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Please review our end-of-month report of all the things we worked on and managed for your business.
Site security status: ✅ Low Security Risk
- See your security report
- Update four items brought up in security report
All available updates: ✅ Completed
- Updated all 56 plugins on hepworthlegal.com
- Updated PHP, MYSQL version on three WPEngine environments
- Updated to advance network for one environment
- Fixed four automation bugs
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We aim to complete the Legal Intake Chatbot that will be able to handle payments, schedule consults, and finally give conversational responses by the end of the month. This will be an incredible time saving addition to the lead intake system of Hepworth Legal. More than anything it will be fantastic to finally be able to recognize and categorize high value cases and have them automatically schedule free consults.
72.5 total hours worked
-7.5 hours under retainer amount. We are contracted to provide 80 hours of work a month. In this time we achieved:
Outlined & Began Zarah Upgrade Project
Through extensive review and critical thinking we were able to create a Legal Intake Chatbot Flow (diagramed here) that will allow Zarah to collect payments and schedule consults directly in a conversation as well as provide natural conversational responses instead of the current content dump it provides now. We are most excited that our research allowed us to discover, BotPress, a platform that will allow us to build a conversational bot without the need for custom development. Key take aways:
Zarah will be able to:
- Take payments
- Schedule consults
- Determine if leads qualify for a free consult
- Provide persuasive, conversational responses
- Notify Hepworth team of leads that request a call or are frustrated
Setup Monthly Hosting & Security Updates
In order to stay proactive and not experience any downtime on HepworthLegal.com OWC took over monthly security, hosting and maintenance of core environments on WPEngine. It was perfect time due to all sites requiring a major update to PHP 8.3 from PHP 8. We also moved all Zaps setup to have error notifications go to team@ow.consulting so that we can handle automation errors.
Migrated Back To Twilio For A2P Compliance
After daily monitoring of the A2P registration Hepworth Legal was finally approved. Once given approval to migrate back from Podium we setup a new staging process in order to prevent any downtime for future updates. We also did a an update to improve the conversation history format to make it easier to read.
Setup Encryption of Manager Data
In order to keep data secure we setup encryption of the data routed into the API middle man between Twilio, Airtable, and Chatbase.
Not setup yet
We have not yet documented the automation setup for Hepworth Legal. Quality assurance cannot be implemented until this is done. We recommend allocating some time this month to document the setup, so we can perform quality assurance checks.
What automations do we run?
We automate tasks based on the actions listed under "Automations We Check". Click on one of the actions to see its documentation.
Automation quality assurance
We manually check automation sequences every week to make sure your customer onboarding is happening as it should be.
Not setup yet
We have not had time to establish the core KPIs and reporting for your business that are necessary to include in our monthly report. This will be coming soon.