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POST
/
sandbox
/
close
/
{sandbox_id}
/
initialize
Initialize close sandbox with data
curl --request POST \
  --url https://api.klavis.ai/sandbox/close/{sandbox_id}/initialize \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "leads": [
    {
      "name": "CloudScale Technologies Inc.",
      "status": "Potential",
      "contacts": [
        {
          "name": "Sarah Mitchell",
          "emails": [
            {
              "email": "sarah.mitchell@cloudscale.tech",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        },
        {
          "name": "David Thompson",
          "emails": [
            {
              "email": "dthompson@cloudscale.tech",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        }
      ],
      "opportunities": [
        {
          "note": "Annual SaaS subscription renewal - CloudScale Technologies",
          "value": 48000,
          "confidence": 85,
          "period": "annual"
        },
        {
          "note": "Cloud infrastructure migration - CloudScale expansion",
          "value": 180000,
          "confidence": 55,
          "period": "one_time"
        }
      ],
      "tasks": [
        {
          "description": "Send proposal document to Sarah Mitchell at CloudScale",
          "date": "2025-12-02",
          "completed": false
        },
        {
          "description": "Connect with decision maker David Thompson regarding budget approval",
          "date": "2025-12-03",
          "completed": false
        },
        {
          "description": "Submit quarterly business review deck to CloudScale Technologies",
          "date": "2025-12-09",
          "completed": false
        }
      ]
    },
    {
      "name": "DataFlow Analytics Corp",
      "status": "Potential",
      "contacts": [
        {
          "name": "Michael Chen",
          "emails": [
            {
              "email": "m.chen@dataflowanalytics.com",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        },
        {
          "name": "Jennifer Martinez",
          "emails": [
            {
              "email": "jen.martinez@dataflowanalytics.com",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        }
      ],
      "opportunities": [
        {
          "note": "Enterprise data analytics platform implementation for DataFlow",
          "value": 125000,
          "confidence": 60,
          "period": "one_time"
        }
      ],
      "tasks": [
        {
          "description": "Schedule technical demo call with DataFlow Analytics team",
          "date": "2025-12-03",
          "completed": false
        },
        {
          "description": "Send case studies and customer references to Michael Chen",
          "date": "2025-12-08",
          "completed": false
        },
        {
          "description": "Follow up on security compliance questions from Jennifer Martinez",
          "date": "2025-12-06",
          "completed": false
        }
      ]
    },
    {
      "name": "Phoenix Digital Marketing Agency",
      "status": "Potential",
      "contacts": [
        {
          "name": "Emily Rodriguez",
          "emails": [
            {
              "email": "emily.r@phoenixdigital.io",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        },
        {
          "name": "Robert Chang",
          "emails": [
            {
              "email": "rchang@phoenixdigital.io",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        }
      ],
      "opportunities": [
        {
          "note": "Digital transformation consulting package - Phoenix Digital",
          "value": 75000,
          "confidence": 70,
          "period": "one_time"
        },
        {
          "note": "Marketing automation platform upgrade - Phoenix Digital",
          "value": 28000,
          "confidence": 90,
          "period": "monthly"
        }
      ],
      "tasks": [
        {
          "description": "Follow up on pricing questions from Emily Rodriguez",
          "date": "2025-12-02",
          "completed": false
        },
        {
          "description": "Schedule onboarding kickoff meeting with Phoenix Digital",
          "date": "2025-12-10",
          "completed": false
        }
      ]
    },
    {
      "name": "Vertex Manufacturing Solutions",
      "status": "Potential",
      "contacts": [
        {
          "name": "James Patterson",
          "emails": [
            {
              "email": "j.patterson@vertexmfg.com",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        }
      ],
      "opportunities": [
        {
          "note": "ERP system integration and training - Vertex Manufacturing",
          "value": 95000,
          "confidence": 45,
          "period": "one_time"
        }
      ],
      "tasks": [
        {
          "description": "Review and finalize contract terms with Vertex Manufacturing legal",
          "date": "2025-12-05",
          "completed": false
        }
      ]
    },
    {
      "name": "Lighthouse Financial Advisors",
      "status": "Potential",
      "contacts": [
        {
          "name": "Alexandra Kim",
          "emails": [
            {
              "email": "alex.kim@lighthousefa.com",
              "type": "office",
              "is_unsubscribed": false
            }
          ]
        }
      ],
      "opportunities": [
        {
          "note": "Financial planning software suite - Lighthouse FA",
          "value": 32000,
          "confidence": 80,
          "period": "annual"
        }
      ],
      "tasks": [
        {
          "description": "Prepare ROI analysis for Lighthouse Financial Advisors",
          "date": "2025-12-04",
          "completed": false
        }
      ]
    }
  ]
}
'
import requests

url = "https://api.klavis.ai/sandbox/close/{sandbox_id}/initialize"

payload = { "leads": [
        {
            "name": "CloudScale Technologies Inc.",
            "status": "Potential",
            "contacts": [
                {
                    "name": "Sarah Mitchell",
                    "emails": [
                        {
                            "email": "sarah.mitchell@cloudscale.tech",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                },
                {
                    "name": "David Thompson",
                    "emails": [
                        {
                            "email": "dthompson@cloudscale.tech",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                }
            ],
            "opportunities": [
                {
                    "note": "Annual SaaS subscription renewal - CloudScale Technologies",
                    "value": 48000,
                    "confidence": 85,
                    "period": "annual"
                },
                {
                    "note": "Cloud infrastructure migration - CloudScale expansion",
                    "value": 180000,
                    "confidence": 55,
                    "period": "one_time"
                }
            ],
            "tasks": [
                {
                    "description": "Send proposal document to Sarah Mitchell at CloudScale",
                    "date": "2025-12-02",
                    "completed": False
                },
                {
                    "description": "Connect with decision maker David Thompson regarding budget approval",
                    "date": "2025-12-03",
                    "completed": False
                },
                {
                    "description": "Submit quarterly business review deck to CloudScale Technologies",
                    "date": "2025-12-09",
                    "completed": False
                }
            ]
        },
        {
            "name": "DataFlow Analytics Corp",
            "status": "Potential",
            "contacts": [
                {
                    "name": "Michael Chen",
                    "emails": [
                        {
                            "email": "m.chen@dataflowanalytics.com",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                },
                {
                    "name": "Jennifer Martinez",
                    "emails": [
                        {
                            "email": "jen.martinez@dataflowanalytics.com",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                }
            ],
            "opportunities": [
                {
                    "note": "Enterprise data analytics platform implementation for DataFlow",
                    "value": 125000,
                    "confidence": 60,
                    "period": "one_time"
                }
            ],
            "tasks": [
                {
                    "description": "Schedule technical demo call with DataFlow Analytics team",
                    "date": "2025-12-03",
                    "completed": False
                },
                {
                    "description": "Send case studies and customer references to Michael Chen",
                    "date": "2025-12-08",
                    "completed": False
                },
                {
                    "description": "Follow up on security compliance questions from Jennifer Martinez",
                    "date": "2025-12-06",
                    "completed": False
                }
            ]
        },
        {
            "name": "Phoenix Digital Marketing Agency",
            "status": "Potential",
            "contacts": [
                {
                    "name": "Emily Rodriguez",
                    "emails": [
                        {
                            "email": "emily.r@phoenixdigital.io",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                },
                {
                    "name": "Robert Chang",
                    "emails": [
                        {
                            "email": "rchang@phoenixdigital.io",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                }
            ],
            "opportunities": [
                {
                    "note": "Digital transformation consulting package - Phoenix Digital",
                    "value": 75000,
                    "confidence": 70,
                    "period": "one_time"
                },
                {
                    "note": "Marketing automation platform upgrade - Phoenix Digital",
                    "value": 28000,
                    "confidence": 90,
                    "period": "monthly"
                }
            ],
            "tasks": [
                {
                    "description": "Follow up on pricing questions from Emily Rodriguez",
                    "date": "2025-12-02",
                    "completed": False
                },
                {
                    "description": "Schedule onboarding kickoff meeting with Phoenix Digital",
                    "date": "2025-12-10",
                    "completed": False
                }
            ]
        },
        {
            "name": "Vertex Manufacturing Solutions",
            "status": "Potential",
            "contacts": [
                {
                    "name": "James Patterson",
                    "emails": [
                        {
                            "email": "j.patterson@vertexmfg.com",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                }
            ],
            "opportunities": [
                {
                    "note": "ERP system integration and training - Vertex Manufacturing",
                    "value": 95000,
                    "confidence": 45,
                    "period": "one_time"
                }
            ],
            "tasks": [
                {
                    "description": "Review and finalize contract terms with Vertex Manufacturing legal",
                    "date": "2025-12-05",
                    "completed": False
                }
            ]
        },
        {
            "name": "Lighthouse Financial Advisors",
            "status": "Potential",
            "contacts": [
                {
                    "name": "Alexandra Kim",
                    "emails": [
                        {
                            "email": "alex.kim@lighthousefa.com",
                            "type": "office",
                            "is_unsubscribed": False
                        }
                    ]
                }
            ],
            "opportunities": [
                {
                    "note": "Financial planning software suite - Lighthouse FA",
                    "value": 32000,
                    "confidence": 80,
                    "period": "annual"
                }
            ],
            "tasks": [
                {
                    "description": "Prepare ROI analysis for Lighthouse Financial Advisors",
                    "date": "2025-12-04",
                    "completed": False
                }
            ]
        }
    ] }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    leads: [
      {
        name: 'CloudScale Technologies Inc.',
        status: 'Potential',
        contacts: [
          {
            name: 'Sarah Mitchell',
            emails: [
              {
                email: 'sarah.mitchell@cloudscale.tech',
                type: 'office',
                is_unsubscribed: false
              }
            ]
          },
          {
            name: 'David Thompson',
            emails: [{email: 'dthompson@cloudscale.tech', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'Annual SaaS subscription renewal - CloudScale Technologies',
            value: 48000,
            confidence: 85,
            period: 'annual'
          },
          {
            note: 'Cloud infrastructure migration - CloudScale expansion',
            value: 180000,
            confidence: 55,
            period: 'one_time'
          }
        ],
        tasks: [
          {
            description: 'Send proposal document to Sarah Mitchell at CloudScale',
            date: '2025-12-02',
            completed: false
          },
          {
            description: 'Connect with decision maker David Thompson regarding budget approval',
            date: '2025-12-03',
            completed: false
          },
          {
            description: 'Submit quarterly business review deck to CloudScale Technologies',
            date: '2025-12-09',
            completed: false
          }
        ]
      },
      {
        name: 'DataFlow Analytics Corp',
        status: 'Potential',
        contacts: [
          {
            name: 'Michael Chen',
            emails: [
              {email: 'm.chen@dataflowanalytics.com', type: 'office', is_unsubscribed: false}
            ]
          },
          {
            name: 'Jennifer Martinez',
            emails: [
              {
                email: 'jen.martinez@dataflowanalytics.com',
                type: 'office',
                is_unsubscribed: false
              }
            ]
          }
        ],
        opportunities: [
          {
            note: 'Enterprise data analytics platform implementation for DataFlow',
            value: 125000,
            confidence: 60,
            period: 'one_time'
          }
        ],
        tasks: [
          {
            description: 'Schedule technical demo call with DataFlow Analytics team',
            date: '2025-12-03',
            completed: false
          },
          {
            description: 'Send case studies and customer references to Michael Chen',
            date: '2025-12-08',
            completed: false
          },
          {
            description: 'Follow up on security compliance questions from Jennifer Martinez',
            date: '2025-12-06',
            completed: false
          }
        ]
      },
      {
        name: 'Phoenix Digital Marketing Agency',
        status: 'Potential',
        contacts: [
          {
            name: 'Emily Rodriguez',
            emails: [{email: 'emily.r@phoenixdigital.io', type: 'office', is_unsubscribed: false}]
          },
          {
            name: 'Robert Chang',
            emails: [{email: 'rchang@phoenixdigital.io', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'Digital transformation consulting package - Phoenix Digital',
            value: 75000,
            confidence: 70,
            period: 'one_time'
          },
          {
            note: 'Marketing automation platform upgrade - Phoenix Digital',
            value: 28000,
            confidence: 90,
            period: 'monthly'
          }
        ],
        tasks: [
          {
            description: 'Follow up on pricing questions from Emily Rodriguez',
            date: '2025-12-02',
            completed: false
          },
          {
            description: 'Schedule onboarding kickoff meeting with Phoenix Digital',
            date: '2025-12-10',
            completed: false
          }
        ]
      },
      {
        name: 'Vertex Manufacturing Solutions',
        status: 'Potential',
        contacts: [
          {
            name: 'James Patterson',
            emails: [{email: 'j.patterson@vertexmfg.com', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'ERP system integration and training - Vertex Manufacturing',
            value: 95000,
            confidence: 45,
            period: 'one_time'
          }
        ],
        tasks: [
          {
            description: 'Review and finalize contract terms with Vertex Manufacturing legal',
            date: '2025-12-05',
            completed: false
          }
        ]
      },
      {
        name: 'Lighthouse Financial Advisors',
        status: 'Potential',
        contacts: [
          {
            name: 'Alexandra Kim',
            emails: [{email: 'alex.kim@lighthousefa.com', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'Financial planning software suite - Lighthouse FA',
            value: 32000,
            confidence: 80,
            period: 'annual'
          }
        ],
        tasks: [
          {
            description: 'Prepare ROI analysis for Lighthouse Financial Advisors',
            date: '2025-12-04',
            completed: false
          }
        ]
      }
    ]
  })
};

fetch('https://api.klavis.ai/sandbox/close/{sandbox_id}/initialize', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    leads: [
      {
        name: 'CloudScale Technologies Inc.',
        status: 'Potential',
        contacts: [
          {
            name: 'Sarah Mitchell',
            emails: [
              {
                email: 'sarah.mitchell@cloudscale.tech',
                type: 'office',
                is_unsubscribed: false
              }
            ]
          },
          {
            name: 'David Thompson',
            emails: [{email: 'dthompson@cloudscale.tech', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'Annual SaaS subscription renewal - CloudScale Technologies',
            value: 48000,
            confidence: 85,
            period: 'annual'
          },
          {
            note: 'Cloud infrastructure migration - CloudScale expansion',
            value: 180000,
            confidence: 55,
            period: 'one_time'
          }
        ],
        tasks: [
          {
            description: 'Send proposal document to Sarah Mitchell at CloudScale',
            date: '2025-12-02',
            completed: false
          },
          {
            description: 'Connect with decision maker David Thompson regarding budget approval',
            date: '2025-12-03',
            completed: false
          },
          {
            description: 'Submit quarterly business review deck to CloudScale Technologies',
            date: '2025-12-09',
            completed: false
          }
        ]
      },
      {
        name: 'DataFlow Analytics Corp',
        status: 'Potential',
        contacts: [
          {
            name: 'Michael Chen',
            emails: [
              {email: 'm.chen@dataflowanalytics.com', type: 'office', is_unsubscribed: false}
            ]
          },
          {
            name: 'Jennifer Martinez',
            emails: [
              {
                email: 'jen.martinez@dataflowanalytics.com',
                type: 'office',
                is_unsubscribed: false
              }
            ]
          }
        ],
        opportunities: [
          {
            note: 'Enterprise data analytics platform implementation for DataFlow',
            value: 125000,
            confidence: 60,
            period: 'one_time'
          }
        ],
        tasks: [
          {
            description: 'Schedule technical demo call with DataFlow Analytics team',
            date: '2025-12-03',
            completed: false
          },
          {
            description: 'Send case studies and customer references to Michael Chen',
            date: '2025-12-08',
            completed: false
          },
          {
            description: 'Follow up on security compliance questions from Jennifer Martinez',
            date: '2025-12-06',
            completed: false
          }
        ]
      },
      {
        name: 'Phoenix Digital Marketing Agency',
        status: 'Potential',
        contacts: [
          {
            name: 'Emily Rodriguez',
            emails: [{email: 'emily.r@phoenixdigital.io', type: 'office', is_unsubscribed: false}]
          },
          {
            name: 'Robert Chang',
            emails: [{email: 'rchang@phoenixdigital.io', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'Digital transformation consulting package - Phoenix Digital',
            value: 75000,
            confidence: 70,
            period: 'one_time'
          },
          {
            note: 'Marketing automation platform upgrade - Phoenix Digital',
            value: 28000,
            confidence: 90,
            period: 'monthly'
          }
        ],
        tasks: [
          {
            description: 'Follow up on pricing questions from Emily Rodriguez',
            date: '2025-12-02',
            completed: false
          },
          {
            description: 'Schedule onboarding kickoff meeting with Phoenix Digital',
            date: '2025-12-10',
            completed: false
          }
        ]
      },
      {
        name: 'Vertex Manufacturing Solutions',
        status: 'Potential',
        contacts: [
          {
            name: 'James Patterson',
            emails: [{email: 'j.patterson@vertexmfg.com', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'ERP system integration and training - Vertex Manufacturing',
            value: 95000,
            confidence: 45,
            period: 'one_time'
          }
        ],
        tasks: [
          {
            description: 'Review and finalize contract terms with Vertex Manufacturing legal',
            date: '2025-12-05',
            completed: false
          }
        ]
      },
      {
        name: 'Lighthouse Financial Advisors',
        status: 'Potential',
        contacts: [
          {
            name: 'Alexandra Kim',
            emails: [{email: 'alex.kim@lighthousefa.com', type: 'office', is_unsubscribed: false}]
          }
        ],
        opportunities: [
          {
            note: 'Financial planning software suite - Lighthouse FA',
            value: 32000,
            confidence: 80,
            period: 'annual'
          }
        ],
        tasks: [
          {
            description: 'Prepare ROI analysis for Lighthouse Financial Advisors',
            date: '2025-12-04',
            completed: false
          }
        ]
      }
    ]
  })
};

fetch('https://api.klavis.ai/sandbox/close/{sandbox_id}/initialize', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));
{
  "sandbox_id": "<string>",
  "message": "<string>"
}
{
  "detail": [
    {
      "loc": [
        "<string>"
      ],
      "msg": "<string>",
      "type": "<string>",
      "input": "<unknown>",
      "ctx": {}
    }
  ]
}

Authorizations

​
Authorization
string
header
required

Your Klavis AI API key.

Path Parameters

​
sandbox_id
string
required

The unique sandbox identifier

Query Parameters

​
init_default_data
boolean
default:false

If true, use default test data for initialization

Body

application/json

Complete Close sandbox data structure.

Nested hierarchy for initialization:

  • Leads contain Contacts, Opportunities, and Tasks
​
leads
CloseLead · object[] | null

List of leads with nested objects

Response

Successful Response

Response model for sandbox initialization

​
sandbox_id
string
required

Sandbox identifier

​
status
enum<string>
required

Current status

Available options:
idle,
occupied,
error
​
message
string
required

Initialization result message