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π₯ Contacts
βΆ
πββοΈ Ara β Customer Service & Sales Assistant
Master Switch (all channels)
β
When OFF, Ara skips every poll cycle on every channel. Hard kill switch.
Dry Run (all channels)
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When ON, intended outbound is logged but NOT sent. Flip OFF only after watching the activity feed.
Channels
Audit log path:
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π° Sales β Aging & Follow-up
π΄ Same-Day
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π‘ Aging
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π’ Watch
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Open Total
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π SF Comment Field Generator
Use the house format: ACTIVE / SOLD / LOST. Output is copy-ready for the Salesforce Comment field.
ACTIVE -
π Sales Pipeline System Playbook
Reference docs live in
~/Documents/Claude/Projects/Scheduling Assistant/Sales Pipeline System/. Use the workflow names below when chatting with Claude.β’ Post-meeting debrief β runbooks/post-meeting-debrief.md
β’ Daily aging sweep β runbooks/daily-aging-sweep.md
β’ Inbound capture β runbooks/inbound-capture.md
β’ Aging rules β reference/aging-rules.md
β’ Customer index β reference/customer-index.md
β’ Comment / Chatter formats β formats/
Click "Check Emails" to pull recent transcripts and cancellations from your inbox
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π Operations Dashboard
Appointments This Week
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MonβSun, from Calendar
Deals Closed-Won
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This week, from HubSpot
All-Time Sales
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Sum of every closed-won deal
REFERRAL Deals
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All-time direct-sale count
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Deal-to-Sale Conversion (All Time)
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IG Outbound Activity
Comments Today
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Comments All-Time
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DMs Today
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DMs All-Time
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Marketing Attribution β Phase 2
Per-flow bookings (ManyChat Fix / Welcome / Auto DM / Cold IG DM) will activate here once UTM tags are added to your Calendly links inside each ManyChat flow. Requires desktop login to ManyChat first β see MARKETING_DASHBOARD_SPEC.md for the 3-minute setup.
ManyChat Top-of-Funnel β Phase 2
Sends / clicks / CTR per flow will populate here once the ManyChat API token is added to
scheduling_config.py. You have Pro tier so the API is available β generate a token in ManyChat Settings β API on your phone when convenient.
π
Automation Schedule
FieldApp β Always On
Claude β Scheduled Tasks
IG Bots β Scheduled via FieldApp
π€ Bots
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Comments Today
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Comments All-Time
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DMs Today
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DMs All-Time
Facebook Bots βΎ
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Instagram Bots βΎ
LinkedIn Bots βΎ
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πͺ Auto-schedule evening gym
On field days, drops a Planet Fitness event on your personal calendar between
today's last appointment and tomorrow's first β address goes in the location field
so your phone GPS routes there after work. Re-runs every 15 min and reassesses if
appointments change.
Pick your Gmail / personal calendar (NOT Exchange "Calendar")
Start time + duration (min)
βοΈ System Health
π©Ί API & Capability Health
Probingβ¦
Live probe of every service the app touches. Each row shows real-time status + how to fix.
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