Cowdidocs
API ReferenceAgents

List the agent's customer assignment history

GET
/v1/agents/{userId}/customers/history

List every customer assignment and unassignment for one agent, newest first. Requires the org:agents:read permission. Available under the same visibility rule as GET /v1/agents/{userId}. Returns 404 when the agent does not exist or is outside the caller's visibility.

Authorization

oauth2
AuthorizationBearer <token>

Create a client with POST /v1/oauth/clients, then exchange its credentials for an access token. AUTHORIZATION_CODE clients act on behalf of a signed-in user and always use PKCE; CLIENT_CREDENTIALS clients act as themselves. A client may only be granted scopes its creator already holds — read the grantable list from GET /v1/oauth/clients/scopes.

In: header

Path Parameters

userId*string

ID of the agent's user account.

Formatuuid

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X GET "https://example.com/v1/agents/550e8400-e29b-41d4-a716-446655440000/customers/history"
[  {    "id": "6f9619ff-8b86-4d11-9a6e-8b1a3d3a2f10",    "agent_user_id": "550e8400-e29b-41d4-a716-446655440000",    "agent_user_name": "Jane Wanjiru",    "agent_phone_number": "+254712345678",    "agent_email": "jane.wanjiru@example.com",    "customer_user_id": "550e8400-e29b-41d4-a716-446655440001",    "customer_name": "John Otieno",    "customer_email": "john.otieno@example.com",    "customer_phone_number": "+254798765432",    "assigned_at": "2026-01-15T09:30:00Z",    "unassigned_at": "2026-02-20T14:00:00Z",    "assigned_by": "550e8400-e29b-41d4-a716-446655440002",    "unassigned_by": "550e8400-e29b-41d4-a716-446655440002",    "assignment_reason": "Territory reassignment",    "unassignment_reason": "Customer transferred to another agent",    "is_active": true,    "resource_id": "string"  }]
{  "code": "BAD_REQUEST",  "description": "Bad Request"}
{  "code": "UNAUTHORISED",  "description": "Unauthorised"}
{  "code": "FORBIDDEN",  "description": "Forbidden"}
{  "code": "BAD_REQUEST",  "description": "Invalid input"}
{  "code": "RATE_LIMIT_EXCEEDED",  "description": "Too Many Requests"}
{  "code": "INTERNAL_ERROR",  "description": "Internal Server Error"}

List the customer's account summaries GET

List a customer's accounts with balance, type, status, and currency. Requires the `org:agents:read` permission. Available to the agent the customer is assigned to and to that agent's supervisor chain. Returns 404 when the agent or the customer does not exist, or the customer is not currently assigned to the agent.

Unassign customers from the agent POST

Remove one or more customers from an agent's active assignments. Requires the `org:agents:write` permission. A customer ID that is not currently assigned to this agent is ignored. Returns 404 when the agent does not exist or is outside the caller's visibility.