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Improve missed-call SMS qualification flow#81

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DevCalebR merged 1 commit into
mainfrom
codex/missed-call-richer-qualification
May 27, 2026
Merged

Improve missed-call SMS qualification flow#81
DevCalebR merged 1 commit into
mainfrom
codex/missed-call-richer-qualification

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@DevCalebR

@DevCalebR DevCalebR commented May 26, 2026

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Summary

  • update the missed-call SMS state machine to collect service, urgency, name plus location, and callback timing in four short messages
  • delay qualification and owner alerts until callback timing is collected so alerts include the richer lead details
  • surface the richer captured fields in the lead detail page, lead list rows, summaries, and demo data

New SMS Flow

  1. ask what the customer needs help with
  2. ask urgency with 1-4 replies
  3. ask for name plus city/ZIP or service address in one message with deterministic parsing
  4. ask for best callback time with 1-4 replies or free text
  5. confirm the request and keep the thread open for any extra detail

Schema Changes

  • none
  • reused existing lead fields: callerName/contactName, location, zipCode, bestTime, and callbackRequested

Tests Added

  • add tests/missed-call-flow.test.ts for the end-to-end simulated qualification flow, name/location parsing, free-text callback fallback, and owner alert formatting
  • extend qualification and lead workspace tests for the updated readiness gate and UI fields
  • existing STOP/HELP compliance coverage remains in tests/twilio-sms-compliance.test.ts

Validation

  • npm run typecheck
  • npm run lint
  • npm run test
  • npm run build

@vercel

vercel Bot commented May 26, 2026

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Project Deployment Actions Updated (UTC)
callbackcloser Ready Ready Preview, Comment May 27, 2026 2:36am

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@DevCalebR DevCalebR merged commit 4f31c88 into main May 27, 2026
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