Working Leads

In Lofty, a working lead is a lead that an agent is actively pursuing. The working leads set represents the agent’s current pipeline—the subset of all assigned leads that require immediate attention and outreach. This guide covers how to list, add, and manage working leads, check quota limits, identify which agents are working a specific lead, and control mute status for leads in the queue.

List working leads

Send a GET request to /v2.0/working-leads to retrieve the paginated list of leads currently in the authenticated agent’s working set.

curl -X GET "https://api.lofty.com/v2.0/working-leads?page=1&pageSize=25" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

The response returns a paginated array of lead objects, each including the lead’s ID, name, stage, and assignment details.

Add a lead to working leads

Send a POST request to /v2.0/working-leads/add to add a lead to the authenticated agent’s working set.

curl -X POST https://api.lofty.com/v2.0/working-leads/add \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "leadId": 789012345678
  }'

Get the current agent’s profile

Send a GET request to /v2.0/sales-agents/current to retrieve the profile of the agent associated with the authenticated access token.

curl -X GET https://api.lofty.com/v2.0/sales-agents/current \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

The response includes the agent’s ID, name, email, and role within the Lofty organization.

Check working lead quota

Each agent has a maximum number of leads they can hold in their working set at one time. Send a GET request to /v2.0/sales-agents/quota to see the current agent’s limit and how many slots are in use.

curl -X GET https://api.lofty.com/v2.0/sales-agents/quota \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

Example response

{
  "maxWorkingLeads": 50,
  "currentWorkingLeads": 34
}

Before adding leads to the working set, check this endpoint to confirm the agent has available capacity.

Find which agents are working a lead

Send a GET request to /v2.0/sales-agents/by-lead with a leadId query parameter to retrieve the list of agents currently working that lead.

curl -X GET "https://api.lofty.com/v2.0/sales-agents/by-lead?leadId=789012345678" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

The response returns an array of agent objects, each including the agent’s ID, name, and contact details.

Mute a working lead

Muting a working lead deprioritizes it in the agent’s queue without removing it from the working set. This is useful when a lead has gone temporarily unresponsive or the agent is waiting for a callback before following up. Send a PUT request to /v2.0/sales-agents/working-lead/{leadId}/mute with the desired mute state.

# Mute a lead
curl -X PUT https://api.lofty.com/v2.0/sales-agents/working-lead/789012345678/mute \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "muted": true
  }'

# Unmute a lead
curl -X PUT https://api.lofty.com/v2.0/sales-agents/working-lead/789012345678/mute \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "muted": false
  }'

Check mute status

Send a GET request to /v2.0/sales-agent/lead/mute-status with a leadId query parameter to check whether a lead is currently muted for the authenticated agent.

curl -X GET "https://api.lofty.com/v2.0/sales-agent/lead/mute-status?leadId=789012345678" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

Example response

{
  "leadId": 789012345678,
  "muted": true
}

Get Started

Authentication

Core Concepts

Guides

Lofty CLI

List working leads

Add a lead to working leads

Get the current agent’s profile

Check working lead quota

Find which agents are working a lead

Mute a working lead

Check mute status

​List working leads

​Add a lead to working leads

​Get the current agent’s profile

​Check working lead quota

​Find which agents are working a lead

​Mute a working lead

​Check mute status

List working leads

Add a lead to working leads

Get the current agent’s profile

Check working lead quota

Find which agents are working a lead

Mute a working lead

Check mute status