Signals, touch, and stage

Each contact carries three labels. The agent sets them from the conversation; you can override any of them on the contact.

Signal: how warm they are

Signal	Meaning
New	Just arrived; no read yet.
Hot	Asking to book, asking about price for a specific service, or asking to speak to someone.
Warm	Asking questions, engaged, not yet ready.
Cool	Stopped replying, said not now, or asked to stop.

Signal changes appear in the Workstream as items like "signal: New → Cool".

Touch: the state of outreach

Touch	Meaning
Unassigned	No outreach yet.
Reaching out	The agent has sent messages and is waiting.
Responsive	They reply.
Unresponsive	Several messages, no reply; the agent slows down.
Do not contact	They opted out. The agent will not message them.

Stage: where they are with you

Stage	Meaning
Lead	Expressed interest.
Engaged	In a real conversation.
Booked	Has an appointment.
Customer	Has bought.
Lost	Closed without buying.

Action: what the agent wants from you

Shown on the contact as Action: None, Review, or Intervene. Intervene is what puts a contact on the needs-attention list.