Westpoint — Operations

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Operations Command

Total active cases

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CA Controller + Surplus

Signed & in pipeline

—

Docs executed, not yet filed

Filing ready

—

Packet can go now

Blocked

—

Blocker flagged in DB

Stale ≥21d

—

No contact in 3+ weeks

Doc gaps

—

Active · no docs in system

SCO Verified

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State-confirmed funds

Hot leads

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Priya score ≥ 75

Cases by pipeline

Status breakdown

Fee discrepancies — do not disburse

Signed cases —

Case	Pipeline	Value	Docs on file	Last contact

Cases below had no contact in 21+ days and are not closed. These are losing opportunities.

Stale outreach —

Case	Pipeline	Status	Value	Last contact	Assigned	Next action

Active cases — no documents in system —

These are signed/connected/warm cases with zero entries in claim_documents. Either docs were never uploaded, or intake was done outside the system.

Case	Pipeline	Status	Value	Last contact

Surplus cases with APN — deed research links —

Click the APN to open the county recorder deed search. APN links are formatted for CA counties by default.

Case	APN	Property ID (TS#)	County	State	Value	Deed link

External contacts directory

Add contact

Name *

Type

Organization

Phone

State

Specialty / notes

🤖 Transcript AI Summaries Loading…

Summarize all 20,553 FUB echo transcripts with Claude Haiku. Requires ANTHROPIC_API_KEY in /root/.env then systemctl restart wpc-api.

Contact research queue

📞 Inbound Call Routing

When a client calls your Twilio number, we ring all active numbers below simultaneously. First to answer gets the call. Unanswered → voicemail (transcribed + stored in their profile). Set your Twilio webhook to: /api/twilio/voice-inbound

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Name

Cell phone

Priority

Recent Inbound Calls

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📡 Call Routing Log Every IVR event — conference, ring, answer, voicemail

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📇 Phone Numbers Outbound caller-ID + porting lifecycle. Inbound ring config lives in Call Routing.

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Edit number

Label

Status

CNAM

Attestation

Outbound

Inbound

Active

Assign operator

Operator

Shows as (CNAM)

Primary?

🧪 Simulation Activity Every "would have used …" intercept. No unported number is ever dialed.

Channel

From (number)

To (test #)

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👥 Team Contact Sheet Personal numbers for inbound routing & direct reach

Name	Role	Email	Personal Cell	Activity (7d)
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Update Personal Number

Saved!

Morning Standup — operator books

Operator	Book	$ Value	Worked	Untouched	Due today	Target	Outreach
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Outreach default OFF. Toggling ON lets that book auto-enroll warm leads into Action Plans (the global send kill-switch still applies). Reassign individual leads from a person's profile page.

Bulk rebalance

Re-spread the warm book across active callers. Leave targets blank for an even split.

Aida Anna Kay

📞 Calls by Agent

Agent	Number	Total	Real (60s+)	Connected	Last Call
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⏰ Best Call Hours

Hour (PST)	Calls	Connect Rate
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🗺 Pipeline by State

State	Cases	Total Value
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⚠️ Orphaned LeadsActive cases, 0 calls in 30+ days

Case	Pipeline	Value	Last Contact
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🚩 Fee FlagsCases where fee % may be incorrect

Commission plans — default WPC fee % per pipeline

The default fee % auto-fills the Sign Deal form on each Person page. It is editable per deal — agents can sign whatever the client needs. Editing here changes the default for all tiers of that pipeline.

Pipeline	Default WPC fee %	Save
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🔗 Tunnel Status Nick — polls every 30 s

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Status will appear after first check.

⚙️ API Connection

Current API URL:

Paste the new Cloudflare tunnel URL here whenever it changes. Saved to this browser — share the URL with team so they can update theirs too.

🔒 Test Mode

Check server env to see if WPC_TEST_MODE is active.

When TEST_MODE=1: calls only route to Kay (priority 2) and Nick (priority 1) — all other team members are skipped. All outbound calls to real contacts are blocked.

🛡 Twilio Caller ID Compliance

WPC contacts often hang up thinking calls are scam. Verified caller ID (STIR-SHAKEN + CNAM) makes "WPC Capital Recovery" appear on their screen.

⚠ Items marked grey require manual action in Twilio Console — they cannot be auto-verified via API.

⬤ Twilio Business Profile verified

⬤ STIR-SHAKEN A-attestation on outbound numbers

⬤ CNAM registered ("WPC Capital Recovery")

⬤ 10DLC registration for SMS

⬤ Phone registry populated

📞 Active Phone Numbers

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🔧 Phone Routing Rules

Which number to use when calling which prospect type.

Contact type	Use number	Why
CA prospect (cold)	818/213/310 area code	Local CA number = more likely to answer
FL prospect (cold)	305/407/813 area code	FL local number for FL Controller cases
Signed client callback	+18559099770 (WPC Main)	Published number — they recognize it
Attorney contact	Kay/Anna direct cell	Professional direct contact

GOLD RUSH

Every call counts. Every dollar matters. Who's hunting?

Leaderboard

Dropped Bounties

Answered calls with no follow-up in 48h. First to claim it, owns it.

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Missed Callbacks: inbound calls received no outbound response within 24h.