> ## 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. # List report configs > List report configurations, optionally filtered by group ## OpenAPI ````yaml get /api/v2/report-config/list openapi: 3.0.0 info: version: 6.0.0 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/report-config/list: get: tags: - ReportConfig summary: List report configs description: List report configurations, optionally filtered by group operationId: listReportConfigs parameters: - schema: type: string description: Filter by report group oId required: false description: Filter by report group oId name: groupOId in: query responses: '200': description: Report config list content: application/json: schema: type: object properties: _metadata: $ref: '#/components/schemas/Metadata' data: type: array items: $ref: '#/components/schemas/ReportConfig' total: type: number description: Total configs returned required: - _metadata - data - total 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 ReportConfig: type: object properties: oId: type: string title: type: string description: type: string executionType: type: string enum: - octave - adhoc default: adhoc reportId: type: string prompt: type: string systemPrompt: type: string logicVersion: type: number default: 1 filters: type: object properties: findings: type: array items: type: object properties: type: type: string enum: - EMAIL_INTERNAL_USE_CASE - EMAIL_INTERNAL_PROOF_POINT - EMAIL_INTERNAL_PAIN_POINT - EMAIL_INTERNAL_BENEFITS_HIGHLIGHTED - EMAIL_INTERNAL_VALUE_PROP - EMAIL_INTERNAL_SOCIAL_PROOF - EMAIL_INTERNAL_CALL_TO_ACTION - EMAIL_INTERNAL_OBJECTION_HANDLING - EMAIL_INTERNAL_COMPETITORS_TO_OUR_OFFERING - EMAIL_INTERNAL_CORE_CAPABILITIES - EMAIL_INTERNAL_DIFFERENTIATED_VALUE - EMAIL_INTERNAL_COMPLEMENTARY_TOOLS_MENTIONED - EMAIL_INTERNAL_BUYING_TRIGGER_CITED - EMAIL_INTERNAL_COMMITMENTS_MADE - EMAIL_EXTERNAL_CALL_TO_ACTION - EMAIL_EXTERNAL_OBJECTION - EMAIL_EXTERNAL_QUESTION - EMAIL_EXTERNAL_INTEREST_EXPRESSION - EMAIL_EXTERNAL_FEATURE_REQUEST - EMAIL_EXTERNAL_REQUIREMENT - EMAIL_EXTERNAL_PRICING_FEEDBACK - EMAIL_EXTERNAL_COMPARATIVE_STATEMENT - EMAIL_EXTERNAL_KEY_TAKEAWAY - EMAIL_EXTERNAL_COMPETITOR_MENTION - EMAIL_EXTERNAL_NEXT_STEP - EMAIL_EXTERNAL_URGENCY_INDICATOR - EMAIL_EXTERNAL_DECISION_MAKING_SIGNAL - EMAIL_EXTERNAL_UNIQUE_LANGUAGE_USED - EMAIL_EXTERNAL_BUSINESS_PROBLEMS - EMAIL_EXTERNAL_PRIMARY_GOALS - EMAIL_EXTERNAL_STATUS_QUO_HOW_THEY_SOLVE_TODAY - EMAIL_EXTERNAL_CURRENT_TOOL_OR_SOLUTION_PROBLEMS - EMAIL_EXTERNAL_PAIN_OR_PROBLEM_AGREEMENTS - EMAIL_EXTERNAL_ROLE_OR_RESPONSIBILITIES_DESCRIPTION - EMAIL_EXTERNAL_CORE_CAPABILITIES - EMAIL_EXTERNAL_USE_CASES_BROUGHT_UP - EMAIL_EXTERNAL_BLOCKERS_OR_DEPENDENCIES - EMAIL_EXTERNAL_ABSENT_STAKEHOLDER_MENTIONS - EMAIL_EXTERNAL_FRUSTRATION_OR_DISAPPOINTMENT - EMAIL_OVERALL_SENTIMENT - EMAIL_TITLE_TO_PERSONA - EMAIL_SEGMENT_DESCRIPTION - SOCIAL_INTERNAL_USE_CASE - SOCIAL_INTERNAL_PROOF_POINT - SOCIAL_INTERNAL_PAIN_POINT - SOCIAL_INTERNAL_VALUE_PROP - SOCIAL_INTERNAL_SOCIAL_PROOF - SOCIAL_INTERNAL_CALL_TO_ACTION - SOCIAL_INTERNAL_BENEFITS_HIGHLIGHTED - SOCIAL_INTERNAL_OBJECTION_HANDLING - SOCIAL_TITLE_TO_PERSONA - SOCIAL_SEGMENT_DESCRIPTION - SOCIAL_EXTERNAL_CALL_TO_ACTION - SOCIAL_EXTERNAL_OBJECTION - SOCIAL_EXTERNAL_QUESTION - SOCIAL_EXTERNAL_INTEREST_EXPRESSION - SOCIAL_EXTERNAL_FEATURE_REQUEST - SOCIAL_EXTERNAL_REQUIREMENT - SOCIAL_EXTERNAL_PRICING_FEEDBACK - SOCIAL_EXTERNAL_COMPARATIVE_STATEMENT - SOCIAL_EXTERNAL_KEY_TAKEAWAY - SOCIAL_EXTERNAL_COMPETITOR_MENTION - SOCIAL_EXTERNAL_NEXT_STEP - SOCIAL_EXTERNAL_URGENCY_INDICATOR - SOCIAL_EXTERNAL_DECISION_MAKING_SIGNAL - SOCIAL_EXTERNAL_UNIQUE_LANGUAGE_USED - SOCIAL_OVERALL_SENTIMENT - CALL_EXTERNAL_BUSINESS_PROBLEMS - CALL_EXTERNAL_IDEAL_SOLUTION_DESCRIPTION - CALL_EXTERNAL_PRIMARY_GOALS - CALL_EXTERNAL_WHY_ON_THIS_CALL - CALL_EXTERNAL_STATUS_QUO_HOW_THEY_SOLVE_TODAY - CALL_EXTERNAL_INDUSTRY_TRENDS - CALL_EXTERNAL_COMPETITORS_TO_OUR_OFFERING - CALL_EXTERNAL_COMPETITORS_OF_THEIR_COMPANY - CALL_EXTERNAL_CURRENT_TOOL_OR_SOLUTION_PROBLEMS - CALL_EXTERNAL_OBJECTIONS - CALL_EXTERNAL_PAIN_OR_PROBLEM_AGREEMENTS - CALL_EXTERNAL_ROLE_OR_RESPONSIBILITIES_DESCRIPTION - CALL_EXTERNAL_QUESTIONS_OR_CONFUSION_ABOUT_OFFERING - CALL_EXTERNAL_CAPABILITIES_THAT_DREW_EXCITEMENT - CALL_EXTERNAL_UNIQUE_LANGUAGE_USED - CALL_EXTERNAL_FEATURE_REQUEST - CALL_EXTERNAL_COMMITMENTS_MADE - CALL_EXTERNAL_PRICING_OR_PACKAGING_FEEDBACK - CALL_EXTERNAL_BLOCKERS_OR_DEPENDENCIES - CALL_EXTERNAL_ABSENT_STAKEHOLDER_MENTIONS - CALL_EXTERNAL_FRUSTRATION_OR_DISAPPOINTMENT - CALL_EXTERNAL_CORE_CAPABILITIES - CALL_EXTERNAL_USE_CASES_BROUGHT_UP - CALL_INTERNAL_USE_CASES_BROUGHT_UP - CALL_INTERNAL_PROOF_POINTS - CALL_INTERNAL_REFERENCE_CUSTOMERS_OR_SOCIAL_PROOF - CALL_INTERNAL_COMPETITORS - CALL_INTERNAL_COMPETITORS_TO_OUR_OFFERING - CALL_INTERNAL_OBJECTION_HANDLING - CALL_INTERNAL_VALUE_PROP_PRESENTATIONS - CALL_INTERNAL_DIFFERENTIATED_VALUE - CALL_INTERNAL_CORE_CAPABILITIES - CALL_INTERNAL_COMPLEMENTARY_TOOLS_MENTIONED - CALL_INTERNAL_COMMITMENTS_MADE - CALL_COMPETITOR_MENTION_ORIGIN - CALL_COMPETITOR_RELATIONSHIP_STATUS - CALL_COMPETITOR_MENTAL_MODEL - CALL_COMPETITOR_PROSPECT_VOICED_STRENGTH - CALL_COMPETITOR_PROSPECT_VOICED_WEAKNESS - CALL_COMPETITOR_OVERALL_STANCE - CALL_COMPETITOR_HEAD_TO_HEAD_COMPARISON - CALL_COMPETITOR_CONSIDERATION_SET_ALTERNATIVE - CALL_COMPETITOR_COMMERCIAL_INTEL - CALL_COMPETITOR_SWITCHING_TRIGGER_OR_BARRIER - CALL_COMPETITOR_REP_CLAIM_REACTION - CALL_COMPETITOR_DEAL_IMPACT - CALL_CORE_FEATURE_MENTION_ORIGIN - CALL_CORE_FEATURE_PROSPECT_LANGUAGE - CALL_CORE_FEATURE_COMPREHENSION_CORRECTION - CALL_CORE_FEATURE_PROSPECT_REACTION - CALL_CORE_FEATURE_PROSPECT_QUESTION - CALL_CORE_FEATURE_PROBLEM_ATTACHMENT - CALL_CORE_FEATURE_VALUE_ARTICULATION - CALL_CORE_FEATURE_CONCERN_OR_REQUIREMENT - CALL_CORE_FEATURE_STATUS_QUO - CALL_CORE_FEATURE_COMPARISON - CALL_CORE_FEATURE_DECISION_WEIGHT - CALL_CORE_FEATURE_USAGE_STAKEHOLDER - CALL_OBJECTION_UNDERLYING_CONCERN - CALL_OBJECTION_ASSUMPTION_OR_MISCONCEPTION - CALL_OBJECTION_SEVERITY - CALL_OBJECTION_STANCE - CALL_OBJECTION_UNPROBED_GAP - CALL_OBJECTION_REP_RESPONSE - CALL_OBJECTION_PROOF_DEMANDED - CALL_OBJECTION_RESOLUTION_STATE - CALL_ALTERNATIVE_APPROACH_STANCE - CALL_ALTERNATIVE_INCUMBENCY_STATE - CALL_ALTERNATIVE_BUILD_AND_MAINTENANCE - CALL_ALTERNATIVE_RATIONAL_CASE - CALL_ALTERNATIVE_PERCEIVED_BENEFIT - CALL_ALTERNATIVE_VOICED_LIMITATION - CALL_ALTERNATIVE_SWITCHING_BARRIER - CALL_ALTERNATIVE_DISPLACEMENT_TRIGGER - CALL_ALTERNATIVE_DEFENDER - CALL_ALTERNATIVE_REP_POSITIONING - CALL_ALTERNATIVE_STANDING - RESOURCE_USE_CASES - RESOURCE_PROOF_POINTS - RESOURCE_REFERENCE_CUSTOMERS - RESOURCE_COMPETITORS - RESOURCE_OBJECTION_HANDLING - RESOURCE_VALUE_PROPS - RESOURCE_DIFFERENTIATED_VALUE - RESOURCE_CORE_CAPABILITIES - RESOURCE_SEGMENTS - RESOURCE_INTEGRATIONS_PARTNERS - RESOURCE_UNIQUE_LANGUAGE - RESOURCE_PAIN_POINTS - RESOURCE_TARGET_PERSONAS - RESOURCE_ALTERNATIVES - RESOURCE_BUYING_TRIGGERS - DECLARED_ENTITY_USE_CASES - DECLARED_ENTITY_COMPETITORS - DECLARED_ENTITY_PROOF_POINTS - CALL_OVERALL_SENTIMENT - CALL_PURPOSE_CLASSIFICATION - CALL_TITLE_TO_PERSONA - CALL_SEGMENT_DESCRIPTION - CRM_TITLE_TO_PERSONA - CRM_SEGMENT_DESCRIPTION - EVENT_SUMMARY - BULK_IMPORT_THEMES - BULK_LOSS_REASONS - BULK_WIN_REASONS - BULK_PAIN_POINTS - BULK_USE_CASES - BULK_COMPETITORS - BULK_OBJECTIONS - BULK_SEGMENTS - BULK_PERSONAS - ADS_INTERNAL_MESSAGING_THEME - ADS_INTERNAL_TARGET_AUDIENCE - ADS_INTERNAL_COMPETITIVE_POSITIONING - ADS_INTERNAL_KEYWORD_TARGETING - ADS_EXTERNAL_ENGAGEMENT_SIGNAL - ADS_SEGMENT_DESCRIPTION - ADS_MOTION_TYPE - ADS_OFFERING_MATCH - CALL_PROSPECT_RELATIONSHIP_TO_SELLER - CALL_MOTION_TYPE - CALL_OFFERING_MATCH - EMAIL_PROSPECT_RELATIONSHIP_TO_SELLER - EMAIL_REPLY_PURPOSE_CLASSIFICATION - EMAIL_MOTION_TYPE - EMAIL_OFFERING_MATCH - CRM_MOTION_TYPE - CRM_OFFERING_MATCH - RESOURCE_OFFERING_MATCH - RESOURCE_TYPE_CLASSIFICATION - CUSTOM value: type: string nullable: true customExtractorOId: type: string nullable: true required: - type events: type: object 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 pipelineFilters: type: object properties: phases: type: array items: type: string enum: - prospecting - discovery - evaluation - negotiation - commitment - closed_won - closed_lost description: >- Filter events linked to deals in these pipeline phases (prospecting, discovery, evaluation, negotiation, commitment, closed_won, closed_lost) stageCategories: type: array items: type: string enum: - open - closed_won - closed_lost - other description: >- Filter events linked to deals with these stage categories (open, closed_won, closed_lost, no_decision). Uses analytics-computed `stageCategory`, no stage-mapping setup required. minStalledDays: type: number description: >- Only include events linked to deals stalled in their current stage for at least this many days dealCohort: type: object properties: allOf: type: array items: type: object properties: entityType: type: string enum: - persona - product - service - solution - use_case - proof_point - competitor - alternative - buying_trigger - core_feature - objection - reference - hypothesis - segment - target_icp - motion_icp description: >- Library entity type of the component — a simple type (persona, segment, use_case, competitor, …) or a composite (target_icp / motion_icp). oId: type: string description: oId of the entity (or ICP) the deal must involve. required: - entityType - oId minItems: 1 maxItems: 8 description: Components a qualifying deal must ALL involve. required: - allOf description: >- Optional deal-level scope — restricts the report's finding retrieval to deals matching this cohort (e.g. an ICP × use-case slice from the Library Overview). actions: type: array items: type: object properties: actionType: type: string enum: - ADD_ENTITY - REFINE_ENTITY - REMOVE_ENTITY - AGENTIC_ALL_MODIFICATIONS - GENERATE_LEARNINGS - GENERATE_ICP_RECOMMENDATIONS targetEntityTypes: type: array items: type: string enum: - Product - Service - Solution - Persona - UseCase - Reference - Segment - Competitor - Alternative - BuyingTrigger - CoreFeature - Objection - ProofPoint - Playbook - Agent - Hypothesis - BrandVoice - Resource required: - actionType - targetEntityTypes metadataFields: type: array items: type: object properties: key: type: string type: type: string enum: - string - number - boolean - array_string - array_number required: type: boolean default: false required: - key - type groupByDeal: type: boolean description: >- Group findings by deal, with per-deal outcome / stage / effort context. Findings with no deal are kept in a trailing block. libraryInventory: type: array items: type: string enum: - persona - product - service - solution - use_case - proof_point - competitor - alternative - buying_trigger - core_feature - objection - reference - hypothesis - segment - target_icp - motion_icp description: >- Library entity types to list exhaustively in the prompt, so the report can name defined entities that never came up. userEdited: type: boolean required: - findings groupId: type: string isActive: type: boolean minEvents: type: number minFindings: type: number lastSuccessfulEndAt: type: string nullable: true format: date-time consecutiveFailures: type: number notificationSettings: type: object properties: email: type: object properties: enabled: type: boolean addresses: type: array items: type: string format: email required: - enabled - addresses slack: type: object properties: enabled: type: boolean channels: type: array items: type: object properties: id: type: string name: type: string required: - id - name required: - enabled - channels includeMagazine: type: boolean required: - oId - title - filters - isActive securitySchemes: ApiKeyAuth: type: apiKey in: header name: api_key ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.