGEMENT422"
  }
}

{
  "error": {
    "code": "RATE_LIMITED",
    "message": "Too many requests.",
    "correlationId": "req_01K0MANAGEMENT429"
  }
}

{
  "error": {
    "code": "string",
    "message": "string",
    "fields": {
      "property1": "string",
      "property2": "string"
    },
    "details": {},
    "correlationId": "string"
  }
}

Request examples

curl

curl --request POST \
  'https://api.convor.io/api/automation-rules' \
  --header 'Accept: application/json' \
  --header 'Authorization: Bearer convor_sk_...' \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Assign billing conversations",
  "type": "auto_assign",
  "condition": {
    "field": "keyword",
    "value": "invoice"
  },
  "action": {
    "operatorId": "3f042a6a-579c-4c21-9fd4-c3a8323d5caf"
  },
  "enabled": true,
  "translations": []
}'

JavaScript

const response = await fetch("https://api.convor.io/api/automation-rules", {
  method: "POST",
  headers: {
    "Accept": "application/json",
    "Authorization": "Bearer convor_sk_...",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    "name": "Assign billing conversations",
    "type": "auto_assign",
    "condition": {
      "field": "keyword",
      "value": "invoice"
    },
    "action": {
      "operatorId": "3f042a6a-579c-4c21-9fd4-c3a8323d5caf"
    },
    "enabled": true,
    "translations": []
  }),
});

const contentType = response.headers.get("content-type") ?? "";
const data = response.status === 204
  ? null
  : contentType.includes("json")
    ? await response.json()
    : contentType.startsWith("text/")
      ? await response.text()
      : await response.blob();

if (!response.ok) {
  const message = typeof data === "object" && data !== null
    && "error" in data && typeof data.error === "object"
    && data.error !== null && "message" in data.error
      ? String(data.error.message)
      : "Convor API request failed (" + response.status + ")";
  throw new Error(message);
}

console.log(data);

Was this page helpful?

Create an automation rule

POST/api/automation-rules

Authorization

AuthorizationBearer <token>

Organization API key supplied as Authorization: Bearer convor_sk_....

In: header

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

name*string

type*string

condition*|||

action?

enabled?boolean

translations?array<>

Response Body

`application/json`

{
  "id": "2bca49c7-cbac-4238-ae7c-f5dfe40a3345",
  "orgId": "8ea0b557-d794-41ce-b86e-44f4780da2b5",
  "name": "Assign billing conversations",
  "type": "auto_assign",
  "condition": {
    "field": "keyword",
    "value": "invoice"
  },
  "action": {
    "operatorId": "3f042a6a-579c-4c21-9fd4-c3a8323d5caf"
  },
  "enabled": true,
  "translations": [],
  "createdAt": "2026-08-03T18:00:00.000Z",
  "updatedAt": "2026-08-03T18:00:00.000Z"
}

{
  "error": {
    "code": "string",
    "message": "string",
    "fields": {
      "property1": "string",
      "property2": "string"
    },
    "details": {},
    "correlationId": "string"
  }
}

{
  "error": {
    "code": "UNAUTHORIZED",
    "message": "Authentication is required.",
    "correlationId": "req_01K0MANAGEMENT401"
  }
}

{
  "error": {
    "code": "INTEGRATION_MODULE_REQUIRED",
    "message": "The automation API module is required.",
    "details": {
      "module": "automation_api",
      "feature": "public_api"
    },
    "correlationId": "req_01K0MANAGEMENT402"
  }
}

{
  "error": {
    "code": "FORBIDDEN",
    "message": "The caller lacks the required role or API-key scope.",
    "correlationId": "req_01K0MANAGEMENT403"
  }
}

{
  "error": {
    "code": "NOT_FOUND",
    "message": "The requested resource was not found.",
    "correlationId": "req_01K0MANAGEMENT404"
  }
}

{
  "error": {
    "code": "string",
    "message": "string",
    "fields": {
      "property1": "string",
      "property2": "string"
    },
    "details": {},
    "correlationId": "string"
  }
}

{
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "The request payload is invalid.",
    "details": {
      "field": "name"
    },
    "correlationId": "req_01K0MANAGEMENT422"
  }
}

{
  "error": {
    "code": "RATE_LIMITED",
    "message": "Too many requests.",
    "correlationId": "req_01K0MANAGEMENT429"
  }
}

{
  "error": {
    "code": "string",
    "message": "string",
    "fields": {
      "property1": "string",
      "property2": "string"
    },
    "details": {},
    "correlationId": "string"
  }
}

Request examples

curl

curl --request POST \
  'https://api.convor.io/api/automation-rules' \
  --header 'Accept: application/json' \
  --header 'Authorization: Bearer convor_sk_...' \
  --header 'Content-Type: application/json' \
  --data '{
  "name": "Assign billing conversations",
  "type": "auto_assign",
  "condition": {
    "field": "keyword",
    "value": "invoice"
  },
  "action": {
    "operatorId": "3f042a6a-579c-4c21-9fd4-c3a8323d5caf"
  },
  "enabled": true,
  "translations": []
}'

JavaScript

const response = await fetch("https://api.convor.io/api/automation-rules", {
  method: "POST",
  headers: {
    "Accept": "application/json",
    "Authorization": "Bearer convor_sk_...",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    "name": "Assign billing conversations",
    "type": "auto_assign",
    "condition": {
      "field": "keyword",
      "value": "invoice"
    },
    "action": {
      "operatorId": "3f042a6a-579c-4c21-9fd4-c3a8323d5caf"
    },
    "enabled": true,
    "translations": []
  }),
});

const contentType = response.headers.get("content-type") ?? "";
const data = response.status === 204
  ? null
  : contentType.includes("json")
    ? await response.json()
    : contentType.startsWith("text/")
      ? await response.text()
      : await response.blob();

if (!response.ok) {
  const message = typeof data === "object" && data !== null
    && "error" in data && typeof data.error === "object"
    && data.error !== null && "message" in data.error
      ? String(data.error.message)
      : "Convor API request failed (" + response.status + ")";
  throw new Error(message);
}

console.log(data);

Was this page helpful?

Create an automation rule

Authorization

Request Body

Response Body

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

`application/json`

Request examples

curl

JavaScript

On this page

Create an automation rule

Authorization

Request Body

Response Body

`application/json`

`application/json`

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Request examples

curl

JavaScript

On this page

Create an automation rule

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On this page

Create an automation rule

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400application/json

401application/json

402application/json

403application/json

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409application/json

422application/json

429application/json

500application/json

On this page

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