Contactos — San Gabriel Transporte

Proyecto IA | Reunion Recurrente — Debrief
April 15, 2026 Prepared by: Diego Sanz DataStudios
Meeting Resources

Recording, Transcript & Jira

Overview
Meeting Summary

Attendees

  • Carlos Perilla — Platform ops lead (sistemas@etsg.com.co)
  • Jesús Salazar — Operational coordinator (coordinacionoper@etsg.com.co)
  • Diego Sanz — DataStudios (dsanz@datastudios.ai)

Sebastian Ruiz invited but did not join the dialogue.

Key Decisions

  • MVP scope for migrating agents off Hibot locked: prioritize only what enables agents to work immediately; defer anything with long implementation time.
  • Multi-agent concurrent connection and auto chat distribution (with per-agent capacity) are already implemented in Contactos — demoed live.
  • The single critical Hibot feature still to replicate: broadcast campaigns (difusiones) via Meta WhatsApp templates.
  • Next extended test: Tuesday 2026-04-21, 9:00 AM Colombia time, 4 hours during peak chat volume.
  • 3 high-priority Meta templates must land under the AI-number Meta account by Wednesday 2026-04-16 afternoon to unblock broadcast-UI development.
  • Until broadcasts ship, ETSG runs parallel: Hibot for difusiones, Contactos for chats.
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Completed
0
In Progress
4
New / Discussion
New / Discussion
Tickets Created from This Meeting

Broadcast campaigns (difusiones) via Meta WhatsApp templates

CON-106 · New · Blocked by CON-108
What was requested

Contactos must replicate Hibot's mass-notification broadcast feature: upload an Excel of recipients + parameters, select a pre-approved Meta WhatsApp template, dispatch via Meta API, log every send.

Client context

Carlos confirmed this is the last functional blocker to fully migrating ETSG off Hibot. Everything else needed for agent operation is already live.

Dependencies

Blocked on Carlos uploading 3 priority Meta templates (CON-108) and Jesús delivering the Excel file format the current API consumes.

Onboard 20 ETSG analysts for 2026-04-21 extended test

CON-107 · New
What was requested

Provision 20 analyst accounts in Contactos before the Tuesday 2026-04-21 9:00 AM COL extended test. Recovery email on every account = Jesús's shared address.

Dependency on Jesús

Waiting on the 20-analyst list (first + last name) — followed up by Spanish email today.

[Client action] Upload 3 Meta templates to AI-number account

CON-108 · New · Blocks CON-106
What was requested

Carlos to upload 3 highest-priority Meta WhatsApp templates (outbound, manual, and one more Carlos will confirm) under the AI-number Meta Business account.

Deadline

Wednesday 2026-04-16 afternoon (Colombia time) — Carlos committed to this deadline in the meeting. Followed up by Spanish email today.

Carry Forward
Non-Ticketed Talking Points for Next Meeting

Raised on 2026-04-15, not yet turned into tickets

Bring these up on the next recurring call for discussion, decision, or status.

  1. Attachments in chats (manuals / PDFs) — Jesús's ask. Jesús raised the need for operators to send user-manual attachments inside chats. Carlos said this should be reviewed internally with the Director of Operations before it's prioritized. Check on 2026-04-22.
  2. Priority / urgency tagging (novedades) — Jesús's ask. Ability to color-code or label chats by urgency / "novedades". Same disposition: Carlos wants internal review with Ops before adding it. Check on 2026-04-22.
  3. Additional Meta templates beyond the first 3. Carlos is uploading 3 priority templates this week; confirm next week what the next batch looks like and whether any broadcast scenarios are still stuck on Hibot.
Summary
Action Items & Next Steps

Diego (DataStudios)

  1. Send invoice to Carlos later today (2026-04-15).
  2. Send Spanish follow-up emails to Carlos (re: Meta templates, CON-108) and Jesús (re: Hibot metrics review, Excel template example, 20-analyst list — CON-105/106/107) today.
  3. Start implementation of chat search/filter (CON-105) and broadcast UI prep work that doesn't depend on the Meta templates.
  4. Once CON-108 delivers on Wed, unblock and build broadcast dispatch (CON-106).
  5. Provision 20 analyst accounts (CON-107) as soon as Jesús sends the list; deliver credentials bundle before Tuesday 9 AM COL.

Carlos Perilla (ETSG — sistemas@etsg.com.co)

  1. Upload 3 priority Meta templates (outbound, manual, +1 to confirm) to the AI-number Meta account — by Wed 2026-04-16 afternoon (CON-108).
  2. Confirm which third template is highest priority during follow-up.

Jesús Salazar (ETSG — coordinacionoper@etsg.com.co)

  1. Review Hibot metrics & audit reports; identify which items are urgent for initial production cutover (informs scope of CON-105).
  2. Deliver Excel example files of broadcast templates so the dev team sees the parameter fields the current API consumes (feeds CON-106).
  3. Deliver database of 20 analysts (first + last name) for account creation (feeds CON-107).