signal

IG & Phone Tag Handler

Turns David's manual reply tags (IG or phone) into the right CRM moves - the two tags he adds trigger everything else.

◍ Live since June 28, 2026

Business view: what it's worth

David only ever adds two tags after an Instagram or phone conversation - positive or negative. The system does the rest of the CRM work.

It's smart about Instagram: a positive IG reply that hands over an email address quietly starts the email bridge sequence instead of ending the conversation.

Report: live impact

What it's producing.

IG replied positive

IG replied negative

Phone positive

Phone negative

Phone resolved

Phone still due

870

Phone outcomes

Positive

Negative

Called only

Still due

870

System updates

Changelog.

June 28, 2026

done

Live. IG positive routed through automated classification (email capture → hand to Bridge), phone tags close with phone-resolved.

Tags it applies

Why each tag exists.

ig-replied-positive / ig-replied-negative

David's manual outcome tag on an IG reply - the two entry points this whole flow reacts to.

phone-positive / phone-negative

David's manual outcome tag on a phone call - routed to Responded or Dead Lead.

phone-resolved

Marks a phone stage closed regardless of outcome - powers the 'actually open right now' phone number.

ig-email-captured

A redirect email arrived via IG - the trigger the Bridge Sequence waits for.

source-instagram

Marks that a captured redirect email came from IG rather than an email auto-responder, so reporting can tell the two hand-offs apart.

Every number above is live via the Readout cache sync · IG & Phone Tag Handler