Verify the Instagram DM high-intent lead flow

Symptoms

Confirm contact and need capture, CRM lead creation, and the silent internal WhatsApp notification without promising a customer-facing transfer.

1. Required contact details were not captured.
2. The conversation did not reach the configured high-intent threshold.
3. CRM lead creation or internal notification failed.

Verified checks

1. Confirm the conversation captured the customer’s contact details and stated need.
2. Open Leads and verify the tenant-scoped CRM lead record.
3. Treat the internal WhatsApp notification as an internal signal; do not show or promise a transfer message to the customer.

Expected result

A qualified CRM lead contains the captured contact and need, and the configured internal WhatsApp notification is sent without a customer-facing transfer message.

1. A qualified CRM lead contains the captured contact and need, and the configured internal WhatsApp notification is sent without a customer-facing transfer message.

Support evidence

Provider ownership, connection, provisioning, and tenant-specific workflow failures require SamChe or provider review. Do not invent a Dashboard route or a separate Instagram entitlement key.

1. Conversation ID
2. captured contact fields
3. captured need
4. lead ID
5. notification time and recipient