Skip to main content

Module crm_retention

Module crm_retention 

Source
Expand description

Source-grounded retention follow-up packets and review-only customer drafts.

Structs§

ContactPermission
Contact permission used by the retention follow-up workflow; it turns source-grounded visit evidence into safe follow-up drafts without sending customer messages automatically.
ContactPermissionBuilder
Use builder syntax to set the inputs and finish with build().
EvidenceSummary
OpportunityEvidence
Opportunity evidence used by the retention follow-up workflow; it turns source-grounded visit evidence into safe follow-up drafts without sending customer messages automatically.
OpportunityEvidenceBuilder
Use builder syntax to set the inputs and finish with build().
OutcomeRecord
Outcome record used by the retention follow-up workflow; it turns source-grounded visit evidence into safe follow-up drafts without sending customer messages automatically.
OutcomeRecordBuilder
Use builder syntax to set the inputs and finish with build().
Packet
Reviewable packet handed to staff or agents with deterministic gates already applied.
Request
Input rules for building the workflow packet from source-grounded records.
RequestBuilder
Use builder syntax to set the inputs and finish with build().
RetentionOpportunity
Retention opportunity used by the retention follow-up workflow; it turns source-grounded visit evidence into safe follow-up drafts without sending customer messages automatically.
RetentionOpportunityBuilder
Use builder syntax to set the inputs and finish with build().
StaffReviewPacket
Staff-facing packet that explains the evidence, draft limits, and required review gates.
Workflow
Workflow used by the retention follow-up workflow; it turns source-grounded visit evidence into safe follow-up drafts without sending customer messages automatically.

Enums§

BlockedAction
Actions the agent must never perform without a human/operator system of record.
ConsentStatus
Decision choices for consent status in the retention follow-up workflow; each value routes reviewed source facts to the right queue, draft, or staff gate.
EligibilityReason
Decision choices for eligibility reason in the retention follow-up workflow; each value routes reviewed source facts to the right queue, draft, or staff gate.
EvidenceSummaryError
FollowUpEligibility
Outcome of the deterministic contact-safety check for retention follow-up.
FollowUpOutcome
Decision choices for follow up outcome in the retention follow-up workflow; each value routes reviewed source facts to the right queue, draft, or staff gate.
IneligibilityReason
Decision choices for ineligibility reason in the retention follow-up workflow; each value routes reviewed source facts to the right queue, draft, or staff gate.
OpportunityKind
Decision choices for opportunity kind in the retention follow-up workflow; each value routes reviewed source facts to the right queue, draft, or staff gate.
SafeAgentAction
Review-safe agent tasks allowed to save staff time without crossing mutation or send gates.
SourceGroundedReasonCode
Decision choices for source grounded reason code in the retention follow-up workflow; each value routes reviewed source facts to the right queue, draft, or staff gate.