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
}
]
}
]
}
'{
"sandbox_id": "<string>",
"message": "<string>"
}Initialize the sandbox with close-specific data following the defined schema.
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
}
]
}
]
}
'{
"sandbox_id": "<string>",
"message": "<string>"
}Documentation Index
Fetch the complete documentation index at: https://www.klavis.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
Your Klavis AI API key.
The unique sandbox identifier
If true, use default test data for initialization
Complete Close sandbox data structure.
Nested hierarchy for initialization:
List of leads with nested objects
Show child attributes