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Rest APIAgentsCmoStakeholder Coordination

API de Coordinación de Stakeholders de CMO

Esta API facilita la orquestación de llamadas con stakeholders para el agente CMO, proporcionando guía estructurada y generando resúmenes detallados y tareas accionables tras la reunión.

Endpoint

POST /api/agents/cmo/stakeholder-coordination

Request Body

CampoTipoRequeridoDescripción
meeting_titlestringNoTítulo de la reunión. Si no se proporciona, será generado dinámicamente.
meeting_objectivestringNoObjetivo principal de la reunión. Si no se proporciona, será generado dinámicamente.
participantsarray of stringsCorreos electrónicos o nombres de los participantes de la reunión.
meeting_agendastringNoPuntos de agenda para la llamada.
phone_numbersarray of stringsNoNúmeros de teléfono para iniciar una llamada real utilizando Vapi.
visitor_idstringNo*Identificador del visitante si está disponible.
lead_idstringNo*Identificador del lead si está disponible.
userIdstringNo*Identificador del usuario si está disponible.
conversationIdstringNoIdentificador de la conversación si este comando es parte de una conversación existente.
agentIdstringNoIdentificador específico del agente a utilizar.
site_idstringIdentificador del sitio para contextualizar la reunión.
include_context_summarybooleanNoSi se debe incluir un resumen de contexto detallado (tareas existentes, requisitos, campañas, etc.). Por defecto es true.

* Debe proporcionarse al menos uno de estos identificadores: visitor_id, lead_id o userId.

Response

CampoTipoDescripción
successbooleanIndica si la solicitud fue exitosa.
data.command_idstringIdentificador único del comando creado.
data.conversation_idstringIdentificador de la conversación asociada.
data.statusstringEstado de la solicitud (e.g., “completed”, “in_progress”).
data.meeting_detailsobjectDetalles de la reunión, incluyendo título y objetivo.
data.system_promptsarrayInstrucciones del sistema utilizadas para guiar al agente antes y después de la llamada.
data.context_summaryobjectResumen de contexto si fue solicitado, incluyendo tareas, requisitos, campañas, etc.
data.callobjectInformación sobre la llamada telefónica si se proporcionaron números de teléfono.

Ejemplo de Uso

API Tester

Este componente te permite probar diferentes endpoints de API.

Características

  • Validación completa de parámetros y manejo de errores
  • Generación dinámica de títulos y objetivos de reunión si no se proporcionan
  • Generación de resumen de contexto detallado para informar la discusión
  • Soporte para iniciación de llamadas telefónicas reales con Vapi
  • Instrucciones estructuradas para el agente antes y después de la llamada
  • Creación de resúmenes completos post-llamada con puntos clave, decisiones y tareas

Casos de Uso

  • Organizar reuniones estratégicas con stakeholders de marketing
  • Facilitar discusiones sobre presupuesto y asignación de recursos
  • Revisar el rendimiento de campañas y planificar próximos pasos
  • Generar resúmenes detallados con tareas accionables tras las reuniones
  • Iniciar llamadas telefónicas reales con stakeholders de marketing

English Documentation

Stakeholder Coordination

Creates a command object to handle marketing strategy interactions, orchestrate calls with stakeholders, generate meeting summaries, and create tasks and requirements based on call discussions.

Endpoint

POST /api/agents/cmo/stakeholder-coordination

Request Body

ParameterTypeRequiredDescription
meeting_titlestringNoThe title of the stakeholder meeting or call (if not provided, will be generated dynamically)
meeting_objectivestringNoThe primary goal or objective of the stakeholder meeting (if not provided, will be generated dynamically)
participantsarrayNoArray of participant email addresses
meeting_agendastringNoOutline of the meeting agenda and topics
phone_numbersarrayNoArray of phone numbers for Vapi telephony integration. If provided, the system will attempt to initiate a phone call with the specified numbers
visitor_idstringNo*ID of the visitor (for non-authenticated users)
lead_idstringNo*ID of the lead associated with this interaction
userIdstringNoID of the authenticated user (optional, can be derived from site_id)
conversationIdstringNoOptional ID of existing conversation
agentIdstringNoID of the CMO agent (optional, will be found using site_id if not provided)
site_idstringYesID of the site associated with this interaction
include_context_summarybooleanNoWhether to include comprehensive summaries of existing tasks, requirements, campaigns, and content (default: true)

*Identification requirements: At least one of visitor_id or lead_id is required for identification purposes if userId is not provided. userId is optional as it can be derived from the site_id.

Example Request

{ "participants": [ "jane.smith@example.com", "john.davis@example.com" ], "phone_numbers": [ "+1234567890", "+9876543210" ], "meeting_agenda": "1. Review Q1 campaign performance\n2. Discuss Q2 priorities\n3. Allocate budget for upcoming initiatives", "site_id": "site_456", "userId": "user_789", "include_context_summary": true }

Telephony Integration with Vapi

The API supports integration with Vapi for initiating phone calls to stakeholders. When phone numbers are provided in the request, the system will:

  1. Create a virtual assistant with the appropriate system prompts for guiding the CMO stakeholder coordination call
  2. Initiate a phone call to the first number in the phone_numbers array
  3. Include information about the call in the response

Call Response Format

When a call is initiated, the response will include a call object with the following properties:

{ "id": "call_12345", "status": "pending", "phone_number": "+1234567890" }

Call Status Values

StatusDescription
pendingCall has been initiated but not yet connected
in_progressCall is currently active
completedCall has successfully completed
failedCall failed to connect or encountered an error

Setup Requirements

To use the telephony integration, you need to:

  1. Set up a Vapi account at vapi.ai
  2. Obtain an API token from the Vapi dashboard
  3. Configure a phone number in your Vapi account
  4. Add the required environment variables to your .env.local file:
    VAPI_API_TOKEN=your_vapi_api_token VAPI_PHONE_NUMBER=your_vapi_phone_number

Try It

API Tester

Este componente te permite probar diferentes endpoints de API.

Generated Command Structure

The system generates a command object with the following structure to provide system prompts for the conversational agent handling the stakeholder call.

{ "targets": [ { "meeting_details": { "title": "Q2 Marketing Strategy Alignment", "objective": "Align on Q2 priorities and reallocate budget based on Q1 performance", "dynamic": false } }, { "messages": [ { "role": "system", "content": "You are a CMO agent facilitating a call with the primary objective to discuss marketing strategy and identify priorities. Follow these guidelines during the call:\n\nKEY TALKING POINTS:\n1. Current marketing performance metrics review\n2. Analysis of channel performance and engagement\n3. Opportunity identification across channels\n4. Budget allocation considerations\n5. Resource needs assessment\n\nDOS:\n- Reference specific metrics from relevant reports\n- Ask for participant input on strategic decisions\n- Suggest concrete next steps for each action item\n- Connect budget decisions to expected ROI\n- Maintain focus on strategic objectives\n\nDON'TS:\n- Don't discuss personnel matters beyond resource requirements\n- Avoid excessive technical details on implementation\n- Don't commit to specific budget numbers without approval\n- Don't mention competitor strategies that haven't been cleared for discussion\n- Avoid discussing sensitive product roadmap items not on the agenda\n\nPENDING TASKS TO REFERENCE:\nRefer to existing tasks and initiatives in the context" } ] }, { "messages": [ { "role": "system", "content": "After the stakeholder call, generate a comprehensive meeting summary including these elements:\n\n1. KEY POINTS: Summarize the most important discussion points and insights shared during the call\n\n2. DECISIONS: List all decisions made during the call, including budget allocations, strategy changes, and resource commitments\n\n3. ACTION ITEMS: Create tasks based on the call with clear assignees, due dates, priorities, and descriptions\n\n4. REQUIREMENTS: Identify project requirements that emerged from the call, including costs, priorities, owners, and approval needs" } ] } ], "context": "As a CMO agent, your primary responsibility is to guide strategic marketing conversations and ensure they produce actionable outcomes. These system prompts serve as your comprehensive playbook for conducting effective stakeholder calls. The pre-call prompt establishes your conversational guidelines—what topics to prioritize, what approaches to take, and what boundaries to maintain.\n\nYou have access to critical company context including: recent marketing performance metrics (Q1 campaign data shows 24% over-performance in social media but 5% decline in email engagement), pending marketing initiatives (content creation expansion, budget reallocation considerations), existing task assignments (Jane's Q1 report, John's budget proposal), company goals (15% YoY growth target), and competitive landscape (3 key competitors recently expanded digital presence).\n\nThe context will include a comprehensive summary of:\n1. EXISTING TASKS: Current marketing tasks in progress, their status, ownership, and deadlines\n2. REQUIREMENTS: Pending project requirements with budget estimates and approval status\n3. ACTIVE CAMPAIGNS: Performance data for all running campaigns with KPIs and ROI metrics\n4. CONTENT INVENTORY: Status of existing content assets and planned content initiatives\n5. RESOURCE ALLOCATION: Current budget and team resource distribution across initiatives\n\nThis detailed context will serve as the foundation for discussing and determining the optimal course of action. You'll use this information to guide decision-making around resource reallocation, prioritization of initiatives, and strategic pivots based on performance data.\n\nBegin each call with a clear agenda review, maintain focus on decision-making throughout, and conclude with explicit next steps. After the call, your summary must not only document what was discussed but transform conversations into executable action plans. Every decision must be linked to specific owners and deadlines. This is not just documentation—it's the critical bridge between strategic discussion and operational execution.", "supervisors": [ { "agent_role": "marketing_director", "status": "not_initialized" }, { "agent_role": "project_manager", "status": "not_initialized" } ], "task": "orchestrate stakeholder call with guidance and generate summary", "description": "Create comprehensive guidance for a CMO agent navigating high-stakes marketing strategy discussions. These prompts define the agent's conversational framework—what topics to address, which approaches to take, and how to navigate sensitive areas. They transform marketing expertise into structured conversation guardrails that ensure productive discussions while avoiding organizational pitfalls. The pre-call prompt establishes the strategic direction and boundaries, while the post-call prompt ensures discussions translate into documentable decisions and actionable tasks with clear ownership. These prompts don't just guide a conversation; they establish the CMO agent as a strategic facilitator who transforms stakeholder input into executable marketing initiatives.", "site_id": "site_456" }

Response

Success Response - System Prompts Generated

{ "success": true, "data": { "command_id": "92e8d889-d7bd-459d-82e2-f4706eb8984b", "conversation_id": "8a2c1e3f-9d4b-5c7a-8e5f-1d2a3b4c5d6e", "status": "completed", "meeting_details": { "title": "Marketing Strategy Discussion", "objective": "Discuss marketing strategy and align on priorities" }, "system_prompts": [ { "id": "prompt_123", "role": "system", "phase": "pre_call", "content": "You are a CMO agent facilitating a call with the primary objective to discuss marketing strategy and identify priorities. Follow these guidelines during the call:\n\nKEY TALKING POINTS:\n1. Current marketing performance metrics review\n2. Analysis of channel performance and engagement\n3. Opportunity identification across channels\n4. Budget allocation considerations\n5. Resource needs assessment\n\nDOS:\n- Reference specific metrics from relevant reports\n- Ask for participant input on strategic decisions\n- Suggest concrete next steps for each action item\n- Connect budget decisions to expected ROI\n- Maintain focus on strategic objectives\n\nDON'TS:\n- Don't discuss personnel matters beyond resource requirements\n- Avoid excessive technical details on implementation\n- Don't commit to specific budget numbers without approval\n- Don't mention competitor strategies that haven't been cleared for discussion\n- Avoid discussing sensitive product roadmap items not on the agenda\n\nPENDING TASKS TO REFERENCE:\nRefer to existing tasks and initiatives in the context" }, { "id": "prompt_124", "role": "system", "phase": "post_call", "content": "After the stakeholder call, generate a comprehensive meeting summary including these elements:\n\n1. KEY POINTS: Summarize the most important discussion points and insights shared during the call\n\n2. DECISIONS: List all decisions made during the call, including budget allocations, strategy changes, and resource commitments\n\n3. ACTION ITEMS: Create tasks based on the call with clear assignees, due dates, priorities, and descriptions\n\n4. REQUIREMENTS: Identify project requirements that emerged from the call, including costs, priorities, owners, and approval needs" } ], "context_summary": { "tasks": [ { "id": "task_123", "title": "Finalize Q1 Performance Report", "status": "in_progress", "owner": "jane.smith@example.com", "due_date": "2023-04-05", "description": "Complete analysis of Q1 marketing performance metrics and create comprehensive report" }, { "id": "task_234", "title": "Draft Initial Q2 Budget Proposal", "status": "completed", "owner": "john.davis@example.com", "completion_date": "2023-04-02", "description": "Create preliminary Q2 budget based on expected marketing initiatives" } ], "requirements": [ { "id": "req_456", "title": "Video Content Production Resources", "status": "pending_approval", "estimated_cost": 12000, "priority": "medium", "description": "Equipment and software needed for expanded video content creation" }, { "id": "req_567", "title": "Social Media Advertising Budget Increase", "status": "under_review", "estimated_cost": 15000, "priority": "high", "description": "Additional budget for expanded social media campaigns in Q2" } ], "campaigns": [ { "id": "camp_789", "title": "Q1 Email Newsletter Series", "status": "active", "performance": { "open_rate": "18%", "decline_from_previous": "5%", "conversion_rate": "2.3%", "roi": 1.8 } }, { "id": "camp_890", "title": "Q1 Social Media Brand Awareness", "status": "active", "performance": { "engagement_rate": "4.2%", "improvement_from_previous": "24%", "conversion_rate": "3.1%", "roi": 2.7 } } ], "content": [ { "id": "cont_123", "title": "Product Feature Videos", "status": "planned", "description": "Series of videos highlighting key product features", "target_completion": "Q2 2023" }, { "id": "cont_234", "title": "Customer Success Stories", "status": "in_progress", "description": "Case studies of customer implementations", "completion_percentage": 60 } ], "resource_allocation": { "budget": { "q1_total": 100000, "q1_spent": 95000, "q1_remaining": 5000, "q2_projected": 120000 }, "distribution": { "social_media": "25%", "email_marketing": "30%", "content_creation": "20%", "events": "15%", "other": "10%" } } }, "call": { "id": "simulated-1715896322548", "status": "pending", "phone_number": "+1234567890" } } }

Error Response

{ "success": false, "error": { "code": "INVALID_REQUEST", "message": "Missing required field: site_id" } }
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