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Communications

Every client touchpoint — emails, WhatsApp logs, calls, meetings, internal notes — in one log with a PMLA audit trail.

Communications

What's working​

  • Channel taxonomy: Email, WhatsApp, Phone, Meeting, SMS, Letter, Internal Note.
  • Direction: Inbound / Outbound / N/A (for internal notes).
  • Status lifecycle: Logged → Awaiting response → Followed up → Closed.
  • Outbound compose + send (Slice C4) — write subject + body, supports {{ClientName}}, {{FirmName}}, {{TodayDate}} placeholders rendered server-side; SendGrid ships the email and the row is logged with SentVia = 'CAPilotEmail', MessageStatus = 'Sent', SendGridMessageId captured for the future delivery-event webhook.
  • Template library — CommunicationTemplate rows keyed by purpose (chase-payment, GST-due-reminder, ITR-ready-for-review, etc.) with subject + body. Pick one in the compose modal, it pre-fills + you edit.
  • Linked task / signatory — cross-link a comm to the ComplianceTask or ClientSignatory it's about. Tabs on the Client form and Task form expose the linked log.
  • Invoice rejection workflow — when a portal client rejects an invoice, a CommunicationLog row + StaffNotification fires; the CA gets bell + email; clearing the rejection notifies the portal client back.

What's stub / pending​

  • Delivery-event webhook (SendGrid → CAPilot) — flips MessageStatus Sent → Delivered / Bounced / Failed. Wrapper logic is in place; webhook URL just needs to be registered in the SendGrid dashboard for production.
  • WhatsApp Business API — currently a "log what you sent manually" channel. Auto-send via WhatsApp Business needs Meta onboarding.
  • AI draft replies — premium-tier feature on the roadmap.