מהו ניתוח שיחות מכירה?

ניתוח שיחות מכירה הוא תהליך אוטומטי המשתמש בבינה מלאכותית (AI) כדי לנתח הקלטות של שיחות, להפיק תובנות על ביצועי אנשי מכירות, לזהות התנגדויות ולשפר את אחוזי הסגירה.

איך Saleso משתווה למתחרים כמו Gong?

בעוד Gong מיועד לארגוני ענק עם תקציבים גדולים, Saleso מותאם לשוק הישראלי עם תמיכה מלאה בעברית, ממשק פשוט ללא צורך בהטמעה מורכבת, ותמחור נגיש לצוותים בכל גודל.

האם המידע שלי מאובטח?

כן. Saleso משתמשת בהצפנת AES-256 בתקן בנקאי. אנו עומדים בתקני GDPR ואיננו משתמשים במידע של הלקוחות לאימון מודלים חיצוניים.

האם המערכת מתממשקת ל-CRM?

כן, Saleso מתממשקת לרוב מערכות ה-CRM המובילות כגון Salesforce, HubSpot, Pipedrive ו-Monday, ומאפשרת סנכרון אוטומטי של סיכומי שיחות ותובנות.

API reference

Customers & Documents

A customer is the person or business a call is with. Phone and email are stored encrypted. Customers are matched by phone in any format.

Find Customer
List Customers
Create Customer
Update Customer
Add Customer Document from URL
Upload Customer Document

Find Customer

GET/api/make/customer/{teamId}

Finds a customer by Saleso customer ID, phone number, or email.

Used by:: Make: Get Customer · Zapier: Find Customer

Parameters

teamIdstringrequired
Your Team ID.
customer_idstring· Query
The Saleso customer ID. Or leave empty and search by Phone or Email.
phonestring· Query
Full customer phone number in any format (050-1234567, 0501234567, +972501234567). If several customers share the number, the oldest is returned.
emailstring· Query
Customer email address to search by.

Response

13 response fieldsShow

idstring
Customer ID
namestring
Name
phonestring
Phone
emailstring
Email
companystring
Company
statusstring
Status
notesstring
Notes
call_countinteger
Call Count
last_call_datedatetime
Last Call Date
call_idsarray
IDs of the customer’s calls, newest first.
created_atdatetime
Created At
updated_atdatetime
Updated At
profileobject
Profile fields Saleso extracted from the customer’s calls, or null.

Lookup order: customer_id, then phone, then email. Unlike Find Lead, no match is a 404.

Errors

400None of customer_id, phone, email was sent, or phone is not a full number (at least 9 digits).
404Customer not found.
401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X GET "https://try.saleso.io/api/make/customer/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY"

Response · 200

{
  "id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "name": "Dana Levi",
  "phone": "0501234567",
  "email": "dana@example.com",
  "company": "Levi Logistics",
  "status": "Interested",
  "notes": "Prefers WhatsApp.",
  "profile": {},
  "call_count": 4,
  "last_call_date": "2026-10-22T09:30:00.000Z",
  "call_ids": [
    "b263551b-19d2-42d6-b4dc-ca56ec59b769"
  ],
  "created_at": "2026-10-22T09:30:00.000Z",
  "updated_at": "2026-10-22T09:30:00.000Z"
}

List Customers

GET/api/make/customers/search/{teamId}

Gets customers that match a name, company, or status.

Used by:: Make: Search Customers · Zapier: List Customers

Parameters

teamIdstringrequired
Your Team ID.
querystring· Query
Optional. Matches name or company (contains, case-insensitive). Up to 100 characters.
statusstring· Query
Filter by customer status.
limitinteger· Query
Results per page, up to 100. Default 20.
Default: 20
offsetinteger· Query
How many customers to skip, for paging. Use 0 for the first page.
Default: 0
include_piiboolean· Query
Send true to include phone and email in each result. Without it they are null.
Default: false

Response

12 response fieldsShow

customers[].idstring
Customer ID
customers[].namestring
Name
customers[].phonestring
Phone
customers[].emailstring
Email
customers[].companystring
Company
customers[].statusstring
Status
customers[].call_countinteger
Call Count
customers[].created_atdatetime
Created At
totalinteger
Total
has_moreboolean
Has More
customers[].notesstring
Customer notes, or null.
customers[].updated_atdatetime
Last update.

Sorted by name.

Errors

401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X GET "https://try.saleso.io/api/make/customers/search/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY"

Response · 200

{
  "customers": [
    {
      "id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
      "name": "Dana Levi",
      "phone": "0501234567",
      "email": "dana@example.com",
      "company": "Levi Logistics",
      "status": "Interested",
      "call_count": 4,
      "created_at": "2026-10-22T09:30:00.000Z",
      "notes": "Prefers WhatsApp.",
      "updated_at": "2026-10-22T09:30:00.000Z"
    }
  ],
  "total": 1,
  "has_more": true
}

Create Customer

POST/api/make/customers/create/{teamId}

Creates a new customer in Saleso.

Used by:: Make: Create Customer · Zapier: Create Customer

Parameters

teamIdstringrequired
Your Team ID.
namestring· Bodyrequired
Customer name.
phonestring· Body
Customer phone number.
emailstring· Body
Customer email.
companystring· Body
Company name.
statusstring· Body
Initial customer status.
notesstring· Body
Customer notes.

Response

2 response fieldsShow

successboolean
Success
customer_idstring
Customer ID

Fires the customer_created webhook event.

Errors

400name is required.
401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X POST "https://try.saleso.io/api/make/customers/create/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Dana Levi",
  "phone": "0501234567",
  "email": "dana@example.com",
  "company": "Levi Logistics",
  "status": "Interested",
  "notes": "Prefers WhatsApp."
}'

Response · 200

{
  "success": true,
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d"
}

Update Customer

PATCH/api/make/customer/{teamId}

Updates a customer's details in Saleso. Fields left empty are not changed.

Used by:: Make: Update Customer · Zapier: Update Customer

Parameters

teamIdstringrequired
Your Team ID.
customer_idstring· Bodyrequired
The Saleso customer UUID to update.
namestring· Body
Updated customer name.
phonestring· Body
Updated phone number.
emailstring· Body
Updated email address.
companystring· Body
Updated company name.
statusstring· Body
Updated customer status.
notesstring· Body
Updated customer notes.

Response

2 response fieldsShow

successboolean
Success
customer_idstring
Customer ID

Only the fields you send are changed. Sending an empty phone or email clears it.

Errors

400customer_id is required or Invalid status value (empty or over 100 characters).
404Customer not found.
401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X PATCH "https://try.saleso.io/api/make/customer/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "name": "Dana Levi",
  "phone": "0501234567",
  "email": "dana@example.com",
  "company": "Levi Logistics",
  "status": "Interested",
  "notes": "Prefers WhatsApp."
}'

Response · 200

{
  "success": true,
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d"
}

Add Customer Document from URL

POST/api/make/customer-documents/{teamId}

Adds a document to a customer from a file link. Saleso downloads the file and stores it on the customer.

Used by:: Make: Upload Customer Document (URL) · Zapier: Add Customer Document from URL

Parameters

teamIdstringrequired
Your Team ID.
document_urlstring· Bodyrequired
Required. A public https link to the file. Google Docs, Sheets, Slides and Drawings links are exported automatically (PDF, XLSX or PPTX).
file_namestring· Body
Optional. If omitted, inferred from the URL.
customer_idstring· Body
Identify the customer by customer_id, customer_phone or customer_email (checked in that order). A phone or email with no customer creates one.
customer_phonestring· Body
customer_emailstring· Body

Response

4 response fieldsShow

successboolean
Success
document_idstring
Document ID
customer_idstring
Customer ID
customer_createdboolean
Customer Created

Accepted files: PDF, Word, Excel, PowerPoint, TXT, CSV, JPEG, PNG, WebP and GIF, up to 25 MB each. Each team has 5 GB of document storage.
Customer documents must be enabled for your team.

Errors

400Customer not found (with a hint), Missing document_url, Invalid document URL: …, Failed to download document: <status>, File too large (max 25MB), Downloaded file is empty, File type not allowed.
401The API key is missing, wrong, or belongs to another team (Invalid API key).
403Customer documents feature is disabled for this team.
413Team storage quota exceeded.
500Unexpected server error. The error field carries the message.

Request

curl -X POST "https://try.saleso.io/api/make/customer-documents/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "document_url": "https://example.com/files/contract.pdf",
  "file_name": "make_1761125400000.mp3",
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "customer_phone": "0501234567",
  "customer_email": "dana@example.com"
}'

Response · 200

{
  "success": true,
  "document_id": "4285776e-215b-466e-b13a-4bdbd699694d",
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "customer_created": true
}

Upload Customer Document

POST/api/make/customer-documents/{teamId}

Uploads a file as multipart/form-data and stores it on a customer.

Used by:: Make: Upload Customer Document (File) · Zapier: Upload Customer Document

Parameters

teamIdstringrequired
Your Team ID.
filefile· Formrequired
Map a file from an earlier step, e.g. a Gmail attachment or a Google Drive file.
file_namestring· Formrequired
File name including the extension, e.g. contract.pdf. When mapping a downloaded file, map its file name here.
customer_idstring· Form
Identify the customer by Customer ID, Customer Phone, or Customer Email (one is enough). If no customer has that phone or email, one is created.
customer_phonestring· Form
customer_emailstring· Form

Response

4 response fieldsShow

successboolean
Success
document_idstring
Document ID
customer_idstring
Customer ID
customer_createdboolean
Customer Created

Same endpoint as Add Customer Document from URL, sent as multipart/form-data with the file in the file part. Same file types and limits.

Errors

400Missing "file" field in multipart body, Empty file, File too large (max 25MB), File type not allowed, Customer not found.
401The API key is missing, wrong, or belongs to another team (Invalid API key).
403Customer documents feature is disabled for this team.
413Team storage quota exceeded.
500Unexpected server error. The error field carries the message.

Request

curl -X POST "https://try.saleso.io/api/make/customer-documents/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY" \
  -F "file=@contract.pdf" \
  -F "file_name=contract.pdf" \
  -F "customer_phone=0501234567"

Response · 200

{
  "success": true,
  "document_id": "4285776e-215b-466e-b13a-4bdbd699694d",
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "customer_created": true
}