Operations

Communications

Channels, queue, and inbound activity for the firm.

Phase 8 — Communications Foundation. Twelve new tables capture the firm’s channels, personas, templates, threads, logs, queue, calls, review and referral requests, follow-up sequences, and the suppression list. Live Twilio sending, live Google / Postmark email, AI drafting, and the sequence executor each ship in their own follow-up phase. Data shown here is mocked for UI preview.

Drafts Awaiting Approval

1

Pending human approval before send.

Queued Outbound

1

Phase 8b will drain this queue.

Inbound (24h)

1

Replies and inbound messages.

Calls Logged (30d)

2

Manual + future Twilio Voice.

Open Review Requests

1

Drafted, queued, or sent.

Open Referral Requests

1

Drafted, queued, or sent.

Active Sequences

1

Phase 8b adds the runner.

Suppression List

1

Active opt-outs across channels.

Channels

Connection state and 30-day volume per channel.

SMS · Twilio

Twilio SMS (placeholder)

Not Configured
From
E.A. Pinder & Associates
Outbound (30d) / Inbound (30d)
1 / 0

Email · Google / Gmail

Google Email (placeholder)

Not Configured
From
E.A. Pinder & Associates
Outbound (30d) / Inbound (30d)
0 / 1

Phone · Twilio

Twilio Voice (placeholder)

Not Configured
From
E.A. Pinder & Associates
Outbound (30d) / Inbound (30d)
0 / 0

Internal Note · Internal

Internal Note

Active
From
—
Outbound (30d) / Inbound (30d)
0 / 0