Mar 12 (edited) • 🏰 Homebase
Summary - Weekly Build 03/12/2025
- BAA request flow - Jorden will pull resources of all contact details of upstream providers that we need BAAs from. Assistable is two weeks or so out from being HIPAA compliant. No call recordings will be allowed.
- HIPAA compliance will require client specific chatgpt keys
- New email (me@j.com), inbox is not monitored. Sole purpose to add Jorden's team as an admin in a client account for troubleshooting.
- Flowbuilder beta has already started, but dripping in developers to test out. May be released in the next week.
- Voice Recording Url: is provisioned only after the call ends.
- Notifications of Alerts: Only OAuth being monitored atm, email will be sent out. More visible alerts not yet available. (e.g., subaccount disconnect, std values not loading in pcwh, spam blocked)
- Root cause of "contact_id": "undefined" (in post call web hook) is unknown, as it could not be replicated. Please notify Jorden if you are running into this issue. Current workaround (if using GHL IVR w/o LC number intelligence): PCWH > Find by contact_id, else: Find by phone number to contact name (no-number intelligence GHL maps inbound IVR calls FROM contact phone number TO contact name), else: Send internal notification to your team to review. has a template for outbound calls.
- Section prompting vs flowbuilder: To navigate call objectives, use protocols in your prompts. (e.g., if user said this is their first appointment, go to section "##First Appointment".) Jorden stated that he will provide examples.
- Call Triage Order for Outbound Calls: check wallet balance, check upstream provider status pages, confirm contact_id is working in pcwh, confirm valid phone numbers being called, reset oath
- API documentation in progress (https://docs.assistable.ai/api-reference/introduction)
- New API Endpoints for Website Screenshot & Web Scraping: https://www.skool.com/assistable/updated-screenshot-scraping-apis-for-ya?p=310dbc68
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Summary - Weekly Build 03/12/2025
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