Skip to main content
PATCH
/
v3
/
sequences
/
ai-sdr
/
{sequence_id}
/
settings
Update AI SDR sequence settings
curl --request PATCH \
  --url https://api.reply.io/v3/sequences/ai-sdr/{sequence_id}/settings \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "offerId": 2,
  "offerGenerationInputs": {
    "companyName": "<string>",
    "companyDescription": "<string>",
    "icp": "<string>",
    "reasonForOutreach": "<string>",
    "caseStudies": [
      "<string>"
    ],
    "painPoints": [
      "<string>"
    ],
    "proofPoints": [
      "<string>"
    ],
    "valuePropositions": [
      "<string>"
    ],
    "callToActions": [
      "<string>"
    ]
  },
  "toneOfVoice": {},
  "personalizationPoints": {
    "basicResearch": true,
    "companyResearch": {
      "description": true,
      "mission": true,
      "techStack": true,
      "tenKReport": true,
      "recentReportForInvestors": true,
      "financialReport": true,
      "fundraisingResearch": true,
      "challenges": true,
      "recentNews": true,
      "predictChallengesAndCompetitors": true,
      "productsServicesDeepDive": true,
      "mergersAcquisitions": true,
      "customerReviews": true
    },
    "prospectResearch": {
      "aboutSection": true,
      "hobbiesInterests": true,
      "quotes": true,
      "achievements": true,
      "careerSummary": true,
      "jobResponsibilitiesInCurrentCompany": true,
      "achievementsInCurrentCompany": true
    },
    "industryResearch": {
      "recentIndustryNews": true,
      "industryTrends": true,
      "competitorsOverviewNews": true
    },
    "contactFields": {
      "enabled": true,
      "defaultFields": [],
      "customFieldIds": [
        2
      ]
    },
    "customResearch": {
      "enabled": true,
      "instructions": "<string>"
    }
  },
  "autopilot": {
    "filters": {
      "accountListIds": [
        {
          "value": 2
        }
      ],
      "industries": [
        {
          "value": "<string>"
        }
      ],
      "companyLocations": [
        {
          "value": "<string>"
        }
      ],
      "companySizes": [],
      "headcountGrowth": {
        "min": 1,
        "max": 1
      },
      "accountKeywords": {
        "values": [
          {
            "value": "<string>"
          }
        ]
      },
      "isHiringOnLinkedIn": true,
      "contactLocations": [
        {
          "value": "<string>"
        }
      ],
      "jobTitles": [
        {
          "value": "<string>"
        }
      ],
      "departments": [
        {
          "value": "<string>"
        }
      ],
      "seniorities": [
        "<string>"
      ],
      "yearsInCompany": [],
      "contactKeywords": {
        "values": [
          {
            "value": "<string>"
          }
        ]
      },
      "changedJobIn90Days": true
    },
    "referenceUrl": "<string>",
    "maxPeoplePerCompany": 2,
    "maxPeopleToAddPerDay": 2,
    "searchForContactsOnly": true,
    "searchContactPhones": true,
    "addContactsWithoutEmailAddresses": true
  },
  "intentSignals": [
    {
      "postEngagers": {
        "monitorProfiles": {
          "profiles": [
            {
              "linkedInUrl": "<string>"
            }
          ]
        },
        "monitorPosts": {
          "postUrls": [
            "<string>"
          ]
        }
      },
      "competitorFollowers": {
        "linkedInUrls": [
          "<string>"
        ],
        "entitiesToFind": 300
      },
      "technologyUsed": {
        "industryId": 2,
        "technologies": [
          "<string>"
        ],
        "useAndLogicInTechnologies": true,
        "entitiesToFind": 250
      },
      "jobHiring": {
        "keyword": "<string>",
        "industries": [
          2
        ],
        "entitiesToFind": 250
      }
    }
  ]
}
'
{
  "offerId": 123,
  "offerGenerationInputs": {
    "companyName": "<string>",
    "companyDescription": "<string>",
    "icp": "<string>",
    "reasonForOutreach": "<string>",
    "caseStudies": [
      "<string>"
    ],
    "painPoints": [
      "<string>"
    ],
    "proofPoints": [
      "<string>"
    ],
    "valuePropositions": [
      "<string>"
    ],
    "callToActions": [
      "<string>"
    ]
  },
  "toneOfVoice": {},
  "generatedStepTypes": [],
  "personalizationPoints": {
    "basicResearch": true,
    "companyResearch": {
      "description": true,
      "mission": true,
      "techStack": true,
      "tenKReport": true,
      "recentReportForInvestors": true,
      "financialReport": true,
      "fundraisingResearch": true,
      "challenges": true,
      "recentNews": true,
      "predictChallengesAndCompetitors": true,
      "productsServicesDeepDive": true,
      "mergersAcquisitions": true,
      "customerReviews": true
    },
    "prospectResearch": {
      "aboutSection": true,
      "hobbiesInterests": true,
      "quotes": true,
      "achievements": true,
      "careerSummary": true,
      "jobResponsibilitiesInCurrentCompany": true,
      "achievementsInCurrentCompany": true
    },
    "industryResearch": {
      "recentIndustryNews": true,
      "industryTrends": true,
      "competitorsOverviewNews": true
    },
    "contactFields": {
      "enabled": true,
      "defaultFields": [],
      "customFieldIds": [
        2
      ]
    },
    "customResearch": {
      "enabled": true,
      "instructions": "<string>"
    }
  },
  "autopilot": {
    "isSearchInProgress": true,
    "filters": {
      "accountListIds": [
        {
          "value": 2
        }
      ],
      "industries": [
        {
          "value": "<string>"
        }
      ],
      "companyLocations": [
        {
          "value": "<string>"
        }
      ],
      "companySizes": [],
      "headcountGrowth": {
        "min": 1,
        "max": 1
      },
      "departmentHeadcountGrowth": {
        "department": "<string>",
        "min": 1,
        "max": 1
      },
      "accountKeywords": {
        "values": [
          {
            "value": "<string>"
          }
        ]
      },
      "isHiringOnLinkedIn": true,
      "contactLocations": [
        {
          "value": "<string>"
        }
      ],
      "jobTitles": [
        {
          "value": "<string>"
        }
      ],
      "departments": [
        {
          "value": "<string>"
        }
      ],
      "seniorities": [
        "<string>"
      ],
      "yearsInCompany": [],
      "contactKeywords": {
        "values": [
          {
            "value": "<string>"
          }
        ]
      },
      "changedJobIn90Days": true
    },
    "referenceUrl": "<string>",
    "maxPeoplePerCompany": 123,
    "maxPeopleToAddPerDay": 123,
    "searchForContactsOnly": true,
    "searchContactPhones": true,
    "addContactsWithoutEmailAddresses": true
  },
  "playbookId": "<string>",
  "knowledgeBaseId": 123,
  "approvalMode": {
    "enabled": true
  },
  "intentSignals": [
    {
      "postEngagers": {
        "monitorProfiles": {
          "profiles": [
            {
              "linkedInUrl": "<string>"
            }
          ]
        },
        "monitorPosts": {
          "postUrls": [
            "<string>"
          ]
        }
      },
      "competitorFollowers": {
        "linkedInUrls": [
          "<string>"
        ],
        "entitiesToFind": 300
      },
      "technologyUsed": {
        "industryId": 2,
        "technologies": [
          "<string>"
        ],
        "useAndLogicInTechnologies": true,
        "entitiesToFind": 250
      },
      "jobHiring": {
        "keyword": "<string>",
        "industries": [
          2
        ],
        "entitiesToFind": 250
      }
    }
  ]
}

Authorizations

​
Authorization
string
header
required

Authenticate every request with a Bearer token. Pass your Reply API key in the Authorization header:

Authorization: Bearer <your-api-key>

Get your API key from the Reply dashboard: Settings → API Key.

Path Parameters

​
sequence_id
integer
required

Sequence id

Required range: x >= 1

Body

application/json

Partial update of AI SDR-specific sequence settings. Generic sequence fields (name, schedule, accounts, settings) are NOT updated here — use the generic PATCH /v3/sequences/{id}. Approval mode is NOT updated here — use PUT .../approval-mode. Generated step types are NOT updated here — use PUT .../generated-step-types. Playbook and knowledge-base attachments are NOT updated here — use the dedicated sub-resources.

PATCH semantics:

  • Field absent from the body: skip; current value is retained.
  • Field present with null: rejected.
  • offerId and offerGenerationInputs are mutually exclusive — only one may be present.
  • intentSignals, when present, fully replaces the current list. At most one signal per type.
  • offerGenerationInputs, toneOfVoice and personalizationPoints, when present, are deep-merged at the leaf level — array fields inside them fully replace.

At least one field must be present in the body.

​
offerId
integer<int64>

Switch the sequence to a different saved offer. Mutually exclusive with offerGenerationInputs.

Required range: x >= 1
​
offerGenerationInputs
Offer generation inputs (patch) · object

Partial update for the inline offer-context inputs of an AI SDR sequence.

  • Field absent from the body: skip; current value is retained.
  • Field present with null: rejected.
  • Array fields, when present, fully replace the current value (no item-level merge) and must contain 1-10 items.
​
toneOfVoice
Tone of voice settings (request) · object

Tone-of-voice configuration on create/patch. All fields are optional on create — omitted fields fall back to defaults (English (US), Confident tone, Medium length, Man).

​
providerLLM
enum<string>

LLM provider that generates the outreach content for the AI SDR sequence.

Available options:
claude,
openAi,
gemini,
mistral
​
personalizationPoints
Personalization points · object

Which research signals the AI SDR is allowed to weave into personalized messages. Every leaf is optional; absent flags are treated as "no preference / keep the current value".

​
autopilot
Autopilot settings (patch) · object

Partial update of autopilot configuration.

  • Field absent from the body: skip; current value is retained.
  • Field present with null: rejected.
  • filters, when present, fully replaces the current filters object (no field-level merge inside the filters tree).
  • The autopilot on/off toggle is NOT changed here — use POST .../autopilot/enable or POST .../autopilot/disable.
​
intentSignals
Intent signal · object[]

Replaces the full list of intent signals on the sequence. At most one signal per type.

Response

AI SDR sequence settings after update

AI SDR-specific settings of a sequence. Returned by GET .../settings and PATCH .../settings. Generic sequence fields (name, schedule, accounts, etc.) come from the generic GET /v3/sequences/{id} and are NOT included here.

​
offerId
integer<int64> | null
read-only

Id of the saved offer the sequence was seeded from. null when the sequence was created with inline offerGenerationInputs.

​
offerGenerationInputs
Offer generation inputs · object

Inline offer-context inputs used when the sequence is created without referencing a saved offer. Mirrors the shape of an offer.

On create, exactly one of offerId or offerGenerationInputs must be provided.

​
toneOfVoice
Tone of voice (response) · object

Tone-of-voice configuration as returned in sequence responses. All four fields are always populated.

​
generatedStepTypes
enum<string>[]

Step channels the AI SDR is allowed to generate

Channel of a step the AI SDR is allowed to generate when building the sequence.

Available options:
email,
linkedIn,
call,
linkedInInMail,
linkedInAiVoice
​
providerLLM
enum<string>

LLM provider that generates the outreach content for the AI SDR sequence.

Available options:
claude,
openAi,
gemini,
mistral
​
personalizationPoints
Personalization points · object

Which research signals the AI SDR is allowed to weave into personalized messages. Every leaf is optional; absent flags are treated as "no preference / keep the current value".

​
autopilot
Autopilot settings (response) · object

Autopilot configuration as returned in sequence responses.

​
playbookId
string | null
read-only

Composite id of the attached playbook ({prefix}-{numericId}), or null when no playbook is attached.

​
knowledgeBaseId
integer<int64> | null
read-only

Id of the connected knowledge base, or null when none is connected.

​
approvalMode
Approval mode (response) · object

Current approval-mode state of the sequence.

​
intentSignals
Intent signal · object[]

Configured intent signals. At most one per type.