No Longer Own Pipeline Workflow
Initiation of Workflow
Bot section: no longer own initiated by the Bot while it’s working it’s goals
Disposition section: User selects no longer own in the dispositions section on the contact conversation screen
contact replies with no longer own verbiage ex: sold it, don't own it anymore etc
Actions Taken when Workflow is Triggered
Bot is turned off
Remove any existing opportunities on the contact
Adding a no longer own tag
Remove bot follow-up tags
Enabling DND
Mark as read
Remove from all workflows
Move into the no longer own pipeline
send reply sms (no message is sent when using the dispo button no longer own or when the bot marks contact as no longer own)
Not The Owner Pipeline Workflow
Initiation of Workflow
Bot section: not the owner initiated by the Bot while it’s working it’s goals
Disposition section: User selects not the owner in the dispositions section on the contact conversation screen
contact replies with not the owner verbiage ex: sold it, don't own it anymore etc
Actions Taken when Workflow is Triggered
Bot is turned off
Remove any existing opportunities on the contact
Adding a not the owner tag
Remove bot follow-up tags
Enable DND
Mark as read
Remove from all workflows
Move into the not the owner pipeline
send reply sms (no message is sent when using the dispo button not the owner or when the bot marks contact as not the owner)
Properties we aren't interested in Pipeline Workflow
Initiation of Workflow
Disposition section: User selects properties we aren't interested in on the dispositions section on the contact conversation screen
User adds "properties we aren't interested in tag" to contact
Actions Taken when Workflow is Triggered
Bot is turned off
Remove any existing opportunities on the contact
Add properties we aren't interested in tag
Remove bot follow-up tags
Enable DND for sms
Mark as read
Remove from all workflows
Move into the properties we aren't interested in pipeline
Wrong Number Pipeline Workflow
Initiation of Workflow
Bot section: wrong number initiated by the Bot while it’s working it’s goals
Disposition section: User selects wrong number on the dispositions section on the contact conversation screen
contact replies with wrong number verbiage ex: wrong number, don't know them, not me etc
Actions Taken when Workflow is Triggered
Bot is turned off
Remove any existing opportunities on the contact
Add wrong number tag
Remove bot follow-up tags
Enable DND for all channels
Mark as read
Remove from all workflows
Move into the wrong number pipeline
send reply sms (no message is sent when using the dispo button wrong number or when the bot marks contact as wrong number)