Create a new task (Call, SMS, WhatsApp, or Email)
Creates a one-off task for an agent. Use make_call for outbound calls and send_message with task_data.message_type=whatsapp_template for WhatsApp template sends. Provide contact_uuid for an existing contact, or provide contact details so the API can find or create the contact by phone or email. Campaigns can also create tasks automatically; use this endpoint when you need a direct single task.
Authorizations
Use a Bearer token to access these API endpoints. Example: "Bearer {your-token}"
Body
Request body varies by task type. See examples for 'make_call' and 'send_message' (WhatsApp template).
Task title
"Call customer"
Task description (optional)
"Follow-up call for appointment"
Task type. Required for AI tasks. Use 'make_call' for calls, 'send_message' for WhatsApp templates (then ALSO set task_data.message_type='whatsapp_template'). Optional for human-assigned tasks (assignee_email set) — omitted type creates a free-form 'custom' to-do. 'custom' is only accepted for human-assigned tasks.
make_call, make_whatsapp_call, send_message, send_sms, send_email, follow_up, appointment, survey, notification, webhook, custom Existing contact UUID (use this OR contact object, not both)
Contact information. System will find existing contact by phone/email or create new one. Required if contact_uuid not provided.
Campaign UUID (optional)
AI agent UUID. Required unless assignee_email is provided. The agent executes the task automatically.
"xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
Workspace member email. When provided, the task is assigned to this member to perform manually: it never executes automatically, the member is notified when it is due, and they mark it completed. agent_uuid is not needed and auto_queue is not allowed.
"member@example.com"
When to execute the task (must be a future time). No offset = your timezone; with offset = that exact instant. Required for AI tasks. Optional for human-assigned tasks — without it the task has no due time (status 'pending') and no due notification is sent. Contact is likewise optional for human-assigned tasks.
"2026-08-08 10:00:00"
Task timezone (optional)
"UTC"
Task priority 1-10 (default: 5)
1 <= x <= 108
Task expiration time (optional)
Maximum retry attempts (default: 3)
3
Minutes between retries (default: 60)
60
Retry strategy (default: fixed)
fixed, exponential, custom Channel-specific payload. Required keys depend on the task type: * • make_call — none (uses the contact's phone). * • send_sms — sms_body (required; supports {{contact.field}} / {{custom.key}} merge tags). * • send_message (WhatsApp) — message_type='whatsapp_template' and template_uuid (required). * • send_email — email_subject and email_body (required; HTML; merge tags supported). The agent's address signature is appended automatically if one is configured; set email_signature_included=true only if your email_body already contains the signature.
Custom metadata (optional)
Automatically queue task for execution (default: false)
true
Response
Task created successfully