Upsert Customer Settings

Creates or updates the Customer Settings for the authenticated customer. Customer Settings store the Company Overview configuration including the company name, description, elevator pitch, and strategic go-to-market priorities.

This endpoint performs an upsert operation: If a Customer Settings record does not exist, it will be created. If a record already exists, only the fields included in the request will be updated.

Each customer can have only one Customer Settings record. All attributes in the request body are optional, but at least one attribute must be provided. Requests with no attributes will return a 400 Bad Request. Updates are applied as a partial update, meaning only the fields included in the request will be modified. All other fields remain unchanged.

Common use cases

  • Initialize company configuration during setup
  • Update company overview information
  • Modify strategic priorities used by AI recommendations

Use Get Customer Settings to retrieve the current settings before updating, or Delete Customer Settings to remove them.

Language
Credentials
OAuth2
Response
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