Task Dashboard

Create process for handling people who call or text the SeeSalt number. Tim started training an AI bot.

When new group opens in an area, auto-notify waitlist contacts in that postcode.

Create email nurture campaign for waitlist contacts. Keep them engaged until a group becomes available.

Tested with Sam but verify full functionality. Tag added = Gone Quiet. Tag removed = returns to correct stage.

Once workflow is published, send webhook URL to Tim for App config.

When contact enables DND, opportunity should be set to Lost. Need safe test contact.

5 email branches remaining: transfer_accepted, transfer_declined, transfer_expired, transfer_cancelled, transfer_reminder.

Review Master v3 workflow for delayed SMS/email actions.