@elitedcs/ghl-mcp 3.88.3 → 3.89.0-beta.10

package/skills/blueprint/presets/coach.preset.json

@@ -50,36 +50,44 @@
           "default": [
             {
               "ref": "stage.new_lead",
+              "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
               "name": "New Lead"
             },
             {
               "ref": "stage.contacted",
+              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up", "working"],
               "name": "Contacted"
             },
             {
               "ref": "stage.call_booked",
+              "aliases": ["call booked", "discovery call booked", "strategy call booked", "consult booked", "appointment booked", "booked", "scheduled", "=consultation"],
               "name": "Call Booked",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.call_held",
+              "aliases": ["call held", "call completed", "showed", "attended", "consultation completed", "consultation done", "consultation attended", "consultation showed", "consultation complete", "consultation held"],
               "name": "Call Held",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.offer_made",
+              "aliases": ["offer made", "offer sent", "proposal sent", "pitched"],
               "name": "Offer Made"
             },
             {
               "ref": "stage.enrolled",
+              "aliases": ["enrolled", "signed", "sold", "purchased"],
               "name": "Enrolled"
             },
             {
               "ref": "stage.alumni",
+              "aliases": ["alumni", "referral", "graduated"],
               "name": "Alumni / Referral"
             },
             {
               "ref": "stage.lost",
+              "aliases": ["lost", "closed lost", "not interested"],
               "name": "Lost"
             }
           ]
@@ -266,7 +274,7 @@
       {
         "ref": "tag.service_done",
         "name": "service-complete",
-        "_note": "Added when the work is done and paid for. Starts Review Request; removed by it so the next job can start it again."
+        "_note": "Added when the work is done and paid for. Starts Review Request; removed by it. Each contact is asked for a review once."
       }
     ],
     "_tagNote": "Interest tags mirror the Program Interest options; the skill renames them to the real program names from the offer at fill time.",
@@ -520,7 +528,7 @@
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - One Word",
-          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: what's the bigger gap right now, clarity on what to do, or structure to actually do it? One word is enough. Reply STOP to opt out."
+          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: what's the bigger gap right now, clarity on what to do, or structure to actually do it? One word is enough.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.n_sms_2",
@@ -545,7 +553,7 @@
         {
           "ref": "sms_template.w_sms_1",
           "name": "Win-back Text 1",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is {{audience.painPoints[0] || the thing you want to change}} still on your list this quarter, or should I close your application for now? Reply STOP to opt out."
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is {{audience.painPoints[0] || the thing you want to change}} still on your list this quarter, or should I close your application for now?\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -1065,6 +1073,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1150,6 +1159,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1204,13 +1214,14 @@
       },
       {
         "ref": "workflow.lead_nurture",
+        "allowMultiple": false,
         "name": "Lead Nurture (30 days)",
         "trigger": {
           "type": "contact_tag",
           "tagRef": "tag.nurture_start"
         },
         "stopOnResponse": true,
-        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first so a later hand-off can start it again. Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
+        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first; each contact goes through it once (re-entry off). Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
         "actions": [
           {
             "type": "remove_contact_tag",
@@ -1345,6 +1356,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1399,6 +1411,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1470,6 +1483,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Call Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1491,6 +1505,15 @@
             "type": "remove_from_workflow",
             "workflowRef": "workflow.win_back"
           },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.no_show"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.missed_call",
+            "conditionalOn": "channels.sms == true"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.lc_booked"
@@ -1534,6 +1557,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Call Reminders",
         "trigger": {
           "type": "appointment",
@@ -1572,6 +1596,8 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
+        "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
           "type": "appointment",
@@ -1660,6 +1686,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1721,6 +1748,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
         "trigger": {
           "type": "contact_tag",
@@ -1766,7 +1794,7 @@
         "owner": "OPERATOR-UI",
         "title": "Add the people who get lead alerts and call tasks",
         "trigger": "the brief listed no staff",
-        "instruction": "In the sub-account go to Settings > My Staff and add at least one user (yourself is fine): name, email, role. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
+        "instruction": "In the sub-account go to Settings → My Staff (called Users in newer accounts) → + Add User and add at least one person (yourself is fine): enter their name and the same email address listed in the intake. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
         "produces": null,
         "successCheck": "At least one user exists and no workflow step still shows \"user pending\"",
         "blocks": [

package/skills/blueprint/presets/ecommerce.preset.json

@@ -50,26 +50,32 @@
           "default": [
             {
               "ref": "stage.new_subscriber",
+              "aliases": ["new subscriber", "subscriber", "new lead", "signup", "lead", "new"],
               "name": "New Subscriber"
             },
             {
               "ref": "stage.engaged",
+              "aliases": ["engaged", "clicked", "contacted"],
               "name": "Engaged"
             },
             {
               "ref": "stage.first_order",
+              "aliases": ["first order", "first purchase", "purchased", "customer"],
               "name": "First Order"
             },
             {
               "ref": "stage.repeat",
+              "aliases": ["repeat customer", "repeat", "returning"],
               "name": "Repeat Customer"
             },
             {
               "ref": "stage.vip",
+              "aliases": ["vip"],
               "name": "VIP"
             },
             {
               "ref": "stage.lapsed",
+              "aliases": ["lapsed", "inactive", "churned", "lost"],
               "name": "Lapsed"
             }
           ]
@@ -414,7 +420,7 @@
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - One Word",
-          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: best sellers, new arrivals, or a gift? One word and I'll send you the right page. Reply STOP to opt out."
+          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: best sellers, new arrivals, or a gift? One word and I'll send you the right page.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.n_sms_2",
@@ -439,7 +445,7 @@
         {
           "ref": "sms_template.w_sms_1",
           "name": "Win-back Text 1",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Still interested, or would you rather only hear about new arrivals? Reply 1 for still interested, 2 for new arrivals only. Reply STOP to opt out."
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Still interested, or would you rather only hear about new arrivals? Reply 1 for still interested, 2 for new arrivals only.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -808,6 +814,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -893,6 +900,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -947,13 +955,14 @@
       },
       {
         "ref": "workflow.lead_nurture",
+        "allowMultiple": false,
         "name": "Lead Nurture (30 days)",
         "trigger": {
           "type": "contact_tag",
           "tagRef": "tag.nurture_start"
         },
         "stopOnResponse": true,
-        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first so a later hand-off can start it again. Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
+        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first; each contact goes through it once (re-entry off). Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
         "actions": [
           {
             "type": "remove_contact_tag",
@@ -1088,6 +1097,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1137,6 +1147,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1208,6 +1219,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Requests",
         "trigger": {
           "type": "contact_tag",
@@ -1263,7 +1275,7 @@
         "owner": "OPERATOR-UI",
         "title": "Add the people who get lead alerts and call tasks",
         "trigger": "the brief listed no staff",
-        "instruction": "In the sub-account go to Settings > My Staff and add at least one user (yourself is fine): name, email, role. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
+        "instruction": "In the sub-account go to Settings → My Staff (called Users in newer accounts) → + Add User and add at least one person (yourself is fine): enter their name and the same email address listed in the intake. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
         "produces": null,
         "successCheck": "At least one user exists and no workflow step still shows \"user pending\"",
         "blocks": [
@@ -1353,7 +1365,7 @@
         "owner": "OPERATOR-EXT",
         "title": "Connect store orders to GHL",
         "trigger": "always",
-        "instruction": "Connect your store so orders reach GHL (Shopify: the native integration under Integrations; other platforms: an order webhook to an inbound webhook trigger). Then add a small workflow: on order → tag lifecycle-first-order, remove from Lead Nurture and Win-back, move the pipeline card to First Order. Until this exists, staff move cards by hand.",
+        "instruction": "Connect your store so orders reach GHL (Shopify: the native integration under Integrations; other platforms: an order webhook to an inbound webhook trigger). Then add a small workflow: on order → tag lifecycle-first-order, remove from Lead Nurture and Win-back, move the pipeline card to {{stage.first_order}}. Until this exists, staff move cards by hand.",
         "produces": null,
         "successCheck": "A test order appears on the contact in GHL within a minute",
         "blocks": []

package/skills/blueprint/presets/generic-client.preset.json

@@ -44,35 +44,43 @@
           "default": [
             {
               "ref": "stage.new_lead",
+              "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
               "name": "New Lead"
             },
             {
               "ref": "stage.contacted",
+              "aliases": ["contacted", "engaged", "in conversation", "follow up", "working"],
               "name": "Contacted"
             },
             {
               "ref": "stage.qualified",
+              "aliases": ["qualified"],
               "name": "Qualified"
             },
             {
               "ref": "stage.appointment_booked",
+              "aliases": ["appointment booked", "consult booked", "consultation booked", "call booked", "booked", "scheduled", "=consultation"],
               "name": "Appointment Booked",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.proposal_sent",
+              "aliases": ["proposal sent", "quote sent", "estimate sent", "proposal", "quote"],
               "name": "Proposal / Quote Sent"
             },
             {
               "ref": "stage.won",
+              "aliases": ["won", "closed won", "sold", "signed"],
               "name": "Won"
             },
             {
               "ref": "stage.repeat",
+              "aliases": ["repeat", "retention"],
               "name": "Repeat / Retention"
             },
             {
               "ref": "stage.lost",
+              "aliases": ["lost", "closed lost", "not interested"],
               "name": "Lost"
             }
           ]
@@ -486,7 +494,7 @@
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - One Word",
-          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: what matters most to you here, speed, price, or getting it right first time? One word is enough. Reply STOP to opt out."
+          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: what matters most to you here, speed, price, or getting it right first time? One word is enough.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.n_sms_2",
@@ -511,7 +519,7 @@
         {
           "ref": "sms_template.w_sms_1",
           "name": "Win-back Text 1",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is this still on your list this quarter, or should I close your file for now? Reply STOP to opt out."
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is this still on your list this quarter, or should I close your file for now?\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -1062,6 +1070,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1147,6 +1156,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1201,13 +1211,14 @@
       },
       {
         "ref": "workflow.lead_nurture",
+        "allowMultiple": false,
         "name": "Lead Nurture (30 days)",
         "trigger": {
           "type": "contact_tag",
           "tagRef": "tag.nurture_start"
         },
         "stopOnResponse": true,
-        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first so a later hand-off can start it again. Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
+        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first; each contact goes through it once (re-entry off). Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
         "actions": [
           {
             "type": "remove_contact_tag",
@@ -1342,6 +1353,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1396,6 +1408,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1467,6 +1480,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Appointment Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1488,6 +1502,15 @@
             "type": "remove_from_workflow",
             "workflowRef": "workflow.win_back"
           },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.no_show"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.missed_call",
+            "conditionalOn": "channels.sms == true"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.lc_booked"
@@ -1531,6 +1554,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Appointment Reminders",
         "trigger": {
           "type": "appointment",
@@ -1569,6 +1593,8 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
+        "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
           "type": "appointment",
@@ -1657,6 +1683,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Requests",
         "trigger": {
           "type": "contact_tag",
@@ -1706,6 +1733,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1789,7 +1817,7 @@
         "owner": "OPERATOR-UI",
         "title": "Add the people who get lead alerts and call tasks",
         "trigger": "the brief listed no staff",
-        "instruction": "In the sub-account go to Settings > My Staff and add at least one user (yourself is fine): name, email, role. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
+        "instruction": "In the sub-account go to Settings → My Staff (called Users in newer accounts) → + Add User and add at least one person (yourself is fine): enter their name and the same email address listed in the intake. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
         "produces": null,
         "successCheck": "At least one user exists and no workflow step still shows \"user pending\"",
         "blocks": [

package/skills/blueprint/presets/local-service.preset.json

@@ -53,35 +53,43 @@
           "default": [
             {
               "ref": "stage.new_lead",
+              "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
               "name": "New Lead"
             },
             {
               "ref": "stage.contacted",
+              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up", "working"],
               "name": "Contacted"
             },
             {
               "ref": "stage.estimate_scheduled",
+              "aliases": ["estimate scheduled", "estimate booked", "appointment booked", "visit booked", "booked", "scheduled"],
               "name": "Estimate Scheduled",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.quote_sent",
+              "aliases": ["quote sent", "estimate sent", "proposal sent", "quote"],
               "name": "Quote Sent"
             },
             {
               "ref": "stage.job_won",
+              "aliases": ["job won", "closed won", "won", "sold", "hired"],
               "name": "Job Won"
             },
             {
               "ref": "stage.job_complete",
+              "aliases": ["job complete", "job completed", "completed", "finished"],
               "name": "Job Complete"
             },
             {
               "ref": "stage.maintenance",
+              "aliases": ["maintenance", "repeat", "recurring"],
               "name": "Repeat / Maintenance"
             },
             {
               "ref": "stage.lost",
+              "aliases": ["lost", "closed lost", "not interested"],
               "name": "Lost"
             }
           ]
@@ -275,7 +283,7 @@
       {
         "ref": "tag.service_done",
         "name": "service-complete",
-        "_note": "Added when the work is done and paid for. Starts Review Request; removed by it so the next job can start it again."
+        "_note": "Added when the work is done and paid for. Starts Review Request; removed by it. Each contact is asked for a review once."
       }
     ],
     "_tagNote": "Interest tags mirror the Service Needed options. The skill derives trade-specific ones from offer.summary (e.g. interest-roof-replacement) at fill time.",
@@ -529,7 +537,7 @@
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - One Word",
-          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: are you leaning toward a repair, a replacement, or just pricing it for now? One word is enough. Reply STOP to opt out."
+          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: are you leaning toward a repair, a replacement, or just pricing it for now? One word is enough.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.n_sms_2",
@@ -554,7 +562,7 @@
         {
           "ref": "sms_template.w_sms_1",
           "name": "Win-back Text 1",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is {{offer.summary || the work you asked about}} still on your list this season, or did you get it handled? Reply STOP to opt out."
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is {{offer.summary || the work you asked about}} still on your list this season, or did you get it handled?\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -1075,6 +1083,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1160,6 +1169,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1214,13 +1224,14 @@
       },
       {
         "ref": "workflow.lead_nurture",
+        "allowMultiple": false,
         "name": "Lead Nurture (30 days)",
         "trigger": {
           "type": "contact_tag",
           "tagRef": "tag.nurture_start"
         },
         "stopOnResponse": true,
-        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first so a later hand-off can start it again. Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
+        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first; each contact goes through it once (re-entry off). Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
         "actions": [
           {
             "type": "remove_contact_tag",
@@ -1355,6 +1366,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1409,6 +1421,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1480,6 +1493,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Estimate Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1501,6 +1515,15 @@
             "type": "remove_from_workflow",
             "workflowRef": "workflow.win_back"
           },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.no_show"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.missed_call",
+            "conditionalOn": "channels.sms == true"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.lc_booked"
@@ -1544,6 +1567,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Estimate Reminders",
         "trigger": {
           "type": "appointment",
@@ -1582,6 +1606,8 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
+        "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
           "type": "appointment",
@@ -1670,6 +1696,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1731,6 +1758,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
         "trigger": {
           "type": "contact_tag",
@@ -1776,7 +1804,7 @@
         "owner": "OPERATOR-UI",
         "title": "Add the people who get lead alerts and call tasks",
         "trigger": "the brief listed no staff",
-        "instruction": "In the sub-account go to Settings > My Staff and add at least one user (yourself is fine): name, email, role. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
+        "instruction": "In the sub-account go to Settings → My Staff (called Users in newer accounts) → + Add User and add at least one person (yourself is fine): enter their name and the same email address listed in the intake. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
         "produces": null,
         "successCheck": "At least one user exists and no workflow step still shows \"user pending\"",
         "blocks": [