> ## Documentation Index
> Fetch the complete documentation index at: https://developer.lofty.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a new agent

> Creates a new agent under the caller's team using the supplied profile.

Notes:
- accountInfo.phoneNumber and accountInfo.emailAddress are required.
- When phoneCode is omitted, '1' (US) is used by default.
- When roleName is supplied, it is resolved to the team's matching role; unknown names are ignored and the agent is created without a role binding.
- Long text fields (address, licenseId, position, personalWebsite, personalIntroduction, social-media item values) are silently truncated to their individual limits.
- The response envelope carries errorCode = 0 on success; non-zero values indicate validation failure or upstream error, with errorMsg describing the cause.



## OpenAPI

````yaml openapi/openapi.json POST /v1.0/agent/profile/add
openapi: 3.0.1
info:
  title: Lofty Service Open APIs
  description: Lofty service API description
  version: '1.0'
servers:
  - url: https://api.lofty.com
security: []
tags:
  - name: Tasks & Appointments V2
    description: >-
      Unified V2 API for lead tasks and appointments: list, create, read,
      update, finish, unfinish and delete. Tasks and appointments share the same
      taskId namespace; each endpoint resolves the target by ID regardless of
      underlying type.
  - name: Opportunity
    description: Operations about opportunity
  - name: Communication V2
    description: >-
      Fetch a single communication record (text / email / call) by its
      communication ID. Closes the webhook follow-up gap where only list-by-lead
      endpoints existed for text and email.
  - name: Vendor
    description: >-
      Team vendor directory: team members, sub-accounts and associated agents
      within the caller's team.
  - name: Lead Routing
    description: >-
      Lead routing configuration: read and update routing rules and default
      (supplement) rules per business type, and list the members and roles
      available for assignment.
  - name: Lead Activity V2 API
    description: >-
      Unified lead activity timeline: returns call, text and email activities
      for a lead in chronological order, including both auto-captured and
      agent-logged entries.
  - name: Tasks & Appointments
    description: >-
      Agent tasks and lead appointments. Supports listing a lead's appointments,
      listing / reading / creating / updating / deleting tasks on a lead.
  - name: Transactions V2
    description: V2 transaction APIs.
  - name: Lead Manual Log
    description: >-
      Agent-recorded log of communications that happened outside the Lofty CRM
      (calls placed on a personal line, emails sent from another mailbox, SMS
      sent from another device). Three channels are supported: logCall,
      logEmail, logText. Direction fields are recorded from the agent's point of
      view: 'outbound' = agent -> lead, 'inbound' = lead -> agent. Persistence
      is asynchronous: a POST returns the new entry's ID once the write is
      enqueued, and the entry becomes readable after a short delay.
  - name: Calls
    description: >-
      Calls placed or received through the Lofty dialer. Supports fetching a
      recording URL, retrieving a single call record, and listing calls attached
      to a lead.
  - name: Listing V2
    description: Listing search V2
  - name: Agent User
    description: >-
      Agent onboarding and team directory operations. Create a new agent under
      the caller's team and attach tags to existing agents.
  - name: Sales Agents V2
    description: >-
      Sales Agent (AI Assistant) management: read the caller's assistant and
      quota, query leads followed by AI, mute leads, manage working-pool
      membership and plan tasks, and update Sales Agent settings.
  - name: Calendar V2 API
    description: >-
      Unified V2 API for tasks and appointments on a lead: create, update,
      delete, finish, unfinish, query a paginated list, and find available
      meeting slots. Calendar IDs returned by POST /v2.0/calendar are composite
      strings of the form '<numericId>-task' or '<numericId>-appointment' and
      must be sent back as-is to the per-entry endpoints.
  - name: Lead System Logs
    description: Query a lead's system log.
  - name: Lead Transaction
    description: Operations about leads
  - name: Notifications V2
    description: Operations for sending notifications to agents
  - name: Notes
    description: >-
      Free-text notes attached to a lead. Supports create, list, get-by-id,
      update and delete. Notes may be pinned to surface them at the top of the
      lead's timeline. System-generated notes (automated activity) are included
      on the list endpoint only when explicitly requested.
  - name: Listing
    description: >-
      Listing data access: retrieve published listings for a site feed (XML),
      and search active / sold listings by agent, office or MLS id.
  - name: Intelligent Features
    description: AI-powered features for lead analysis and communication
  - name: Leads
    description: >-
      Lead lifecycle operations: create / read / update / delete a lead, search
      leads by stage, source, tag, create time or update time, place an inquiry
      or property on a lead, list lead activities, resolve assignee by lead
      info, and handle Brokermint contact callbacks.
  - name: Members
    description: >-
      Team member directory: look up members by user ID, by account (email), or
      list all members of the caller's team. Also supports retrieving the
      current user's profile.
  - name: Team Features
    description: >-
      Team-scoped metadata: lead tags, custom fields, and lead ponds. Supports
      listing existing entries, adding a new custom field, and retrieving a
      specific lead pond.
  - name: Agent Organization
    description: >-
      Team organizational structure: read the caller's organization info, manage
      company and office records, and list permission profiles available to the
      team.
  - name: Communication
    description: >-
      Lead communication history and outbound messaging: list call / email /
      text history for a lead, search communications for an agent, and send SMS
      or email to a lead.
  - name: Webhooks
    description: >
      Use webhooks to be notified about events that happen in a lofty account.


      Supported webhook event types (listId):


      | listId | Event Type | Description |

      |--------|-----------|-------------|

      | 1 | Agent Info | Agent created or updated |

      | 2 | Lead Info | Lead created, updated, or deleted |

      | 3 | Lead Activity | Lead site activity (e.g. SiteBrowse, SiteFavorite,
      SiteSearch) |

      | 4 | Listing Alert | Listing alert changed |

      | 5 | Transaction | Transaction created, updated, or deleted |

      | 6 | Call | Call event (MANUAL and LOGGED only, excludes AUTO) |

      | 7 | Email | Email event (MANUAL and LOGGED only, excludes AUTO) |

      | 8 | Text | Text message event (MANUAL and LOGGED only, excludes AUTO) |

      | 9 | Note | Note created, updated, or deleted |

      | 10 | Task | Task created, updated, finished, or deleted |

      | 11 | Appointment | Appointment created, updated, finished, or deleted |

      | 12 | Pipeline Change | Lead pipeline stage changed |


      ### Notification Recipient Rules


      Here "team" means the entire Lofty client account (the organization), not
      the Lofty "Team add-on" product.


      Which subscribed users receive a callback depends on the subscription's
      delivery mode (`permissionMode`). In both modes, only users in the lead's
      account (team) who have subscribed to the event type are considered.


      **Assignment-based delivery — `permissionMode: 0` (default)**


      A subscriber receives the callback only for leads assigned to them or that
      they administer:

      - If the lead is a **hidden lead**, only the **assigned agent** receives
      the notification.

      - Otherwise, the subscriber receives it if they are the **assigned agent**
      of the lead, or a **Company Owner** or **Company Admin**.

      - All other subscribers do **not** receive the notification.


      **Ownership-based delivery — `permissionMode: 1`**


      A subscriber receives the callback for any lead they manage, regardless of
      who it is assigned to:

      - Every assignment-based case above still applies (assigned agent, Company
      Owner / Company Admin).

      - In addition, the subscriber receives the callback for any lead within
      their **ownership scope** — a lead owned by their **team** or **office**,
      or **personally owned** by them — even if it is assigned to someone else.

      - Hidden leads are still delivered only to users who manage them.


      Ownership-based mode is intended for team/account-level integrations that
      must cover every lead in their scope, not only assigned leads. Set
      `permissionMode` when creating the subscription (POST /v1.0/webhook); it
      defaults to `0`, so existing subscriptions are unaffected.


      ### Delivery Timing


      Webhooks are typically delivered within **1 minute** of the event being
      triggered. During periods of high traffic, delivery may be delayed, but
      will always be sent within **5 minutes**.


      For detailed callback payload structures, see [Webhook Event
      Payloads](/concepts/webhooks#event-payloads).
paths:
  /v1.0/agent/profile/add:
    post:
      tags:
        - Agent User
      summary: Create a new agent
      description: >-
        Creates a new agent under the caller's team using the supplied profile.


        Notes:

        - accountInfo.phoneNumber and accountInfo.emailAddress are required.

        - When phoneCode is omitted, '1' (US) is used by default.

        - When roleName is supplied, it is resolved to the team's matching role;
        unknown names are ignored and the agent is created without a role
        binding.

        - Long text fields (address, licenseId, position, personalWebsite,
        personalIntroduction, social-media item values) are silently truncated
        to their individual limits.

        - The response envelope carries errorCode = 0 on success; non-zero
        values indicate validation failure or upstream error, with errorMsg
        describing the cause.
      operationId: addAgent
      parameters:
        - name: Authorization
          in: header
          description: Bearer [access_token]
          required: true
          schema:
            type: string
        - name: Content-Type
          in: header
          description: application/json
          required: true
          schema:
            type: string
          example: application/json
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AgentProfile'
        required: true
      responses:
        '200':
          description: >-
            Envelope with the new agent's user ID, or a non-zero errorCode on
            failure.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AddAgentResponse'
        '401':
          description: Missing or invalid authentication token.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ResultLong'
        '500':
          description: Internal server error.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ResultLong'
components:
  schemas:
    AgentProfile:
      required:
        - accountInfo
        - accountType
      type: object
      properties:
        accountType:
          type: integer
          description: The account type of the agent
          format: int32
        accountInfo:
          $ref: '#/components/schemas/AccountInfo'
        workInfo:
          $ref: '#/components/schemas/WorkInfo'
        socialMedias:
          $ref: '#/components/schemas/SocialMedias'
        personalPhotos:
          $ref: '#/components/schemas/PersonalPhotos'
        hasBackOffice:
          type: boolean
        agentPid:
          type: string
        fullSync:
          type: boolean
        shouldSync:
          type: boolean
        checkRosterNum:
          type: boolean
      description: Agent profile payload.
    AddAgentResponse:
      type: object
      properties:
        data:
          type: integer
          description: >-
            User ID of the newly created agent. Zero when creation fails or an
            existing agent is returned without a new ID.
          format: int64
          example: 100234
        errorCode:
          type: integer
          description: Business error code. 0 indicates success.
          format: int32
          example: 0
        errorMsg:
          type: string
          description: Human-readable error message when errorCode != 0.
      description: >-
        Response for POST /v1.0/agent/profile/add. Envelope that carries the new
        agent's user ID and an error code when creation fails.
    ResultLong:
      type: object
      properties:
        data:
          type: integer
          format: int64
        errorCode:
          type: integer
          format: int32
        errorMsg:
          type: string
        errorData:
          $ref: '#/components/schemas/JsonNode'
    AccountInfo:
      required:
        - emailAddress
        - firstName
        - lastName
      type: object
      properties:
        headUrl:
          type: string
          description: The head url of the agent
          example: http://xxx
        lastName:
          type: string
          description: last name of the agent
          example: Bob
        firstName:
          type: string
          description: first name of the agent
          example: Bob
        emailAddress:
          type: string
          description: email address of the agent
          example: aaaa@google.com
        phoneNumber:
          type: string
          description: phone number of the agent
          example: '83834748'
        phoneCode:
          type: string
          description: phone code of the agent
          example: '000001'
        phoneCountry:
          type: string
          description: phone country of the agent
          example: '000001'
        tagIds:
          type: array
          description: tags of the agent
          example:
            - 12345
            - 67890
          items:
            type: integer
            format: int64
            example: 12345
        sendingEmail:
          type: string
        domain:
          type: string
        allowChangeDomain:
          type: boolean
        roleName:
          type: string
          description: roleName
          example: role of the agent
        groupId:
          type: integer
          format: int64
        roleId:
          type: integer
          format: int64
        seatTypeName:
          type: string
          description: the seat type code of the agent
          example: Full Time Agent
      description: >-
        Account Base Info of agent, like name , email or phone and something
        else
    WorkInfo:
      type: object
      properties:
        streetAddress:
          type: string
          description: Street Address
          example: 123 Main St
        city:
          type: string
          description: City
          example: New York
        country:
          type: string
          description: Country
          example: US
        state:
          type: string
          description: State
          example: NY
        zipcode:
          type: string
          description: Zipcode
          example: '10001'
        licenseId:
          type: string
          description: licenseId of the agent
          example: xxx
        companyName:
          type: string
          description: Company Name
          example: xxx
        companyAddress:
          type: string
          description: Company Address
          example: xxx
        position:
          type: string
          description: position
          example: xxx
        personalWebsite:
          type: string
          description: Personal Website
          example: xxx
        personalAttachments:
          type: array
          items:
            $ref: '#/components/schemas/FileInfo'
        personalDisclaimers:
          type: array
          items:
            $ref: '#/components/schemas/FileInfo'
        personalIntroduction:
          type: string
          description: Personal Introduction
          example: xxx
      description: Work Info of agent, include company info etc..
    SocialMedias:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Item'
      description: 'Social media of agent, include company info '
    PersonalPhotos:
      type: object
      properties:
        urls:
          type: array
          items:
            type: string
      description: 'Personal photos of agent '
    JsonNode:
      type: object
    FileInfo:
      type: object
      properties:
        fileName:
          type: string
        size:
          type: integer
          format: int32
        queryLink:
          type: string
        contentType:
          type: string
    Item:
      type: object
      properties:
        type:
          type: string
        name:
          type: string
        value:
          type: string

````