Demo High-Ticket Team

Close-first speed-to-lead call routing
Twilio dry run Close configured Slack not configured

Simulate Lead

No real calls or SMS will be placed yet. The app is in voice dry-run mode because twilio credentials are not configured in .env and the server was not restarted with them.

Reps

Priority Rep Phone Timezone Working Channel WhatsApp / Telegram Status Active Attempt Action
1 TEST 12334 23:11 America/New_York Off hours Desktop extension - On duty -

Each rep must have a unique priority. Lower number gets called first, but reps outside 8:00 AM to 9:30 PM in their own timezone are skipped.

Cost-saving MVP path: desktop reps use the extension to accept and open Close; mobile reps use SignalWire to press 1 and receive the Close link by SMS. Full phone bridging is still available as a fallback.

Desktop Extension

Load the unpacked Chrome extension from extension, set API base URL to http://127.0.0.1:3000, and set Rep ID to the rep id shown in /api/reps. The extension polls for routed leads, lets the rep accept, then opens the Close lead link.

Close CRM Connection

webhook_created Webhook signature saved

Close cannot send webhooks to localhost. For real testing, expose this app with ngrok or cloudflared, then use the public https:// URL here.

Webhook endpoint: /api/webhooks/close. Current webhook ID: whsub_16gbSTFmqo6VPHzXMwlDVF.

Recent Attempts

Created Lead Rep Status Outcome Connected Test Action
5/19/2026, 10:50:03 PM SignalWire SMS Test Lead None completed signalwire_sms_link_dry_run - -
5/19/2026, 10:49:44 PM Extension Test Lead None completed extension_accepted_open_close - -
5/19/2026, 9:00:12 AM Jordan Application Lead None completed dry_run_completed 2026-05-19T13:01:05.407Z -
5/19/2026, 8:28:29 AM Jordan Application Lead None completed dry_run_completed 2026-05-19T12:28:45.532Z -
5/19/2026, 8:26:59 AM Jordan Application Lead None no_reps_available no_reps_available - -
5/19/2026, 8:26:58 AM Jordan Application Lead None completed dry_run_completed 2026-05-19T12:27:06.606Z -
5/19/2026, 8:26:56 AM Jordan Application Lead None no_reps_available no_reps_available - -
5/18/2026, 10:53:02 PM Jordan Application Lead None completed dry_run_completed 2026-05-19T02:53:02.994Z -
5/18/2026, 10:49:13 PM Jordan Application Lead None completed dry_run_completed 2026-05-19T02:51:40.287Z -