HalloFelix von InsurMagic

Stores the call's transcript as PDF in the connected CRM: in the contact's Kundenakte and/or on contracts, damages or Vorgänge. With new_damage (JDC / iCRM) a claim is filed with the insurer instead. A completed archive marks the call's task archived.

archive_call_in_crm

Books an appointment into the real connected calendar of the business (fails with 409 slot_taken if the slot is busy).

book_calendar_appointment

Starts a real phone call: the AI call assistant phones the customer's primary number now (or at scheduled_at). An idempotency_key makes a retry safe: the same key never calls twice. The outcome appears in the call's outbound_status.

start_outbound_call

Cancels a scheduled template before it is sent.

cancel_scheduled_whatsapp_message

Corrects a fact (value) or rejects it (status "rejected", also hides a CRM fact). Send exactly one of them. Values per kind: vehicle { plate?, make?, model? } (plate or make), address { street?, postalCode, city? }, preference { key: "anrede"|"language"|"channel", value }, contact_window { text, until? }, broker_note { text }.

update_customer_memory_fact

Creates a WhatsApp assistant (counts against the assistant limit). It answers no chat until a WhatsApp number uses it.

create_whatsapp_assistant

Creates a template and submits it to Meta for review; it is sendable once status is `approved`. Placeholders {{1}}, {{2}}… need one example each. Content rules: Meta message template guidelines, https://developers.facebook.com/docs/whatsapp/business-management-api/message-templates

create_whatsapp_template

Adds an appointment type to exactly one call or WhatsApp assistant. Names are unique per assistant. Goes live on the assistant immediately.

create_appointment_type

Creates a new call assistant. This buys and connects a real phone number for the account (costs money, counts against the assistant limit).

create_call_assistant

Creates an outbound call campaign. status "draft" (default) only saves it (customer_ids are kept as its customer list, see customer_data); status "pending" validates it, creates the call list and queues the calls, so the AI starts phoning the customers. "pending" starts real outbound calls to the customers.

create_campaign

Creates a customer. Idempotent by phone number: if one with this number exists, it is returned unchanged. The result has `created: true` for a new customer and `created: false` for an existing one.

create_customer

Creates an e-mail assistant with the account default Vorgänge.

create_email_assistant

Creates a conversation label (at most 20 per account).

create_whatsapp_label

Creates an own task type (Vorgang). By default it is added to every call, e-mail and WhatsApp assistant and goes live on the phone line immediately; set add_to_assistants=false to only create it. Names must be unique.

create_task_type

Creates a template folder (exists only in HalloFelix, not at Meta).

create_whatsapp_template_folder

Permanently deletes a WhatsApp assistant with its macros, documents and rules; numbers using it get no AI replies until another assistant is set. Cannot be undone.

delete_whatsapp_assistant

Removes a PDF from a WhatsApp assistant and deletes the stored file. Refused with 409 pdf_template_in_use while a macro still sends it.

delete_whatsapp_pdf_template

Permanently deletes a chat with all its messages, notes and files for the whole team. Cannot be undone.

delete_whatsapp_conversation

Deletes an appointment type; the assistant can no longer book it.

delete_appointment_type

Permanently deletes a call with its recording, transcript, task and notes. Cannot be undone.

delete_call

Deletes the recorded greeting of a call assistant; it speaks its text first sentence again. The live assistant is updated.

delete_assistant_voice_intro

Permanently deletes a campaign (its calls stay, without the campaign link). Cannot be undone.

delete_campaign

Deletes the recorded first sentence of a campaign; its calls use the text first sentence again.

delete_campaign_voice_intro

Permanently deletes a customer with phone numbers, notes, appointments and memory. Calls and chats stay without the link. Cannot be undone.

delete_customer

Deletes a knowledge document; the assistants no longer answer from it.

delete_document

Deletes a label; it disappears from every chat that had it.

delete_whatsapp_label

Permanently deletes a memory fact (CRM facts cannot be deleted, only rejected).

delete_customer_memory_fact

Permanently deletes a call, e-mail or customer note.

delete_note

Deletes an own or detached task type and removes it from all assistants. Base templates cannot be deleted, only deactivated.

delete_task_type

Deletes a template folder; its templates move back to the default folder (the templates themselves stay). The default folder cannot be deleted.

delete_whatsapp_template_folder

Removes the default header file of a WhatsApp template; sending the template then needs its own file.

delete_whatsapp_template_header_media

Turns an active HalloFelix base template into an own, editable copy ("<name> (Individuell)") that takes over its assistants; the base template is deactivated. Base templates are only editable after this.

detach_task_type

Disconnects a calendar: assistants stop checking and booking it, and the provider connection is revoked when no other calendar uses it (reconnecting needs the dashboard).

delete_calendar

Edits a draft campaign (name, assistant, first sentence, goal, attempts, retry interval, customers, schedule, business hours; customer_ids replaces the customer list) and/or archives or unarchives any campaign. Only the given fields change. The run status (start, pause, cancel) is not part of this edit.

update_campaign

Changes the text of a call, e-mail or customer note. Only notes created through the API can be edited.

update_note

excluded=true: the AI stops answering this customer in all chats and the team takes them over; false: their chats go back to the AI.

set_whatsapp_ai_exclusion

Whether a CRM (Professional Works, blau direkt, arisecur, VEMA or JDC / iCRM) is connected to the account, when its contacts last synced and whether its login failed. CRM tools answer 409 crm_not_connected without one.

get_crm_connection

A synced CRM contact with details read live from the CRM: salutation, address, birthday, phone numbers, e-mail, status.

get_crm_contact

Whether the WhatsApp AI may look up customer data in the connected CRM, which parts (contracts, damages, Vorgänge, master data, health lines) and the CRM connections.

get_crm_ai_access

Full editable configuration of a WhatsApp AI assistant, with the dashboard names of the AI schedule, the Vorgänge and the handoff targets next to their values and ids.

get_whatsapp_assistant