AI Genie outreach

AI Genie plans and sends personalised, multi-step outreach to people you already have — or to people it generates for you. Unlike a campaign, which sends one template to everyone, Genie writes per-recipient messages and can run on a recurring cadence.

Genie sends are routed through leadx-ms-unified-chat, so replies land in the same inbox as everything else.

:::info Requires Gemini in your plan Every Genie entry point checks features.app.gemini and returns GeminiNotAvailableInPlan_400 without it. :::

Two ways to start a run

From an existing audience

The common case — reach out to contacts or leads you already hold.

curl -X POST https://api.leadx.in/api/key/protected/genie/from-contacts \
  -H "apikey: $KEY" -H "Content-Type: application/json" \
  -d '{
    "segments": ["665a..."],
    "tags": ["665b..."],
    "prompt": "Introduce our analytics tier and ask for a 15-minute call",
    "tone": "friendly",
    "enrichmentEnabled": true,
    "draft": true
  }'

Field	Type	Notes
contactIds, leadIds, segments, tags, categories	string[]	Any mix. They union into one run.
prompt	string	The goal. Optional here — omitted, Genie plans from your company profile and catalogue.
tone	string	Free text, e.g. friendly, formal.
aiType	string	Default gemini.
enrichmentEnabled	boolean	Enrich first, hold outreach until enrichment reports back.
draft	boolean	Create messages for approval instead of sending.
customChannels	object	Restrict which connected apps this run may send from. Validated against apps you actually own.

Generating a new audience

curl -X POST https://api.leadx.in/api/key/protected/genie \
  -H "apikey: $KEY" -H "Content-Type: application/json" \
  -d '{
    "prompt": "Series-B fintech companies in India needing lead analytics",
    "count": 25,
    "industry": "Financial Services",
    "recurring": true,
    "intervalMs": 604800000,
    "draft": true
  }'

Field	Notes
prompt	Required here — PromptRequired_400 without it.
count	Leads to generate. Maximum 50 (MaximumLeadsExceeded_400). Default 25.
industry, additionalFilters	Narrow the search.
recurring + intervalMs	Repeat the run. Minimum interval 60000 ms.
campaign	Treat the run as a campaign-style send.
whitelistedCustom + customWhitelistedDomains	Restrict sourcing to specific domains.
outreachCadence	Multi-step follow-up timing.

intervalMs is a plain millisecond gap — one week is 604800000.

Size the audience first

curl -X POST https://api.leadx.in/api/key/protected/genie/audience-preview \
  -H "apikey: $KEY" -H "Content-Type: application/json" \
  -d '{ "segments": ["665a..."], "tags": ["665b..."] }'

Returns the resolved contact count for a selection before you commit to it.

Draft mode and approvals

With draft: true, Genie writes messages but sends nothing until approved. This is the safe way to introduce Genie to a live list.

Per message:

Method	Endpoint	Purpose
POST	/genie/send-jobs/:sendJobId/approve	Approve and send one message.
POST	/genie/send-jobs/:sendJobId/draft	Revert one back to draft.

Per lead:

Method	Endpoint	Purpose
GET	/genie/leads/:leadId/pending-approvals	Everything awaiting approval for a lead.
GET	/genie/leads/:leadId/send-counts	Counts for the lead's bulk bar — accurate, unlike the paginated feed.
POST	/genie/leads/:leadId/approve-all	Approve everything for this lead.
POST	/genie/leads/:leadId/draft-all	Revert everything for this lead.

Per run:

Method	Endpoint	Purpose
POST	/genie/:schedulerId/approve-all	Approve the whole run.
POST	/genie/:schedulerId/draft-all	Revert the whole run.

:::warning Lead-scoped and run-scoped bulk actions are different /genie/leads/:leadId/approve-all covers one lead. /genie/:schedulerId/approve-all covers an entire campaign. The paths are similar; the blast radius is not. :::

Managing runs

Method	Endpoint	Purpose
GET	/genie	List runs.
GET	/genie/:schedulerId	Run detail.
DELETE	/genie/:schedulerId	Delete a run.
POST	/genie/:schedulerId/cancel	Cancel an in-flight run.
POST	/genie/:schedulerId/stop-recurring	Stop future repeats, leave the current run alone.
POST	/genie/:schedulerId/resume-recurring	Resume repeats.
POST	/genie/:schedulerId/retry-failed	Retry failures.
GET	/genie/templates/:templateId	Preview the content behind a step.

Company-wide settings

curl https://api.leadx.in/api/key/protected/genie/settings -H "apikey: $KEY"
curl -X PUT https://api.leadx.in/api/key/protected/genie/settings \
  -H "apikey: $KEY" -H "Content-Type: application/json" \
  -d '{ "...": "..." }'

These set the default channels and behaviour for runs that don't send a customChannels override.

Genie vs. campaigns

	Campaign	Genie
Message	One template for everyone	Written per recipient
Audience	Segments / tags / categories / contacts	Same, plus AI-generated leads
Cadence	Schedule + time window	Multi-step outreach, optionally recurring
Approval	Test send	Full draft-and-approve workflow
Service	ms-send-manager	ms-unified-chat
Plan gate	Campaign allowance	Requires Gemini