Introduction

Welcome to the Structurely Holmes API! You can use our API to view, update, query both leads and agent's accounts. This API is a work in progress and is not in a final state. API endpoints, authentication flows, and availability may be subject to change at any time. If you are intestested in working with us via our API please contact us at info@structurely.com

Authentication

All requests to the API in must include the header X-Api-Authorization with your API key. There will soon be a OAuth2 flow for obtaining bearer tokens to use in the Authorization header. To get an API key please contact us.

Overview

Endpoints

All endpoints are hosted by the domain api.structurely.com. All requests must use https. Any request with the protocol http will be redirected to https with the status code 301. The path for the api will always start with /v1. Every resource endpoint will start with https://api.structurely.com/v1.

Types

Type	Description
ObjectId	A 24 byte hexadecimal string. See ObjectId.
Boolean	A JSON boolean represented by either true or false.
Integer	A plain integer. May be restricted by an interval (i.e. Intenger[0,), Integer[0,10], Integer(0,100]).
Float	A floating point number.
String	A plain string. When used as a url or query parameter, it must be url escaped.
DateTime	A date time string that can be parsed into a time zone aware date time object.
List	An array of values of either a primitive type or a schema. Usually has a type name defined (i.e. List<Agent>, List<Integer>)
Enum	A single value that can be any primative type. Always has a set of possible values defined (i.e. Enum{'hello', 'world'}, Enum{0, 1, 2})

Agents

The Agent resource represents an account in homechat. An agent has settings and owns leads.

Schemas

Agent

Field	Type	Description	Readable?	Writable?
id	ObjectId	The ID of the agent this resource represents.	Yes	No
email	String	The email of the agent. This is unique and used for login credentials	Yes	No

List Agents

curl 'https://api.structurely.com/v1/agents?userId=1025&email=john.richards191919%40example.com' \
  -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
    "_metadata": {
        "collection": "agents",
        "limit": 10,
        "offset": 0,
        "total": 1
    },
    "agents": [
        {
            "id": "5b92de82f434f50034330e46",
            "email": "john.richards191919@example.com"
        }
    ]
}

This endpoint returns a list of agents sorted and/or filtered by the given parameters. This request requires the user_id parameter which refers to a third party integration user id (e.g. liondesk).

HTTP Request

GET https://api.structurely.com/v1/agents

Query Parameters

Parameter	Type	Description	Required?	Default
userId[1]	String,Integer	The third party user id	Yes	None
limit	Integer[1,100]	The number of results to return	No	10
offset	Integer[0,)	Indicates the number of results to skip	No	0
sort[2]	String	A comma separated list of fields to sort by	No	email
email[3]	String	A partial or full email to search	No	None

1. This field expects the request to be coming from a system that has already integrated with Homechat. This field is expected to be removed in the near future and is only here to assist in finding an agent in Homechat that has an account in a different system.
2. The sort string allows multiple fields with left to right precedence with optional - or + for controlling ascending and descending order
3. String search fields use a case insensitive partial filter that can match any part of the string

Create Lead

curl 'https://api.structurely.com/v1/agents/5d1faa9de1b5b447404cb545/leads' \
  -H 'X-Api-Authorization: myapikey' -H 'Content-Type: application/json' \
  -d '{ "name": "John James", "email": "john.james@gmail.com", "phone": "+15551234567", "source": "EasyAgentPro", "type": "Buyer", "conversation": { "initialMessage": "Hello, I am interested in 123 Main St." }, "search": { "addresses": ["123 Main St."] }, "integrations": { "boomtown": { "primaryId": { "name": "contact_id", "value": "1" }, "secondaryIds": [] } }}'

The above command returns JSON structured like this:

{
  "id": "5d1fb274e1b5b454fb43b45c",
    "name": "John James",
    "email": "john.james@gmail.com",
    "phone": "+15551234567",
  "readiness": "",
  "firstContact": 1529970559.365,
  "lastContact": 1530572384.613,
  "muted": false,
    "conversation": {
    "collection": "lead.conversation",
    "next": "https://api.structurely.com/v1/leads/5d1fb274e1b5b454fb43b45c/conversation",
    "total": 108
    },
    "integrations": {
        "boomtown": {
            "primaryId": {
                "name": "contact_id",
                "value": "1"
            },
            "secondaryIds": []
        }
    }
}

!!! WIP !!! Full docs and changes to the /leads endpoints will be made in the near future.

This lead endpoint creates a new lead for the agent with the given id. The lead will will be contacted as a lead that filled out a contact form. Hours of operation and other chatbot settings apply to the lead so contact the first message may not be sent immediately or even at all in the appropriate circumstances.

HTTP Request

POST https://api.structurely.com/v1/agents/<id>/leads

URL Parameters

Parameter	Description
id	The ID of the lead to retrieve

Body Parameters^{[^]}

!!! TODO !!!

Leads

The Lead resource represents a single contact possibly with a conversation in homechat. This conversation includes messages by agents, the lead, and Holmes.

Schemas

Lead

Field	Type	Description	Readable?	Writable?
id	ObjectId	The ID of the lead this resource represents.	Yes	No
name	String	The full name of the lead.	Yes	Yes
email	String	The email of the lead.	Yes	Yes
phone	String	The phone number of the lead in the format +15551234567.	Yes	No
readiness	String	The readiness of the lead. Can be one of the following values: active, just_looking, researching, or an empty string.	Yes	No
firstContact	Float	The number of seconds after the unix epoch since first contact was made with this lead.	Yes	No
lastContact	Float	The number of seconds after the unix epoch since the latest contact was made with this lead.	Yes	No
muted	Boolean	Indicates whether Holmes is muted in the conversation or not.	Yes	Yes
stages	List[String]	The list of stages this lead is in. Can be any combination of the following values: responded, not_responded, interested, not_interested, needs_follow_up, suggest_fallback.	Yes	No
tags	List[String]	The tags attached to this lead. Can be any string to associate with the lead.	Yes	Yes
conversation	LeadConversation	The conversation metadata object for this lead.	Yes	No

LeadConversation

Field	Type	Description	Readable?	Writable?
collection	String	Always the value lead.conversation.	Yes	No
total	Integer	The total number of messages sent by the lead, Holmes, and the agent.	Yes	No
next[1]	String	The url for the next 100 or fewer messages in the sequence.	Yes	No

1. If this object is not part of a response in a sequence, the next value will be the url for the latest 100 messages for this lead conversation.

LeadMessage

Field	Type	Description	Readable?	Writable?
id	ObjectId	The ID of the message for this conversation.	Yes	No
received	Float	The unix timestamp this message was received/sent.	Yes	No
text	String	The text of the message that was sent or received.	Yes	No
type[1]	String	The type of the message. It will either be message, response, or agentMessage.	Yes	No

1. The type message is set if the message was sent by the lead. The type response is set if the message was sent by Holmes. The type agentMessage is set if the message was sent by the agent from homechat.

List Leads

curl 'https://api.structurely.com/v1/leads?ownerId=59275069dec26a0d20fcc41e&name=john' \
  -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
  "_metadata": {
    "collection": "leads",
    "limit": 10,
    "offset": 0,
    "total": 3
  },
  "leads": [
    {
      "id": "5b317f7f97f5a50048e1a516",
      "name": "John Doe",
      "email": "jdoe@example.com",
      "phone": "+15551234567",
      "readiness": "",
      "firstContact": 1529970559.365,
      "lastContact": 1530572384.613,
      "muted": false,
      "tags": [],
      "conversation": {
        "collection": "lead.conversation",
        "total": 10,
        "next": "https://api.structurely.com/v1/leads/5b317f7f97f5a50048e1a516/conversation"
      }
    },
    {
      "id": "5a8b7ce54aecff0034c31776",
      "name": "john doe",
      "email": "the.real.jdoe@example.com",
      "phone": "+15551112222",
      "readiness": "active",
      "firstContact": 1519090916.902,
      "lastContact": 1519090973.948,
      "muted": false,
      "tags": [],
      "conversation": {
        "collection": "lead.conversation",
        "total": 2,
        "next": "https://api.structurely.com/v1/leads/5a8b7ce54aecff0034c31776/conversation"
      }
    },
    {
      "id": "5a690b0ef4a8dc00359afb57",
      "name": "John Harkin",
      "email": "jharkin@example.com",
      "phone": "+15557654321",
      "readiness": "just_looking",
      "firstContact": 1516833549.595,
      "lastContact": 1516833576.27,
      "muted": true,
      "tags": [],
      "conversation": {
        "collection": "lead.conversation",
        "total": 4,
        "next": "https://api.structurely.com/v1/leads/5a690b0ef4a8dc00359afb57/conversation"
      }
    }
  ]
}

This endpoint returns a list of leads sorted and/or filtered by the given parameters. This request requires the ownerId parameter which refers to an agent id.

HTTP Request

GET https://api.structurely.com/v1/leads

Query Parameters

Parameter	Type	Description	Required?	Default
ownerId	ObjectId	The id of the agent that owns this lead	Yes	None
limit	Integer[1,100]	The number of results to return	No	10
offset	Integer[0,)	Indicates the number of results to skip	No	0
sort[1]	String	A comma separated list of fields to sort by	No	-lastContact
name[2]	String	A partial or full name to search	No	None
email[2]	String	A partial or full email to search	No	None
phone[2]	String	A partial or full phone number to search	No	None

1. The sort string allows multiple fields with left to right precedence with optional - or + for controlling ascending and descending order
2. String search fields use a case insensitive partial filter that can match any part of the string

Create Lead

curl 'https://api.structurely.com/v1/leads' \
  -H 'X-Api-Authorization: myapikey' -H 'Content-Type: application/json' \
  -d '{ "name": "John James", "email": "john.james@gmail.com", "phone": "+15551234567", "source": "EasyAgentPro", "type": "Buyer", "tags": ["use-case-1"], "conversation": { "initialMessage": "Hello, I am interested in 123 Main St." }, "search": { "addresses": ["123 Main St."] }, "integrations": { "boomtown": { "primaryId": { "name": "contact_id", "value": "1" }, "secondaryIds": [] } }}'

The above command returns JSON structured like this:

{
  "id": "5d1fb274e1b5b454fb43b45c",
    "name": "John James",
    "email": "john.james@gmail.com",
    "phone": "+15551234567",
  "readiness": "",
  "firstContact": 1529970559.365,
  "lastContact": 1530572384.613,
  "muted": false,
  "tags": ["use-case-1"],
    "conversation": {
    "collection": "lead.conversation",
    "next": "https://api.structurely.com/v1/leads/5d1fb274e1b5b454fb43b45c/conversation",
    "total": 108
    },
    "integrations": {
        "boomtown": {
            "primaryId": {
                "name": "contact_id",
                "value": "1"
            },
            "secondaryIds": []
        }
    }
}

!!! WIP !!! Full docs and changes to the /leads endpoints will be made in the near future.

This lead endpoint creates a new lead for entity that owns the api key with the given id. The lead will will be contacted as a lead that filled out a contact form. Hours of operation and other chatbot settings apply to the lead so contact the first message may not be sent immediately or even at all in the appropriate circumstances.

HTTP Request

POST https://api.structurely.com/v1/leads

Body Parameters^{[^]}

!!! TODO !!!

Get Lead

curl 'https://api.structurely.com/v1/leads/5ab1973c62c5be0034c2102c' \
  -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
  "id": "5ab1973c62c5be0034c2102c",
  "name": "John Doe",
  "email": "jdoe@example.com",
  "phone": "+15551234567",
  "readiness": "researching",
  "firstContact": 1529970559.365,
  "lastContact": 1530572384.613,
  "muted": false,
  "tags": ["form-registration"],
  "conversation": {
    "collection": "lead.conversation",
    "next": "https://api.structurely.com/v1/leads/5ab1973c62c5be0034c2102c/conversation",
    "total": 108
  }
}

This endpoint returns a specific lead.

HTTP Request

GET https://api.structurely.com/v1/leads/<id>

URL Parameters

Parameter	Description
id	The ID of the lead to retrieve

Get Lead Conversation

curl 'https://api.structurely.com/v1/leads/5ab1973c62c5be0034c2102c/conversation' \
  -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
  "_metadata": {
    "collection": "lead.conversation",
    "next": "https://api.structurely.com/v1/leads/5ab1973c62c5be0034c2102c/conversation?before=1540400827.866",
    "total": 108
  },
  "conversation": [
    {
      "id": "5bd0a6bbbfd5b5002268f971",
      "received": 1540400827.866,
      "text": "It's always helpful to have financing figured out early in the process!",
      "type": "response"
    },
    {
      "id": "5c018167def58d0021d267cd",
      "received": 1543602535.414,
      "text": "Thank's for all the help. I'm really excited to see this home tomorrow.",
      "type": "message"
    }
  ]
}

This endpoint returns a specific lead's conversaton. It will return no more than 100 messages at a time. The _metadata.next value gives the url that will return the next batch of messages in the sequence. If there are no more messages _metadata.next will be null. If the before parameter is used, the next batch will be before the earliest message and if after is used, the next batch will be after the latest message. If there is no parameter defined the latest 100 messages are returned and the _metadata.next url will be for the previous batch with a before parameter. The _metadata.total value returns the total number of messages in the conversation.

HTTP Request

GET https://api.structurely.com/v1/leads/<id>/conversation

URL Parameters

Parameter	Description
id	The ID of the lead to retrieve the conversation for

Query Parameters

Parameter	Type	Description	Required?	Default
before[1]	Float	The unix timestamp all messages must have been received before	No	None
after[1]	Float	The unix timestamp all messages must have been received after	No	None

1. The before and after parameters are mutually exclusive. Neither is required but only one may be present.

Update Lead

curl 'https://api.structurely.com/v1/leads/5ab1973c62c5be0034c2102c' \
  -X PATCH \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '{ "muted": true, "tags": ["first-time-home-buyer"] }'

The above command returns JSON structured like this:

{
  "id": "5ab1973c62c5be0034c2102c",
  "name": "John Doe",
  "email": "jdoe@example.com",
  "phone": "+15551234567",
  "readiness": "just_looking",
  "firstContact": 1529970559.365,
  "lastContact": 1530572384.613,
  "muted": true,
  "tags": ["new-lead", "first-time-home-buyer"]
  "conversation": {
    "collection": "lead.conversation",
    "next": "https://api.structurely.com/v1/leads/5ab1973c62c5be0034c2102c/conversation",
    "total": 108
  }
}

This endpoint updates a specific lead and returns the modified lead object. Tags are added to existing tags.

HTTP Request

PATCH https://api.structurely.com/v1/leads/<id>

URL Parameters

Parameter	Description
id	The ID of the lead to update

Body Parameters^{[^]}

Parameter	Type
name	String
email	String
muted	Boolean
tags	List[String]

Conversations

The Conversation resource represents a conversational exchange with Aisa. This is distict from a lead because it interfaces directly with aisa rather than showing up for an agent in homechat.

Schemas

Conversation

Field	Type	Description	Readable?	Writable?	Required?	Default
id	ObjectId	The ID of the conversation this resource represents.	Yes	No	No
settings	ConversationSettings	The settings for holmes per this conversation.	Yes	No	Yes
slots	List<ConversationSlot>	A list of extracted or pre-filled values relating to the conversation.	Yes	No	Yes
muted	Boolean	A boolean flag to tell Holmes whether or not this conversation is muted. A muted conversation can still receive messages but will generate no replies.	Yes	Yes	No	false
stages	List<String>	A list of stages this conversation is currently in.	Yes	No	No
messages	List<ConversationItem>	A list of lead messages and system responses with the context value with each response.	No	No	Yes

ConversationSettings

Field	Type	Description	Readable?	Writable?	Required?	Default
timeZone	String	The time zone the realtor and/or lead. (See list)	Yes	No	Yes
holmesName	String	The name of conversation AI to use in responses.	Yes	No	No	Aisa
leadTypes	List<String>	The lead types that will be supported in this conversation. Possible values are buyer, seller, and renter	Yes	No	No	['buyer', 'seller']
allowedDomains	List<String>	The domains that this conversation can use for conversation flows. Possible values are real_estate and mortgage. When a lead sets or changes its lead type, the domain determines what scripts to use.	Yes	No	No	['real_estate']
dripCampaignEnabled	Boolean	If set to true, Holmes drip campaigns will be used for an unresponsive lead. Only runs if there is no lead message following a system response in the messages list.	Yes	No	false
reDripsEnabled	Boolean	If set to true, Holmes will re-engage leads that have responded but are not responding to the current prompt. Will use the current context to determine outbound re-drips even if a custom response is generated by the third party user.	Yes	No	false

ConversationSlot

Field	Type	Description	Readable?	Writable?	Required?
name[a]	String	The name of the slot.	Yes	No	Yes
value[a]	Any	The value of the slot.	Yes	No	Yes

ConversationItem

Field	Type	Description	Readable?	Writable?	Required?
message	Message	A message the lead sent.	No	Yes	Yes[1]
respone	Message	A respone sent by the system.	No	Yes	Yes[1]
context[b]	String	The context set by the response in this conversation item.	No	Yes	Yes[2]

1. message and response are mutually exclusive. At least one is required to be present but not both.
2. context is only required if the response field is used.

Message

Field	Type	Description	Readable?	Writable?	Required?
text	String	The text of the message.	No	Yes	Yes
received	DateTime	The time the message was sent or received.	No	Yes	Yes
_metadata[1]	MessageMetaData	An optional metadata object to set the outgoing context for a response.	No	Yes	No

1. _metadata is only used when creating a response object.

MessageMetaData

Field	Type	Description	Readable?	Writable?	Required?
context	String	The outgoing context of this response. Used by Holmes to classify messages sent after this response.	No	Yes	No

Slots, Contexts, and Stages

Slots

Name	Type	Description
Lead Contact Information
name	String	The name of the lead.
email	String	The email of the lead.
phone	String	The phone number of the lead.
address	String	The address of the property a buyer lead is interested in.
selling_address	String	The address of the property a seller lead is trying to sell.
lead_type	List<String>	A list of lead types this lead is considered as. Not limited to but includes any of buyer, buyer_specific, renter, renter_specific, seller, just_looking, pending_sale_interest, investor, rent_to_own, rent_to_own_specific, new_home_loan, new_home_loan_specific, home_refinance or a combination thereof.
Agent Contact Information
agent_name	String	The name of the agent Holmes is messaging on the behalf of.
agent_email	String	The email of the agent.
agent_phone	String	The phone of the agent.
agency_name	String	The name of the agency the agent works for or Holmes is messaging on the behalf of.
office_location	String	The general location of the realtor office the system is representing.
General Lead Information
agent_status	Boolean	True if the lead is already working with an agent.
alternate_plan	String
appointment	String	The time the lead is available for an appointment.
baths	Float	The specific number bathrooms the lead is looking for.
baths_min	Float	The minimum number of bathrooms the lead is looking for.
baths_max	Float	The maximum number of bathrooms the lead is looking for.
beds	Integer	The specific number of bedrooms the lead is looking for.
beds_min	Integer	The minimum number of bedrooms the lead is looking for.
beds_max	Integer	The maximum number of bedrooms the lead is looking for.
benefit	Boolean
business_development	Enum	Business development. Possible values: {'outbound', 'inbound', 'paid', 'referral', 'networking'}
call_availability	String	The time when the lead is available for a call with the agent.
company_name	String
competitor_status	Boolean
confidence	Enum	Confidence. Possible values: {'very_confident', 'somewhat_confident', 'not_confident'}
contact_confirmation	Boolean
contact_time	String
content_offer	Boolean
contingency	Boolean	True if the lead needs to sell their current home before buying.
credit	Enum	Credit rating. Possible values: {'very_poor', 'fair', 'good', 'very_good', 'excellent'}
credit_score	Integer[300,850]
debt_to_income	Float[0,50]
decision_maker	Boolean
decision_process	String
delivery_followup	Boolean
description	String
down_payment	Float
down_payment_min	Float
down_payment_max	Float
employment_status	Enum	Employment status. Possible values: {'self_employed', 'employed', 'not_employed'}
equity_status	Float
equity_status_min	Float
equity_status_max	Float
favorite_city	String
financial_default	Enum	Financial default. Possible values: {'bankruptcy', 'foreclosure', 'short_sale', 'missed_payments'}
financing_status	Boolean	True if the lead is prequalified or paying with cash.
first_time_buyer	Boolean
fsbo_reason	String
garage_stalls	Integer[0,8]	Number of garage stalls.
garage_stalls_min	Integer[0,8]	Minimum number of garage stalls.
garage_stalls_max	Integer[0,8]	Maximum number of garage stalls.
home_style	Enum	The home style(s) the lead is interested in. Possible values: {'art_deco', 'barndominium', 'bungalow', 'cape_cod', 'colonial', 'condominium', 'contemporary', 'craftsman', 'creole', 'dutch_colonial', 'farmhouse', 'federal', 'french_provincial', 'georgian', 'gothic_revival', 'greek_revival', 'international', 'italianate', 'log_cabin', 'modern', 'monterey', 'national', 'neoclassical', 'prairie', 'pueblo', 'queen_anne', 'ranch', 'regency', 'saltbox', 'second_empire', 'shed', 'shingle', 'shotgun', 'spanish_eclectic', 'split_level', 'stick', 'tudor', 'victorian', 'other'}
image	String
income	Float
interest	Enum	Interest. Possible values: {'interested', 'not_interested', 'somewhat_interested', 'postponed_interested'}
is_agent	Boolean	True if the lead is an agent.
is_investor	Boolean	True if the lead is an investor buying property.
is_local	Boolean
language	Enum	The language detected in this conversation. Current conversation support is for English and Spanish languages only. Possible values: {'spanish', 'mandarin', 'french', 'hindi', 'arabic', 'portuguese', 'bengali', 'russian', 'japanese', 'punjabi', 'english'}
lead_priority	Enum	Lead priority. Possible values: {'now', 'soon', 'later', 'distant', 'never'}
lead_source	String	The source of the lead. Can be any string.
lender_status	Boolean
listing_appointment	String	The time the lead is available for an appointment about their listing.
listing_url	String
living_space	Integer	The living space the lead is searching for.
living_space_min	Integer	The minimum living space the lead is searching for.
living_space_max	Integer	The maximum living space the lead is searching for.
loan_balance	Integer	The loan balance.
loan_balance_min	Integer	The minimum loan balance.
loan_balance_max	Integer	The maximum loan balance.
loan_type	Enum	Loan type. Possible values: {'fha', 'conventional', 'va', 'reverse_mortgage', 'jumbo', 'usda'}
location	String	The general location the lead is interested in buying.
lot_size	Integer	The lot size the lead is searching for.
lot_size_min	Integer	The minimum lot size the lead is searching for.
lot_size_max	Integer	The maximum lot size the lead is searching for.
meeting_location	String	Special values: webcam, zoom, google_hangouts, uberconference, open
military_active_duty	Boolean
military_branch	Enum	Possible values: {'army', 'air_force', 'coast_guard', 'marines', 'navy', 'national_guard', 'space_force'}
military_discharge_type	Enum	Possible values: {'honorable_discharge', 'general_discharge', 'other_than_honorable_discharge', 'bad_conduct_discharge', 'dishonorable_discharge', 'entry_level_separation', 'medical_separation', 'separation_for_convenience_of_the_government'}
military_reserves_service	Boolean
military_service_term	Integer
mortgage_escrow	Boolean
mortgage_intent	Enum	Possible values: {'preapproval', 'rate_quote'}
motivation	Enum	Possible values: {'new_job', 'lost_job', 'downsizing', 'upsizing', 'death', 'debt', 'divorce', 'lease_expiry', 'lifestyle', 'investment', 'environmental', 'save_money', 'closer_to_family', 'tired_of_renting', 'new_children', 'retiring', 'space_for_animals', 'neighbor_sold_property', 'sold_property', 'ready_to_move', 'closer_to_school', 'closer_to_friends', 'good_schools', 'vacation_interest', 'homeless', 'privacy', 'weather'}
motivation_plans	String
outcome	String
ownership	Enum	Possible values: {'sole_owner', 'co_owner', 'third_party_owner', 'no_ownership'}
ownership_timeline	String	Special value: open
price	Float	The specific price the lead is looking for.
price_min	Float	The minimum price the lead is looking for.
price_max	Float	The maximum price the lead is looking for.
prior_loan_experience	Boolean
problem	String
promotional_offer	Enum	Interest. Possible values: {'interested', 'not_interested', 'somewhat_interested', 'postponed_interested'}
property_feature	Enum	Possible values: {'access_to_water', 'big_yard', 'detached_garage', 'exposed_beams', 'exposed_brick', 'finished_basement', 'handicap_accessible', 'home_office', 'pool', 'space_to_entertain', 'updated_baths', 'updated_kitchen', 'vaulted_ceilings', 'walkable_neighborhood', 'fenced_yard', 'other'}
property_info_request	Enum	Possible values: {'baths', 'beds', 'boat_slip', 'community_info', 'covenants', 'days_on_market', 'deed_restrictions', 'disclosures', 'expected_dom', 'floorplan', 'garage_spaces', 'hoa', 'living_space', 'lot_rent', 'lot_size', 'owners', 'pet_friendly', 'price', 'property_location', 'property_type', 'public_remarks', 'rental_history', 'schools', 'senior_community', 'status', 'stories', 'taxes', 'transactions', 'utilities', 'year_built', 'zoning'}
property_location	String
property_preferences	String
property_records	Enum	Possible values: {'second_mortgage', 'lien'}
property_status	Enum	Possible values: {'active', 'sold', 'pending'}
property_type	Enum	Possible values: {'vacant_land', 'handicap_accessible', 'commercial', 'apartment', 'mobile_home', 'acreage', 'ranch', 'vacation_home', 'residential'}
property_use	Enum	Property use. Possible values: {'vacation', 'investment', 'primary_residence', 'secondary_residence', 'agriculture'}
property_value	Float
property_value_min	Float
property_value_max	Float
property_visit	Boolean
question	Enum	The question that the lead just asked. Possible values: {'pricing', 'integrations', 'how_it_works', 'features', 'setup_time', 'savings', 'repairs', 'results', 'consultation', 'leasing', 'delivery_time', 'competitive_advantage', 'product_requirements', 'specifications', 'incentives', 'warranty', 'return_on_investment', 'discounts', 'assembly_details', 'referrals', 'compliance', 'available_geography', 'upgrade', 'extension', 'company_details', 'sell_power_back', 'inverter_type', 'license_number', 'data_import', 'quote', 'taxes', 'schools', 'other'}
readiness	Enum	The readiness of the lead. Possible values: {'active', 'just_looking', 'researching', 'not_interested', ''}
relocating	Boolean
savings	Float
savings_min	Float
savings_max	Float
selling_property_description	String
showing_appointment	String	The time the lead is available for a showing appointment.
tags	String	General purpose tags for managing and tracking conversations. Will not be asked as a qualifier and is not used to generate responses.
technology	String	Special value: open
tenure	String
time	String	Special value: open
timeframe	String	The general timeframe a lead is looking to move within.
url	String
veteran	Boolean
veteran_service_disability	Boolean
work_history	String

Contexts

Name
general
expect_address
expect_agent_status
expect_alternate_plan
expect_appointment
expect_baths
expect_beds
expect_business_development
expect_call_availability
expect_company_name
expect_competitor_status
expect_confidence
expect_contact_confirmation
expect_contact_time
expect_contingency
expect_credit
expect_credit_score
expect_debt_to_income
expect_decision_maker
expect_delivery_followup
expect_description
expect_down_payment
expect_email
expect_employment_status
expect_equity_status
expect_financial_default
expect_financing_status
expect_first_time_buyer
expect_fsbo_reason
expect_garage_stalls
expect_image
expect_income
expect_interest
expect_is_local
expect_language
expect_lead_type
expect_listing_appointment
expect_living_space
expect_loan_balance
expect_location
expect_lot_size
expect_meeting_location
expect_military_active_duty
expect_military_branch
expect_military_discharge_type
expect_military_reserves_service
expect_military_service_term
expect_mortgage_escrow
expect_mortgage_intent
expect_motivation
expect_motivation_plans
expect_name
expect_outcome
expect_ownership
expect_ownership_timeline
expect_phone
expect_preferred_channel
expect_price
expect_prior_loan_experience
expect_problem
expect_product_interest
expect_promotional_offer
expect_property_feature
expect_property_location
expect_property_preferences
expect_property_records
expect_property_status
expect_property_type
expect_property_value
expect_question
expect_readiness
expect_relocating
expect_savings
expect_selling_address
expect_showing_appointment
expect_time
expect_timeframe
expect_url
expect_veteran
expect_veteran_service_disability

Stages

Name	Description
not_responded	The lead has not responded in this conversation.
responded	The lead has responded in this conversation.
not_interested	The lead has indicated no interest or opted out of communication in this conversation.
interested	The lead has responded and has not been classified as not interested.
needs_follow_up	The lead has reached a conclusion in the conversation that requires further follow-up.

Domains

To use domains other than the default real_estate domain, the domains have to be enabled in the settings and an appropriate lead type has to be selected in the lead_type slot. An example of using the mortgage scripts for a new home loan buyer would be to set the allowedDomains settings value to ["real_estate", "mortgage"] and setting the lead_type slot to the values "buyer" and "new_home_loan".

Create Conversation

curl 'https://api.structurely.com/v1/conversations' \
  -X POST \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '{ "settings": { "timeZone": "America/Chicago" }, "slots": [{ "name": "email", "value": "jdoe@example.com" }], "messages": [{ "response": { "text": "Hello, what is your name?", "received": "2018-12-08T15:20:00.000Z" }, "context": "expect_name }, { "message": { "text": "John", "received": "2018-12-08T16:34:00.000Z" } }] }'

The above command returns JSON structured like this:

{
    "id": "5c09a4416241ea2c293275b8",
    "settings": {
        "holmesName": "Aisa",
        "timeZone": "America/Chicago"
    },
    "slots": [
        {
            "name": "email",
            "value": "jdoe@example.com"
        }
    ],
    "muted": false
}

This endpoint creates and returns a new conversation object.

HTTP Request

POST https://api.structurely.com/v1/conversations

Body Parameters^{[^]}

Parameter	Type
settings	ConversationSettings
slots	List<ConversationSlot>
muted	Boolean
messages	List<ConversationItem>

Get Conversation

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8' \
  -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
    "id": "5c09a4416241ea2c293275b8",
    "settings": {
        "holmesName": "Aisa",
        "timeZone": "America/Chicago"
    },
    "slots": [
        {
            "name": "name",
            "value": "John Doe"
        },
        {
            "name": "email",
            "value": "jdoe@example.com"
        },
        {
            "name": "phone",
            "value": "+15551234567"
        },
        {
            "name": "address",
            "value": "123 Main St."
        },
        {
            "name": "agent_name",
            "value": "Andi Agent"
        },
        {
            "name": "lead_types",
            "value": [
                "buyer"
            ]
        }
    ],
    "muted": false
}

This endpoint returns a specific conversation.

HTTP Request

GET https://api.structurely.com/v1/conversations/<id>

URL Parameters

Parameter	Description
id	The ID of the conversation to retrieve

Update Conversation

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8' \
  -X PATCH \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '{ "muted": true }'

The above command returns JSON structured like this:

{
    "id": "5c09a4416241ea2c293275b8",
    "settings": {
        "holmesName": "Aisa",
        "timeZone": "America/Chicago"
    },
    "slots": [
        {
            "name": "email",
            "value": "jdoe@example.com"
        }
    ],
    "muted": true
}

This endpoint updates and returns a specific conversation object.

HTTP Request

PATCH https://api.structurely.com/v1/conversations/<id>

URL Parameters

Parameter	Description
id	The ID of the conversation to update

Body Parameters^{[^]}

Parameter	Type
muted	Boolean

Insert Slots

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8/slots' \
  -X POST \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '[{ "name": "agent_name", "value": "Andi Agent" }]'

The above command returns an empty body with a 204 response

This endpoint inserts the given slots to the conversation. Multi-valued slots will append the new values rather than replacing them. Returns a 204 response with an empty body.

HTTP Request

POST https://api.structurely.com/v1/conversations/<id>/slots

URL Parameters

Parameter	Description
id	The ID of the conversation insert slots to

Body Parameters

The body is a list of objects

Type	Description
List<ConversationSlot>	The list of conversation slot objects

Update Slots

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8/slots' \
  -X PATCH \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '[{ "name": "agent_name", "value": "Andi Agent" }]'

The above command returns an empty body with a 204 response

This endpoint updates the given slots to the conversation. Multi-valued slots will be overwritten with the new values replacing the old ones. Returns a 204 response with an empty body.

HTTP Request

PATCH https://api.structurely.com/v1/conversations/<id>/slots

URL Parameters

Parameter	Description
id	The ID of the conversation insert slots to

Body Parameters

The body is a list of objects

Type	Description
List<ConversationSlot>	The list of conversation slot objects

Upsert Slot

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8/slots/agent_name' \
  -X PUT \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '["Andi Agent"]'

The above command returns an empty body with a 204 response

This endpoint updates the exsting slot with that name to the list of values provided. All slots, both multi-valued and single-valued are provided in an array. Make the array a single element array if the slot is single-valued. If the slot does not already exist with that name, it is inserted with all the values provided.

HTTP Request

PUT https://api.structurely.com/v1/conversations/<id>/slots/<name>

URL Parameters

Parameter	Description
id	The ID of the conversation insert slots to
name	The name of the slot to update or insert

Body Parameters

The body is a list of values

Type	Description
List<Any>	The list of slot values

Create Message

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8/messages'
  -X POST \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '{ "text": "Hello World", "received": "2018-12-09T11:44:00.000Z" }'

The above command returns JSON structured like this:

{
    "_metadata": {
        "conversation": "5c09a4416241ea2c293275b8",
        "messages": 2,
        "responses": 1
    },
    "message": {
        "id": "5c09a45e6241ea2c293275bf",
        "text": "Hello World",
        "received": "2018-12-09T11:44:00.000Z"
    }
}

This endpoint creates a new lead message for the conversation for us to extract and classify.

HTTP Request

POST https://api.structurely.com/v1/conversations/<id>/messages

URL Parameters

Parameter	Description
id	The ID of the conversation to retrieve

Body Parameters^{[^]}

Parameter	Type
text	String
received	DateTime

Create Response

curl 'https://api.structurely.com/v1/conversations/5c09a4416241ea2c293275b8/responses'
  -X POST \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '{ "_metadata": { "context": "expect_showing_appointment" }, "text": "Hello There", "received": "2018-12-09T11:44:00.000Z" }'

The above command returns JSON structured like this:

{
    "_metadata": {
        "conversation": "5c09a4416241ea2c293275b8",
        "context": "expect_showing_appointment",
        "messages": 2,
        "responses": 2
    },
    "response": {
        "id": "5c09a4416241ea2c293275b5",
        "text": "Hello There",
        "received": "2018-12-09T11:44:00.000Z"
    }
}

This endpoint creates a new system response for the conversation. This does nothing in our system other than act as a send receipt notifying us that an outbound message was sent on behalf of the system/realtor.

HTTP Request

POST https://api.structurely.com/v1/conversations/<id>/responses

URL Parameters

Parameter	Description
id	The ID of the conversation to retrieve

Body Parameters^{[^]}

Parameter	Type
_metadata	MessageMetaData
text	String
received	DateTime

Conversation Webhooks

The ConversationWebhook resource represents a url endpoint that will be called for certain actions called triggers. Examples of triggers include conversation updates, response creation, and fallback suggested. Each webhook belongs to an client/API key and all conversations created by that client will be linked to webhooks of the same client.

API Schemas

ConversationWebhook

Field	Type	Description	Readable?	Writable?	Required?	Default
id	ObjectId	The ID of the conversation webhook this resource represents.	Yes	No	No
name	String	The user friendly name of the webhook. Has no functional value but useful for describing the webhook's purpose.	Yes	Yes	No
target	String	A valid url that the webhook payload will be sent to.	Yes	Yes	Yes
secret	String	A secret key that will be used as a http header to ensure the sender is our system.	Yes	No	No
version	String	A string indicating the API version. (e.g. 'v1')	Yes	No	No	'v1'
triggers	List<String>	The list of triggers this webhook is subscribed to.	Yes	Yes	Yes
createdAt	DateTime	The datetime string of when this webhook was created.	Yes	No	No
updatedAt	DateTime	The datetime string of when this webhook was last updated.	Yes	No	No

Webhook Schemas

ConversationSlotUpdate

Field	Type	Description
name	String	The name of the slot being updated.
action	String	The action to take on the slot. Either 'set' or 'push' for scalar or list types respectively.
value[1]	Any[2]	The new value being set for this slot. Only exists if the action is 'set'.
values[1]	List<Any>[2]	The list of values being added to current list of values for this slot. Only exists if the action is 'push'.

ConversationStageUpdate

Field	Type	Description
name	String	The name of the stage that is being added or removed from the stage list.
action	String	The action to take for this stage. Will be either 'add' or 'remove'.
reasons	List<String>	A list of reasons why this stage occurred. A list of either intent names or slot comparisons.

ConversationUpdates

Field	Type	Description
slots	List<ConversationSlotUpdate>[^]	Conversation slot updates.
stages	List<ConversationStageUpdate>[^]	Conversation stage updates.

1. value and values are mutually exclusive. Only one will exist at a time and the other will be undefined.
2. See slots for more info on each slot and it's type.

Conversation Webhook Overview

Webhooks are used to receive updates for conversations available on the API. These updates are used to notify when a conversations state has changed or when an action like sending a response should be taken. To use webhooks, create a webhook with the triggers that you want to listen for and the target set to an endpoint you control in your system.

Response Created

Response Created Example

{
    "trigger": "response:created",
    "id": "5c09a4416241ea2c293275b8",
    "response": {
        "text": "Can you tell me more about the location you're interested in?"
    }
}

Trigger

response:created

Description

This trigger is called when a new response for a conversation has been created. Responses are generated by Holmes for a message added to the relevant conversation. Use this event to know when and what to respond to a lead with after a lead sends a message.

Payload

Parameter	Type	Description
trigger	String	The trigger that triggered this webhook.
id	ObjectId	The id of the conversation.
response	Message[^]	A truncated Message object containing only the text field. The text was generated by Holmes to be sent as a response to a message created in this conversation.

Conversation Updated

Conversation Updated Example

{
    "trigger": "conversation:updated",
    "id": "5c09a4416241ea2c293275b8",
    "updates": {
        "slots": [
            {
                "name": "email",
                "action": "set",
                "value": "jdoe@example.com"
            },
            {
                "name": "address",
                "action": "push",
                "values": ["123 Main St.", "456 North Ave."]
            }
        ],
        "stages": [
            {
                "name": "not_responded",
                "action": "remove",
                "reasons": []
            },
            {
                "name": "responded",
                "action": "add",
                "reasons": []
            },
            {
                "name": "needs_follow_up",
                "action": "add",
                "reasons": ["financing_status is false"]
            }
        ]
    }
}

Trigger

conversation:updated

Description

This trigger is called when the convsersation object is updated. It will include the updates to the slots and stages. Use this to maintain state between your system and the Structurely API without polling.

Payload

Parameter	Type	Description
trigger	String	The trigger that triggered this webhook.
id	ObjectId	The id of the conversation.
updates	ConversationUpdates[^]	The updates to the conversation stages and slots.

List Conversation Webhooks

curl 'https://api.structurely.com/v1/conversationWebhooks?name=My%20&trigger=response:created' \
    -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
    "_metadata": {
        "collection": "conversationWebhooks",
        "limit": 10,
        "offset": 0,
        "total": 2
    },
    "conversationWebhooks": [
        {
            "id": "5ceec43ce1b5b412ba9d0e73",
            "name": "My Webhook",
            "target": "https://www.example.com/webhooks/endpoint",
            "secret": "nLjs7uu5AvQfTjqXpXHnSOfj0h8bvc0w0eeZNWgFR1pJo9Gb",
            "version": "v1",
            "triggers": ["conversation:updated", "response:created"],
            "updatedAt": "2019-05-29T12:41:16.000Z",
            "createdAt": "2019-05-29T12:41:16.000Z"
        },
        {
            "id": "5ceed39ce1b5b412ba9d0e74",
            "name": "My Other Webhook",
            "target": "https://hooks.example.com/structurely/response_created",
            "secret": "ZQjevvm3JW7Y8drTROfoRokuYR75BPpAq7NDj0MYkQS2pQVa",
            "version": "v1",
            "triggers": ["response:created"],
            "updatedAt": "2019-05-29T13:48:20.000Z",
            "createdAt": "2019-05-29T13:48:20.000Z"
        }
    ]
}

This endpoint returns all webhooks that match the provided parameters. The objects returned will match all the provided parameters.

HTTP Request

GET https://api.structurely.com/v1/conversationWebhooks

Query Parameters

Parameter	Type	Description	Required?	Default
limit	Integer[1,100]	The number of results to return	No	10
offset	Integer[0,)	Indicates the number of results to skip	No	0
sort[1]	String	A comma separated list of fields to sort by	No	-createdAt
name[2]	String	A partial or full name of a webhook to search	No	None
target	String	A exact URL target of a webhook to match	No	None
trigger	String	An exact trigger that must be in a matched webhooks triggers list. Matched webhooks must include this trigger exactly. Matched webhooks may include other triggers.	No	None

1. The sort string allows multiple fields with left to right precedence with optional - or + for controlling ascending and descending order
2. String search fields use a case insensitive partial filter that can match any part of the string unless otherwise noted

Create Conversation Webhook

curl 'https://api.structurely.com/v1/conversationWebhooks' \
  -X POST \
  -H 'X-Api-Authorization: myapikey' \
  -H 'Content-Type: application/json' \
  -d '{ "name": "My Webhook", "target": "https://www.example.com/webhooks/endpoint", "triggers": ["conversation:updated", "response:created"] }'

The above command returns JSON structured like this:

{
    "id": "5ceec43ce1b5b412ba9d0e73",
    "name": "My Webhook",
    "target": "https://www.example.com/webhooks/endpoint",
    "secret": "nLjs7uu5AvQfTjqXpXHnSOfj0h8bvc0w0eeZNWgFR1pJo9Gb",
    "version": "v1",
    "triggers": ["conversation:updated", "response:created"],
    "updatedAt": "2019-05-29T12:41:16Z",
    "createdAt": "2019-05-29T12:41:16Z"
}

This endpoint creates and returns a new conversation webhook.

HTTP Request

POST https://api.structurely.com/v1/conversationWebhooks

Body Parameters^{[^]}

Parameter	Type
name	String
target	String
triggers	List<String>

Get Conversation Webhook

curl 'https://api.structurely.com/v1/conversationWebhooks/5ceec43ce1b5b412ba9d0e73' \
    -H 'X-Api-Authorization: myapikey'

The above command returns JSON structured like this:

{
    "id": "5ceec43ce1b5b412ba9d0e73",
    "name": "My Webhook",
    "target": "https://www.example.com/webhooks/endpoint",
    "secret": "nLjs7uu5AvQfTjqXpXHnSOfj0h8bvc0w0eeZNWgFR1pJo9Gb",
    "version": "v1",
    "triggers": ["conversation:updated", "response:created"],
    "updatedAt": "2019-05-29T12:41:16Z",
    "createdAt": "2019-05-29T12:41:16Z"
}

HTTP Request

GET https://api.structurely.com/v1/conversationWebhooks/<id>

URL Parameters

Parameter	Description
id	The ID of the conversation webhook to retrieve

Update Conversation Webhook

curl 'https://api.structurely.com/v1/conversationWebhooks/5ceec43ce1b5b412ba9d0e73' \
    -X PATCH \
    -H 'X-Api-Authorization: myapikey' \
    -H 'Content-Type: application/json' \
    -d '{ "name": "My Cool Webhook", "target": "https://hooks.example.com/structurely/conversation_updated", "triggers": ["conversation:updated"] }'

The above command returns JSON structured like this:

{
    "id": "5ceec43ce1b5b412ba9d0e73",
    "name": "My Cool Webhook",
    "target": "https://hooks.example.com/structurely/conversation_updated",
    "secret": "nLjs7uu5AvQfTjqXpXHnSOfj0h8bvc0w0eeZNWgFR1pJo9Gb",
    "version": "v1",
    "triggers": ["conversation:updated"],
    "updatedAt": "2019-05-29T12:41:16Z",
    "createdAt": "2019-05-29T12:41:16Z"
}

HTTP Request

PATCH https://api.structurely.com/v1/conversationWebhooks/<id>

URL Parameters

Parameter	Description
id	The ID of the conversation webhook to update

Body Parameters^{[^]}

Parameter	Type
name	String
target	String
triggers	List<String>

Delete Conversation Webhook

curl 'https://api.structurely.com/v1/conversationWebhooks/5ceec43ce1b5b412ba9d0e73' \
    -X DELETE
    -H 'X-Api-Authorization: myapikey'

The above command returns an empty response with the status 204 if successful

HTTP Request

DELETE https://api.structurely.com/v1/conversationWebhooks/<id>

URL Parameters

Parameter	Description
id	The ID of the conversation webhook to delete

Errors

The Holmes API uses the following error codes:

Error Code	Meaning
400	Bad Request -- Your request was invalid.
401	Unauthorized -- No API key provided.
403	Forbidden -- Your API key is invalid.
404	Not Found -- The specified resource could not be found.
405	Method Not Allowed -- You tried to access an endpoint with an invalid method.
500	Internal Server Error -- We had a problem with our server. Try again later.
502	Bad Gateway -- Our backend services are unavailable. Please try again later.
503	Service Unavailable -- We're temporarily offline for maintenance. Please try again later.
504	Gateway Timeout -- Our backend services are taking too long to respond. Please try again later.