Bot Pipeline Map — Sierra Nevada Holdings

Mapeo de fases del bot de Camila → etapas del pipeline de GHL

Visual Flow

Bot Phase 0
Greeting
→
Bot Pasos 1-3
Qualify
→
Bot Paso 4A
Booking 20 min
→
STOPBOT
Llamada Agendada
DQ A-E
Descalificado
→
STOPBOT
Perdido

Pipeline Stage Mapping

#Pipeline StageBot PhaseMovement TriggerOwner
1Nuevo Lead Phase 0 — Greeting Contact created (form / inbound / manual) Camila
2Calificando Pasos 1-3 — Budget + Timeline + Motivación First response received from contact Camila
3Llamada Agendada Paso 4A — Booking (SQL confirmed) STOPBOT_INVERSION fires (booking scheduled) Paola
4Propuesta Enviada — Human: scope documented + pricing sent Paola / Jonathan
5Negociación — Human: objections / changes / counter-offer Paola / Jonathan
6Ganado — GHL auto: deal marked Won GHL auto
7Perdido DQ A-E / STOPBOT_DESCALIFICADO Bot disqualifies OR human marks Lost DQ / Human

Bot → Stage Transition Detail

Bot ActionPipeline Stage ChangeTags AppliedWorkflow Triggered
First message sent (Greeting) Nuevo Lead nuevo-lead, source-[channel] WF 12: Crear contacto + oportunidad
User replies (engagement starts) Nuevo Lead → Calificando ia-qualifying WF 8: Copiar info de contacto a opp
STOPBOT_INVERSION (booking scheduled) Calificando → Llamada Agendada meeting-scheduled, ia-qualified
Remove: ia-qualifying		 WF 1: Actualizar estado + notificar
WF 9: Recordatorio de reunión
STOPBOT_DESCALIFICADO (DQ A-E) → Perdido ia-disqualified, dq-[type], stop-bot WF 2: Descalificación
WF 4: Pixel event
WF 10: Desactivar IA
STOPBOT_NURTURE (no SQL) Calificando (stays) nurturing WF 11: Seguimiento 72h
TRANSFERIR_A_HUMANO Calificando (stays) human-handover Internal notification to Paola/Jonathan
🔑 Dependency note: The bot actions (STOPBOT_INVERSION, STOPBOT_DESCALIFICADO) must be configured in the AI Agent Actions AFTER workflows are created. The bot references workflow names — if workflows don't exist yet, the action will fail.

Sierra Nevada Holdings · Bot Pipeline Map · hl-subaccount-config-v1