> ## Documentation Index
> Fetch the complete documentation index at: https://brokeros.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Conversation Pipelines

> Manage WhatsApp conversations through a visual Kanban board with stage progression, SLA response timers, and bi-directional CRM lead synchronization.

## Visual Deal Progression for WhatsApp

While the Team Inbox optimizes for rapid chronological conversation handling, the **Pipelines** workspace structures ongoing WhatsApp relationships into a visual Kanban board. This gives sales managers and team leads bird's-eye oversight of sales velocity, bottlenecked negotiations, and deal value directly tied to messaging threads.

Key benefits include:

* **Visual Deal Stage Tracking**: Move prospect conversations across qualification, appointment, and negotiation phases.
* **Bi-Directional CRM Sync**: Dragging cards automatically synchronizes lead status, task creation, and temperature scoring in the core CRM database.
* **Response SLA Monitoring**: Real-time visual timers alert supervisors when high-intent inquiries await agent responses.

***

## Pipeline Synchronization Architecture

```mermaid theme={null}
sequenceDiagram
    autonumber
    actor Agent as Sales Executive
    participant Board as Kanban Board (Next.js)
    participant API as BrokerOS API
    participant DB as Postgres Database
    participant WS as WebSocket Gateway
    actor Mgr as Sales Manager

    Agent->>Board: Drag Conversation Card: "Brochure Sent" -> "Site Visit Scheduled"
    Board->>API: PATCH /marketing/whatsapp/conversations/{id}/stage
    
    Note over API,DB: Bi-Directional CRM Synchronization
    API->>DB: Update WhatsApp Conversation Stage
    API->>DB: Update Associated Lead (status: 'SITE_VISIT_SCHEDULED')
    API->>DB: Create Site Visit Verification Record & Assign Calendar Task
    API->>DB: Adjust Lead Temperature to 'HOT'

    API->>WS: Broadcast Event 'conversation.stage.updated'
    WS-->>Board: Update Card Column and Stage Badge
    WS-->>Mgr: Live Manager Dashboard Metric Reflection
```

***

## Standard Real Estate Pipeline Stages

BrokerOS provides a pre-configured pipeline tailored to property sales workflows, with customizable columns:

| Pipeline Stage | Operational Definition | Synchronized CRM Action |
| :- | :- | :- |
| **New Incoming** | First inbound message received; awaiting initial response. | Creates conversation thread; triggers SLA timer. |
| **Contacted & Qualified** | Agent or chatbot has established budget, location, and move-in timeline. | Updates `Lead.status` to `CONTACTED`; sets temperature to `WARM`. |
| **Brochure / Plans Sent** | Floor plans, master layout, and pricing sheets shared with buyer. | Logs asset dispatch event; initiates automated follow-up timer. |
| **Site Visit Scheduled** | Prospective buyer has confirmed date and time for an on-site property tour. | Generates `SiteVisit` record; sets `Lead.status` to `SITE_VISIT_SCHEDULED`. |
| **In Negotiation** | Specific unit selected; commercial discounts or payment schedules under discussion. | Updates `Lead.status` to `NEGOTIATION`; sets temperature to `HOT`. |
| **Closed Won** | Reservation deposit received and unit hold/booking confirmed. | Launches unit booking workflow; converts lead to post-sales customer. |
| **Archived / Lost** | Buyer unresponsive or marked not interested. | Cancels automated drips; sets `Lead.status` to `LOST` with disposition reason. |

***

## Response SLA Timers and Supervisor Alerts

Every conversation card on the Kanban board features an active timer reflecting elapsed time since the prospect's most recent unanswered message:

* **Green Badge (Under 5 Minutes)**: Operating within standard response SLA.
* **Yellow Warning (5 to 15 Minutes)**: Approaching SLA threshold; card borders glow amber.
* **Red Alert (Over 15 Minutes)**: Breached response SLA. The card moves to the top of the column and dispatches an alert notification to the sales manager.

***

## Filter Views and Workload Balancing

Sales leaders can customize the board view using multi-attribute filters:

* **Project Filter**: Isolate leads interested in specific developments (for example, *Skyline Residences* or *Grandview Towers*).
* **Executive Filter**: Inspect the individual pipeline for any assigned sales executive or closing consultant.
* **Investment Classification**: Filter cards by tags such as `#High_Net_Worth`, `#Investor`, `#First_Time_Buyer`, or `#Broker_Referred`.


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