Meetings

Tasklist: - 20 fresh calls - ⁠Follow ups

Tasklist today:

- [x] Devanshu coordinate - [x] Dr. Priyanka Maurya call schedule - [x] Vistaar take update - [ ] Post demo sheet - [ ] Proposal SOP - [ ] Ritika Onboarding - [ ] Share proposal

- [ ] scrape leads for sales team - [ ] Stephen's and ekam tasks - [ ] RTT

TaskList Incorrect filter related counts on leads page Add models to prompt engineering page

Taskskist 17th July: 16 fresh calls 10 follow-up calls

Taskslist: 1. Booking mode drives reminder — pick video vs walk-in from what the patient booked, not the doctor's default (current bug: "Both" doctors always send walk-in). 2. Verify templates APPROVED on WABA (appointment_reminder_video / appointment_reminder_walkin) before go-live. 3. Walk-in reminder → add Google Maps link (today it's plain-text address only). 4. UI polish — make online/in-person choice clear at booking.

Task list 1.finish follow up for hospital 2. Analyse chats 3. Connect with Pankaj 4. Discuss Della plan

analyzed chats for della and dr priyanka. on follw ups right now

EOD Update - Fresh Calls: 20 completed. - Contacts Sourced: sourced contacts from 4 hospitals. - Pending Fresh Calls: The remaining hospitals requested a callback; follow-ups will be done this evening. - Follow-ups: Completed 3 out of 6 scheduled follow-up calls. The remaining 3 are pending and will be completed in the next follow-up cycle.

WhatsApp integration almost done submitted the templates for approval once approved will check the notification and links trigger messages

Currently 10 calls done Sourced out 5 contacts

[x] Test appscript for bug sheet [ ] establish connection with laravel [ ] Push on dev server and run tests again [ ] update Siddhant with what it can currently do and gather insights [ ] research on stable vector retrieval methods [ ] Implement methods as a part of research

Tasklist for today: Add nesting to integrations button on the left sidebar and updating task sheet

Tasklist: - [x] 1-15th july sprint introspection - ⁠[x] 16-30th july sprint planning - ⁠[ ] product roadmap connect - ⁠[ ] make pavan’s work live related to meta

@149512442126388 @206687097069792 Please share an update on everything completed so far

Currently finishing sales work as discussed with Simran

Updates Currently working on debugging kem css breakage Once done will move to other task from the list

@54125194641609 @159738440466644 @202611475136752 please share your tasklist for the day

@111561876209776 @114078827688167 Please coordinate w dev and sales team to share the tasklist

Please share your tasklist here We are in a connect

My tasklist: - [x] Daily Updates - [x] ClinicOS demo - [ ] Ekam project next steps - [ ] Update Stephens - [ ] StartupPilot chatbot - [ ] Social media - [ ] Jindal next steps - [ ] **Coordinate w Nazeer, Ram, Tejaswini, Sachin**

TaskList

What seems helpful, what's confusing, how can we add more value for patients and hospitals

Please share your feedbacks, team

Clinic OS - patient lifecycle management solution | By Beyondchats

https://www.youtube.com/playlist?list=PLXZ-er3FA5yQ

Tasklist 1. Della chat analysis 2. Dr Priyanka chat analysis 3. Connect with Devanshu 4. Connect with Simran 5. Connect with Pankaj 6. Next steps for Della plan

- [ ] 20 fresh calls - [ ] 5 follow ups

Tasklist: - 20 fresh reach outs - ⁠Demo call with New era hospital - ⁠Demo call with Asha Hospital - ⁠Follow ups

- [ ] demo video edit - [ ] updating Google ads - [ ] scrape leads for sales team - [ ] Stephen's and ekam tasks - [ ] RTT

- [ ] Follow ups - [ ] Post demo sales plan - [ ] Call Gunjan IVF Delhi - [ ] Amacare proposal - [ ] Prachi video finalize - [ ] Call Abhishek JI - [ ] Priyanka maurya live - [ ] Jindal pricing

Chats section me bhi “Age unknown”, … unknown, etc. likh k aata hai. Hardcoded hai I think. Usko bhi priority pe sahi kr dena please

Tasklist :work on proactive WhatsApp sends currently only replies are being sent to the users , need to send the reg intake form ,bulk messages and other notifications Some mock data’s are still left in bills and plan tab need to clear it with some ui refinements

Tasklist: 1. make bug fixes live 2. ⁠1-15th july sprint introspection 3. ⁠16-30th july spring planning 4. ⁠connect with Emon

daily connect?

@159738440466644

Tasklist : 🟢 done · 🟡 partial · 🔴 pending Dummy data 🟢 Disabled dummy-data functions — Revenue clean, Discovery hidden, no "coming soon" controls Doctor consult 🔴 Auto-fetch availability + grey out no-slot dates — not started 🟡 Add Rx image after consult + self-customisable consult forms — Rx share done; customisable form─ = interactive mockup ready for your review 🟢 Upload Rx/lab reports upfront on patient list (per patient) — paperclip on each patient row → view past docs + upload 🟡 Show docs upfront + auto-upload from WhatsApp/site — show + manual upload done; …

Tasklist: move pending tasks from dev to staging and later pick next task from sheet.

Tasklist: - 20 fresh calls - ⁠Update sheets

@111561876209776 , @159738440466644 , @202611475136752 , @114078827688167 Tasklist?

Tasklist - [x] CRM coordination call w Pankaj bhaiya - [ ] Stephen's feedback implementation - [ ] scrape leads for sales team - [ ] coordinate w Shahid for bugs stats - [ ] sales funnel implementation - [ ] Real time tasks

Task List ☐ Make 19 fresh calls ☐ Complete 2 follow-up calls from yesterday

TaskList Debug where this name came from that the AI used in its response Dont allow adding paid products if no payment provider (such as razorpay) is integrated Chatbot keeps starting each msg with users first name Testing for Download sample CSV on model-eval page

Sharing invite

Done

@149512442126388 Let's connect at 12:15

Task list 1. Finish demo video 2. Take feedback from Devanshu 3. Connect with Simran 4. Csm call with Pankaj

Tasklist - [ ] Ekam project review - [ ] Stephens review + submission - [ ] Review Sales assets - [ ] ClinicOS demo - [ ] Social media - [ ] Demo call - [ ] Coordinate w Nazeer, Ram, Tejaswini, Sachin - [ ] CSM call + review - [ ] Shahid onboarding next steps - [ ] DrMalpani webmaster work

But growth session attend kr lenge

Hi team, Simran & I are on leave this Saturday.

hi team, will start working by 1 today

Update for today: Number of hospitals contacted : 15 Number of contacts collected : 5 Proposals shared: 2 Cold contacts: 5 Follow ups: 3

Tasklist : UI / Layout Fixes Fix UI overlap issue on "Today's Schedule" view Fix broken formatting of key-info fields in Inbox Fix "missing info" flags incorrectly showing even when the data is actually present — flag logic contradicts real record data Booking Wizard Auto-fetch availability when booking wizard opens (no manual trigger) Disable/grey out dates with no available slots Payments Add "Send Payment Link" option on the booking success modal Add "Send Payment Reminder" (via WhatsApp) option on the appointment screen Add Transaction ID field to payment details view Consultation M…

Task List 1. Work on the assigned della support tickets 2. Deploy and test the new product classifier on dev 3. Download sample CSV on model-eval page (god option)

Tasklist: - 15 Fresh calls - ⁠15 Follow ups - ⁠Confirm demo with Asha Hospital

Sure

Please also share your target for fresh calls & follow ups so that we have much better clarity on what to expect before the day ends

Tasklist: - Fresh calls - ⁠Follow ups - ⁠Confirm demo with Asha Hospital

Tasklist 1. Call Jindal Ivf for follow up 2. Finish follow up on sales side 3. Schedule a recurring call for this week with Pankaj 4. Connect with Siddhant for Della 5. Discuss with Pankaj about Della and my plan made for Dr Priyanka

- [ ] Sales call - [ ] Gunshika onboarding plan - [ ] Ritika + Gunshika Onboarding - [ ] Share doc w Abhishek ji - [ ] Take follow up from Devanshu for post conversion - [ ] Ping Mehul for meet up - [ ] Call Gunjan IVF Delhi

My tasklist for the day: - [ ] Finalise MIS - [ ] Review Director Docs - [ ] ClinicOS demo - [ ] Social media - [ ] Coordinate w Nazeer, Ram, Tejaswini, Sachin - [ ] CSM plan - Della + hirings - [ ] Reply to mails - [ ] DrMalpani webmaster work - [ ] Team management

Hi team! I'm travelling right now. Will be available from 4:30pm. Sorry for the inconvenience caused!

Hi team, Welcome Gunshika (@Gunsalot Grover Sales DU) to the team. She has joined as Sales intern at Beyondchats. She will be helping us to book demo calls. Welcome aboard Gunshika. Hope you get to learn alot with us.

@111561876209776 Bugs track krwa lo & demos group k updates dekh lo.

Tasklist: - make regression suite live - bug fixes + add to regression suite - ⁠meta related blockers - ⁠SOPs for bug fixes

My tasklist - [x] Publish drmalpani articles - [ ] scrape mumbai/maharastra leads for sales team - [ ] ekam and stephens tasks - [ ] real time tasks

My tasklist - [x] Demo calls - [ ] Finalise MIS - [ ] ClinicOS demo - [ ] Demo chats - [ ] Social media - [ ] Coordinate w Nazeer, Ram, Tejaswini, Sachin - [ ] CSM plan - [ ] Team management

Tasklist: Working on new wa user onboarding architecture (for New users & beyondchats users separately under the hood)

TaskList -work on the above bugs -Classifier: purchase intent + which product (step by step) -Download sample CSV on model-eval page (god option)

Today's Task List 1.Call prospects and send emails to remaining prospects 2.Create a document covering: Pilot limitations Pilot expectations Post-pilot scope & pricing 3.Plan a great client experience for the 2-week pilot. 4.Make the AI chatbot live on Instagram. 5.Confirm with Sid that Instagram & Facebook comments/DM automation is ready. 6.Ensure the chatbot meets all pilot limitations and expectations.

Team member of the week: Devanshu 🥳 🎉 Growth session to be taken by: Prachi (P) & Pavan (S) Birthdays: Aniket - 13th July Nazeer - 14th July Molly - 18th July

Siddhant won

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@111561876209776 , @267155589353519 , @202611475136752 , @54125194641609

https://meet.google.com/cce-oege-prv?authuser=0 Please join

- [x] Scrape leads for sales team - [ ] JJ bot testing - [ ] Ekam and stephens tasks - [ ] Real time tasks

Won't be able to join growth session as I am traveling

Task list 1. Call new prospect 2. Send email to interested prospects 3. Follow ups 4. Plan for accounts

- [x] Coordinate w Dr. Priyanka Maurya - [ ] KEM plan - [ ] Sales call - [ ] JJ next steps - [ ] Write a blog on JJ tender - [ ] thesimranjain.com - [ ] Call Gunjan IVF Delhi

My Tasklist - [ ] JJ Bank guarantee -> 30 min - [ ] MV MIS work -> 1 hr - [ ] Invoicing -> 1 hr - [ ] CSM action plan + team plan -> 45 min - [ ] Coordinate w Nazeer, Ram, Tejaswini, Sachin -> 45 min - [ ] Product team eval -> 1.5 hrs —x— - [ ] ClinicOS demos -> 1.5 hrs - [ ] Brainstorm about creating customer delight -> 1 hr

the study of the world’s surface, physical qualities, climate, population the physical arrangement of a place

What is Geography ?

yess 🗺️

@111561876209776 Ready for growth session?

yes

should I raise MR for staging as well today itself for wa dashboard login? once it’s finished. could u please confirm @111561876209776

Updates Did daily testing of chatbot for ivf india Planning to do a complete audit(security and bugs audit) of main 5 repo over the weekend with the help of claude Currently working on top bar hyperlinks will be done in approx 30 mins , will test it Next task on my list is classifier for product will start with that

- Meta oauth issue fixed on dev. - ⁠whatsApp login v1 on dev. - ⁠expanding it for multiple numbers and some bug fixes.

@30150821474450 @159738440466644 @202611475136752 Please share your updates here

yes

@111561876209776 tumhe lena hai na growth session?

@111561876209776 You can take meeting if you want. Else we connect tomorrow during growth session

Hi team, Simran & I are on a group call that is running late

Tasklist : setting up clinic os for dr malpani and checking integrations

Tasklist: 1. make regression suite live 2. ⁠make email sync live 3. ⁠delegate creation of regression suite

Tasklist: continuing whatsapp dashboard login work

TaskList 1. Daily Chatbot test session (1 hour) 2. Add hyperlinks to top bar metrics 3. Build a Classifier: purchase intent + which product

Tasklist 1. Connect with Pankaj 2. Find 20 leads 3. Call prospects 4. Follow up 5. Chats analysis 6. Schedule meeting with clients 7. Make a plan for reachout to assigned clients

Will start work after 12

Tasklist: - New reachouts - ⁠Follow ups - ⁠Confirm demo with Bhandari Hospital

My tasklist - [ ] MV work - [ ] Fill contract note - [ ] Ritika offer letter - [ ] JJ Bank guarantee - [ ] Ekam call - [ ] CSM call - [ ] Stephens call - [ ] Tools costs analysis

- [ ] Ritika offer letter - [ ] Take up Dr. Priyanka Maurya - [ ] Call Gunjan IVF Delhi - [ ] Pipeline for Hospitals : Those have said NO, Or taken the demo and not reverted - [ ] Hiring plan and share w Pankaj - [ ] Gunshika Onboard - [ ] Call Vistaar

Tasklist: - bug delegation/task creations based on feedback received - ⁠connect with pankaj sir - ⁠demos coordination - ⁠better plan: how a small version of regression suite can be made live

@30150821474450 , @202611475136752 Joining?

2 pm pe demo call hai. 02:45 k baad kisi bhi time kr lena call

Yeah i thought of doing that. Power late 10 pm k baad wapas aaya tha. Isily couldn't call you. Calling you now by 2 pm

Tasklist today

Tasklist Work on the mentioned bugs above

[ ] clone the video bot codebase [ ] analyze its flow and understand how it works [ ] contrast against beyondchats codebase and find what improvements we can perform [ ] do a simple test with latencies and token counts and evaluate answer qualities [ ] perform research report

My tasklist: - [ ] Demo calls - [ ] Chats analysis - [ ] Invoicing - [ ] Clinic-OS demo videos - [ ] Make homepage live - [ ] Talk to Abhinav - [ ] JJ Bank guarantee - [ ] Stephens Donor management next steps - [ ] Invoices - [ ] Plan your week to prioritise sales, creating moments of delight, etc.

@155538146996345 You never called yesterday to discuss priorities as I had requested? Light ayi hi nhi kya? Should I add yesterday as leave?

Please try to share an update / demo video before daily connect. so we can discuss during call

Tasklist: work on left over tasks and submit a final demo video

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Tasklist : clinic os *A. Signup → "Request Access" (biggest change)* 1. Replace Sign up / Create account with *Request Access* — no instant self-signup; clinics apply, we approve 2. Form fields: clinic website link, name, designation, email, phone with country code 3. Access granted within *24–48 hours* (manual approval) 4. Access-request email notifications (to requester + our team) — email design as per brand/UI guidelines 5. Google sign-in stays, but user must still fill all mandatory fields + manually click Create — no auto-creation *B. Onboarding checklist* 6. Reorder: …

TaskList 1. Fix whatsapp dashboard first name bug 2. Research on UTM data sent by meta 3. Connect with siddhant to confirm how to proceed with bug regression suite

Tasklist: continuing orders and product related tasks

Tasklist: - Share proposal with Nirmal hospital and Pushpanjali Hospital - ⁠15 New reachouts - ⁠Follow ups

- [ ] Pushpanjali and Nirmal hospital - [ ] KEM plan - [ ] JJ next steps - [ ] Sales call (11 AM - 2 PM) - [ ] Check and take updates on all the demos - [ ] JJ bank gaurantee - [ ] Write a blog on JJ tender

Working on the tenant setup

Update Currently working on the next steps for bug regression suite, there are 7 next steps, of which 4 i can handle. For other 3 like token rotation, prod rollout, ungated doors might need a little help from siddhant will ping him once the 4 steps are done so we can do the other 3.

I will share my updates here once I resume work!

sorry heavy rains here! lost charge and network both!

🧐

Joined but got disconnected

please share your updates here only. @202611475136752 you too

@30150821474450 @159738440466644 daily connect?

TaskList: Go through the clinic os doc, make third party integrations, new tenant setup , e2e user journey clinic os

[ ] Test data point track endpoint [ ] Connect with Siddhant [ ] Update the documentation for frontend integration of tracking [ ] Video bot backend research

Tasklist: - Post-purchase customer emails (success + failure) - Order management: status updates + customer notifications - Let customers ask questions about products they purchased

TaskList 1. Work on the next 7 steps for bug regression suite 2. minor fixes for the bug regression suite like mailing prompt edits

7 july 1. Chat analysis 2. Support tickets 3. Della update on Live chat demo 4. Elefant outreach

- [ ] Jindal IVF share - [ ] Shahid call and discuss KEM - [ ] Sales plan org level (2:00 - 3:30) - [ ] Hiring DU (Coordinate w Devanshu)

And will get that done Pls feel free to text me I just won't be able to speak Rest all cool

If there is anything that needs to be done from my end , I will.be on text

Hi guys Will be on leave till 9th starting tomorrow as I have two wisdom tooth extraction 🥲

Tasklist: - [x] product sheet update - [x] bug regression KT connect - ⁠[ ] dr priyanka chatbot coordination - ⁠[ ] daily updates - [ ] making timeline intelligence v1 + bug fixes live

Tasklist: making universal ticket creator live on dev. pending staging MRs, demo recordings.

TaskList 1. KT with Siddhant for new bugs regression system 2. spend next few hours exploring the system and try to fix 3 existing bugs using the system 3. Plan next steps and add future scopes for the system

[ ] make relevance gate scoped to Platform Instagram [ ] check final edge cases for dr Priyanka [ ] Make separate design doc for how to check missing info is added (separate from implementation) [ ] Connect with Siddhant [ ] Video Bot backend research task

Tasklist: - Find new leads - ⁠15 New reachouts - ⁠Follow ups

- [ ] Home page final - [ ] Sales plan org level - [ ] Hiring DU - [ ] MV meeting prep - [ ] MV meeting

- [ ] MV meeting prep - [ ] MV meeting - [ ] Stephens Vidyut mam connect - [x] Social media posts - [ ] DrMalpani updates - [ ] CSM work

Please fill your daily updates everyone

Will start work around 12 Cos of rains

Task List 1. Find 30 new leads 2. Connect with them 3. call at 2:45 with Jindal ivf 4. Learn how to do billing with Pankaj 5. Finish contract notes anyhow today 6. Talk to Devanshu about Medical Appraisal issue and resolve it

Hometown

Kaha ghum rhe ho? #jealous!!

Wow

Distorted signals

@149512442126388 , @114078827688167 , @159738440466644 , @202611475136752

Baarish me WiFi chala Gaya

I’ll be 5-6 mins late

https://meet.google.com/cce-oege-prv?authuser=0 Please join everyone

Yea 🥲

Wtf

Did this and broke the indicator

@102095734710467 wont be able to join todays growth session, an urgent thing came up someone vandalised my vehicle 😢

- [ ] Sales and Marketing plan - [ ] Weekly task plan - [ ] Growth session - [ ] KEM plan - [ ] Write a blog on JJ tender - [ ] Hiring plan and share w Pankaj - [ ] Plan MV meeting

@111561876209776 are u taking it or should I do it ?

Who is taking the growth session today? @111561876209776 / @117111057871026 please coordinate amongst yourselves

Task list today 1. Connect with Pankaj and finish contract notes 2.find more small town clinic list and reach out to them 3.follow up with clients 4. Understand billing with Pankaj for clients

Till then trying to wind up the priorities

Hi team I’ll be travelling out of town today around 7 pm I’ll be available as usual and resume work from tuesday thanks !

@102095734710467 Requesting for a leave today, i have to deal with a personal issue that i cannot delay.

Tasklist: universal ticket creator work in progress and sandboxing testing with new dev account and setup.

TaskList Better handle false positives of uptime monitoring Fix "No. of Agents active" metric

Task list : shareable booking link, google cal integration , make microtools sharable

Hi team, going run somw urgent errands now will be back in a hour

Tasklist: - [ ] web-dev coordination - [ ] yash: plug-n-play updates - [ ] nithin: delegate bugs and set ETAs - [ ] pavan: messenger permissions - [ ] document regression suite + end goal expectation - [ ] connect with emon: - [ ] missing info actionables - [ ] delegate regression suite - [ ] share vision for next few sprints - [ ] make time intelligence v1 live

My tasklist: JJ hospital meeting Demo call w Kiran IVF Ekam, stephens next steps Csm connect

Will start work today at 12 pm

Task list 1. Connect with Pankaj to finish contract note sheet 2. Find 15 new leads 3. Call them 4. Follow up with old prospects 5. Demo call Today 6. Finish demo video 7. Finish uploading all docs in drive

Udpates: working on the chatbot integrations previously the integrated was dedicated towards the beyondchats now its just ready to plug for any chatbot provider , also working on the EMR sync

2ND July, 1. Chats reviews 2. CSM Connect 3. Document updates. 4. Support ticket reviews of Della, ivfindia

My Tasklist - [ ] Social media posts & blogs - [ ] DrMalpani updates for clinicOS + AI-twin + loose ends - [ ] Invoices - [ ] Offer letters - [ ] Homepage review - [ ] New sprint plan - [ ] Investment next steps

Tasklist picking up next task on my list

Tasklist today: picking next tasks chronologically

Task list : explore the current chatbot sync feature and make sure the inbox is able to sync all the necessary info's, check the current user journey flow and check whether the current plan and development aligned to it

Tasklist: Clinic OS Inbox: 2-Way Reply (Phase 2)

- [ ] Ritika plan full time - [ ] Automation scrapper - [ ] Pitch to Faad network - [ ] Sales analysis

Task list 1.call 15 new prospect 2.connect with Pankaj 3. Finish contract notes 4.demo videos

hi team will start work by 1 today

to go out to get something for an hr/ will update eod work in an hr and finish updating sheet post that

Continuing work on Instagram profile display (blocker: oauth issue) and facebook comment automation as well (Siddhant coordinated with me about this task on call)

found twenty hospitals, filled someparts of contract note as per assigned task and connected with follow up clients

my updates: - start implementing better bug management - ⁠did QA for timeline intelligence - ⁠connected with Pankaj sir next: - fold minutes with Pankaj sir into product sheet - 1-15th sprint planning with proper divisions of task types - ⁠make timeline intelligence live - ⁠make dr priyanka bot updates live and scoped for pankaj sirs testing

Test support change feedback and create mrs to staging (Done) Non website dashboard formatting (Done) List all services used by our org task(in progress)

please share your updates, thanks! @30150821474450 @159738440466644 @149512442126388 @155538146996345

Building the Inbox intelligence for Clinic OS today. Now, chats coming from the chatbot show the user's name, key info, cohort, and missing details just like our demo data did

I am out for an errand! will be back in some time. please share your updates here only

?

Hi team Me and Pankaj are traveling today. Will not be able to join daily connect. @111561876209776 can you please coordinate

Tasklist :1. Inbox Phase 2 — 2-way reply (InquiryController::reply/close → BeyondChats send_message_dashboard + join/leave) 2. Make Inbox intelligence real — wire /get_ai_leads_analysis + surface F050 cohort/missing 3. Mobile patient-journal view + FE MR !30 AI-review-link comment

TaskList Test support change feedback and create mrs to staging (done) Non website dashboard formatting (currently working on) List all services used by our org task

Tasklist: Finish all the sandboxing dependency tasks testing and wrap up, demo videos upload.

Task list 1. Finish contract notes 2. Connect with Pankaj as per his availability 3. Connect with Simran 4. Finish sales calling 5. Shift new doc to drive 6. Chats analysis for client 7. Make two feature demo video