Consultation requests
Requested times are not confirmed appointments.
| Prospect | State / topic | Requested time | Status | Action |
|---|
No requests in this view.
New form submissions appear here. No demo prospects have been added.
Advisor directory
Eligibility is operator-attested, not independently verified by this application.
| Advisor | States | Services | Eligibility | Portal account | Action |
|---|
No advisors yet.
Add an advisor only after reviewing their eligibility.
Add an advisor
Prospect notices
Automated outreach is disabled, so nothing here has been sent. A held notice means the prospect has not been told the outcome. Tell them yourself, then mark it handled.
| Prospect | Outcome to tell | Recorded | Status | Action |
|---|
Integration status
A saved event is not proof of an external delivery.
Warmbly connection is gated.
This build does not enroll campaigns, send messages, charge buyers or book a calendar. Contact-only Warmbly projection requires explicit server configuration and a reviewed inbound automation.
Loading integration configuration…
| Event | State | Attempts | Recorded | Last result | Action |
|---|
Inbound events
Signed provider events (unsubscribes, complaints, bounces, replies). Bodies are stored encrypted and never shown here. The signature scheme and event format are placeholders until the provider’s own protocol is verified.
| Provider / event id | Type | State | Attempts | Received | Reason | Action |
|---|
Activity log
Append-only record of who did what. Entries written before staff accounts existed show “Not recorded”.
| When | Action | Actor | Reason |
|---|
Staff
Auditors read; operators work the queue; admins also manage staff and lift suppressions.
| Staff member | Role | Status | Action |
|---|
Add a staff member
Data requests
Access exports, legal holds and two-step erasure requests (admins only). An erasure pseudonymises what this platform holds; copies held elsewhere (external CRM, advisors, backups) are follow-up tasks a person completes and records.
| Requested | Received via | Status | Pending tasks | Action |
|---|
My account
The bootstrap admin is a shared break-glass account with no personal password or authenticator here. Create a named admin under Staff, then set BOOTSTRAP_ADMIN_ENABLED=false.