Thread detail

Spring cleanup scheduling

This page is the CRM-grade wrapper around the inbox: customer context, AI state, escalation notes, and durable event history tied to the thread clients care about.

Inbox UX

Chatwoot

Workflow brain

Inngest

State store

Postgres

B&W Outdoor · Alison Marks

Timeline

Alison MarksApr 22, 2026, 12:55 a.m.

Do you have anything next Thursday afternoon?

B&W AIApr 22, 2026, 12:56 a.m.

Yes — I sent over the booking link with two open windows for Thursday afternoon.

Alison MarksApr 22, 2026, 1:12 a.m.

Booked. Thanks.

AI + ownership

Control state

Statusresolved
Assigned ownerAlex
AI modepaused

Why this matters

This state should live in Postgres even if Chatwoot handles the thread UI. That keeps escalations, business rules, and client-level AI policy in Osprey’s control.

Lead memory

Contact context

Phone: +1 701-555-0137

Source: Website form

Intent: Checking spring cleanup availability

springcleanup

Pilot ops

Next actions

  • • Mirror Chatwoot conversation ID into local DB row.
  • • Record every AI reply reason code for later review.
  • • Store takeover cause so pricing-heavy threads can train the rules.
  • • Sync booking or CRM note outcomes back into the thread sidebar.
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