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GoRise Process Flow V2 (Initial Tagging (Dates, Banking, FYI)…

- - - - Tag - Completion
        
        KYC Request
        
        KYC Dispatched
        
        KYC Returned
        
        Card Dispatched
        
        Card Delivered
        
        1 more item...
        
        Card Delivery Issue
        
        2 more items...
        
        Auto message (Engagement Driver) ~Excitement~
        
        Add Tag "KYC Returned"
        
        Auto Message (Engagement Driver)
        
        Auto message (Scheduling Request for card delivery)
        
        Auto message (KYC out for delivery)
        
        KYC Delivery Issue
        
        Add Tag "KYC Delivery Issue"
        
        Notify Admins
        
        Leave a comment (What's the issue) + Comment Admins
        
        KYC issue
        
        Notifications to the person handling the conversation + Comments
        
        Add Tag "KYC Issue"
        
        Notify Admins
        
        Notification to Ops for KYC
        
        Added by Kim/Rachel/ICC
        
        Move to Folder (KYC Request)
      - Notifications to Validation Team (Munif Jennifer Imran)
        
        ISSUE
        
        Comment the Issue & Tag the person handling the conversation
        
        NO ISSUE
        
        Comment "Approved" & tag the person handling the conversation.
    - - 1 Document
        
        Auto message
      - 2 Document
        
        Auto Message
      - 3 Document
        
        Auto message
      - Follow up
        
        Auto message
      - Waitlist
        
        Auto message
      - Unanswered
        
        Auto message
      - Doubtful
        
        Auto Message
      - Cash deposit request
        
        Auto Message
      - No Contract
        
        Auto Message
        
        Move to Folder (No Contract)
        
        Notify Shubham
      - Not Interested
        
        Auto Message
        
        Move to Folder (Not Interested)
      - Rise Verified
        
        Auto Message
        
        Move to Folder (Rise Verified)
        
        Notify Sachi
      - Urgent
        
        Auto Message
        
        Notify Munif & Jennifer