Thread detail
Roof repair + gutter quote
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
Hunter Exteriors · Kylie Foster
Timeline
Hey, can you guys quote gutters at the same time as the roof repair?
Yes — Hunter can handle both. I can keep gathering details now, or Jesse can jump in with a combined quote first thing tomorrow.
If Jesse can review photos tonight that'd be perfect.
Escalated to human because request now requires pricing commitment and manual review.
AI + ownership
Control state
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: +1 250-555-0186
Source: Meta lead form
Intent: Asked whether gutters can be quoted with roof repair
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.