Assign Agent to a Client

This endpoint allows you to assign one or more agents to a specific customer via public APIs. The assignment can include an expiration date and optional notes.

Endpoint

POST https://api.pingup.ai/ext/v2/{businessname}}/clients/:_id/assign-agents

Autenticazione

The endpoint requires authentication using a JWT Bearer token. The token must be included in the header. Authorization.

Authorization: Bearer YOUR_JWT_TOKEN

Params URL

Param	Type	Required	Description
_id	String	Yes	Customer ID to assign agents to

Body

{
  "agents": [
    {
      "agent": "string",
      "dt_until": "ISO 8601 date string"
    }
  ],
  "ds_notes": "string"
}

Body Pamras

Param	Type	Required	Description
agents	Array	Yes	Array of agent objects to assign (minimum 1)
agents[].agent	String	Yes	ID of the agent to assign
agents[].dt_until	String	N	Assignment expiration date in ISO 8601 format. If not specified, the default date (2143-06-23) is used.
ds_notes	String	No	Textual notes relating to the assignment

Success

Code: 200 OK

{
  "success": true,
  "data": {
    "client": "694....1686569b5",
    "agents_assigned": 2
  }
}

Errors

400 Bad Request

Example:

{
  "error": "Missing or invalid agents array"
}

Error messages

• "Missing or invalid agents array" -The agents array is missing, not an array, or empty.

• "Invalid agent data: missing agent ID" - An array element does not contain the agent ID

• "Agent {id} not found or not authorized" - The specified agent does not exist or does not belong to the user.

404 Not Found

The client does not exist or does not belong to the authenticated user.

Esempio:

{
  "error": "Client not found"
}

401 Unauthorized

Missing or invalid authentication token.

Examples

Request:

curl -X POST 'https://api.pingueen.it/api/v2/{business}/clients/6<id>123/assign-agents' \
  -H 'Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc...' \
  -H 'Content-Type: application/json' \
  -d '{
    "agents": [
      {
        "agent": "624fd30......c21d25",
        "dt_until": "2026-12-31T23:59:59Z"
      }
    ]
  }'

Response:

{
  "success": true,
  "data": {
    "client": "6945.....69b5",
    "agents_assigned": 1
  }
}

Use cases

1. Automatic Assignment from External CRM

When a new lead comes in from the CRM, it can be automatically assigned to a specific agent.

2. Scheduled Agent Rotation

Through an external system, it is possible to schedule agent rotation on specific customers with precise expiration dates.

3. Team Assignment

For enterprise customers, you can deploy an entire team of agents with a single API call.

4. Workflow Integration

Connect with workflow management systems to automatically assign agents based on business rules.