@elitedcs/ghl-mcp 3.89.0-beta.3 → 3.89.0-beta.5

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.89.0-beta.3",
+  "version": "3.89.0-beta.5",
   "mcpName": "io.github.drjerryrelth/ghl-command",
   "description": "GoHighLevel MCP Server for Claude. 250 tools — full CRM, automation, marketing control, account-wide workflow audit, live funnel-capture verification, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
   "main": "dist/index.js",

package/skills/blueprint/examples/medspa-build-plan.json

@@ -435,7 +435,7 @@
       {
         "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}}: is it lines, volume, or skin texture you'd most like to fix first? 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}}: is it lines, volume, or skin texture you'd most like to fix first? One word is enough.\nReply STOP to opt out."
       },
       {
         "ref": "sms_template.n_sms_2",
@@ -460,7 +460,7 @@
       {
         "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 your skin still on the list this season, 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 your skin still on the list this season, or should I close your file for now?\nReply STOP to opt out."
       },
       {
         "ref": "sms_template.w_sms_2",
@@ -767,7 +767,7 @@
         "custom_values.owner_first_name",
         "custom_values.business_name"
       ],
-      "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: is it lines, volume, or skin texture you'd most like to fix first? 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}}: is it lines, volume, or skin texture you'd most like to fix first? One word is enough.\nReply STOP to opt out."
     },
     {
       "ref": "sms.n_sms_2",
@@ -817,7 +817,7 @@
         "custom_values.owner_first_name",
         "custom_values.business_name"
       ],
-      "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is your skin still on the list this season, 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 your skin still on the list this season, or should I close your file for now?\nReply STOP to opt out."
     },
     {
       "ref": "sms.w_sms_2",

package/skills/blueprint/examples/sample-build-plan.json

@@ -402,7 +402,7 @@
       {
         "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",
@@ -427,7 +427,7 @@
       {
         "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",
@@ -734,7 +734,7 @@
         "custom_values.owner_first_name",
         "custom_values.business_name"
       ],
-      "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.n_sms_2",
@@ -784,7 +784,7 @@
         "custom_values.owner_first_name",
         "custom_values.business_name"
       ],
-      "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.w_sms_2",

package/skills/blueprint/examples/validate-plan.cjs

@@ -175,15 +175,21 @@ const stageRefs = new Set();
 const days = (acts) => (acts || []).reduce((d, a) => a.type === 'wait' ? d + a.value * ({ minutes: 1 / 1440, hours: 1 / 24, days: 1 }[a.unit] || 0) : d, 0);
 const spanDays = (w) => { let d = days(w.actions); (w.actions || []).forEach(a => { if (a.type === 'find_opportunity') d += Math.max(days(a.found), days(a.notFound)); }); return d; };
 const nodeCount = (w) => (w.actions || []).reduce((n, a) => n + (a.type === 'find_opportunity' ? 3 + (a.found || []).length + (a.notFound || []).length : 1), 0);
-const nurtureTags = new Set((plan.workflows || []).filter(x => /nurture/i.test(x.name || '') && x.trigger && x.trigger.tagRef).map(x => x.trigger.tagRef));
+const nurtureTags = new Set((plan.workflows || []).filter(x => /nurture/i.test(x.name || '') && x.trigger && !Array.isArray(x.trigger) && x.trigger.tagRef).map(x => x.trigger.tagRef));
 (plan.workflows || []).forEach(w => {
-  if (!w.trigger || !w.trigger.type) E(`workflow ${w.ref}: missing trigger`);
-  if (w.trigger) {
-    need(w.trigger.formRef, `wf ${w.ref} trigger.formRef`); need(w.trigger.tagRef, `wf ${w.ref} trigger.tagRef`); need(w.trigger.calendarRef, `wf ${w.ref} trigger.calendarRef`);
-    need(w.trigger.pipelineRef, `wf ${w.ref} trigger.pipelineRef`); need(w.trigger.hasTagRef, `wf ${w.ref} trigger.hasTagRef`);
-    if (w.trigger.stageRef && !stageRefs.has(w.trigger.stageRef)) E(`wf ${w.ref} trigger.stageRef ${w.trigger.stageRef} not a defined stage`);
-    if (w.trigger.type === 'call_status' && !(w.trigger.callStatuses && w.trigger.callStatuses.length)) E(`workflow ${w.ref}: a call_status trigger needs callStatuses (else it fires on EVERY call)`);
-    if (['tag_added', 'appointment_status', 'appointment_booked'].includes(w.trigger.type)) E(`workflow ${w.ref}: trigger type "${w.trigger.type}" is not native — use contact_tag / appointment`);
+  // A preset may list trigger variants, each with its own conditionalOn (the
+  // composer keeps the first that holds, e.g. the intake's review timing): each
+  // variant is checked as a trigger; the last must be the unconditional default.
+  const variants = Array.isArray(w.trigger) ? w.trigger : (w.trigger ? [w.trigger] : []);
+  if (Array.isArray(w.trigger) && (!variants.length || variants[variants.length - 1].conditionalOn)) E(`workflow ${w.ref}: a trigger list must end with a variant that has no conditionalOn (the default)`);
+  if (!variants.length || variants.some(t => !t || !t.type)) E(`workflow ${w.ref}: missing trigger`);
+  for (const t of variants) {
+    if (!t) continue;
+    need(t.formRef, `wf ${w.ref} trigger.formRef`); need(t.tagRef, `wf ${w.ref} trigger.tagRef`); need(t.calendarRef, `wf ${w.ref} trigger.calendarRef`);
+    need(t.pipelineRef, `wf ${w.ref} trigger.pipelineRef`); need(t.hasTagRef, `wf ${w.ref} trigger.hasTagRef`);
+    if (t.stageRef && !stageRefs.has(t.stageRef)) E(`wf ${w.ref} trigger.stageRef ${t.stageRef} not a defined stage`);
+    if (t.type === 'call_status' && !(t.callStatuses && t.callStatuses.length)) E(`workflow ${w.ref}: a call_status trigger needs callStatuses (else it fires on EVERY call)`);
+    if (['tag_added', 'appointment_status', 'appointment_booked'].includes(t.type)) E(`workflow ${w.ref}: trigger type "${t.type}" is not native — use contact_tag / appointment`);
   }
   if (!Array.isArray(w.actions) || w.actions.length === 0) E(`workflow ${w.ref}: no actions`);
   if ((w.actions || []).length > 40) E(`workflow ${w.ref}: >40 actions (split required)`);
@@ -200,7 +206,7 @@ const nurtureTags = new Set((plan.workflows || []).filter(x => /nurture/i.test(x
     if (a.type === 'assign_user' && !a.userRef) E(`${at}: needs userRef`);
     if (a.stageRef && !stageRefs.has(a.stageRef)) E(`${at}: stageRef ${a.stageRef} not a defined stage`);
     if (a.type === 'wait' && !(a.value > 0 && ['minutes', 'hours', 'days'].includes(a.unit))) E(`${at}: wait needs value > 0 and unit minutes|hours|days`);
-    if (a.type === 'wait_appointment' && (!w.trigger || w.trigger.type !== 'appointment')) W(`${at}: wait_appointment outside an appointment-triggered workflow`);
+    if (a.type === 'wait_appointment' && !variants.some(t => t && t.type === 'appointment')) W(`${at}: wait_appointment outside an appointment-triggered workflow`);
   };
   let seenFind = false;
   (w.actions || []).forEach((a, i) => {

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

@@ -58,18 +58,18 @@
             },
             {
               "ref": "stage.contacted",
-              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
+              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up", "working"],
               "name": "Contacted"
             },
             {
               "ref": "stage.visit_booked",
-              "aliases": ["visit booked", "appointment booked", "consult booked", "consultation booked", "exam booked", "booked", "scheduled"],
+              "aliases": ["visit booked", "appointment booked", "consult booked", "consultation booked", "exam booked", "booked", "scheduled", "=consultation"],
               "name": "Visit Booked",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.showed",
-              "aliases": ["showed", "attended", "visit completed", "exam completed"],
+              "aliases": ["showed", "attended", "visit completed", "exam completed", "consultation completed", "consultation done", "consultation attended", "consultation showed", "consultation complete", "consultation held"],
               "name": "Showed",
               "conditionalOn": "goal.bookingNeeded == true"
             },
@@ -274,6 +274,12 @@
         "name": "review-requested",
         "_note": "A review was asked for after a completed visit.",
         "conditionalOn": "goal.bookingNeeded == true"
+      },
+      {
+        "ref": "tag.service_done",
+        "name": "service-complete",
+        "_note": "Only when the intake chose to ask for a review when the work is done: the team adds it, Review Request starts from it and removes it.",
+        "conditionalOn": "goal.bookingNeeded == true && goal.reviewTiming == 'When you mark the work done'"
       }
     ],
     "_tagNote": "Interest tags mirror the What Brings You In options and are intentionally non-clinical. The skill may add service tags from offer.summary only if compliance_notes allow it.",
@@ -524,7 +530,7 @@
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - Insurance or Cash",
-          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: will this be insurance or cash-pay? One word and we'll check your benefits before you come in. Reply STOP to opt out."
+          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: will this be insurance or cash-pay? One word and we'll check your benefits before you come in.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.n_sms_2",
@@ -549,7 +555,7 @@
         {
           "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}}. Are you still planning a first visit this season, 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}}. Are you still planning a first visit this season, or should I close your file for now?\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -1072,6 +1078,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1157,6 +1164,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1211,13 +1219,14 @@
       },
       {
         "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",
@@ -1352,6 +1361,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1406,6 +1416,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1477,6 +1488,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Visit Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1498,6 +1510,15 @@
             "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"
@@ -1541,6 +1562,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Visit Reminders",
         "trigger": {
           "type": "appointment",
@@ -1579,6 +1601,7 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
         "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
@@ -1668,6 +1691,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1729,24 +1753,44 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
-        "trigger": {
-          "type": "appointment",
-          "appointmentStatus": "showed",
-          "calendarRef": "calendar.new_patient"
-        },
+        "trigger": [
+          {
+            "conditionalOn": "goal.reviewTiming == 'When you mark the work done'",
+            "type": "contact_tag",
+            "tagRef": "tag.service_done"
+          },
+          {
+            "type": "appointment",
+            "appointmentStatus": "showed",
+            "calendarRef": "calendar.new_patient"
+          }
+        ],
         "stopOnResponse": true,
         "conditionalOn": "goal.bookingNeeded == true",
-        "_design": "On a completed visit (status showed): tag, wait two hours, text the review link, then an email three days later if nothing came back. Any reply stops it. The review link is a custom value the operator pastes once (handoff.review_link). Closes the Layer 4 gap named on the hub: review requests had no build feature (2026-09-14).",
+        "_design": "On a completed visit (status showed): tag, wait two hours, text the review link, then an email three days later if nothing came back. Any reply stops it. The review link is a custom value the operator pastes once (handoff.review_link). Closes the Layer 4 gap named on the hub: review requests had no build feature (2026-09-14). The intake's review timing question (goal.reviewTiming, 2026-09-29) can make it the day after the visit instead, or start it from the service-complete tag the team adds when the work is done.",
         "actions": [
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.service_done",
+            "conditionalOn": "goal.reviewTiming == 'When you mark the work done'"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.review_requested"
           },
+          {
+            "type": "wait",
+            "value": 1,
+            "unit": "days",
+            "conditionalOn": "goal.reviewTiming == 'The day after a visit marked showed'"
+          },
           {
             "type": "wait",
             "value": 2,
-            "unit": "hours"
+            "unit": "hours",
+            "conditionalOn": "goal.reviewTiming != 'The day after a visit marked showed'"
           },
           {
             "type": "send_sms",
@@ -1950,6 +1994,15 @@
           "cv.review_link"
         ]
       },
+      {
+        "ref": "handoff.review_tag",
+        "conditionalOn": "goal.bookingNeeded == true && goal.reviewTiming == 'When you mark the work done'",
+        "owner": "OPERATOR-UI",
+        "title": "Start Review Request by tagging service-complete when the work is done",
+        "trigger": "always (1 minute to read)",
+        "instruction": "The intake chose to ask for a review when the work is done, so Review Request starts from the tag service-complete, not from a visit. Add that tag on the contact when their care is finished. Each patient is asked for a review once.",
+        "successCheck": "A contact tagged service-complete receives the review text two hours later"
+      },
       {
         "ref": "handoff.quote_tag",
         "owner": "OPERATOR-UI",

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

@@ -55,18 +55,18 @@
             },
             {
               "ref": "stage.contacted",
-              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
+              "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"],
+              "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"],
+              "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"
             },
@@ -274,7 +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.",
@@ -528,7 +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",
@@ -553,7 +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",
@@ -1073,6 +1073,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1158,6 +1159,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1212,13 +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",
@@ -1353,6 +1356,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1407,6 +1411,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1478,6 +1483,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Call Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1499,6 +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"
@@ -1542,6 +1557,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Call Reminders",
         "trigger": {
           "type": "appointment",
@@ -1580,6 +1596,7 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
         "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
@@ -1669,6 +1686,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1730,6 +1748,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
         "trigger": {
           "type": "contact_tag",

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

@@ -420,7 +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",
@@ -445,7 +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",
@@ -814,6 +814,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -899,6 +900,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -953,13 +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",
@@ -1094,6 +1097,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1143,6 +1147,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1214,6 +1219,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Requests",
         "trigger": {
           "type": "contact_tag",
@@ -1359,7 +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": []