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Patricia ● On duty ⚡ Claude
AI Collections Specialist · Nexus Plus Management · Summit → Catherene, Nexus → Ray · line +1 216-541-8585
🟡 APPROVE-FIRST 👁 Ray & Wilson monitor
🎯 Today's focus
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✅ Approval Queue
Review Patricia's drafts. Approve to log on the tenant, edit to correct her, or reject.
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💬 Conversations
Tenant SMS threads on Patricia's line (216-541-8585). Every message is posted to that tenant's notes in Collections Pro automatically.
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Select a conversation.
📁 Accounts in Scope
Past-due accounts Patricia works — the Nexus book only (Summit + Nexus lanes). C-Town, Blue Haven, Brick Haven and Iron Haven were handed off and are no longer hers.
| Tenant | Portfolio | Unit | Past due | Bucket | Tone | Status | |
|---|---|---|---|---|---|---|---|
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🚫 Holds & Escrow
Accounts Patricia does not pursue — rent in escrow, an open maintenance dispute, or an owner instruction. She sends nothing to them and drafts nothing for them; if one of them texts her, she stays quiet and pages Wilson instead.
A hold is not an opt-out. An opt-out (
outbound_optouts) means the tenant revoked consent and silences the whole fleet.
A hold means we chose not to collect while something else is unresolved — the balance still stands and Ray or Catherene can still work it by hand.
Releasing a hold puts the account straight back in Patricia's book.
| Tenant | Unit | Reason | Balance | Placed by | Since | |
|---|---|---|---|---|---|---|
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🧠 Patricia's Brain
Her knowledge (PATRICIA_KNOWLEDGE.md) + facts she's learned. Ask her about the book, or teach her something new.
💬 Ask Patricia
📌 Standing memory (grows over time)
No learned facts yet.
📖 What Patricia knows cold
- Verify the WilCodex balance — never invent one.
- Tone ladder by aging: friendly → direct → firm → final.
- Brand scope: Nexus Plus Management only — never "Classic", never Premier Plus.
- 10DLC/TCPA: opt-out honored, quiet hours 8a–9p ET, "Reply STOP".
- Escalate disputes, legal, subsidized-housing & uncertainty to Ray.
- Log every interaction to the tenant's record.
⚙️ Settings
Operating mode
Autonomous mode stays disabled until the two-way responder leg is deployed and Patricia has been watched in approve-first. Sending always enforces the 10DLC opt-out gate + quiet hours at the fleet choke point.