Set Step Context

Replaces the notes and example emails the AI reads for one step. Send notes, examples or both. Each list you send replaces that list in full, so include the entries you want to keep and send an empty list to clear one; a list you leave out is untouched. Read the current context first when adding to it.

Notes are for facts the ICP's positioning does not carry: an offer specific to this step, a local detail such as a store address, a claim to avoid, a phrasing to use. Each has a short label the note is filed under and the note itself. Examples are whole emails in the voice you want; the AI writes in their style rather than copying them. An example on step 0 needs a subject; follow-ups inherit the thread's.

Saving marks every unsent AI email at this step for regeneration and sets the step's shouldReprocess. Call Rebuild Step Emails for the step to carry it out. Emails already sent are never touched. The context is kept on TEMPLATE and PER_CONTACT steps too, and is read again if the step is switched back to AI.

Recent Requests
Log in to see full request history
TimeStatusUser Agent
Retrieving recent requests…
LoadingLoading…
Path Params
string
required

Get this from Settings > Workspaces. Starts with "account_".

string
required

Get this from Settings > Workspaces > Workspace ID column. On read endpoints you may also pass the literal value all to span every workspace in the account.

string
required

ICP id. Get it from List ICPs or the ICPs page in the dashboard.

integer
required
0 to 3

Position in the sequence, zero-based. 0 is the first email.

Body Params

Send notes, examples or both. A list you send replaces that list in full; a list you leave out is kept as it is.

notes
array of objects
length ≤ 20

The full list of notes for this step. An empty list clears them.

notes
examples
array of objects
length ≤ 10

The full list of example emails for this step. An empty list clears them.

examples
Responses

400

Neither list was sent, a list is too long, or a step 0 example has no subject

404

ICP not found in the permitted workspace

Language
Credentials
Bearer
LoadingLoading…
Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json