@elitedcs/ghl-mcp 3.93.1 → 3.94.0

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

@@ -458,6 +458,11 @@
         "name": "missed-call",
         "conditionalOn": "channels.sms == true"
       },
+      {
+        "ref": "tag.returning_caller",
+        "name": "returning-caller",
+        "conditionalOn": "channels.sms == true"
+      },
       {
         "ref": "tag.service_done",
         "name": "service-complete"
@@ -2380,6 +2385,45 @@
           }
         ]
       },
+      {
+        "ref": "workflow.missed_call_card",
+        "allowMultiple": false,
+        "name": "Missed Call - Pipeline Card",
+        "conditionalOn": "channels.sms == true",
+        "trigger": {
+          "type": "contact_tag",
+          "tagRef": "tag.missed_call"
+        },
+        "_design": "F6 (2026-10-29): a caller Missed Call Text-Back tagged missed-call, with no open card in this pipeline, gets one at the first stage, an owner and the new-lead tag, as a form lead does in Speed to Lead. A caller who already has a card keeps it. Its own workflow because find_opportunity must be the last step and cannot sit inside a shared account's If/Else gate.",
+        "actions": [
+          {
+            "type": "find_opportunity",
+            "pipelineRef": "pipeline.patient_journey",
+            "found": [
+              {
+                "type": "add_contact_tag",
+                "tagRef": "tag.returning_caller"
+              }
+            ],
+            "notFound": [
+              {
+                "type": "add_contact_tag",
+                "tagRef": "tag.lc_new_lead"
+              },
+              {
+                "type": "create_opportunity",
+                "pipelineRef": "pipeline.patient_journey",
+                "stageRef": "stage.new_lead",
+                "name": "{{contact.name}} - Missed Call"
+              },
+              {
+                "type": "assign_user",
+                "userRef": "user.owner"
+              }
+            ]
+          }
+        ]
+      },
       {
         "ref": "workflow.lead_nurture",
         "allowMultiple": false,
@@ -3630,7 +3674,22 @@
         "blocks": [
           "cv.owner_first_name",
           "cv.business_address"
-        ]
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "handoff.business_details",
+        "owner": "OPERATOR-UI",
+        "title": "Confirm your business phone, address and the name emails are signed with",
+        "trigger": "always (1 minute)",
+        "instruction": "Settings > Custom Values: set business_phone, business_address (the street address patients drive to; the trial confirmation email sends it) and owner_first_name (the first name every email is signed with).",
+        "produces": "cv.owner_first_name",
+        "successCheck": "business_phone, business_address and owner_first_name show real values, not blanks",
+        "blocks": [
+          "cv.owner_first_name",
+          "cv.business_address"
+        ],
+        "conditionalOn": "channels.sms != true"
       },
       {
         "ref": "handoff.trial_offer",
@@ -3644,7 +3703,23 @@
           "cv.trial_price",
           "cv.deposit_amount",
           "cv.balance_amount"
-        ]
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "handoff.trial_offer",
+        "owner": "OPERATOR-UI",
+        "title": "Check the trial price, deposit and balance",
+        "trigger": "always (1 minute)",
+        "instruction": "Settings > Custom Values: trial_price, deposit_amount and balance_amount are numbers without a dollar sign (the emails add it). The deposit plus the balance should equal the trial price. The build fills them from the intake when it can.",
+        "produces": "cv.trial_price",
+        "successCheck": "trial_price, deposit_amount and balance_amount are numbers and deposit + balance = trial price",
+        "blocks": [
+          "cv.trial_price",
+          "cv.deposit_amount",
+          "cv.balance_amount"
+        ],
+        "conditionalOn": "channels.sms != true"
       },
       {
         "ref": "handoff.calendar_oauth",
@@ -3671,7 +3746,7 @@
       },
       {
         "ref": "handoff.link_domain",
-        "conditionalOn": "goal.bookingNeeded == true",
+        "conditionalOn": "goal.bookingNeeded == true && channels.sms == true",
         "owner": "OPERATOR-UI",
         "title": "Paste a booking link on a domain at least 30 days old",
         "trigger": "always (2 minutes)",
@@ -3682,6 +3757,19 @@
           "cv.booking_link"
         ]
       },
+      {
+        "ref": "handoff.link_domain",
+        "conditionalOn": "goal.bookingNeeded == true && channels.sms != true",
+        "owner": "OPERATOR-UI",
+        "title": "Paste the booking link",
+        "trigger": "always (2 minutes)",
+        "instruction": "Copy the Trial Session calendar's booking link and paste it into the booking_link custom value (Settings > Custom Values). The emails send it.",
+        "produces": "cv.booking_link",
+        "successCheck": "booking_link opens the booking page",
+        "blocks": [
+          "cv.booking_link"
+        ]
+      },
       {
         "ref": "handoff.deposit_product",
         "conditionalOn": "goal.bookingNeeded == true && offer.depositAmount is set && channels.payment != 'None'",
@@ -3723,9 +3811,9 @@
         "owner": "TEAM",
         "title": "Confirm your screening list matches everywhere",
         "trigger": "always",
-        "instruction": "Read the screening text on the Trial Session calendar. It must list the same conditions as your intake paperwork and anything a chat assistant tells people. Fix any difference before the first booking.",
+        "instruction": "Read the screening wording on the Trial Session calendar. It must list the same conditions as your intake paperwork and anything a chat assistant tells people. Fix any difference before the first booking.",
         "produces": null,
-        "successCheck": "The calendar text, the intake paperwork and any assistant list the same conditions"
+        "successCheck": "The calendar's screening wording, the intake paperwork and any assistant list the same conditions"
       },
       {
         "ref": "handoff.claims_review",
@@ -3734,7 +3822,18 @@
         "trigger": "always",
         "instruction": "The texts make no result claims unless you add them. If you add one, it must be a number you can source, followed by 'results vary', and never about pain, inflammation, sleep, weight or fat loss. A client quote is used only with that client's written consent and never with their name.",
         "produces": null,
-        "successCheck": "Every result in the texts has a source and 'results vary'"
+        "successCheck": "Every result in the texts has a source and 'results vary'",
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "handoff.claims_review",
+        "owner": "TEAM",
+        "title": "Approve every result the emails mention",
+        "trigger": "always",
+        "instruction": "The emails make no result claims unless you add them. If you add one, it must be a number you can source, followed by 'results vary', and never about pain, inflammation, sleep, weight or fat loss. A client quote is used only with that client's written consent and never with their name.",
+        "produces": null,
+        "successCheck": "Every result in the emails has a source and 'results vary'",
+        "conditionalOn": "channels.sms != true"
       },
       {
         "ref": "handoff.visit_outcome",
@@ -3743,7 +3842,18 @@
         "trigger": "after every trial visit",
         "instruction": "After a trial visit, move the card to {{stage.program_sold}} or to {{stage.no_sale}}. The first sends the program confirmation text and alert; the second starts the 3-day follow-up texts. A task reminds whoever takes calls.",
         "produces": null,
-        "successCheck": "Every showed trial card sits in {{stage.program_sold}} or {{stage.no_sale}} within a day"
+        "successCheck": "Every showed trial card sits in {{stage.program_sold}} or {{stage.no_sale}} within a day",
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "handoff.visit_outcome",
+        "owner": "TEAM",
+        "title": "Move each card after the visit",
+        "trigger": "after every trial visit",
+        "instruction": "After a trial visit, move the card to {{stage.program_sold}} or to {{stage.no_sale}}. The first alerts the team; neither sends the patient a message in this build. A task reminds whoever takes calls.",
+        "produces": null,
+        "successCheck": "Every showed trial card sits in {{stage.program_sold}} or {{stage.no_sale}} within a day",
+        "conditionalOn": "channels.sms != true"
       },
       {
         "ref": "handoff.sms_warming",
@@ -3861,7 +3971,7 @@
         "owner": "OPERATOR-UI",
         "title": "Paste the Google review link",
         "trigger": "always (2 minutes)",
-        "instruction": "In Google Business Profile choose Ask for reviews and copy the short link, then set review_link in Settings > Custom Values. Review Request texts it to clients.",
+        "instruction": "In Google Business Profile choose Ask for reviews and copy the short link, then set review_link in Settings > Custom Values. Review Request sends it to clients.",
         "produces": "cv.review_link",
         "successCheck": "review_link shows a real https link",
         "blocks": [
@@ -3874,7 +3984,7 @@
         "title": "How Review Request starts",
         "trigger": "always (1 minute to read)",
         "instruction": "Review Request starts from the tag service-complete. Program Sold adds it two weeks after the sale; you can also add it by hand. It never starts after a trial alone, and nothing is offered in return for a review.",
-        "successCheck": "A contact tagged service-complete gets the review text two hours later",
+        "successCheck": "A contact tagged service-complete gets the review request two hours later",
         "conditionalOn": "goal.reviewTiming != 'A few hours after a visit marked showed' && goal.reviewTiming != 'The day after a visit marked showed' && goal.reviewTiming != 'When you mark the work done' || goal.bookingNeeded != true && goal.reviewTiming != 'When you mark the work done'"
       },
       {
@@ -3884,7 +3994,7 @@
         "title": "How Review Request starts",
         "trigger": "always (1 minute to read)",
         "instruction": "Review Request starts when a trial visit is marked showed on the calendar, and texts the review link a few hours later. Mark a visit showed only once it has happened. Nothing is offered in return for a review.",
-        "successCheck": "A trial visit marked showed gets the review text two hours later"
+        "successCheck": "A trial visit marked showed gets the review request two hours later"
       },
       {
         "ref": "handoff.review_tag_next_day",
@@ -3893,7 +4003,7 @@
         "title": "How Review Request starts",
         "trigger": "always (1 minute to read)",
         "instruction": "Review Request starts when a trial visit is marked showed on the calendar, and texts the review link the next day. Mark a visit showed only once it has happened. Nothing is offered in return for a review.",
-        "successCheck": "A trial visit marked showed gets the review text the next day"
+        "successCheck": "A trial visit marked showed gets the review request the next day"
       },
       {
         "ref": "handoff.review_tag_marked",
@@ -3902,7 +4012,7 @@
         "title": "Start Review Request by tagging service-complete when the work is done",
         "trigger": "always (1 minute to read)",
         "instruction": "Review Request starts from the tag service-complete, and nothing adds it for you. Add it on the contact when their program or visit is finished. Each contact is asked for a review once. Nothing is offered in return for a review.",
-        "successCheck": "A contact tagged service-complete gets the review text two hours later"
+        "successCheck": "A contact tagged service-complete gets the review request two hours later"
       }
     ]
   }