Initial skills documentation — 25 categories, all SKILL.md + references + scripts

2026-07-15 17:42:20 -04:00
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+# Session Highlights — 2026-07-07b (afternoon)
+
+## Debt Recovery Workflow — Key Additions
+
+### Payment & Billing
+- Every debtor touchpoint includes a **Stripe ACH payment link** — email, certified letter, text-to-pay, and phone-in payment portal
+- Xero can be added later for accounting (Stripe integration is seamless)
+- Debtors can pay in installments via Stripe
+
+### Fee Calculator
+- New mockup: `dre-fee-calculator.html` — live 4-tier side-by-side comparison
+- Input any amount, see what client receives and DRE fee at each tier immediately
+- Cards color-coded: green (Tier 1) → blue → amber → red (Tier 4)
+- One-time build for the site, no ongoing API costs
+
+### Case Aging Dashboard
+- New mockup: `dre-case-aging.html` — monitors stalled cases
+- Color-coded: green (on track), amber (approaching limit), red (past target)
+- Targets: Tier 1 = 5 days, Tier 2 = 7 days, Tier 3 = 10 days
+- Stalled cases show alert banner with escalation action link
+
+### Agent D.R.E Chatbot — Authentication & Messaging
+
+**Three states:**
+1. **Lead capture** (non-logged-in): Name, Company, Email*, Phone. Required before Q&A.
+2. **Logged-in greeting**: "Welcome back, {Company}! Your claim against {Debtor} is in {Tier}."
+3. **Conversation**: FAQ + message-to-team form.
+4. **PII verification trigger**: If asked for case-specific details (claim number, case details), require claim number from welcome email to verify before sharing.
+
+**Message team form:** Subject dropdown (Question about claim, New debtor info, Payment received, Update contact, Complaint, Other) + free text + Send/Cancel. Logs to case file.
+
+**Knowledge isolation rules enforced:** Public vs private (scoring methodology, skip tracing, weakness criteria, approval workflow, partner names, strategy docs all PRIVATE).
+
+### AI Re-Analysis on Document Upload
+- When client uploads new document, AI re-scores the claim automatically
+- Score delta tracked in timeline: "Score: 78 → 82 ⬆"
+- Logged in change history as System event with reason "New docs uploaded"
+- Re-analysis is per-claim, not per-client
+
+### Two-Binder System Finalized
+- DRE Internal: Full record with AI analysis, internal notes, all docs
+- Client Package: Claim summary, LPOA, settlement, fee statement — NO AI analysis or research
+- Archive: `DRE-YYYY-NNNN_evidence.zip` with original uploads
+- Client can download from portal after case close
+
+### Professional Touches Added
+- Post-closure survey (auto-sent)
+- Referral tracking (5% off next claim)
+- Settlement agreement templates in DocuSeal
+- Automated compliance checkers before each communication
+- One-click case notes (every action auto-logs to timeline)
+- Batch small claims under $2K
+- SMS notifications to clients (Twilio slot)
+- Text-to-pay for debtors
+
+### CRM & Infrastructure
+- Anita's Gmail app password flow: instructions sent, waiting for her to email her Gmail app password
+- Tony reminder sent for Telegram bot setup
+- Bounce fix: re-sent Cartagena itinerary to correct address (anitabrownwrites@gmail.com)
+
+### Notary Research (ongoing)
+- Proof.com Premium plan needed for API — estimate ~$90-150/mo
+- OneNotary alternative has REST API, likely lower per-doc pricing
+- Subagent dispatched to research OneNotary API docs and Proof Premium pricing
+
+### API Keys Dashboard
+- New table in capabilities page: vendor, masked key, usage, status
+- 7 keys tracked: Firecrawl, ScrapingAnt, Cloudflare, admin-ai, SMTP, DocuSeal, Turnstile
+- Hover tooltips with credit limits and service descriptions