✓ Completed
#1
M365 / Entra App Permissions
BetterWorld granted admin consent. Graph API reading SharePoint, mail, calendar.
Live
#2
RingCentral OAuth App
JWT credential wired. API calls authenticated.
Live
#8
LawPay Failed Charge Follow-Up
Neos notes posted for 120 failed charges — PIF cases noted, no-follow-up cases flagged.
Done
BROCK
Brock Agent — Jordan & Sashi Group
New bilingual agent launched in "Sashi" Telegram group. P&S systems access enabled. Pending onboarding.
Live
⚡ In Progress
#4
Voice Agent — Instant Lead Callback (Vapi + Telnyx)
5 Telnyx numbers provisioned (410, 443, 240, 804, 202). Vapi assistant configured. Bode cleared inbound leads — awaiting Jordan go-ahead to activate.
Awaiting Jordan
#5
Client Portal — P&S Mobile/Web App
Payments tab spec complete. Needs Neos live data integration (blocked by #3).
Waiting on Neos API
#10
Google Business Profile — Auto-Reply to 5-Star Reviews
OAuth connected, token stored. Google allowlist application submitted (Case 7-7687000041157). Waiting 7–10 business days for API quota approval.
Waiting on Google
⏸ On Hold / Pending
#3
Neos REST API Access
JWT token received (via Beth/Zapier). Need REST API base URL from Beth or Thomas at Assembly.
Waiting on Beth
#9
Email → Neos Case File Auto-Sync
Spec complete. Monitors email subjects/BCC for case numbers and auto-tags to Neos. Blocked on Neos API key (#3).
Blocked by #3
#11
Settlement Charting Automation
Script built and tested. Reads Neos settlement messages, updates JNP Settlement Sheet Excel. Blocked on Files.ReadWrite.All from BetterWorld.
Blocked — BetterWorld perm
#6
AI Backup Call Center (Overflow Intake)
Not started. Depends on Vapi/voice agent going live (#4).
Blocked by #4
#7
Paralegal → Manager List
Need list from Elizabeth and Norma. Required for escalation routing in voice agent.
Waiting on staff