Hi BotSailor team,
In the Shared Inbox, every subscriber has a "CRM Overview" panel with these fields: Pipeline, Stage, Active Deal, Deal Value, Expected Close, Deal Owner, Lead Score and Source. Today these can only be edited by hand in the UI. There is no API to read or update them.
Problem
We integrate BotSailor with external systems (our own CRM, sales automation, and reporting). Without an API we can't sync deal and lead data automatically. Agents have to copy it into each subscriber's panel by hand, which is slow and error-prone at scale.
Feature request
Please add public API endpoints, authenticated with the existing API key, to:
1. GET the CRM Overview data for a subscriber (by subscriber ID or phone number).
2. UPDATE one or more CRM Overview fields for a subscriber (partial updates).
3. Optionally, a bulk update endpoint for many subscribers in one call.
Fields to cover: pipeline, stage, active deal, deal value, expected close date, deal owner, lead score, source.
Nice to have
- A webhook event when a CRM Overview field changes (for example, stage moved to Qualified), so external systems can stay in sync.
- Support for CRM Overview fields as variables or actions in the flow builder.
Benefit
This would let us automate lead qualification and pipeline updates from chatbot flows and external tools, and keep the Shared Inbox the single source of truth for each subscriber's sales status.
Thank you!
