AI Alerts — PLAD & Suofeiya

System Architecture

Inbound · Intake · Routing · Async · System of Record

Facebook Messenger

Instagram DMs

Website Form

Inbound Channels

→

/webhook/meta _{Meta Graph API · HMAC verified}

/webhook/inquiry _{Website form · Token verified}

Webhook Gateway

→

Agent 1 _{Lead Intake}

Qualifies <60s · Brand-aware

→

Agent 3_{CRM Pipeline}

Agent 2_Appointment

Agent 6_{Slack Alerts}

Routes to (parallel)

↓

Agent 4_Follow-Up

← Close webhook + 9 AM cron

Agent 5_Voice

← Vapi post-call webhook

Triggered async

→

Close CRM _{System of Record}

Single source of truth

System At a Glance

Live

Total Agents

All operational

PLAD Leads

—

Suofeiya Leads

—

AI Model

Sonnet 4.6

claude-sonnet-4-6

System Metrics

Lifetime totals across all agents

Leads Created

—

this week

Slack Alerts Sent

—

all-time total

Webhooks Received

—

all-time total

Integration Health

Live status of every external system the agents depend on

Facebook Messenger

—

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Meta Webhook

—

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Close CRM

—

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Slack

—

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Vapi Voice

—

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Claude (Anthropic)

—

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Manual Triggers

On-demand re-runs for any cron-scheduled job

Inbox Sweeps

Reports & Briefings

Lead Nurture & Quality

Today's Pulse

Live activity across the system

New Leads Today

—

across all pipelines

Leads This Week

—

last 7 days

AI Follow-Ups

—

today · PLAD + Suofeiya

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Active Conversations

—

in-memory sessions

Server Uptime

—

since last deploy

Active Agents

Test Console

Live agent calls · real env | 1–6 select · Enter run

Select an agent card on Overview, or press 1–6 to load a test form.

Live Activity Feed

LIVE

◯

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Agent Configuration

Changes apply immediately — no restart required. Disabled agents skip execution on next trigger.

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Agent Run Stats

Agent 1

—

runs

Agent 2

—

runs

Agent 3

—

runs

Agent 4

—

runs

Agent 5

—

runs

Agent 6

—

runs

Pipeline Diagram

📥

1 · Lead Intake

Meta + Website

→

📅

2 · Appt Setter

SMS & Email booking

→

📁

3 · CRM Pipeline

Close CRM writes

→

🔄

4 · Follow-Up

Outbound + Cron 9AM ET

→

📞

5 · Voice

Vapi post-call

→

🔔

6 · Slack Alerts

#leads-plad / #leads-suofeiya

Webhook Endpoints

Method	Endpoint	Consumer	Auth	Description
POST	/webhook/meta	Agent 1	HMAC	Facebook Messenger + Instagram DMs (primary inbound)
GET	/webhook/meta	Server	Token	Meta webhook subscription verification handshake
POST	/webhook/inquiry	Agent 1	Token	Website inquiry form submissions
POST	/webhook/close	Agents 4,6	HMAC	Close CRM lead/opportunity events
POST	/webhook/vapi	Agent 5	Secret	Vapi post-call summary webhook
POST	/webhook/vapi/assistant-request	Server	Secret	Vapi inbound call routing (weekend mode)
Manual Triggers (require `x-edit-key`)
POST	/api/morning-brief	Server	Key	Per-rep DM with tasks + assigned hot leads
POST	/api/daily-briefing	Server	Key	Per-brand 9 AM channel post (PLAD + Suofeiya). `?clearDedup=1` to re-send
POST	/api/weekly-recap	Server	Key	Weekly Close CRM activity report → #team-sales + Eli + Scott
POST	/api/hot-lead-nudge	Server	Key	DM reps about Hot/Potential leads idle 48h+
POST	/api/patch-note	Server	Key	Post engineering patch note / brief to #ai-patchnotes
Dashboard / Internal
POST	/api/tools/edit-prompt	External	Key	Edit agent system prompt via API
GET	/api/agents/config	Dashboard	Basic	Get all agent configs
POST	/api/agents/:id/config	Dashboard	Basic	Update single agent config
GET	/api/agents/:id/prompt	Dashboard	Basic	View agent system prompt
POST	/api/agents/reset-config	Dashboard	Basic	Reset all agent configs to defaults
GET	/api/agents/status	Dashboard	Basic	Per-agent enabled/run status

Cron Schedule

Time (ET)	Day	Agent	Action
9:00 AM	Mon–Fri	Agent 4	Inactive lead follow-up sweep + morning briefing + NDA follow-up
11:00 AM	Mon–Fri	Agent 1	Phoneless nurture sweep (re-engage silent Facebook leads)
1:00 PM	Daily	Server	Mid-shift check-in (new leads + stuck leads → Slack)
3:00 PM	Mon–Fri	Agent 1	Phoneless nurture sweep (second pass)
4:00 PM	Daily	Server	Pre-EOD prep (open tasks + wrap-up nudge → Slack DMs)
7:00 PM	Friday	Server	Weekly performance report → Scott DM
6:00 AM	Monday	Server	Cold lead archive sweep (90+ days inactive)
9:00 AM	Monday	Server	Weekly sales recap → #team-sales + Eli + Scott
Every 15 min	Daily	Agent 1	Meta inbox sweep (unreplied Facebook messages)
11:45 PM	Daily	Server	EOD WhatsApp session flush → Close CRM notes

Environment Variables

Variable	Status	Description
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Vapi Setup

Post-Call Webhook

Configure in Vapi dashboard → Assistant → Server URL

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Assistant Request URL

Routes inbound calls. Configure in Vapi → Squad / Phone Number → Server URL

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Weekend Routing Model

Active Sat & Sun — routes to after-hours prompt instead of live agent squad

claude-haiku-4-5-20251001

System Info

Node.js Runtime

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Server Uptime

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API Config File

agent-config.json

Server Port

3000

Module System

ES Modules (type: module)

Agent 5 Dead-Letter Queue

Vapi webhooks missing lead_id are queued here for manual recovery.

Agent 1 — Behavior Rules

Priority Goals

Collect phone number first (top priority)
Collect email address (secondary)
Create lead in Close CRM with any info gathered
Notify Slack on every new lead

Lead Creation Rules

Phone alone → create lead immediately
3+ exchanges without phone → create partial lead
Check for existing lead before creating new
Assign to team if phone provided

Conversation Style

Warm, helpful, never pushy
Short messages (2–3 sentences max)
Answer product questions via Gemini RAG
Sweep re-engagements: warm reconnect tone

Facebook Messaging Windows

< 23h → standard reply
23h–7d → HUMAN_AGENT tag
> 7d → cannot reply (FB policy)
Inbox sweep runs every 15 min

PLAD Homes — Product Knowledge

This text is injected into Agent 1's Gemini RAG context when answering PLAD product questions. Edit freely — changes take effect within 10 seconds, no deploy needed.

Suofeiya USA — Product Knowledge

This text is injected into Agent 1's Gemini RAG context when answering Suofeiya product questions. Edit freely — changes take effect within 10 seconds, no deploy needed.

Sales Performance

Dials

—

Outbound calls

Emails Out

—

Emails sent

SMS Sent

—

Outbound texts

Open Tasks

—

Team pending

Overdue

—

Past due date

Total Activity

—

Calls + email + SMS

Berel Gurary

Sales Rep · PLAD Homes

—%

—

Dials

—

Emails

—

SMS

—

Pending

—

Overdue

Paul Arceo

Sales Rep · PLAD Homes

—%

—

Dials

—

Emails

—

SMS

—

Pending

—

Overdue

CRM Cleanup

Reassign Eli's Open Leads

Finds all open PLAD & Suofeiya opportunities currently assigned to Eli and redistributes them evenly between Berel and Paul. Won/Lost deals are skipped. Each reassignment is logged as a CRM note.