@elitedcs/ghl-mcp 3.89.0-beta.4 → 3.89.0-beta.5

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

@@ -58,7 +58,7 @@
             },
             {
               "ref": "stage.contacted",
-              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
+              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up", "working"],
               "name": "Contacted"
             },
             {
@@ -283,7 +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.",
@@ -1083,6 +1083,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1168,6 +1169,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1222,13 +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",
@@ -1363,6 +1366,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1417,6 +1421,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1488,6 +1493,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Estimate Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1509,6 +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"
@@ -1552,6 +1567,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Estimate Reminders",
         "trigger": {
           "type": "appointment",
@@ -1590,6 +1606,7 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
         "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
@@ -1679,6 +1696,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1740,6 +1758,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
         "trigger": {
           "type": "contact_tag",

package/skills/blueprint/presets/med-spa.preset.json

@@ -54,18 +54,18 @@
             },
             {
               "ref": "stage.contacted",
-              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
+              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up", "working"],
               "name": "Contacted"
             },
             {
               "ref": "stage.consult_booked",
-              "aliases": ["consult booked", "consultation booked", "trial booked", "appointment booked", "booked", "scheduled"],
+              "aliases": ["consult booked", "consultation booked", "trial booked", "appointment booked", "booked", "scheduled", "=consultation"],
               "name": "Consult Booked",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.showed",
-              "aliases": ["showed", "trial showed", "consult completed", "attended"],
+              "aliases": ["showed", "trial showed", "consult completed", "attended", "consultation completed", "consultation done", "consultation attended", "consultation showed", "consultation complete", "consultation held"],
               "name": "Showed",
               "conditionalOn": "goal.bookingNeeded == true"
             },
@@ -269,7 +269,7 @@
       {
         "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": "The skill derives interest-<x> tags from offer.summary at fill time (injectables / filler / facials / membership for a med spa) and mirrors them onto the Service Interest field options. Declared here so they are reviewable.",
@@ -1059,6 +1059,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1144,6 +1145,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1198,13 +1200,14 @@
       },
       {
         "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",
@@ -1339,6 +1342,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1393,6 +1397,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1464,6 +1469,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Consult Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1485,6 +1491,15 @@
             "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"
@@ -1528,6 +1543,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Consult Reminders",
         "trigger": {
           "type": "appointment",
@@ -1566,6 +1582,7 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
         "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
@@ -1655,6 +1672,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1716,6 +1734,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
         "trigger": {
           "type": "contact_tag",

package/skills/blueprint/presets/wellness-clinic.md

@@ -12,7 +12,7 @@ The cockpit industry **Wellness clinic** (`wellness-clinic`), the business types
 - **36 tags, 17 custom values** (trial name, price, deposit, balance, balance link, address, programs; spots left and capacity only with the `launch_event` flag).
 - **Trial calendar:** the calendar answer's length, else the intake's visit length, else 90 minutes; 24 hours' minimum notice, 1 per slot, the daily cap from the intake, and the clinic's screening text as its description. The deposit is a calendar payment product set in the UI (`handoff.deposit_product`). An optional 30-minute Program Consult calendar is built only when `goal.programConsult` is true.
 - **Trial Request form:** name, email, optional phone, service interest, body focus, two consent boxes.
-- **13 emails, 48 texts, 19 workflows.** A trial price of 0 or Free uses free-trial wording with no price, deposit or balance. A deposit or balance of 0, none or blank counts as none: the deposit-free texts and emails go instead, and the balance workflows, tags and hand-offs are not built. "Spots are limited" is said only when the intake says capacity really runs out.
+- **13 emails, 50 texts, 19 workflows.** A trial price of 0 or Free uses free-trial wording with no price, deposit or balance. A deposit or balance of 0, none or blank counts as none: the deposit-free texts and emails go instead, and the balance workflows, tags and hand-offs are not built. Scarcity or exclusivity wording ("a set number of trial visits a week", "fill up most weeks", "a small number of spots", "before anyone else") is said only when the intake answers Yes to "Do trial spots really run out most weeks?". A No or a blank answer gets the plain version of each of those texts, including the first win-back text. The day-before reminder already asks the client to come 10 minutes early, so the intake's prep question asks only for anything besides that.
 
 ## Workflows