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

# Update Portal Template

> Update selected sections of a portal template.



## OpenAPI

````yaml PATCH /v1/workspaces/{workspace_id}/portal-templates/{id}
openapi: 3.0.0
info:
  title: Conduit API
  version: 1.0.0
  description: Public API for Conduit.
servers:
  - url: https://api.conduit.ai
    description: Production
security: []
tags:
  - name: meta
    description: Discovery and API metadata endpoints.
  - name: agents
    description: >-
      V2 chat agent configuration, including instructions, skills, triggers, and
      automation behavior.
  - name: contacts
    description: >-
      Contact profile and contact-scoped related resources such as tickets and
      calls.
  - name: workspaces
    description: Workspaces accessible to the current API token.
  - name: escalations
    description: >-
      Chat escalations that require operator review, including message, proposed
      response, and disposition context when available.
  - name: conversations
    description: >-
      Canonical message threads. Use these endpoints to list threads, inspect
      conversation state, read transcripts, and send replies.
  - name: conversation-tags
    description: >-
      Conversation labels, root topics, and subtopics used for classification
      and topic analytics.
  - name: tickets
    description: >-
      Operational queue items tied to conversations, including ticket-scoped
      transcripts and replies.
  - name: calls
    description: Phone call records, transcripts, summaries, and recordings when available.
  - name: reservations
    description: >-
      PMS reservations synced from the workspace's integrations (Hostaway,
      Guesty, Airbnb, etc.), including guest identity, payment status, and stay
      dates.
  - name: appointments
    description: >-
      Scheduled appointments (bookings) backed by the Conduit booking service.
      Exposes allocation context and the upstream booking-service `external_id`.
  - name: helpdesk_tickets
    description: >-
      Helpdesk tickets mirrored from external helpdesk integrations (Zendesk,
      Pylon, Plain), including requester identity and upstream metadata.
  - name: kb
    description: >-
      Knowledge base search and node management. Nodes represent knowledge base
      entries (files or directories), chunks are the indexed retrieval units
      used by search.
  - name: skills
    description: >-
      Workspace agent skills that can be attached to V2 chat agents.
      Sidebar/global-assistant skills are intentionally excluded.
  - name: custom_tools
    description: >-
      Custom code tools: user-authored Python/JavaScript functions executed in a
      sandbox when an agent calls them. Includes a runtimes endpoint describing
      the entrypoint signature, return shape, and available dependencies per
      language.
  - name: inbox_types
    description: >-
      Workspace inbox types. Each id is stable and usable as a message trigger's
      `inboxTypeId` and as the `inbox_type_id` filter on list conversations.
  - name: workflows
    description: >-
      Workspace automation workflows: definitions, executions, and per-execution
      event timelines.
  - name: insights
    description: Aggregated workspace analytics, such as conversation automation rate.
paths:
  /v1/workspaces/{workspace_id}/portal-templates/{id}:
    patch:
      tags:
        - portals
      summary: Update Portal Template
      description: >-
        Update selected portal template sections. Existing customer portal
        sessions keep their saved snapshot.
      operationId: patchPortalTemplate
      parameters:
        - schema:
            type: string
            minLength: 1
            description: Workspace identifier
          required: true
          description: Workspace identifier
          name: workspace_id
          in: path
        - schema:
            type: string
            minLength: 1
            description: Portal template identifier
          required: true
          description: Portal template identifier
          name: id
          in: path
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                expected_version:
                  type: integer
                  minimum: 0
                  exclusiveMinimum: true
                name:
                  type: string
                  minLength: 1
                status:
                  type: string
                  enum:
                    - draft
                    - active
                    - paused
                meta:
                  type: object
                  properties:
                    business_type:
                      type: string
                      enum:
                        - str
                        - hotel
                        - restaurant
                        - salon
                        - gym
                        - other
                    expiry_hours:
                      type: number
                      nullable: true
                      minimum: 0
                      exclusiveMinimum: true
                  required:
                    - business_type
                branding:
                  type: object
                  properties:
                    logo_url:
                      type: string
                      nullable: true
                    brand_color:
                      type: string
                      nullable: true
                      pattern: ^#?[0-9a-fA-F]{6}$
                    accent_color:
                      type: string
                      nullable: true
                      pattern: ^#?[0-9a-fA-F]{6}$
                    background_color:
                      type: string
                      nullable: true
                      pattern: ^#?[0-9a-fA-F]{6}$
                    theme:
                      type: string
                      enum:
                        - light
                        - dark
                header:
                  type: object
                  properties:
                    business_name:
                      type: string
                      nullable: true
                    context_line:
                      type: string
                      nullable: true
                    hero_source:
                      type: string
                      nullable: true
                      enum:
                        - listing
                        - custom
                    hero_image_url:
                      type: string
                      nullable: true
                    hero_image_attribution:
                      type: object
                      nullable: true
                      properties:
                        source:
                          type: string
                          enum:
                            - unsplash
                        photographerName:
                          type: string
                        photographerUrl:
                          type: string
                          format: uri
                        photoUrl:
                          type: string
                          format: uri
                      required:
                        - source
                        - photographerName
                        - photographerUrl
                        - photoUrl
                    show_trust_badge:
                      type: boolean
                layout:
                  type: array
                  items:
                    oneOf:
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - header
                          id:
                            type: string
                        required:
                          - type
                          - id
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - offerHero
                          id:
                            type: string
                          offerId:
                            type: string
                            minLength: 1
                          badgeLabel:
                            type: string
                          headline:
                            type: string
                          tagline:
                            type: string
                        required:
                          - type
                          - id
                          - offerId
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - offer
                          id:
                            type: string
                          offerId:
                            type: string
                            minLength: 1
                          badge:
                            type: object
                            properties:
                              label:
                                type: string
                              tone:
                                type: string
                                enum:
                                  - neutral
                                  - success
                                  - warning
                            required:
                              - label
                              - tone
                        required:
                          - type
                          - id
                          - offerId
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - offerGrid
                          id:
                            type: string
                          offerIds:
                            type: array
                            items:
                              type: string
                              minLength: 1
                          columns:
                            anyOf:
                              - type: number
                                enum:
                                  - 1
                              - type: number
                                enum:
                                  - 2
                        required:
                          - type
                          - id
                          - offerIds
                          - columns
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - bundle
                          id:
                            type: string
                          offerIds:
                            type: array
                            items:
                              type: string
                              minLength: 1
                          bundlePriceInCents:
                            type: integer
                            minimum: 0
                          label:
                            type: string
                        required:
                          - type
                          - id
                          - offerIds
                          - label
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - text
                          id:
                            type: string
                          body:
                            type: string
                          variant:
                            type: string
                            enum:
                              - section
                              - body
                        required:
                          - type
                          - id
                          - body
                          - variant
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - trustStrip
                          id:
                            type: string
                          items:
                            type: array
                            items:
                              type: string
                              enum:
                                - secure_checkout
                                - free_cancellation
                                - verified_business
                                - powered_by_stripe
                        required:
                          - type
                          - id
                          - items
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - spacer
                          id:
                            type: string
                          size:
                            type: string
                            enum:
                              - sm
                              - md
                              - lg
                        required:
                          - type
                          - id
                          - size
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - image
                          id:
                            type: string
                          url:
                            type: string
                            format: uri
                          alt:
                            type: string
                          aspectRatio:
                            type: string
                            enum:
                              - square
                              - wide
                              - tall
                        required:
                          - type
                          - id
                          - url
                          - alt
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - formInput
                          id:
                            type: string
                          name:
                            type: string
                          label:
                            type: string
                          placeholder:
                            type: string
                          required:
                            type: boolean
                          inputType:
                            type: string
                            enum:
                              - text
                              - email
                              - tel
                        required:
                          - type
                          - id
                          - name
                          - label
                          - required
                          - inputType
                      - type: object
                        properties:
                          type:
                            type: string
                            enum:
                              - paymentPlaceholder
                          id:
                            type: string
                          label:
                            type: string
                        required:
                          - type
                          - id
                after_payment:
                  type: object
                  properties:
                    mode:
                      type: string
                      enum:
                        - stay
                        - full_screen
                    message:
                      type: string
                    show_receipt:
                      type: boolean
                  required:
                    - mode
                    - message
                    - show_receipt
                confirmation_message:
                  type: object
                  properties:
                    enabled:
                      type: boolean
                    template:
                      type: string
                  required:
                    - enabled
                    - template
                checkout:
                  type: object
                  properties:
                    allow_cart:
                      type: boolean
                    payment_methods:
                      type: array
                      items:
                        type: string
                        enum:
                          - card
                          - apple_pay
                          - google_pay
                          - link
                    cta_label:
                      type: string
                  required:
                    - allow_cart
                    - payment_methods
                    - cta_label
                smart_lock:
                  type: object
                  nullable: true
                  properties:
                    enabled:
                      type: boolean
                  required:
                    - enabled
                listing_data:
                  type: object
                  nullable: true
                  properties:
                    enabled:
                      type: boolean
                    fields:
                      type: object
                      properties:
                        address:
                          type: boolean
                        directions:
                          type: boolean
                        area:
                          type: boolean
                        checkInInstructions:
                          type: boolean
                        checkOutInstructions:
                          type: boolean
                        wifi:
                          type: boolean
                        parking:
                          type: boolean
                        houseRules:
                          type: boolean
                        houseManual:
                          type: boolean
                        trash:
                          type: boolean
                        doorCode:
                          type: boolean
                      required:
                        - directions
                        - area
                        - checkInInstructions
                        - checkOutInstructions
                        - wifi
                        - parking
                        - houseRules
                        - houseManual
                        - trash
                        - doorCode
                  required:
                    - enabled
                    - fields
              required:
                - expected_version
      responses:
        '200':
          description: Update Portal Template
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: object
                    properties:
                      id:
                        type: string
                      workspace_id:
                        type: string
                      name:
                        type: string
                      slug:
                        type: string
                      status:
                        type: string
                        enum:
                          - draft
                          - active
                          - paused
                          - archived
                      version:
                        type: number
                      updated_at:
                        type: number
                      config:
                        type: object
                        additionalProperties:
                          nullable: true
                    required:
                      - id
                      - workspace_id
                      - name
                      - slug
                      - status
                      - version
                      - updated_at
                      - config
                required:
                  - data
        '400':
          description: Invalid request
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                required:
                  - error
                description: Standard error response.
                example:
                  error: Invalid workspace id
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                required:
                  - error
                description: Standard error response.
                example:
                  error: Invalid workspace id
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                required:
                  - error
                description: Standard error response.
                example:
                  error: Invalid workspace id
        '404':
          description: Not found
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                required:
                  - error
                description: Standard error response.
                example:
                  error: Invalid workspace id
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                required:
                  - error
                description: Standard error response.
                example:
                  error: Invalid workspace id
        '429':
          description: Rate limit exceeded
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                required:
                  - error
                description: Standard error response.
                example:
                  error: Invalid workspace id
      security:
        - bearerAuth: []
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: API Token
      description: >-
        Conduit API token. Use `Authorization: Bearer <token>`. Read/write
        endpoints require a token with write access.

````