recovery workflow

Closed-lost isn't the end of the file.

Most CRMs treat a lost enquiry as a dead record. Phoenix treats it as an open question — researching what changed, building a fresh approach, and re-engaging on the customer's terms.

closed_lost · cust_001 researching → strategized
the actual event pipeline

Four stages, one event bus.

Every recovery job moves through these stages in order. Each one publishes an event the next stage listens for — nothing is hard-wired together.

RecoveryStarted

Research

Pulls the customer's history through a CRM connector and builds a profile of what actually happened.

ResearchCompleted

Strategy

Combines that profile with prior memory of the customer to shape an approach worth trying again.

StrategyGenerated

Conversation

Re-engages on WhatsApp or voice — whichever channel fits the strategy and the customer.

ConversationCompleted

Learning

Feeds the outcome back into customer memory, so the next attempt starts smarter than the last.

Built so no stage has to trust the others blindly.

01

Provider-agnostic core

The recovery logic never imports a specific CRM, messaging, or voice provider directly — every integration sits behind an interface, swappable without touching the pipeline.

02

Memory that outlives one attempt

What's learned from one recovery job carries into the next attempt with that same customer, instead of starting from zero every time.

03

Every stage independently testable

Because stages only communicate through events, each one can be tested, replaced, or extended without touching the others.

Your CRM already has the leads. Phoenix has the follow-through.

Point Phoenix at a closed-lost record and watch it move through research, strategy, and re-engagement on its own.

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