Conversation agent
Ask and confirm pin.
Hot buyers get pickup details confirmed on WhatsApp and the confirmation call so Saturday slots are usable. Insights’ real-estate visit narrative calls out missing pickup details next to Saturday-slot saturation. This job is the logistics hop inside visit ops, not a ride-hailing integration we did not ship.
Cab pickup confirmation is the job of capturing a pickup point and window on the Booking, confirming it on WhatsApp, and repeating it on the Visit Caller hop so hot buyers can actually use the Saturday slot.
Brokers say “we will pick you up.” Nobody writes the gate. Insights can recommend arranging cab pickup for top buyers — you still type the note and dispatch the actual cab outside CoPulse. No Uber API. No SMS OTP to drivers.
After slot exists. WhatsApp collects pin. Voice repeats. Email unused.
Conversation agent collects. Workflow does not dispatch cars. Voice greeting trained with pickup fields. Autonomous cannot book cabs. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. WhatsApp live catalog is Gupshup, not an invented Meta Cloud hop. Phone is Plivo; email is SES. Wallet-only pricing: preview the Organization wallet before a blast. Organization and Project — never a shared inbox that vanishes when a broker leaves.
Ask and confirm pin.
Pickup sits next to the slot.
Train greeting to read pickup notes.
Day-of pin changes.
Custom property, Visit Caller prompt, WhatsApp session or template.
Customers properties pickup_text → Studio scheduler + Visit Caller training → Workflows optional prompt on enter → wallet.
Buyer texts gate 2. Booking note updates. Visit Caller says gate 2. Show-up happens. Click-path: inbox, Booking, phone script. Ops still booked the actual cab in their vendor chat.
No-show-recovery if they still miss. Illustrative visited 12% improves when pickup exists — still an estimate. Pricing: extra WhatsApp confirm on the wallet; the cab vendor is separate.
Operators assemble this job on the Project. Click-path remains Customers properties pickup_text → Studio scheduler + Visit Caller training → Workflows optional prompt on enter → wallet. Keep the quotable definition in the brief for the team: Cab pickup confirmation is the job of capturing a pickup point and window on the Booking, confirming it on WhatsApp, and repeating it on the Visit Caller hop so hot buyers can actually use the Saturday slot. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. While you implement, keep the parent playbooks directory, Site visit booked, Phone overlay, Developers, Agent Studio, Growth campaigns, and wallet-only pricing in the same runbook. Do not invent Meta Cloud WhatsApp if the catalog is Gupshup. Do not promise adaptive nurture. Human handoff stays in the omnichannel inbox. Appointments and calendars are the visit truth when this job books time. Library templates are required outside the 24-hour WhatsApp window. Workflows fire on pipeline stage change only when you attach them under Agents → Workflows. The agent router keeps the wrong bot off this thread. Knowledge bases hold PDFs you uploaded. Preview the Organization wallet before a blast. Property managers should not paste sales token stages onto leasing jobs. The Cab pickup playbook never forks into a WhatsApp-only or voice-only child URL. Funnel percentages on some leaves are library template estimates from Site-visit booking blitz, New project launch teaser, or Cold-buyer win-back — not an SLA and not Insights. If this job mentions money, the Organization wallet is the meter. If it mentions a Saturday slot, Visit Caller and T-24h templates are in-product; cab dispatch is not. That is the honest operating manual for this URL.
Logistics hops. There is no nested playbook-by-channel path.
| Hop | Channel | What happens | Exit to next hop |
|---|---|---|---|
| 1 | Ask pin | Note on Booking | |
| 2 | Echo window | Buyer agrees | |
| 3 | Voice | Visit Caller repeats | Spoken confirm |
| 4 | Inbox | Day-of change | Updated note |
Pickup quality is why visited lags booked in the template. These percentages come from CoPulse library playbook templates (Site-visit booking blitz, New project launch teaser, or Cold-buyer win-back). They are not your project's Insights chart.
We do not run the cab fleet.
No. We store and confirm pickup. You dispatch.
The demo copy suggests it; operators still write notes and vendor cabs.
Coming soon / out of band.
Wrong tool. This is per-appointment conversation.
Skip this hop; they self-drive or use RM.
Parent directory, sibling jobs, ICP, stage, channel overlay, and product surfaces.
One URL per omnichannel job.
Directory →The slot.
Open →The clock.
Open →Site vans on Saturday.
ICP →Pickup lives here.
Stage →Caller repeats the pin.
Channel overlay →Agent Studio, skills, knowledge, router, workflows.
Explore agents →Library templates, audiences, wallet preview.
Explore campaigns →Confirm messages and voice minutes debit the wallet; cabs do not.
See pricing →Pickup on the Booking, WhatsApp echo, Visit Caller repeat — logistics as a job, not a hope.
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