Inbox / RM
Primary.
Toured-but-not-tokened is a second-pass sequence, not the same as never-visited dormant leads. Post-visit-followup is the first 48 hours. This job is the week-two or week-three pass: inventory alternative, RM, optional voice, before you park them in dormant-reengage at 60 days. Not adaptive nurture.
Visited-not-booked is the job of working Bookings that completed a site visit but did not token, using a second inventory angle, RM conversation, and optional new slot — distinct from same-week post-visit and from 60-day cold win-back.
The middle is empty. This job fills weeks 2–3. Do not mix launch teasers. Autonomous list of visited-not-tokened can send; it will not detect token. SMS no.
WhatsApp/RM inbox, maybe email payment plan, voice if rebook.
Conversation + RM + optional drip. Autonomous optional with honest metrics. Not the primary 48h drip. Autonomous agents may send a list-based win-back after you approve the plan and pick an existing library template. Success today is sends, reads, or contacted — not visit booked or token paid. Move the Booking with a workflow or by hand. 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.
Primary.
Second-pass steps you authored.
If they will see another unit.
Optional list. Sends/reads.
Idle filter, RM, optional drip, wallet.
Customers filter Visited idle → Router RM → optional Growth → calendars → wallet.
Ananya offers Tower C. Sunday 10. If they ghost to day 60, cold-buyer-winback. Click-path: kanban Visited, inbox, appointment.
Illustrative blitz visited 12% is the pool. This job tries to move them toward token without waiting for 60-day win-back 8% rebook estimates. Pricing: extra WhatsApp/voice on wallet.
Operators assemble this job on the Project. Click-path remains Customers filter Visited idle → Router RM → optional Growth → calendars → wallet. Keep the quotable definition in the brief for the team: Visited-not-booked is the job of working Bookings that completed a site visit but did not token, using a second inventory angle, RM conversation, and optional new slot — distinct from same-week post-visit and from 60-day cold win-back. Autonomous agents may send a list-based win-back after you approve the plan and pick an existing library template. Success today is sends, reads, or contacted — not visit booked or token paid. Move the Booking with a workflow or by hand. While you implement, keep the parent playbooks directory, Visited, WhatsApp 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 Visited not booked 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.
Second-pass hops. There is no nested playbook-by-channel path.
| Hop | Channel | What happens | Exit to next hop |
|---|---|---|---|
| 1 | Inbox | RM second angle | Interest or not |
| 2 | Alt unit plan | Intent | |
| 3 | Voice | Optional | Rebook |
| 4 | CRM | Token or dormant later | Next job |
Pool is visited 12% of the blitz estimate. 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.
Timing versus win-back.
Post-visit is 48h. This is the stall after that.
No. Different copy, still-warm RM.
Not shipped.
No.
Coming soon.
Parent directory, sibling jobs, ICP, stage, channel overlay, and product surfaces.
How-to companion. The job URL stays this playbook.
Guide →One URL per omnichannel job.
Directory →First 48 hours.
Open →Day 60+.
Open →Token pressure after tours.
ICP →Where they stall.
Stage →Second-pass hop.
Channel overlay →Agent Studio, skills, knowledge, router, workflows.
Explore agents →Library templates, audiences, wallet preview.
Explore campaigns →Second-pass messages and optional voice debit the wallet.
See pricing →Week-two RM angle, optional new slot, then dormant win-back only if they stay silent.
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