| Setting | Value |
|---|---|
| Calendar | Demo Van Visits (round-robin) |
| Duration | 90 minutes |
| Availability | Mon–Fri 9:00 AM – 4:00 PM ET |
| Assign to | Frank Castellanos, Jesus Castro, Michael Hernandez (round-robin) |
| Rules | Min 2 business days advance. Max 2 visits/day. 30 min buffer between slots. |
| Rescheduling | Enabled — contact can reschedule via link |
| Reminders | 24h before (WhatsApp + Email), 1h before (WhatsApp) |
| Trigger Condition | Workflow | Action |
|---|---|---|
| meeting-scheduled tag added | WF 1 — Actualizar estado | Move to Demo Van Visit Scheduled |
| ia-disqualified tag added | WF 2 — Actualizar estado DQ | Move to Lost with reason |
| ia-disqualified tag added | WF 10 — Desactivar IA | Stop bot for this contact |
| # | Field Key | Label | Example Output 1 | Example Output 2 | Example Output 3 |
|---|---|---|---|---|---|
| 1 | company_name | Company Name | "Miami Bakery Inc." | "Sabor Tropical Foods" | "Precision Pharma Labs" |
| 2 | role | Role | "Owner" | "Plant Manager" | "Quality Director" |
| 3 | industry | Industry | "Food & Beverage" | "Pharmaceutical" | "Cosmetics/Beauty" |
| 4 | product_type | Product Type | "Bakery goods, pastries" | "Salsas and hot sauces" | "Perfume bottles" |
| 5 | bakery_specialty | Bakery Specialty | true | false | false |
| 6 | current_method | Current Method | "Manual hand stamps" | "Old CIJ printer" | "Not coding yet" |
| 7 | pain_point | Pain Point | "FDA compliance" | "Downtime too costly" | "Retailer demands traceability" |
| 8 | timeline | Timeline | "Next 1-3 months" | "Urgent — this month" | "Just researching" |
| 9 | decision_authority | Decision Authority | "I make the decision" | "Need to involve partners" | "Gathering info for boss" |
| 10 | info_confirmed | Info Confirmed | true | true | true |
| 11 | demo_requested | Demo Requested | true | true | true |
| Scenario | Trigger Phrase | Final Message |
|---|---|---|
| Booking successful | Lead confirms date/time | "You're all set! 🎉 Here's your demo van visit summary... See you soon! 🚐" |
| Disqualified (TIPO A) | Lead states too small/budget | "When your production grows, we'd love to help. Thanks for your time!" |
| Disqualified (TIPO B) | Not a manufacturer | "We specialize in helping manufacturers. If your needs change, reach out anytime." |
| Disqualified (TIPO C) | No decision power | "Could you connect me with the person who handles equipment decisions?" |
| Disqualified (TIPO D) | Outside service area | "Let me connect you with a Linx distributor who can help in your area." |
| Disqualified (TIPO E) | Scale too small | "When you're ready to scale up, we'll be here. Keep us in mind!" |
| Setting | Value |
|---|---|
| Transfer to | Sales team (Frank Castellanos, Jesus Castro, Michael Hernandez) |
| Transfer message | "Let me bring in one of our equipment specialists who can give you a detailed answer. They'll be in touch shortly." |
| Tag on transfer | human-handover |
| Bot context included | Yes — include bot_conversation_summary in transfer note |
| Setting | Value |
|---|---|
| Mid-conversation pause | Wait 2 hours before follow-up |
| Overnight pause | Wait until next morning (22h) |
| After 72h no reply | Trigger Workflow 11 — Follow-up sequence |
| Follow-up templates | 24h → 3d → 5d → 15d WhatsApp sequence |