openapi: 3.2.0
info:
  title: Zoca Tasks Customer Experience API
  description: 'The Zoca tasks/automation service: AI content queue and planning, FrontDesk (Retell/Twilio) voice + SMS agent onboarding, local-SEO grid scans, WIN conversion triggers, and inbound integration webhooks (Chargebee, Square, Pipedrive, Twilio, Retell, CallHippo, Sybill, Instantly).'
  version: 3.20.9
  contact: {}
  x-apievangelist-note: Harvested verbatim from https://tasks.zoca.ai/swagger.json. The provider ships the default NestJS Swagger metadata (title "API Documentation", empty servers[]); title/description/servers were set by API Evangelist for identification and the unmodified original is preserved at openapi/_original/zoca-tasks-swagger.json. Every path, operation, summary, parameter and response is exactly as published.
servers:
- url: https://tasks.zoca.ai
  description: Production
security:
- access-token: []
tags:
- name: Customer Experience
paths:
  /tasks/api/v1/cx/am/suggestions/{entityId}:
    get:
      operationId: t_value
      parameters: []
      responses:
        '200':
          description: ''
      security:
      - {}
      summary: Suggest an account manager for a given entity
      tags:
      - Customer Experience
  /tasks/api/v1/cx/handover:
    post:
      operationId: t_value
      parameters: []
      responses:
        '201':
          description: ''
      security:
      - {}
      summary: Save handover form data and assign account manager
      tags:
      - Customer Experience
  /tasks/api/v1/cx/ae/{entityId}:
    get:
      operationId: t_value
      parameters: []
      responses:
        '200':
          description: ''
      security:
      - {}
      summary: Get account executive for a given entity
      tags:
      - Customer Experience
  /tasks/api/v1/cx/ae/{entityId}/assign:
    post:
      operationId: t_value
      parameters: []
      responses:
        '201':
          description: ''
      security:
      - {}
      summary: Assign an account executive to a given entity
      tags:
      - Customer Experience
  /tasks/api/v1/cx/am/bulk-upsert:
    post:
      operationId: t_value
      parameters: []
      responses:
        '201':
          description: ''
      security:
      - {}
      summary: Bulk upsert AM mappings from S3 data or raw payload
      tags:
      - Customer Experience
  /tasks/api/v1/cx/mom/regenerate/{customerMeetingId}:
    post:
      description: Triggers regeneration of meeting minutes (MOM) for a specific customer meeting. This endpoint processes the meeting data and generates updated meeting minutes. Use the forceRegenerate query parameter to control whether to regenerate if MOM already exists.
      operationId: t_value
      parameters:
      - name: forceRegenerate
        required: false
        in: query
        description: Whether to force regeneration even if MOM already exists. If false, will skip generation if MOM exists.
        schema:
          example: true
          type: boolean
      - name: customerMeetingId
        required: true
        in: path
        description: The unique identifier of the customer meeting for which to regenerate meeting minutes
        schema:
          example: cm_123e4567-e89b-12d3-a456-426614174000
          type: string
      responses:
        '200':
          description: Meeting minutes regeneration triggered successfully or skipped if already exists
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    examples:
                    - MOM regeneration triggered successfully
                    - MOM already exists, skipping regeneration
                  customerMeetingId:
                    type: string
                    example: cm_123e4567-e89b-12d3-a456-426614174000
                  timestamp:
                    type: string
                    format: date-time
                    example: '2023-12-07T10:30:00.000Z'
                  status:
                    type: string
                    enum:
                    - success
                    - skipped
                    description: Status of the operation - success when regenerated, skipped when MOM already exists and forceRegenerate is false
        '400':
          description: Bad request - Invalid customer meeting ID format
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: Failed to trigger regenerate MOM
                  customerMeetingId:
                    type: string
                    example: invalid-id
                  error:
                    type: string
                    example: Invalid customer meeting ID format
                  timestamp:
                    type: string
                    format: date-time
                    example: '2023-12-07T10:30:00.000Z'
                  status:
                    type: string
                    example: failed
        '404':
          description: Customer meeting not found
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: Failed to trigger regenerate MOM
                  customerMeetingId:
                    type: string
                    example: cm_123e4567-e89b-12d3-a456-426614174000
                  error:
                    type: string
                    example: Customer meeting not found
                  timestamp:
                    type: string
                    format: date-time
                    example: '2023-12-07T10:30:00.000Z'
                  status:
                    type: string
                    example: failed
        '500':
          description: Internal server error during MOM regeneration
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: Failed to trigger regenerate MOM
                  customerMeetingId:
                    type: string
                    example: cm_123e4567-e89b-12d3-a456-426614174000
                  error:
                    type: string
                    example: Database connection failed
                  timestamp:
                    type: string
                    format: date-time
                    example: '2023-12-07T10:30:00.000Z'
                  status:
                    type: string
                    example: failed
      security:
      - {}
      summary: Regenerate meeting minutes for a customer meeting
      tags:
      - Customer Experience
  /tasks/api/v1/cx/notes/upsert:
    post:
      description: Creates or updates notes for a given entity in the cx.notes table. Notes are stored as an array of objects with type and note fields. If a note with the same type already exists, it will be updated with the new content. If the type is new, it will be added to the array. Existing notes with different types are preserved.
      operationId: t_value
      parameters: []
      responses:
        '200':
          description: Notes upserted successfully
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: Notes upserted successfully
                  data:
                    type: object
                    properties:
                      entityId:
                        type: string
                        example: 123e4567-e89b-12d3-a456-426614174000
                      notes:
                        type: array
                        items:
                          type: object
                          properties:
                            type:
                              type: string
                              example: support
                            note:
                              type: string
                              example: Customer requested additional support
                        example:
                        - type: support
                          note: Customer requested additional support
                        - type: sales
                          note: Follow up scheduled for next week
                      updatedAt:
                        type: string
                        format: date-time
                        example: '2023-12-07T10:30:00.000Z'
                  timestamp:
                    type: string
                    format: date-time
                    example: '2023-12-07T10:30:00.000Z'
                  status:
                    type: string
                    example: success
        '500':
          description: Internal server error during notes upsert
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: Failed to upsert notes
                  error:
                    type: string
                    example: Database connection failed
                  timestamp:
                    type: string
                    format: date-time
                    example: '2023-12-07T10:30:00.000Z'
                  status:
                    type: string
                    example: failed
      security:
      - {}
      summary: Upsert notes for an entity
      tags:
      - Customer Experience
  /tasks/api/v1/cx/{entityId}/rm:
    get:
      operationId: t_value
      parameters: []
      responses:
        '200':
          description: ''
      security:
      - {}
      summary: Get the relationship manager for a given entity
      tags:
      - Customer Experience
components:
  securitySchemes:
    access-token:
      scheme: bearer
      bearerFormat: JWT
      type: http
      name: Authorization
      description: Enter JWT token in the format Bearer <token>
      in: header