What we're watching
Open items the team is actively working through.
Follow-up cards generated for the wrong party on relationship callsPriority
Erick got two cards after the Crexendo call that both had the direction backwards — Zig drafted us sending them an agreement when they are sending us one. Two companies were in the invite list and the call was classified as relationship, so Zig generated follow-ups on their behalf for us. Sharath is going through the transcript and prompts; the deeper ask from Piyush is that we surface why a given follow-up was generated at all.
A shared meeting files the follow-up under the wrong teammateFix in progress
When the same meeting sits on two people's calendars, Zig quietly assigns the card to the wrong one. The Aug 31 change making cards read-only for anyone but their owner turned that into a hard block — the rep who ran the call cannot revise, edit, approve or dismiss his own follow-up. Sharath has patched the owner on the reported card manually; the underlying fix is being written.
The agent trails off saying "ASEoD"Confirmed
Lanina Doxey (VP Wireline Sales, Nobilite) reported that the agent fades off mid-word when it says ASEoD on a call, and suggested it pronounce it "ACE ON DEMAND" instead. Confirmed from her email; Lavish Mantri is on it.
Contract term and human handoff not capturedIn progress
Two related asks from Nobilite in the same thread: the 24 vs 36 month contract term has to be captured on the quote ("Did Steve tell you to add the terms?? 24/36", then "Still need the term Daniel stated"), and the agent needs a handoff to a person. Both are in progress with Lavish Mantri.
Circuit spec fields missing from the order formAccepted
The circuit order form does not yet capture the Electrical / Single mode / Multi spec fields Nobilite needs on a dedicated circuit quote. Accepted and queued with Lavish Mantri.
Enriched leads not appearing under Companies → ContactsConfirmed bug
Andy reported leads built through Lead Builder do not show up under the company's Contacts. Karthick has confirmed it is a bug and is investigating. No fix ETA yet.
Clearpath test outreach landing in spamExternal
A test sequence sent to Andy went to spam; the same send reached Lavish's inbox normally. Deliverability on the purchased Clearpath domains looks clean on the Instantly dashboard, so Jaskaran has raised it with the Instantly team. Working theory is the hyperlinked signature. Blocked on a third party.
Dialer creates CRM-update cards for unanswered callsFix raised
Tony and Erick both flagged this: every unanswered dial produces a CRM update the rep cannot dismiss, and during cold-call blocks those pile up. Erick also saw four identical "No Answer" notes get four different statuses. Sharath has confirmed unanswered calls should not create a CRM sync card and is raising a fix.
Sequence stats do not sync back from Instantly automaticallyPlanned
Andy found an active sequence from Aug 2 showing 0 Sent in Zig against 70 sent in Instantly. There is a manual sync button; there is no auto-sync yet. Jaskaran is planning it — no date.
No way to upload a company list or a role prompt inside AI lead searchIn progress
Tyler had a CSV of Dreamforce sponsors and a written definition of the roles he wanted, and could use neither in the AI chat — he had to reformat the domain list in another tool and then type each job title by hand. Piyush confirmed this is what Karthick is working on now and called it top priority; other customers have asked for the same thing.
Outreach sequence length is fixed at three stepsAccepted
Tony, Tyler and Erick all pushed back on the same thing: step count was deliberately left out to reduce inputs, but reps need 2-step and 6-step campaigns and currently have to add or delete steps by hand. Jaskaran has agreed to add the choice. Manual message editing, the other half of the complaint, shipped during the fortnight.
RB2B webhook was silently disabled for a weekWatching
Tyler noticed RB2B had not run in seven days. The webhook had been turned off on the RB2B account; Lavish re-enabled it. Neither Lavish nor Piyush could find an audit log explaining who disabled it or when. Data was lost for that week and we have no detection for a silently dead integration.
Coming up next
What's in the pipeline once in-progress items land.
Company list upload + role prompt in AI lead search — Karthick Sankar · Top priority per Piyush; Tyler has offered to test · Choose the number of steps in an outreach sequence — Jaskaran · Agreed after Tony, Tyler and Erick all raised it · Card accuracy on relationship-classified calls — Sharath Savasere · Transcript and prompt review, plus surfacing why a card was generated · Card ownership fix for meetings on two calendars — Sharath Savasere · Owner currently patched by hand per report · Auto-sync of sequence stats from Instantly — Jaskaran · Planned, no date · Quote agent feedback round for Nobilite — Lavish Mantri · ASEoD pronunciation, term capture and human handoff · Exercise the Pipedrive marketplace install on production — Sharath Savasere · App is published; the install path has not been tested in production