Fix each feature where it stands.
An earlier pass on September 23 replaced both workflows with a manual nine-question intake, which removed the weekly calling that is the product. On September 24 the snapshot was rebuilt instead: both workflows were restored and repaired, the missing pipeline, fields, tag and Spanish agent were created, and the temporary intake was removed. The main agent is [FIXED] Treatment Compliance Coordinator; the new second agent is [FIXED] Spanish Treatment Coordinator.
Every source finding has a disposition.
Case-team emails now say only that a check-in completed, treatment finished or the client was not reached. No treatment answers, recording link or AI summary leave the CRM.
One cadence: enrollment starts the loop, check-ins repeat weekly, missed calls retry daily up to seven.
The retry branch now calls again after the reminder email instead of stopping.
Caller ID and email sender stay in place and are flagged for the owner.
Treatment pipeline created with In Treatment, Treatment Complete and Unreachable; the loop writes all three.
A Spanish coordinator agent with a Spanish voice now ships with the snapshot. Transfer success is noted; failure plays a Spanish apology and creates a callback task.
All twelve fields the workflows use are created, plus the completed call tag and the Company Name variable.
The loop waits ten minutes after an answered call before checking whether the check-in saved.
Prompt parameterized; duplicate instructions removed; voicemail no longer asks a question.
Every branch reaches a task, a note, a close or a loop back to the call.
Enrollment step failed on an empty date value; clients without email stalled the loop; busy callers were routed into the intake; the greeting stated the purpose before identity; the agent accepted "it's me" without a name; stored model was a retired GPT-4.1 Mini.
The same design, now able to run.
Text version of this diagram
Before: the enrollment step failed on an empty value, calls repeated every two weeks, the retry branch emailed and stopped, the pipeline, ten treatment fields and Spanish agent were not installed, treatment answers with the recording and summary were emailed out, busy callers were sent into the full intake, and the purpose of the call was stated before the client was identified. After: enrollment works, calls are weekly with daily retries up to seven, the alert, task and Unreachable stage follow, the pipeline, twelve fields and a Spanish coordinator are installed, case-team emails carry no treatment details, identity is confirmed first, and busy and wrong-person calls close politely.
Text version of this diagram
Enrolling a client resets the missed-call counter, sets the Treatment pipeline stage to In Treatment and places the weekly check-in call. If the client answers, the workflow waits ten minutes for the conversation to save, then checks whether a check-in was saved today. If so, the counter resets; if all treatment is complete the stage becomes Treatment Complete and the case team gets a notice without treatment details; otherwise the workflow waits one week and calls again. A missed, voicemail or failed call, or an answered call with no saved check-in, adds one to the counter. Below seven, the workflow waits a day, emails the client if they have an email address, and calls again. At seven, the case team gets an alert without details, the stage becomes Unreachable, a task is created, the counter resets and calls resume after a week.
Text version of this diagram
An answered check-in call checks the client's language. Spanish speakers are transferred to the Spanish coordinator; if the transfer fails they hear a Spanish apology and a Spanish callback task is created. English speakers are greeted and asked for the client by name. A wrong person gets a close with no details; a busy client is offered another day. The confirmed client hears a first-time or repeat introduction, answers ten treatment questions saved to contact fields, receives a thank-you email if they have an email address, and the case team gets a notice without details. The call closes, the check-in date is saved and the completed call tag is added.
Checked in the editor and the simulator.
42 steps and 52 links in the main agent, 15 steps in the Spanish agent; both survive a save in Votel's editor with no dangling links.
Ten simulator paths execute 8 to 11 steps each (reset, stage, call, waits, checks, counter) and stop only at the first email without a sender.
Busy caller scores 95; transcripts show identity first, then the intake; the office name resolves.
Identity, privacy, advice, emergency (911 and 988), busy, stop-calling and Spanish transfer.
The same rules in Spanish.
Need a caller ID, sender and account balance; listed as owner acceptance tests.
Remediation complete.
The rebuilt account is ready for final acceptance and master snapshot generation.
Open final audit →