> ## Documentation Index > Fetch the complete documentation index at: https://docs.octavehq.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Custom Extractor > Create a workspace-defined custom finding extractor (event types + optional event filters + custom prompt + model tier + perspective + optional field targets). Set outputMode to "object" with jsonSchema for schema-validated typed fields. Creation runs a one-time LLM mapping that proposes library-table anchors. Created ACTIVE by default — pass status DRAFT to hold it for review and activate via update later. Requires the custom-extractors entitlement. ## OpenAPI ````yaml post /api/v2/custom-extractor/create openapi: 3.0.0 info: version: 5.4.0 title: Octave API description: API for Octave workspace management and AI-powered content generation servers: - url: https://app.octavehq.com security: - ApiKeyAuth: [] paths: /api/v2/custom-extractor/create: post: tags: - Custom Extractors summary: Create Custom Extractor description: >- Create a workspace-defined custom finding extractor (event types + optional event filters + custom prompt + model tier + perspective + optional field targets). Set outputMode to "object" with jsonSchema for schema-validated typed fields. Creation runs a one-time LLM mapping that proposes library-table anchors. Created ACTIVE by default — pass status DRAFT to hold it for review and activate via update later. Requires the custom-extractors entitlement. operationId: createCustomExtractor requestBody: description: Custom extractor definition content: application/json: schema: type: object properties: name: type: string minLength: 1 maxLength: 255 description: type: string nullable: true maxLength: 2000 prompt: type: string minLength: 1 maxLength: 20000 authoringInput: type: string nullable: true maxLength: 4000 description: >- The plain-language ask the AI authoring assist drafted the prompt from, kept for provenance. Omit (or null) when the prompt was hand-written. Changing it alone does not bump promptVersion. eventTypes: type: array items: type: string enum: - EMAIL_SENT - EMAIL_REPLY_RECEIVED - CALL_TRANSCRIPT - DEAL_WON - DEAL_LOST - OPPORTUNITY_CREATED - MEETING_BOOKED - RESOURCE_INDEXED - RESOURCE_REINDEXED - PROJECT_UPDATE - TASK_COMPLETED - ENTITY_CREATED - ENTITY_UPDATED - SOCIAL_MESSAGE_SENT - SOCIAL_MESSAGE_RECEIVED - SOCIAL_CONNECTION_SENT - SOCIAL_CONNECTION_ACCEPTED - AD_SET_PUBLISHED - AD_PERFORMANCE_SNAPSHOT - BULK_IMPORT_SUMMARY - PROCESSING_NOT_APPLICABLE - PROVIDER_EVENT_TYPE_UNKNOWN - UNKNOWN minItems: 1 description: Event types this extractor runs on eventFilters: type: object nullable: true properties: match: type: object properties: entityMatchAll: type: boolean description: >- Require every selected library entity, including entities of the same category eventOIds: type: array items: type: string description: Filter to these event oIds only opportunityIds: type: array items: type: string description: >- Filter to events linked to these opportunities. Accepts Octave opportunity oIds (crmo_*) or the CRM's own deal ids (Salesforce Id, HubSpot object id, Attio record UUID) interchangeably eventCategories: type: array items: type: string enum: - EMAIL - CALL - CRM - RESOURCE - REVISION - SOCIAL - ADS - PRODUCT - UNKNOWN description: Filter by event categories (CALL, EMAIL, CRM) eventTypes: type: array items: type: string enum: - EMAIL_SENT - EMAIL_REPLY_RECEIVED - CALL_TRANSCRIPT - DEAL_WON - DEAL_LOST - OPPORTUNITY_CREATED - MEETING_BOOKED - RESOURCE_INDEXED - RESOURCE_REINDEXED - PROJECT_UPDATE - TASK_COMPLETED - ENTITY_CREATED - ENTITY_UPDATED - SOCIAL_MESSAGE_SENT - SOCIAL_MESSAGE_RECEIVED - SOCIAL_CONNECTION_SENT - SOCIAL_CONNECTION_ACCEPTED - AD_SET_PUBLISHED - AD_PERFORMANCE_SNAPSHOT - BULK_IMPORT_SUMMARY - PROCESSING_NOT_APPLICABLE - PROVIDER_EVENT_TYPE_UNKNOWN - UNKNOWN description: >- Filter by specific event types (CALL_TRANSCRIPT, EMAIL_SENT, DEAL_WON, etc.) sentiments: type: array items: type: string enum: - POSITIVE - NEUTRAL - NEGATIVE - UNKNOWN description: >- Filter by sentiment (POSITIVE, NEGATIVE, NEUTRAL, MIXED) contactEmails: type: array items: type: string description: Filter by participant email addresses companyDomains: type: array items: type: string description: Filter by company domains outcomeFilters: type: array items: type: string enum: - OPEN - WON - LOST - POSITIVE_REPLY - NEUTRAL_REPLY - NEGATIVE_REPLY description: >- Filter by outcome (OPEN, WON, LOST, POSITIVE_REPLY, NEUTRAL_REPLY, NEGATIVE_REPLY) opportunityStatuses: type: array items: type: string enum: - OPEN - WON - LOST description: >- Filter to events linked to deals with this status (OPEN, WON, LOST) dealMotions: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - RENEW_AND_RETAIN - CONVERT_FREE_TO_PAID - DISPLACE_INCUMBENT - SERVICES - PARTNER - NON_COMMERCIAL description: >- Filter to events linked to deals whose CRM deal type maps to these motions (NET_NEW, UPSELL, CROSS_SELL, RENEW_AND_RETAIN, CONVERT_FREE_TO_PAID, DISPLACE_INCUMBENT, SERVICES, PARTNER, NON_COMMERCIAL) dealTypes: type: array items: type: string description: >- Filter to events linked to deals with these raw CRM deal-type labels (Salesforce Type, HubSpot dealtype), case-insensitive dealStages: type: array items: type: string description: >- Filter to events linked to deals currently in these CRM stages, by stage label or stage id, case-insensitive dealStagesAtEvent: type: array items: type: string description: >- Filter to events whose linked deal was in one of these CRM stages WHEN THE EVENT HAPPENED (by stage label, case-insensitive), from the deal's stage history — unlike dealStages, which reads the deal's stage today. Use it for 'what came up on calls during Discovery'. An event whose deal has no recorded stage at that time does not match. pipelinePhases: type: array items: type: string enum: - prospecting - discovery - evaluation - negotiation - commitment - closed_won - closed_lost description: >- Filter to events linked to deals whose stage maps to these pipeline phases (prospecting, discovery, evaluation, negotiation, commitment, closed_won, closed_lost) crmPipelines: type: array items: type: string description: >- Filter to events linked to deals in these CRM pipelines, by pipeline id or name (case-insensitive name) minStalledDays: type: number description: >- Filter to events linked to an OPEN deal that has sat in its current stage at least this many days minDealAmount: type: number description: Minimum deal amount filter maxDealAmount: type: number description: Maximum deal amount filter offerings: type: array items: type: string description: Filter by offering oIds personas: type: array items: type: string description: >- Filter by persona oIds (events must match these personas) segments: type: array items: type: string description: Filter by segment oIds tags: type: array items: type: string description: >- Filter by reporting tag oIds (from any tag group, on any library entity type). Resolved to the entities carrying those tags; multiple tags are OR'd. useCases: type: array items: type: string description: Filter by use case oIds references: type: array items: type: string description: Filter by reference customer oIds competitors: type: array items: type: string description: Filter by competitor oIds alternatives: type: array items: type: string description: Filter by alternative oIds buyingTriggers: type: array items: type: string description: Filter by buying trigger oIds coreFeatures: type: array items: type: string description: Filter by core feature oIds objections: type: array items: type: string description: Filter by objection oIds proofPoints: type: array items: type: string description: Filter by proof point oIds motionTypes: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - CONVERT_FREE_TO_PAID - RENEW_AND_RETAIN - DISPLACE_INCUMBENT description: Filter by motion type (NET_NEW, UPSELL) customerScope: type: string enum: - ALL - NEW_CUSTOMERS - EXISTING_CUSTOMERS description: >- Customer-scope view (NEW_CUSTOMERS / EXISTING_CUSTOMERS); ALL or absent applies no filter callPurposes: type: array items: type: string enum: - DISCOVERY - DEMO - TECHNICAL_EVALUATION - WORKING_SESSION - NEGOTIATION_PRICING - ONBOARDING - CHECK_IN_SUCCESS - QBR_RENEWAL - EXPANSION_UPSELL - ESCALATION_CHURN_RISK - SUPPORT - INTERNAL_SYNC - OTHER description: >- Filter calls by classified purpose (DISCOVERY, DEMO, TECHNICAL_EVALUATION, WORKING_SESSION, NEGOTIATION_PRICING, ONBOARDING, CHECK_IN_SUCCESS, QBR_RENEWAL, EXPANSION_UPSELL, ESCALATION_CHURN_RISK, SUPPORT, INTERNAL_SYNC, OTHER) unmatchedOnly: type: boolean description: >- When true, only return events that have findings with no library entity matches description: Filters to INCLUDE events matching these criteria exclude: type: object properties: eventCategories: type: array items: type: string enum: - EMAIL - CALL - CRM - RESOURCE - REVISION - SOCIAL - ADS - PRODUCT - UNKNOWN description: Filter by event categories (CALL, EMAIL, CRM) eventTypes: type: array items: type: string enum: - EMAIL_SENT - EMAIL_REPLY_RECEIVED - CALL_TRANSCRIPT - DEAL_WON - DEAL_LOST - OPPORTUNITY_CREATED - MEETING_BOOKED - RESOURCE_INDEXED - RESOURCE_REINDEXED - PROJECT_UPDATE - TASK_COMPLETED - ENTITY_CREATED - ENTITY_UPDATED - SOCIAL_MESSAGE_SENT - SOCIAL_MESSAGE_RECEIVED - SOCIAL_CONNECTION_SENT - SOCIAL_CONNECTION_ACCEPTED - AD_SET_PUBLISHED - AD_PERFORMANCE_SNAPSHOT - BULK_IMPORT_SUMMARY - PROCESSING_NOT_APPLICABLE - PROVIDER_EVENT_TYPE_UNKNOWN - UNKNOWN description: >- Filter by specific event types (CALL_TRANSCRIPT, EMAIL_SENT, DEAL_WON, etc.) sentiments: type: array items: type: string enum: - POSITIVE - NEUTRAL - NEGATIVE - UNKNOWN description: >- Filter by sentiment (POSITIVE, NEGATIVE, NEUTRAL, MIXED) contactEmails: type: array items: type: string description: Filter by participant email addresses companyDomains: type: array items: type: string description: Filter by company domains outcomeFilters: type: array items: type: string enum: - OPEN - WON - LOST - POSITIVE_REPLY - NEUTRAL_REPLY - NEGATIVE_REPLY description: >- Exclude by outcome (OPEN, WON, LOST, POSITIVE_REPLY, NEUTRAL_REPLY, NEGATIVE_REPLY) opportunityStatuses: type: array items: type: string enum: - OPEN - WON - LOST description: Exclude by opportunity status (OPEN, WON, LOST) minDealAmount: type: number description: Minimum deal amount filter maxDealAmount: type: number description: Maximum deal amount filter offerings: type: array items: type: string description: Exclude events matching these offering oIds personas: type: array items: type: string description: Exclude events matching these persona oIds segments: type: array items: type: string description: Exclude events matching these segment oIds tags: type: array items: type: string description: >- Exclude events matching any library entity that carries these reporting tag oIds (any tag group; OR'd). useCases: type: array items: type: string description: Exclude events matching these use case oIds references: type: array items: type: string description: >- Exclude events matching these reference customer oIds competitors: type: array items: type: string description: Exclude events matching these competitor oIds alternatives: type: array items: type: string description: Exclude events matching these alternative oIds buyingTriggers: type: array items: type: string description: Exclude events matching these buying trigger oIds coreFeatures: type: array items: type: string description: Exclude events matching these core feature oIds objections: type: array items: type: string description: Exclude events matching these objection oIds proofPoints: type: array items: type: string description: Exclude events matching these proof point oIds motionTypes: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - CONVERT_FREE_TO_PAID - RENEW_AND_RETAIN - DISPLACE_INCUMBENT description: >- Exclude events matching these motion types (NET_NEW, UPSELL) callPurposes: type: array items: type: string enum: - DISCOVERY - DEMO - TECHNICAL_EVALUATION - WORKING_SESSION - NEGOTIATION_PRICING - ONBOARDING - CHECK_IN_SUCCESS - QBR_RENEWAL - EXPANSION_UPSELL - ESCALATION_CHURN_RISK - SUPPORT - INTERNAL_SYNC - OTHER description: >- Exclude calls with these classified purposes (e.g. SUPPORT, INTERNAL_SYNC) dealMotions: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - RENEW_AND_RETAIN - CONVERT_FREE_TO_PAID - DISPLACE_INCUMBENT - SERVICES - PARTNER - NON_COMMERCIAL description: >- Exclude events linked to deals whose CRM deal type maps to these motions dealTypes: type: array items: type: string description: >- Exclude events linked to deals with these raw CRM deal-type labels, case-insensitive dealStages: type: array items: type: string description: >- Exclude events linked to deals currently in these CRM stages, by stage label or stage id, case-insensitive pipelinePhases: type: array items: type: string enum: - prospecting - discovery - evaluation - negotiation - commitment - closed_won - closed_lost description: >- Exclude events linked to deals whose stage maps to these pipeline phases description: Filters to EXCLUDE events matching these criteria description: >- Optional additional event filters (event-log filter shape). Library-entity filters hold the extractor until entity matching has run, then gate it there as well as in backfills. modelTier: type: string enum: - NOTE - PULSE - ECHO - HARMONY - CHORUS - SYMPHONY outputMode: type: string enum: - freeform - boolean - number - enum_single - enum_multi - object default: freeform description: >- Output shape: freeform snippets, structured fields, or a per-event verdict (boolean / number / single or multi choice) classes: type: array nullable: true items: type: object properties: value: type: string minLength: 1 maxLength: 64 pattern: ^[a-z0-9][a-z0-9_-]*$ label: type: string nullable: true maxLength: 120 description: type: string nullable: true maxLength: 500 required: - value maxItems: 25 description: >- Choice-mode classes (enum_single / enum_multi); >= 2 required numberConfig: type: object nullable: true properties: unit: type: string nullable: true maxLength: 32 min: type: number nullable: true max: type: number nullable: true description: NUMBER-mode unit and optional min/max bounds jsonSchema: type: object nullable: true additionalProperties: nullable: true description: OBJECT-mode JSON Schema for the structured value resultCardinality: type: string enum: - single - repeated default: single description: >- OBJECT mode only: one record for the whole event, or one record per matching occurrence perspective: type: string enum: - INTERNAL - EXTERNAL - ANY default: EXTERNAL description: >- Whose contributions to mine: INTERNAL (our team), EXTERNAL (prospect), or ANY. Defaults to EXTERNAL — nearly all GTM intelligence is about what the buyer said, and an unstated preference is a preference for the buyer's voice. fieldTargets: type: array items: type: object properties: table: type: string enum: - persona - product - service - solution - use_case - playbook - proof_point - competitor - alternative - buying_trigger - core_feature - objection - reference - hypothesis - segment - skill entityOId: type: string minLength: 1 field: type: string minLength: 1 maxLength: 120 required: - table - entityOId - field default: [] description: >- Optional (entity, field) refinement targets — findings are pinned to these entities as evidence for the named field status: type: string enum: - DRAFT - ACTIVE default: ACTIVE description: >- Initial lifecycle status. ACTIVE (default) extracts from new matching events as they arrive; DRAFT holds the extractor for review until explicitly activated. required: - name - prompt - eventTypes - modelTier responses: '200': description: The created extractor with its LLM-proposed anchors content: application/json: schema: type: object properties: _metadata: $ref: '#/components/schemas/Metadata' data: $ref: '#/components/schemas/CustomExtractor' required: - _metadata '400': description: Bad request content: application/json: schema: type: object properties: _metadata: $ref: '#/components/schemas/Metadata' message: type: string required: - _metadata - message deprecated: false components: schemas: Metadata: type: object properties: usage: type: number default: 0 example: 0 description: API usage requestId: type: string example: requestId description: Request ID message: type: string example: message description: Message timestamp: type: string example: '2021-01-01T00:00:00.000Z' description: Timestamp required: - requestId - timestamp CustomExtractor: type: object nullable: true properties: name: type: string minLength: 1 maxLength: 255 description: type: string nullable: true maxLength: 2000 prompt: type: string minLength: 1 maxLength: 20000 authoringInput: type: string nullable: true maxLength: 4000 description: >- The plain-language ask the AI authoring assist drafted the prompt from, kept for provenance. Omit (or null) when the prompt was hand-written. Changing it alone does not bump promptVersion. eventTypes: type: array items: type: string enum: - EMAIL_SENT - EMAIL_REPLY_RECEIVED - CALL_TRANSCRIPT - DEAL_WON - DEAL_LOST - OPPORTUNITY_CREATED - MEETING_BOOKED - RESOURCE_INDEXED - RESOURCE_REINDEXED - PROJECT_UPDATE - TASK_COMPLETED - ENTITY_CREATED - ENTITY_UPDATED - SOCIAL_MESSAGE_SENT - SOCIAL_MESSAGE_RECEIVED - SOCIAL_CONNECTION_SENT - SOCIAL_CONNECTION_ACCEPTED - AD_SET_PUBLISHED - AD_PERFORMANCE_SNAPSHOT - BULK_IMPORT_SUMMARY - PROCESSING_NOT_APPLICABLE - PROVIDER_EVENT_TYPE_UNKNOWN - UNKNOWN minItems: 1 description: Event types this extractor runs on eventFilters: type: object nullable: true properties: match: type: object properties: entityMatchAll: type: boolean description: >- Require every selected library entity, including entities of the same category eventOIds: type: array items: type: string description: Filter to these event oIds only opportunityIds: type: array items: type: string description: >- Filter to events linked to these opportunities. Accepts Octave opportunity oIds (crmo_*) or the CRM's own deal ids (Salesforce Id, HubSpot object id, Attio record UUID) interchangeably eventCategories: type: array items: type: string enum: - EMAIL - CALL - CRM - RESOURCE - REVISION - SOCIAL - ADS - PRODUCT - UNKNOWN description: Filter by event categories (CALL, EMAIL, CRM) eventTypes: type: array items: type: string enum: - EMAIL_SENT - EMAIL_REPLY_RECEIVED - CALL_TRANSCRIPT - DEAL_WON - DEAL_LOST - OPPORTUNITY_CREATED - MEETING_BOOKED - RESOURCE_INDEXED - RESOURCE_REINDEXED - PROJECT_UPDATE - TASK_COMPLETED - ENTITY_CREATED - ENTITY_UPDATED - SOCIAL_MESSAGE_SENT - SOCIAL_MESSAGE_RECEIVED - SOCIAL_CONNECTION_SENT - SOCIAL_CONNECTION_ACCEPTED - AD_SET_PUBLISHED - AD_PERFORMANCE_SNAPSHOT - BULK_IMPORT_SUMMARY - PROCESSING_NOT_APPLICABLE - PROVIDER_EVENT_TYPE_UNKNOWN - UNKNOWN description: >- Filter by specific event types (CALL_TRANSCRIPT, EMAIL_SENT, DEAL_WON, etc.) sentiments: type: array items: type: string enum: - POSITIVE - NEUTRAL - NEGATIVE - UNKNOWN description: Filter by sentiment (POSITIVE, NEGATIVE, NEUTRAL, MIXED) contactEmails: type: array items: type: string description: Filter by participant email addresses companyDomains: type: array items: type: string description: Filter by company domains outcomeFilters: type: array items: type: string enum: - OPEN - WON - LOST - POSITIVE_REPLY - NEUTRAL_REPLY - NEGATIVE_REPLY description: >- Filter by outcome (OPEN, WON, LOST, POSITIVE_REPLY, NEUTRAL_REPLY, NEGATIVE_REPLY) opportunityStatuses: type: array items: type: string enum: - OPEN - WON - LOST description: >- Filter to events linked to deals with this status (OPEN, WON, LOST) dealMotions: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - RENEW_AND_RETAIN - CONVERT_FREE_TO_PAID - DISPLACE_INCUMBENT - SERVICES - PARTNER - NON_COMMERCIAL description: >- Filter to events linked to deals whose CRM deal type maps to these motions (NET_NEW, UPSELL, CROSS_SELL, RENEW_AND_RETAIN, CONVERT_FREE_TO_PAID, DISPLACE_INCUMBENT, SERVICES, PARTNER, NON_COMMERCIAL) dealTypes: type: array items: type: string description: >- Filter to events linked to deals with these raw CRM deal-type labels (Salesforce Type, HubSpot dealtype), case-insensitive dealStages: type: array items: type: string description: >- Filter to events linked to deals currently in these CRM stages, by stage label or stage id, case-insensitive dealStagesAtEvent: type: array items: type: string description: >- Filter to events whose linked deal was in one of these CRM stages WHEN THE EVENT HAPPENED (by stage label, case-insensitive), from the deal's stage history — unlike dealStages, which reads the deal's stage today. Use it for 'what came up on calls during Discovery'. An event whose deal has no recorded stage at that time does not match. pipelinePhases: type: array items: type: string enum: - prospecting - discovery - evaluation - negotiation - commitment - closed_won - closed_lost description: >- Filter to events linked to deals whose stage maps to these pipeline phases (prospecting, discovery, evaluation, negotiation, commitment, closed_won, closed_lost) crmPipelines: type: array items: type: string description: >- Filter to events linked to deals in these CRM pipelines, by pipeline id or name (case-insensitive name) minStalledDays: type: number description: >- Filter to events linked to an OPEN deal that has sat in its current stage at least this many days minDealAmount: type: number description: Minimum deal amount filter maxDealAmount: type: number description: Maximum deal amount filter offerings: type: array items: type: string description: Filter by offering oIds personas: type: array items: type: string description: Filter by persona oIds (events must match these personas) segments: type: array items: type: string description: Filter by segment oIds tags: type: array items: type: string description: >- Filter by reporting tag oIds (from any tag group, on any library entity type). Resolved to the entities carrying those tags; multiple tags are OR'd. useCases: type: array items: type: string description: Filter by use case oIds references: type: array items: type: string description: Filter by reference customer oIds competitors: type: array items: type: string description: Filter by competitor oIds alternatives: type: array items: type: string description: Filter by alternative oIds buyingTriggers: type: array items: type: string description: Filter by buying trigger oIds coreFeatures: type: array items: type: string description: Filter by core feature oIds objections: type: array items: type: string description: Filter by objection oIds proofPoints: type: array items: type: string description: Filter by proof point oIds motionTypes: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - CONVERT_FREE_TO_PAID - RENEW_AND_RETAIN - DISPLACE_INCUMBENT description: Filter by motion type (NET_NEW, UPSELL) customerScope: type: string enum: - ALL - NEW_CUSTOMERS - EXISTING_CUSTOMERS description: >- Customer-scope view (NEW_CUSTOMERS / EXISTING_CUSTOMERS); ALL or absent applies no filter callPurposes: type: array items: type: string enum: - DISCOVERY - DEMO - TECHNICAL_EVALUATION - WORKING_SESSION - NEGOTIATION_PRICING - ONBOARDING - CHECK_IN_SUCCESS - QBR_RENEWAL - EXPANSION_UPSELL - ESCALATION_CHURN_RISK - SUPPORT - INTERNAL_SYNC - OTHER description: >- Filter calls by classified purpose (DISCOVERY, DEMO, TECHNICAL_EVALUATION, WORKING_SESSION, NEGOTIATION_PRICING, ONBOARDING, CHECK_IN_SUCCESS, QBR_RENEWAL, EXPANSION_UPSELL, ESCALATION_CHURN_RISK, SUPPORT, INTERNAL_SYNC, OTHER) unmatchedOnly: type: boolean description: >- When true, only return events that have findings with no library entity matches description: Filters to INCLUDE events matching these criteria exclude: type: object properties: eventCategories: type: array items: type: string enum: - EMAIL - CALL - CRM - RESOURCE - REVISION - SOCIAL - ADS - PRODUCT - UNKNOWN description: Filter by event categories (CALL, EMAIL, CRM) eventTypes: type: array items: type: string enum: - EMAIL_SENT - EMAIL_REPLY_RECEIVED - CALL_TRANSCRIPT - DEAL_WON - DEAL_LOST - OPPORTUNITY_CREATED - MEETING_BOOKED - RESOURCE_INDEXED - RESOURCE_REINDEXED - PROJECT_UPDATE - TASK_COMPLETED - ENTITY_CREATED - ENTITY_UPDATED - SOCIAL_MESSAGE_SENT - SOCIAL_MESSAGE_RECEIVED - SOCIAL_CONNECTION_SENT - SOCIAL_CONNECTION_ACCEPTED - AD_SET_PUBLISHED - AD_PERFORMANCE_SNAPSHOT - BULK_IMPORT_SUMMARY - PROCESSING_NOT_APPLICABLE - PROVIDER_EVENT_TYPE_UNKNOWN - UNKNOWN description: >- Filter by specific event types (CALL_TRANSCRIPT, EMAIL_SENT, DEAL_WON, etc.) sentiments: type: array items: type: string enum: - POSITIVE - NEUTRAL - NEGATIVE - UNKNOWN description: Filter by sentiment (POSITIVE, NEGATIVE, NEUTRAL, MIXED) contactEmails: type: array items: type: string description: Filter by participant email addresses companyDomains: type: array items: type: string description: Filter by company domains outcomeFilters: type: array items: type: string enum: - OPEN - WON - LOST - POSITIVE_REPLY - NEUTRAL_REPLY - NEGATIVE_REPLY description: >- Exclude by outcome (OPEN, WON, LOST, POSITIVE_REPLY, NEUTRAL_REPLY, NEGATIVE_REPLY) opportunityStatuses: type: array items: type: string enum: - OPEN - WON - LOST description: Exclude by opportunity status (OPEN, WON, LOST) minDealAmount: type: number description: Minimum deal amount filter maxDealAmount: type: number description: Maximum deal amount filter offerings: type: array items: type: string description: Exclude events matching these offering oIds personas: type: array items: type: string description: Exclude events matching these persona oIds segments: type: array items: type: string description: Exclude events matching these segment oIds tags: type: array items: type: string description: >- Exclude events matching any library entity that carries these reporting tag oIds (any tag group; OR'd). useCases: type: array items: type: string description: Exclude events matching these use case oIds references: type: array items: type: string description: Exclude events matching these reference customer oIds competitors: type: array items: type: string description: Exclude events matching these competitor oIds alternatives: type: array items: type: string description: Exclude events matching these alternative oIds buyingTriggers: type: array items: type: string description: Exclude events matching these buying trigger oIds coreFeatures: type: array items: type: string description: Exclude events matching these core feature oIds objections: type: array items: type: string description: Exclude events matching these objection oIds proofPoints: type: array items: type: string description: Exclude events matching these proof point oIds motionTypes: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - CONVERT_FREE_TO_PAID - RENEW_AND_RETAIN - DISPLACE_INCUMBENT description: Exclude events matching these motion types (NET_NEW, UPSELL) callPurposes: type: array items: type: string enum: - DISCOVERY - DEMO - TECHNICAL_EVALUATION - WORKING_SESSION - NEGOTIATION_PRICING - ONBOARDING - CHECK_IN_SUCCESS - QBR_RENEWAL - EXPANSION_UPSELL - ESCALATION_CHURN_RISK - SUPPORT - INTERNAL_SYNC - OTHER description: >- Exclude calls with these classified purposes (e.g. SUPPORT, INTERNAL_SYNC) dealMotions: type: array items: type: string enum: - NET_NEW - UPSELL - CROSS_SELL - RENEW_AND_RETAIN - CONVERT_FREE_TO_PAID - DISPLACE_INCUMBENT - SERVICES - PARTNER - NON_COMMERCIAL description: >- Exclude events linked to deals whose CRM deal type maps to these motions dealTypes: type: array items: type: string description: >- Exclude events linked to deals with these raw CRM deal-type labels, case-insensitive dealStages: type: array items: type: string description: >- Exclude events linked to deals currently in these CRM stages, by stage label or stage id, case-insensitive pipelinePhases: type: array items: type: string enum: - prospecting - discovery - evaluation - negotiation - commitment - closed_won - closed_lost description: >- Exclude events linked to deals whose stage maps to these pipeline phases description: Filters to EXCLUDE events matching these criteria description: >- Optional additional event filters (event-log filter shape). Library-entity filters hold the extractor until entity matching has run, then gate it there as well as in backfills. modelTier: type: string enum: - NOTE - PULSE - ECHO - HARMONY - CHORUS - SYMPHONY outputMode: type: string enum: - freeform - boolean - number - enum_single - enum_multi - object default: freeform description: >- Output shape: freeform snippets, structured fields, or a per-event verdict (boolean / number / single or multi choice) classes: type: array nullable: true items: type: object properties: value: type: string minLength: 1 maxLength: 64 pattern: ^[a-z0-9][a-z0-9_-]*$ label: type: string nullable: true maxLength: 120 description: type: string nullable: true maxLength: 500 required: - value maxItems: 25 description: Choice-mode classes (enum_single / enum_multi); >= 2 required numberConfig: type: object nullable: true properties: unit: type: string nullable: true maxLength: 32 min: type: number nullable: true max: type: number nullable: true description: NUMBER-mode unit and optional min/max bounds jsonSchema: type: object nullable: true additionalProperties: nullable: true description: OBJECT-mode JSON Schema for the structured value resultCardinality: type: string enum: - single - repeated default: single description: >- OBJECT mode only: one record for the whole event, or one record per matching occurrence perspective: type: string enum: - INTERNAL - EXTERNAL - ANY default: EXTERNAL description: >- Whose contributions to mine: INTERNAL (our team), EXTERNAL (prospect), or ANY. Defaults to EXTERNAL — nearly all GTM intelligence is about what the buyer said, and an unstated preference is a preference for the buyer's voice. fieldTargets: type: array items: type: object properties: table: type: string enum: - persona - product - service - solution - use_case - playbook - proof_point - competitor - alternative - buying_trigger - core_feature - objection - reference - hypothesis - segment - skill entityOId: type: string minLength: 1 field: type: string minLength: 1 maxLength: 120 required: - table - entityOId - field default: [] description: >- Optional (entity, field) refinement targets — findings are pinned to these entities as evidence for the named field status: type: string enum: - DRAFT - ACTIVE - PAUSED - ARCHIVED oId: type: string promptVersion: type: number source: type: string enum: - WORKSPACE - SYSTEM mappingStatus: type: string enum: - PENDING - COMPLETED - FAILED associatedLibraryTables: type: array items: type: string enum: - persona - product - service - solution - use_case - playbook - proof_point - competitor - alternative - buying_trigger - core_feature - objection - reference - hypothesis - segment - skill mappingProposal: type: object nullable: true properties: libraryTables: type: array items: type: object properties: table: type: string enum: - persona - product - service - solution - use_case - playbook - proof_point - competitor - alternative - buying_trigger - core_feature - objection - reference - hypothesis - segment - skill rationale: type: string required: - table - rationale required: - libraryTables mappingModel: type: string nullable: true createdAt: type: string nullable: true format: date-time updatedAt: type: string nullable: true format: date-time user: type: object nullable: true properties: oId: type: string nullable: true email: type: string nullable: true executionScope: type: object properties: phase: type: string enum: - EXTRACTION - POST_MATCH - UNSUPPORTED extractionKeys: type: array items: type: string deferredKeys: type: array items: type: string unsupportedKeys: type: array items: type: string required: - phase - extractionKeys - deferredKeys - unsupportedKeys required: - name - prompt - eventTypes - modelTier - status - oId - promptVersion - source - mappingStatus - associatedLibraryTables - createdAt - updatedAt - executionScope securitySchemes: ApiKeyAuth: type: apiKey in: header name: api_key ````