🤖 Factronics USA — Bot → Pipeline Mapping

Every bot phase maps to a pipeline stage. Dependency chain: Bot Flow → Pipeline Stages → Fields → Tags → Workflows.

Bot Phase

Trigger

Pipeline Stage

Phase 0 — Greeting

→ Contact created

New Lead

Pasos 1–4 (Qualification)

→ First response received

Qualifying

Pasos 5–8 (Deep qualify)

→ Needs identified

Qualifying

Paso 9 — Demo Van Booking

→ STOPBOT fires

Demo Van Visit Scheduled

TIPO A–E (Disqualify)

→ DQ workflow fires

Lost (Disqualified)

Human Handover

→ Complex question

Qualifying (human takes over)

📋 Movement Triggers

Trigger	From	To
Contact created (form/chat)	—	New Lead
First bot message sent	New Lead	Qualifying
meeting-scheduled tag added	Qualifying	Demo Van Visit Scheduled
ia-disqualified tag added	Qualifying	Lost (Disqualified)
Human changes stage manually	Any	Proposal Sent / Negotiation / Won