Workflows
On enter: welcome send, create doc checklist custom properties, assign after-sales owner.
Booked is the start of welcome, docs, and loan — not a grave
Booked starts welcome, document collection, and loan kickoff on WhatsApp and email, not a dead closed column. GrowthLoop’s last bar is Bookings won (token paid · loan-in-progress). Your CRM still needs a living stage so construction and disbursal have somewhere to go. This is not the loan-status playbook and not a Closed synonym from the library Site-visit blitz (New inquiry → … → Closed).
- Welcome + docs
- Loan file opens
- Then disbursal or construction
Closed columns hide loan files and angry booked buyers
If Booked means “sales is done,” disbursal stalls with nobody on the hook. Growth demo follow-up already says weekly construction on email after booking confirmed — that is SES, not another WhatsApp marketing blast, and not smart send-time. NRI desks need email for attachments. Do not run a launch teaser to booked customers. Do not say autonomous tasks watch “booking confirmed” as success; they watch sends and reads.
From token to a living after-sales Booking
Channel hops shift toward email for files, WhatsApp for short status, voice if the file sticks.
- Welcome Conversation agent or drip with knowledge pack. Wallet for WhatsApp.
- Docs Email (SES) for scans. NRI collection playbook if overseas.
- Loan kickoff Move toward Loan disbursal when the file exists, or keep a sub-status via custom properties.
- Construction fork If inventory is under construction, start the construction cadence rather than leaving them in Booked forever.
How it runs in CoPulse
Short conversation agent for welcome. Email drip for docs. Workflow on enter starts both. Autonomous is the wrong closer. Library templates for WhatsApp if the session is old.
Email (SES)
KYC list, agreements. Warmup is not engagement-ordered.
Short status. Templates outside 24h. Gupshup.
Growth drips
Welcome series you authored. Not adaptive nurture.
Operator setup
After-sales owner is a person on the Project. Wallet still pays messages.
Setup → Customers → Pipeline (Booked after token) → Workflows on enter → Channels email + WhatsApp → Library → Growth welcome drip.
Token Friday, KYC Monday, loan file named
Ops moves to Booked. Workflow sends welcome on WhatsApp (template if needed) and a SES KYC list. NRI buyer replies with passport pages on email; the same contact shows both in inbox. Custom property loan_file=open. Ops then moves to Loan disbursal or keeps Booked with that property — your convention. Construction updates wait until you enter that stage or start the construction playbook audience from this column.
Click-path: kanban Booked; Agents → Workflows; Growth drip; Customers activity timeline. Sibling loan-disbursal is the long close. Pricing: SES and WhatsApp on the Organization wallet, no seat fee for the after-sales owner. If the qualifier agent is still routed here, fix Agents → Router so booked buyers get after-sales, not BHK questions. Launch lists must exclude this column or they will get another teaser. Human handoff stays available when KYC pages are messy.
Booked is not Closed
Library “Closed” is a playbook funnel label. Keep Booked operational.
| Stage | Automation | Human | Channel hops | Exit criteria |
|---|---|---|---|---|
| Booked | Welcome, doc request | KYC exceptions | WhatsApp + email | Loan open or construction start |
| Negotiation / token | Nudge | RM | Inbox | Token |
| Loan disbursal | Status nudges | Banker | Email + WhatsApp + voice | Disbursed |
| Construction / handover | Milestones | Possession | Informed |
Jobs that start when the card says Booked
Each is a playbook. None should nest under /booked/whatsapp.
Guide: Construction update cadence
How-to for operators at this stage.
Guide →Loan status nudges
The long close after token.
Open →NRI docs collection
Email-heavy KYC.
Open →Construction updates
If they bought under construction.
Open →Post-handover referral
Ask from a living customer, not a dead column.
Open →Frequently asked questions
Closed vs Booked, and after-sales automation.
Can I just use Closed like the library playbook?
You can rename stages. If you bury loan and construction in Closed, nobody runs nudges.
Weekly construction from GrowthLoop?
That demo follow-up is email after booking confirmed. Wire SES and an audience; it is not auto-adaptive.
Autonomous welcome until docs complete?
Tasks count sends/reads. Use a drip plus inbox for missing pages.
WhatsApp for PDFs?
Possible, but email is the honest hop for NRI packs. See the email overlay.
SMS KYC link?
Coming soon.
Workflow trigger?
Agents → Workflows on pipeline stage change when the Booking enters Booked.
Related
Parent hub, sibling stages, CRM product, and jobs that move this column.
Real estate hub
Buyers & Tenants, Bookings, channels, and playbooks.
Back to hub →Negotiation / token
How they got here.
Open →Loan disbursal
Where stalled files should live.
Open →Pipeline & CRM
Bookings remain editable after won — activity and workflows continue.
Product CRM →Wallet-only pricing
Welcome WhatsApp and SES KYC mail debit the wallet.
See pricing →Keep Booked as an operating column
Welcome, docs, and loan kickoff on enter — then fork to disbursal or construction instead of a dead Closed bin.
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