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"2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01" } }, "seriesid": "179" } [2026-01-20 12:37:46] Payload: { "call_name": "AC Call - 2026-01-20 12:37:46 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 12:37:47] Response (HTTP 200): { "id": "btcal_7201kfe7qtzsf7qvs4pyg54cgvj0", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 12:37:46 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768930667, "scheduled_time_unix": 1768930667, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768930667, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 12:56:11] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", 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"sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", 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{ "id": "btcal_7301kfe8sj5bfcz9e3qq6h4mjqf2", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 12:56:11 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768931772, "scheduled_time_unix": 1768931772, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768931772, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 12:58:08] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", 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"phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 13:06:02] Response (HTTP 200): { "id": "btcal_6601kfe9bjqfen69p1prhpbfp6ab", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 13:06:02 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768932362, "scheduled_time_unix": 1768932362, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768932362, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 13:08:45] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": 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[2026-01-20 13:08:46] Response (HTTP 200): { "id": "btcal_0501kfe9gjmmfn29b3rs1p7s62sd", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 13:08:45 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768932526, "scheduled_time_unix": 1768932526, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768932526, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 13:10:45] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { 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"", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-20T13:08:47-05:00" } }, "seriesid": "179" } [2026-01-20 13:10:45] Payload: { "call_name": "AC Call - 2026-01-20 13:10:45 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 13:10:46] Response (HTTP 200): { "id": "btcal_0901kfe9m7kjfp88r4sj3gywrp9c", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 13:10:45 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768932646, "scheduled_time_unix": 1768932646, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768932646, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 13:18:58] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-20T13:10:47-05:00" } }, "seriesid": "179" } [2026-01-20 13:18:58] Payload: { "call_name": "AC Call - 2026-01-20 13:18:58 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 13:18:58] Response (HTTP 200): { "id": "btcal_1801kfea38n9f55t15rw0txg519m", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 13:18:58 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768933139, "scheduled_time_unix": 1768933139, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768933139, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 14:53:02] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", 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"late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-20T13:18:59-05:00" } }, "seriesid": "179" } [2026-01-20 14:53:02] Payload: { "call_name": "AC Call - 2026-01-20 14:53:02 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 14:53:03] Response (HTTP 200): { "id": "btcal_6701kfeffh0mf8nabeg15h0sw6zm", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 14:53:02 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768938783, "scheduled_time_unix": 1768938783, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768938783, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 14:55:43] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-20T14:53:04-05:00" } }, "seriesid": "179" } [2026-01-20 14:55:43] Payload: { "call_name": "AC Call - 2026-01-20 14:55:43 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 14:55:44] Response (HTTP 200): { "id": "btcal_8801kfefme9xfzea9cpk05ta5ray", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 14:55:43 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768938944, "scheduled_time_unix": 1768938944, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768938944, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 14:59:35] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-20T14:55:45-05:00" } }, "seriesid": "179" } [2026-01-20 14:59:35] Payload: { "call_name": "AC Call - 2026-01-20 14:59:35 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-20 14:59:36] Response (HTTP 200): { "id": "btcal_9901kfefvgrreq69hqjex3fp2ysb", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-20 14:59:35 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1768939176, "scheduled_time_unix": 1768939176, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1768939176, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-20 15:04:56] Raw webhook (decoded): [] [2026-01-20 15:04:56] Error: Missing phone number [2026-01-21 12:13:35] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-20T14:59:37-05:00" } }, "seriesid": "179" } [2026-01-21 12:13:35] Payload: { "call_name": "AC Call - 2026-01-21 12:13:35 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-21 12:13:35] Response (HTTP 200): { "id": "btcal_8101kfgrr8twf3ar3bgq1mn916vz", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 12:13:35 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769015616, "scheduled_time_unix": 1769015616, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769015616, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 12:19:30] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-21T12:13:36-05:00", "number_of_calls_reached": "1", "number_of_call_attempts": "0" } }, "seriesid": "179" } [2026-01-21 12:19:30] Payload: { "call_name": "AC Call - 2026-01-21 12:19:30 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-21 12:19:31] Response (HTTP 200): { "id": "btcal_7101kfgs34aqe0raht11h54s9y9k", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 12:19:30 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769015972, "scheduled_time_unix": 1769015972, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769015972, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 12:23:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-21T12:19:32-05:00", "number_of_calls_reached": "1", "number_of_call_attempts": "1" } }, "seriesid": "179" } [2026-01-21 12:23:55] Payload: { "call_name": "AC Call - 2026-01-21 12:23:55 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-21 12:23:56] Response (HTTP 200): { "id": "btcal_3901kfgsb71nenhvysycbfe0w6wr", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 12:23:55 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769016237, "scheduled_time_unix": 1769016237, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769016237, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 12:25:51] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": 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"late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-21T12:23:57-05:00", "number_of_calls_reached": "1", "number_of_call_attempts": "2" } }, "seriesid": "179" } [2026-01-21 12:25:51] Payload: { "call_name": "AC Call - 2026-01-21 12:25:51 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-21 12:25:51] Response (HTTP 200): { "id": "btcal_4401kfgseqk9fr8rjj53zyf41raw", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 12:25:51 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769016352, "scheduled_time_unix": 1769016352, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769016352, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 12:28:05] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-21T12:25:52-05:00", "number_of_calls_reached": "1", "number_of_call_attempts": "3" } }, "seriesid": "179" } [2026-01-21 12:28:05] Payload: { "call_name": "AC Call - 2026-01-21 12:28:05 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-21 12:28:06] Response (HTTP 200): { "id": "btcal_6501kfgsjtxwftpvykf38w6ry6yk", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 12:28:05 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769016486, "scheduled_time_unix": 1769016486, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769016486, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 12:28:20] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "value_other": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "aitm_transcriptsummary": "The agent initiated a call with Tri Ly, but the user immediately stated they did not want to talk and ended the call. The agent acknowledged the user's decision and ended the call.\n", "aitm_callsummarytitle": "Call Ended by User", "aitm_status_called": "2026-01-21T12:28:07-05:00", "number_of_calls_reached": "1", "number_of_call_attempts": "4" } }, "seriesid": "179" } [2026-01-21 12:28:20] Payload: { "call_name": "AC Call - 2026-01-21 12:28:20 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO" } } } ] } [2026-01-21 12:28:20] Response (HTTP 200): { "id": "btcal_5001kfgsk97rekas1vhecghgpvn7", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 12:28:20 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769016501, "scheduled_time_unix": 1769016501, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769016501, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:25:54] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute regarding their lapsed membership. Tri Ly stated they didn't want to renew due to their payroll being too small and ended the call. The agent thanked them for their time and attempted to end the call.\n", "aitm_callsummarytitle": "Membership renewal refusal", "aitm_status_called": "2026-01-21T12:28:22-05:00", "number_of_calls_reached": "2", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Too small or simple payroll" } }, "seriesid": "182" } [2026-01-21 16:25:54] Payload: { "call_name": "AC Call - 2026-01-21 16:25:54 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "" } } } ] } [2026-01-21 16:25:55] Response (HTTP 200): { "id": "btcal_2001kfh769zvekmvwfbb9zvb8rtw", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:25:54 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769030756, "scheduled_time_unix": 1769030756, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769030756, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:27:46] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact does not want to renew membership as they are no longer in payroll and refused to answer further questions.", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute regarding a lapsed membership. Tri Ly stated they were no longer in payroll and did not want to renew or answer further questions, ending the call abruptly. The agent thanked them for their time and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Lapse Call", "aitm_status_called": "2026-01-21T16:25:56-05:00", "number_of_calls_reached": "2", "number_of_call_attempts": "1", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:27:46] Payload: { "call_name": "AC Call - 2026-01-21 16:27:46 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 Contact does not want to renew membership as they are no longer in payroll and refused to answer further questions." } } } ] } [2026-01-21 16:27:47] Response (HTTP 200): { "id": "btcal_4701kfh79q4xed5atvxcmp7ehy4c", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:27:46 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769030868, "scheduled_time_unix": 1769030868, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769030868, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:34:43] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute regarding their lapsed membership. Tri Ly requested to renew and provide payment via email instead of answering questions. The agent confirmed the email address but failed to send the renewal form due to a technical issue and informed Tri Ly that the institute will follow up.\n", "aitm_callsummarytitle": "Membership renewal application request", "aitm_status_called": "2026-01-21T16:27:48-05:00", "number_of_calls_reached": "2", "number_of_call_attempts": "2", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:34:43] Payload: { "call_name": "AC Call - 2026-01-21 16:34:43 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 contact want to renew and sent the email" } } } ] } [2026-01-21 16:34:44] Response (HTTP 200): { "id": "btcal_7301kfh7pe36en3t88mvwjp1x6gg", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:34:43 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769031284, "scheduled_time_unix": 1769031284, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769031284, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:36:38] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent initiated a call seeking to speak with Tri Ly, but the user's response was unclear. The agent then checked if the user was still present.\n", "aitm_callsummarytitle": "Attempt to reach Tri", "aitm_status_called": "2026-01-21T16:34:45-05:00", "number_of_calls_reached": "2", "number_of_call_attempts": "3", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:36:38] Payload: { "call_name": "AC Call - 2026-01-21 16:36:38 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 contact want to renew and sent the email" } } } ] } [2026-01-21 16:36:39] Response (HTTP 200): { "id": "btcal_2601kfh7sybtfj8rv6k7g410wf3d", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:36:38 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769031399, "scheduled_time_unix": 1769031399, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769031399, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:40:54] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent contacted Tri Ly regarding their lapsed National Payroll Institute membership. Tri Ly expressed interest in renewing and requested an email with the renewal application. The agent confirmed the email address and sent the application before ending the call.\n", "aitm_callsummarytitle": "Membership renewal request", "aitm_status_called": "2026-01-21T16:36:40-05:00", "number_of_calls_reached": "2", "number_of_call_attempts": "4", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:40:54] Payload: { "call_name": "AC Call - 2026-01-21 16:40:54 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 contact want to renew and sent the email" } } } ] } [2026-01-21 16:40:54] Response (HTTP 200): { "id": "btcal_2701kfh81qxtera8w46gmtd0w7zd", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:40:54 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769031655, "scheduled_time_unix": 1769031655, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769031655, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:44:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute regarding a lapsed membership. Tri Ly stated they are no longer in payroll and do not want to renew, ending the call.\n", "aitm_callsummarytitle": "Membership Renewal Call Declined", "aitm_status_called": "2026-01-21T16:40:55-05:00", "number_of_calls_reached": "2", "number_of_call_attempts": "5", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:44:55] Payload: { "call_name": "AC Call - 2026-01-21 16:44:55 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew." } } } ] } [2026-01-21 16:44:56] Response (HTTP 200): { "id": "btcal_0401kfh8941tekxvdv27cfaeb27n", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:44:55 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769031897, "scheduled_time_unix": 1769031897, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769031897, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:56:03] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute regarding a lapsed membership. Tri Ly stated they are no longer in payroll and do not want to renew, ending the call.\n", "aitm_callsummarytitle": "Membership Renewal Call Declined", "aitm_status_called": "2026-01-21T16:44:57-05:00", "number_of_calls_reached": "3", "number_of_call_attempts": "0", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:56:03] Payload: { "call_name": "AC Call - 2026-01-21 16:56:03 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew." } } } ] } [2026-01-21 16:56:04] Response (HTTP 200): { "id": "btcal_6901kfh8xg33f6f89na3e8bn760p", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:56:03 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769032564, "scheduled_time_unix": 1769032564, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769032564, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 16:56:27] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "PRO", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute regarding a lapsed membership. Tri Ly stated they are no longer in payroll and do not want to renew, ending the call.\n", "aitm_callsummarytitle": "Membership Renewal Call Declined", "aitm_status_called": "2026-01-21T16:56:05-05:00", "number_of_calls_reached": "3", "number_of_call_attempts": "1", "renewal_refusal_reasons": "No longer in payroll" } }, "seriesid": "182" } [2026-01-21 16:56:27] Payload: { "call_name": "AC Call - 2026-01-21 16:56:27 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "PRO", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew." } } } ] } [2026-01-21 16:56:28] Response (HTTP 200): { "id": "btcal_8401kfh8y7nmfqrtadwadcqz7pmz", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 16:56:27 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769032588, "scheduled_time_unix": 1769032588, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769032588, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-21 17:06:21] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144850336", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2025-12-09T14:45:00-05:00", "intcode": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01" } }, "seriesid": "179" } [2026-01-21 17:06:21] Payload: { "call_name": "AC Call - 2026-01-21 17:06:21 - Gil-31090", "agent_id": "agent_3901kfgzbanyfzkbddy7fmzpqkk5", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5144850336", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "", "bloc_notes_ac": "" } } } ] } [2026-01-21 17:06:22] Response (HTTP 200): { "id": "btcal_5301kfh9gc13fpw9r9v8x5e9rjxy", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-21 17:06:21 - Gil-31090", "agent_id": "agent_3901kfgzbanyfzkbddy7fmzpqkk5", "created_at_unix": 1769033183, "scheduled_time_unix": 1769033183, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769033183, "status": "pending", "retry_count": 0, "agent_name": "Ellen (EN), NPI (LN)" } [2026-01-22 13:18:31] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "CAND", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Judy (Tri Ly) on behalf of the National Payroll Institute to inquire about her lapsed membership. Judy expressed interest in renewing and requested an email with the application form. The agent confirmed her email address and ended the call, sending the renewal form.\n", "aitm_callsummarytitle": "Membership renewal request", "aitm_status_called": "2026-01-21T16:56:29-05:00", "number_of_calls_reached": "4", "number_of_call_attempts": "0", "renewal_refusal_reasons": "No longer in payroll", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 13:18:31] Payload: { "call_name": "AC Call - 2026-01-22 13:18:31 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "CAND", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "number_of_passed_courses": "999" } } } ] } [2026-01-22 13:18:31] Response (HTTP 200): { "id": "btcal_4101kfkevw43erqad6dnf2vnmgfs", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 13:18:31 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769105911, "scheduled_time_unix": 1769105911, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769105911, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 13:50:46] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "CAND", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I want to receive the PDF file.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute to conduct a survey regarding their lapsed membership. Tri Ly initially joined to promote improvements in payroll in Canada but didn't renew due to retirement. They expressed dissatisfaction with unmet expectations regarding receiving a PDF file, but rated their overall satisfaction a 5. Despite initially stating retirement, Tri Ly mentioned being 33 years old and later confirmed not working in payroll. The agent concluded the call, confirming no renewal application would be sent.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Survey", "aitm_status_called": "2026-01-22T13:18:32-05:00", "number_of_calls_reached": "5", "number_of_call_attempts": "0", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I'm old so I'm not working anymore", "proreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "prootherreasonsnottorenew": "I'm old so I'm not working anymore", "orgreasonsnottorenew": "Company went out of business/Company was acquired by another company", "orgotherreasonsnottorenew": "I'm old so I'm not working anymore", "stureasonsnottorenew": "Retired/changed career/No longer working in payroll", "stuotherreasonsnottorenew": "I'm old so I'm not working anymore", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 13:50:46] Payload: { "call_name": "AC Call - 2026-01-22 13:50:46 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "CAND", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "number_of_passed_courses": "999" } } } ] } [2026-01-22 13:50:47] Response (HTTP 200): { "id": "btcal_3901kfkgpy1cf1a92amr05p3qf7k", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 13:50:46 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769107847, "scheduled_time_unix": 1769107847, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769107847, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 13:52:26] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "CAND", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I want to receive the PDF file.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute to conduct a survey regarding their lapsed membership. Tri Ly initially joined to promote improvements in payroll in Canada but didn't renew due to retirement. They expressed dissatisfaction with unmet expectations regarding receiving a PDF file, but rated their overall satisfaction a 5. Despite initially stating retirement, Tri Ly mentioned being 33 years old and later confirmed not working in payroll. The agent concluded the call, confirming no renewal application would be sent.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Survey", "aitm_status_called": "2026-01-22T13:50:47-05:00", "number_of_calls_reached": "5", "number_of_call_attempts": "1", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I'm old so I'm not working anymore", "proreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "prootherreasonsnottorenew": "I'm old so I'm not working anymore", "orgreasonsnottorenew": "Company went out of business/Company was acquired by another company", "orgotherreasonsnottorenew": "I'm old so I'm not working anymore", "stureasonsnottorenew": "Retired/changed career/No longer working in payroll", "stuotherreasonsnottorenew": "I'm old so I'm not working anymore", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 13:52:26] Payload: { "call_name": "AC Call - 2026-01-22 13:52:26 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "CAND", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "number_of_passed_courses": "999" } } } ] } [2026-01-22 13:52:27] Response (HTTP 200): { "id": "btcal_8501kfkgszsyf8ha3ssnv5gdnqj1", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 13:52:26 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769107947, "scheduled_time_unix": 1769107947, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769107947, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 13:52:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "CAND", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I want to receive the PDF file.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but received an unclear response. The agent then asked if the user was still present.\n", "aitm_callsummarytitle": "Attempt to reach Tri", "aitm_status_called": "2026-01-22T13:52:27-05:00", "number_of_calls_reached": "5", "number_of_call_attempts": "2", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I'm old so I'm not working anymore", "proreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "prootherreasonsnottorenew": "I'm old so I'm not working anymore", "orgreasonsnottorenew": "Company went out of business/Company was acquired by another company", "orgotherreasonsnottorenew": "I'm old so I'm not working anymore", "stureasonsnottorenew": "Retired/changed career/No longer working in payroll", "stuotherreasonsnottorenew": "I'm old so I'm not working anymore", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 13:52:55] Payload: { "call_name": "AC Call - 2026-01-22 13:52:55 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "CAND", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email", "number_of_passed_courses": "999" } } } ] } [2026-01-22 13:52:55] Response (HTTP 200): { "id": "btcal_8401kfkgtvjyed3r8csv2bs3w7de", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 13:52:55 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769107975, "scheduled_time_unix": 1769107975, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769107975, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 14:06:49] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Not Relevant", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "AST", "do_id": "AST0000", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0027", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I did not have enough time to focus on the course.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2025-11-12", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The AI agent called Tri Ly on behalf of the National Payroll Institute to conduct a survey of lapsed members. Tri indicated their initial interest was help with compliance issues and they were a student member. They didn't renew due to lack of time for courses. The agent sent an application form to renew the membership. Tri rated their satisfaction a 4 out of 5. The call ended after the survey.\n", "aitm_callsummarytitle": "NPI Membership Survey", "aitm_status_called": "2026-01-22T13:52:56-05:00", "number_of_calls_reached": "7", "number_of_call_attempts": "0", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I'm old so I'm not working anymore", "proreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "prootherreasonsnottorenew": "I'm old so I'm not working anymore", "orgreasonsnottorenew": "Company went out of business/Company was acquired by another company", "orgotherreasonsnottorenew": "I'm old so I'm not working anymore", "stureasonsnottorenew": "I did not have enough time to focus on the courses", "stuotherreasonsnottorenew": "I did not have enough time to focus on the course.", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 14:06:49] Payload: { "call_name": "AC Call - 2026-01-22 14:06:49 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-22 14:06:49] Response (HTTP 200): { "id": "btcal_2801kfkhma32ehcsb7p51421086y", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 14:06:49 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769108809, "scheduled_time_unix": 1769108809, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769108809, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 14:12:38] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Refused", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "AST", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0000", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I did not have enough time to focus on the course.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "21", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "Not really, because I'm no longer in payroll. So I'm just not working anymore. So I don't want to renew membership with you guys.", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "temp_intcode_for_auto_old_int_code": "21", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly from the National Payroll Institute to update records. Tri stated they are no longer in payroll and do not want to renew their membership, refusing to answer further questions. The agent thanked Tri and ended the call.\n", "aitm_callsummarytitle": "Membership renewal refusal", "aitm_status_called": "2026-01-22T14:06:50-05:00", "number_of_calls_reached": "7", "number_of_call_attempts": "1", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 14:12:38] Payload: { "call_name": "AC Call - 2026-01-22 14:12:38 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1", "number_of_passed_courses": "999" } } } ] } [2026-01-22 14:12:39] Response (HTTP 200): { "id": "btcal_8401kfkhyzdcer4r30qc2x5612mp", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 14:12:38 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769109159, "scheduled_time_unix": 1769109159, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769109159, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 14:18:12] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Refused", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "AST", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0000", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "old_int_code": "21", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "temp_intcode_for_auto_old_int_code": "21", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The AI agent, Alex from the National Payroll Institute, contacted Tri Ly to discuss their expiring membership. Tri initially joined to advance their payroll career but chose not to renew, finding it no longer beneficial. They rated their satisfaction a 3 out of 5. Tri is in the 18-30 age range. The call concluded with the agent thanking Tri for their time and ending the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-01-22T14:12:39-05:00", "number_of_calls_reached": "9", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 14:18:12] Payload: { "call_name": "AC Call - 2026-01-22 14:18:12 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1", "number_of_passed_courses": "999" } } } ] } [2026-01-22 14:18:12] Response (HTTP 200): { "id": "btcal_0601kfkj95bge2br76r6d6zr7zkh", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 14:18:12 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769109493, "scheduled_time_unix": 1769109493, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769109493, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 14:23:26] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.131.5", "fields": { "lead_status": "Refused", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "AST", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0000", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1\n2026 Jan 22 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "sendapplicationform": "2026-01-19T00:00:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "old_int_code": "21", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2025-11-13T11:18:37-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "temp_intcode_for_auto_old_int_code": "21", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute to gather feedback on their lapsed membership. Tri indicated their initial interest in the membership was to help with complex payroll compliance issues. Tri then stated they wanted to renew their membership. The agent said an email with the renewal application had been sent, but after checking, Tri did not receive it. The agent apologized and resent the email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "aitm_status_called": "2026-01-22T14:22:44-05:00", "number_of_calls_reached": "9", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "npi_email_temp": "tri@directobjective.ca" } }, "seriesid": "182" } [2026-01-22 14:23:26] Payload: { "call_name": "AC Call - 2026-01-22 14:23:26 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1\n2026 Jan 22 contact want to renew and sent the email1", "number_of_passed_courses": "999" } } } ] } [2026-01-22 14:23:27] Response (HTTP 200): { "id": "btcal_0101kfkjjraxe409ghk9dwwfy7hb", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 14:23:26 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769109807, "scheduled_time_unix": 1769109807, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769109807, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-22 15:11:26] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.30", "fields": { "lead_status": "Refused", "province": "ON", "full_name": "Tri Ly", "language": "English", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "999999", "individual_id": "14025", "members_type": "AST", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-01-19", "nonactive_reason": "", "last_login_date": "2025-05-01T16:18:41-04:00", "old_do_id": "AST0000", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1\n2026 Jan 22 contact want to renew and sent the email1\n2026 Jan 22 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2000-05-01", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "sendapplicationform": "2026-01-22T14:24:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "2025-01-17", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "Test", "cert_status": "P", "member_april": "2", "member_may": "1", "old_int_code": "01", "sendmayemail": "2025-05-26T22:00:00-04:00", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "paid_thru": "2080-02-29", "temp_do_id_for_auto_old_do_id": "AST0000", "temp_intcode_for_auto_old_int_code": "02", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "last_act_type": "2025-02-12", "telemarketing_call_date": "2025-05-30", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "number_of_passed_courses": "999", "canceldate3yearplus": "2003-05-01", "npi_transcriptsummary": "The agent contacted Tri Ly regarding a lapsed National Payroll Institute membership. Tri Ly expressed interest in renewing and requested the application form. The agent updated Tri Ly's email address to trilly93@gmail.com and sent the application form. Tri Ly confirmed receipt of the email, and the call ended.\n", "aitm_callsummarytitle": "Membership Renewal Application Form", "aitm_status_called": "2026-01-22T14:23:27-05:00", "number_of_calls_reached": "10", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "npi_email_2": "tri@directobjective.ca", "npi_email_temp": "trilly93@gmail.com" } }, "seriesid": "179" } [2026-01-22 15:11:26] Payload: { "call_name": "AC Call - 2026-01-22 15:11:26 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1\n2026 Jan 22 contact want to renew and sent the email1\n2026 Jan 22 contact want to renew and sent the email1", "number_of_passed_courses": "999" } } } ] } [2026-01-22 15:11:26] Response (HTTP 200): { "id": "btcal_2201kfknam89et2bq8kbwf23r5yr", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-22 15:11:26 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769112686, "scheduled_time_unix": 1769112686, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769112686, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 10:40:55] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2025-12-09T14:45:00-05:00", "intcode": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-21T17:06:23-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The agent called and encountered an automated voicemail greeting for Geo Direct Consulting, indicating no one was available. The voicemail detection tool confirmed the automated greeting.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "npi_email_temp": "g@directobjective.ca" } }, "seriesid": "179" } [2026-01-23 10:40:55] Payload: { "call_name": "AC Call - 2026-01-23 10:40:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "0" } } } ] } [2026-01-23 10:40:56] Response (HTTP 200): { "id": "btcal_5501kfnr81r5e79te0vv24s7w2n0", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 10:40:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769182856, "scheduled_time_unix": 1769182856, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769182856, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 10:42:46] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2025-12-09T14:45:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T10:40:57-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "The agent called a number and reached a voicemail system. The voicemail detection tool confirmed the presence of a voicemail message.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06" } }, "seriesid": "179" } [2026-01-23 10:42:46] Payload: { "call_name": "AC Call - 2026-01-23 10:42:46 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "0" } } } ] } [2026-01-23 10:42:46] Response (HTTP 200): { "id": "btcal_7201kfnrbde6fq3bkxwky2k72fhz", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 10:42:46 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769182967, "scheduled_time_unix": 1769182967, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769182967, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 10:49:09] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2025-12-09T14:45:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T10:42:47-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his recently lapsed membership. Gil confirmed his identity and agreed to proceed with a survey regarding his membership experience. The survey began by asking Gil what initially motivated him to become a member, offering several options.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06" } }, "seriesid": "179" } [2026-01-23 10:49:09] Payload: { "call_name": "AC Call - 2026-01-23 10:49:09 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "0" } } } ] } [2026-01-23 10:49:09] Response (HTTP 200): { "id": "btcal_7801kfnrq3b0etzr3q3spd096sc8", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 10:49:09 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769183350, "scheduled_time_unix": 1769183350, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769183350, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:00:46] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T10:49:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T10:49:10-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed membership. Gil confirmed he forgot to renew and is willing to do so. Ellen sent an application email and started a survey to understand the initial value that drove Gil to become a member. Gil asked for the question to be repeated.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "1", "members_type": "AST" } }, "seriesid": "179" } [2026-01-23 11:00:46] Payload: { "call_name": "AC Call - 2026-01-23 11:00:46 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:00:47] Response (HTTP 200): { "id": "btcal_4701kfnscck6fz5btgeywttyh3dw", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:00:46 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769184047, "scheduled_time_unix": 1769184047, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769184047, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:04:26] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T10:49:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:00:48-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his recently lapsed membership and ask about his membership experience. Gil confirmed he was available to speak.\n", "aitm_callsummarytitle": "Membership lapse inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "1", "members_type": "AST" } }, "seriesid": "179" } [2026-01-23 11:04:26] Payload: { "call_name": "AC Call - 2026-01-23 11:04:26 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:04:27] Response (HTTP 200): { "id": "btcal_5301kfnsk3pnepdszez9g7k6c4sm", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:04:26 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769184267, "scheduled_time_unix": 1769184267, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769184267, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:12:55] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T10:49:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:04:28-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed membership. Gil stated he forgot to renew. The agent offered to send a renewal application. Gil asked about his membership type, but the agent had difficulty providing the information.\n", "aitm_callsummarytitle": "Membership renewal inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "2", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to." } }, "seriesid": "179" } [2026-01-23 11:12:55] Payload: { "call_name": "AC Call - 2026-01-23 11:12:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:12:56] Response (HTTP 200): { "id": "btcal_0001kfnt2mkqexpbnevk2bdd26jg", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:12:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769184776, "scheduled_time_unix": 1769184776, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769184776, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:23:15] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Not that I can think of now.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:12:57-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil to inquire about his lapsed membership. Gil stated he forgot to renew and chose \"advancing career\" as the initial value of membership. He didn't renew because he \"didn't get the value expected\" and rated his satisfaction as 2/5. He agreed to renew, confirmed his email, and received the application. The call concluded successfully.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "6", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't get the value I expected.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected" } }, "seriesid": "179" } [2026-01-23 11:23:15] Payload: { "call_name": "AC Call - 2026-01-23 11:23:15 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:23:15] Response (HTTP 200): { "id": "btcal_4101kfntnhrdeff8jw32decnzgaa", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:23:15 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769185396, "scheduled_time_unix": 1769185396, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769185396, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:24:28] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-20", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Not that I can think of now.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:23:16-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil.\n", "aitm_callsummarytitle": "Introductory phone call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "6", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't get the value I expected.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected" } }, "seriesid": "179" } [2026-01-23 11:24:28] Payload: { "call_name": "AC Call - 2026-01-23 11:24:28 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:24:28] Response (HTTP 200): { "id": "btcal_8301kfntqrnve36afy7bd1v3ypb2", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:24:28 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769185469, "scheduled_time_unix": 1769185469, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769185469, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:47:26] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Not that I can think of now.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:24:29-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed Associate Membership. She started a survey to understand the reasons behind his initial membership and its value to him.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "8", "members_type": "CAND", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't get the value I expected.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06" } }, "seriesid": "179" } [2026-01-23 11:47:26] Payload: { "call_name": "AC Call - 2026-01-23 11:47:26 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "CAND", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:47:27] Response (HTTP 200): { "id": "btcal_6501kfnw1v5jf0rs9bzzcb7nfnkz", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:47:26 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769186847, "scheduled_time_unix": 1769186847, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769186847, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 11:54:25] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Not that I can think of now.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:47:28-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his recently lapsed membership and ask about his membership experience.\n", "aitm_callsummarytitle": "Membership lapse inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "8", "members_type": "CAND", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't get the value I expected.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06" } }, "seriesid": "179" } [2026-01-23 11:54:25] Payload: { "call_name": "AC Call - 2026-01-23 11:54:25 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "CAND", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 11:54:25] Response (HTTP 200): { "id": "btcal_4201kfnwekppfzc9f22x3zjr6aj5", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 11:54:25 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769187266, "scheduled_time_unix": 1769187266, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769187266, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP 2" } [2026-01-23 15:23:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact asked for a call back in 15 minutes 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Not that I can think of now.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T11:54:26-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent called Gil on behalf of the National Payroll Institute to discuss his lapsed membership. Gil inquired about the call's purpose and recording status. He stated he was busy and requested a callback in 15 minutes. The agent scheduled the callback, but the tool failed. The call ended with the agent thanking Gil and confirming the callback.\n", "aitm_callsummarytitle": "NPI Membership Outreach Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "10", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't get the value I expected.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06" } }, "seriesid": "179" } [2026-01-23 15:23:43] Payload: { "call_name": "AC Call - 2026-01-23 15:23:43 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact asked for a call back in 15 minutes 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 15:23:44] Response (HTTP 200): { "id": "btcal_2901kfp8dvsaf4jvek19ge9q9x99", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 15:23:43 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769199824, "scheduled_time_unix": 1769199824, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769199824, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-23 15:26:40] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact is not interested in renewing the membership1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'm not interested, sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I didn't receive the value I was expecting.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T15:23:45-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI called Gil about his lapsed membership. Gil stated he didn't have time for a survey and wasn't interested in renewing. He cited not receiving the expected value as the reason for not wanting to be a member. He declined to elaborate.\n", "aitm_callsummarytitle": "Membership feedback call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "10", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-23 15:26:40] Payload: { "call_name": "AC Call - 2026-01-23 15:26:40 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact is not interested in renewing the membership1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 15:26:41] Response (HTTP 200): { "id": "btcal_7601kfp8k8yzea4sy301m0198427", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 15:26:40 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769200002, "scheduled_time_unix": 1769200002, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769200002, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-23 15:34:09] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact is not interested in renewing the membership1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'm not interested, sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I didn't receive the value I was expecting.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T11:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T15:26:42-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed Associate Membership. Gil initially joined to promote improvements in payroll in Canada. Ellen then started to ask about the reason for non-renewal.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "11", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-23 15:34:09] Payload: { "call_name": "AC Call - 2026-01-23 15:34:09 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact is not interested in renewing the membership1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 15:34:10] Response (HTTP 200): { "id": "btcal_1901kfp90zj2ezcv3aektyqrkw3b", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 15:34:09 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769200451, "scheduled_time_unix": 1769200451, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769200451, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-23 15:56:55] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'm not interested, sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I didn't receive the value I was expecting.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T15:34:11-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The AI agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to discuss his lapsed membership. Gil initially answered a survey question about his reason for joining NPI. He then expressed interest in renewing his membership. The agent updated Gil's email address and sent a renewal application form. There was a correction to the email, and the application was resent. Gil confirmed receipt of the email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "13", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-23 15:56:55] Payload: { "call_name": "AC Call - 2026-01-23 15:56:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 15:56:56] Response (HTTP 200): { "id": "btcal_7301kfpaanjbernb2z0sjs16vyt2", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 15:56:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769201817, "scheduled_time_unix": 1769201817, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769201817, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-23 15:59:48] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'm not interested, sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I didn't receive the value I was expecting.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T15:56:57-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed associate membership. She started a survey to understand the initial value that drove him to become a member. Gil thanked her, and Ellen asked if he had any specific feedback. Gil did not provide any feedback.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "13", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-23 15:59:48] Payload: { "call_name": "AC Call - 2026-01-23 15:59:48 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 15:59:49] Response (HTTP 200): { "id": "btcal_5501kfpafyctepgta8w06mbmq8n7", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 15:59:48 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769201990, "scheduled_time_unix": 1769201990, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769201990, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-23 16:08:11] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-23", "last_login_date": "", "old_do_id": "", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'm not interested, sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I didn't receive the value I was expecting.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "LB2505204", "temp_do_id_for_auto_old_do_id": "LB2505204", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T15:59:50-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed associate membership. She started a survey to understand the initial value that drove him to become a member, offering several options related to compliance, regulations, courses, designation, networking, career advancement, and promoting payroll improvements in Canada.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "14", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I didn't get the value I expected", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-23 16:08:11] Payload: { "call_name": "AC Call - 2026-01-23 16:08:11 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-23 16:08:12] Response (HTTP 200): { "id": "btcal_2701kfpaz9c6f5hbwh7y7h8rgrm3", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-23 16:08:11 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769202492, "scheduled_time_unix": 1769202492, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769202492, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 14:06:56] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-23T16:08:13-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil stated he forgot to renew and agreed to renew his membership. His email was updated, and the renewal application was sent. The agent attempted to send the application multiple times, but the tool returned an error. Gil confirmed receipt and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "16", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Other reason", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I forgot to renew.", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-26 14:06:56] Payload: { "call_name": "AC Call - 2026-01-26 14:06:56 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 14:06:56] Response (HTTP 200): { "id": "btcal_4601kfxv7d5wfd084szz2mj9d8w5", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 14:06:56 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769454417, "scheduled_time_unix": 1769454417, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769454417, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 14:51:47] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T14:06:57-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed associate membership. Gil agreed to answer a few questions about his experience. He stated that he initially joined NPI to advance his payroll career. When asked why he didn't renew his membership, Gil was presented with a list of options to choose from.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "17", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I forgot to renew.", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-26 14:51:47] Payload: { "call_name": "AC Call - 2026-01-26 14:51:47 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 14:51:47] Response (HTTP 200): { "id": "btcal_5101kfxxsh7xfxnahp0mpkb8japp", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 14:51:47 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769457108, "scheduled_time_unix": 1769457108, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769457108, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 14:53:36] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 23 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T14:51:48-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his recently lapsed associate membership and ask about his membership experience.\n", "aitm_callsummarytitle": "Membership lapse inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "17", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I forgot to renew.", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-26 14:53:36] Payload: { "call_name": "AC Call - 2026-01-26 14:53:36 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 23 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 14:53:36] Response (HTTP 200): { "id": "btcal_9101kfxxwvebfjf8a70ddtvkervj", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 14:53:36 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769457216, "scheduled_time_unix": 1769457216, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769457216, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 14:55:04] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 agent called Gil about lapsed membership 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T14:53:37-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his recently lapsed associate membership. She wants to conduct a survey about his membership experience and starts by asking about the initial value that drove him to become a member.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "17", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I didn't receive the value I was expecting.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I forgot to renew.", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-26 14:55:04] Payload: { "call_name": "AC Call - 2026-01-26 14:55:04 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 agent called Gil about lapsed membership 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 14:55:05] Response (HTTP 200): { "id": "btcal_4001kfxxzhs9es49twgceaaf28k1", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 14:55:04 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769457305, "scheduled_time_unix": 1769457305, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769457305, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:03:01] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 agent called Gil about lapsed membership 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T14:55:05-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from NPI is calling Gil, a former associate member, to inquire about his lapsed membership. Gil states he initially joined to advance his payroll career but forgot to renew. He was not dissatisfied with any services and is asked to rate his overall satisfaction.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "17", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "I actually forgot to renew.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I actually forgot to renew.", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage" } }, "seriesid": "179" } [2026-01-26 15:03:01] Payload: { "call_name": "AC Call - 2026-01-26 15:03:01 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 agent called Gil about lapsed membership 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 15:03:02] Response (HTTP 200): { "id": "btcal_5701kfxye3hpf22t6g397bsmqgt2", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:03:01 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769457782, "scheduled_time_unix": 1769457782, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769457782, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:16:49] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 agent called Gil about lapsed membership 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T15:03:03-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen, calling on behalf of the NPI, spoke with Gil about his lapsed associate membership. Gil initially joined to promote improvements in payroll in Canada. He didn't renew because his employer stopped paying for the membership. He was generally satisfied with his membership experience (rated 4/5) and is in the 61+ age range.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "20", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Employer stopped paying for the membership", "astotherreasonsnottorenew": "I actually forgot to renew.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I actually forgot to renew.", "old_int_code": "02", "renewal_refusal_reasons": "Employer stopped paying" } }, "seriesid": "179" } [2026-01-26 15:16:49] Payload: { "call_name": "AC Call - 2026-01-26 15:16:49 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 agent called Gil about lapsed membership 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 15:16:49] Response (HTTP 200): { "id": "btcal_1901kfxz7bxkf7dsjfm2gewhb29h", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:16:49 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769458610, "scheduled_time_unix": 1769458610, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769458610, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:19:05] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 agent called Gil about lapsed membership 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T15:16:50-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his recently lapsed associate membership. Gil agreed to answer survey questions about his membership experience.\n", "aitm_callsummarytitle": "Membership lapse survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "21", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Employer stopped paying for the membership", "astotherreasonsnottorenew": "I actually forgot to renew.", "prootherreasonsnottorenew": "I didn't get the value I expected.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I actually forgot to renew.", "old_int_code": "02", "renewal_refusal_reasons": "Employer stopped paying" } }, "seriesid": "179" } [2026-01-26 15:19:05] Payload: { "call_name": "AC Call - 2026-01-26 15:19:05 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 agent called Gil about lapsed membership 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 15:19:06] Response (HTTP 200): { "id": "btcal_0601kfxzbhabfznrpyssapntffaq", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:19:05 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769458746, "scheduled_time_unix": 1769458746, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769458746, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:25:45] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T15:19:07-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed associate membership. Gil stated he didn't find the membership beneficial. Despite this, he agreed to renew. The agent attempted to send the application form via email, encountering errors initially, but eventually confirmed successful delivery. The call concluded with the agent thanking Gil.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "21", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Didn\u2019t find it beneficial", "prootherreasonsnottorenew": "Didn\u2019t find it beneficial", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I actually forgot to renew.", "old_int_code": "01", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-26 15:25:45] Payload: { "call_name": "AC Call - 2026-01-26 15:25:45 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 15:25:46] Response (HTTP 200): { "id": "btcal_0001kfxzqr6jf1dt37k73c1c7y12", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:25:45 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769459146, "scheduled_time_unix": 1769459146, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769459146, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:43:26] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.30", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1\n2026 Jan 22 contact want to renew and sent the email1\n2026 Jan 22 contact want to renew and sent the email1\n2026/01/26 voice mail\n2026/01/26 voice mail", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-22T14:24:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T13:51:15-05:00", "npi_transcriptsummary": "The person I was trying to reach was not available, so I left a voice mail.", "aitm_callsummarytitle": "Left a voice mail", "number_of_call_attempts": "0", "number_of_calls_reached": "38", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca" } }, "seriesid": "179" } [2026-01-26 15:43:26] Payload: { "call_name": "AC Call - 2026-01-26 15:43:26 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 21 Contact is no longer in payroll and does not want to renew.\n2026 Jan 21 contact want to renew and sent the email\n2026 Jan 22 contact want to renew and sent the email 1\n2026 Jan 22 contact no longer in payroll and does not want to renew membership1\n2026 Jan 22 contact refused to renew and completed the survey 1\n2026 Jan 22 contact want to renew and sent the email1\n2026 Jan 22 contact want to renew and sent the email1\n2026/01/26 voice mail\n2026/01/26 voice mail", "number_of_passed_courses": "999" } } } ] } [2026-01-26 15:43:27] Response (HTTP 200): { "id": "btcal_9801kfy0r488fze9f0symqspp0gz", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:43:26 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769460207, "scheduled_time_unix": 1769460207, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769460207, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:52:21] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.30", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-22T14:24:00-05:00", "intcode": "24", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T15:43:28-05:00", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Tri Ly about their lapsed membership and to conduct a survey. Tri Ly expressed interest in renewing their membership and requested the application form be emailed to them. The agent attempted to send the renewal application to trilly93@gmail.com, but encountered technical issues. The agent is verifying the email address to resend the application.\n", "aitm_callsummarytitle": "Membership renewal assistance", "number_of_call_attempts": "1", "number_of_calls_reached": "38", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca" } }, "seriesid": "179" } [2026-01-26 15:52:21] Payload: { "call_name": "AC Call - 2026-01-26 15:52:21 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and sent the email", "number_of_passed_courses": "999" } } } ] } [2026-01-26 15:52:21] Response (HTTP 200): { "id": "btcal_6901kfy18dx8er0bh9ye3w71xdx4", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:52:21 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769460742, "scheduled_time_unix": 1769460742, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769460742, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 15:59:47] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.30", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-22T14:24:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T15:52:22-05:00", "npi_transcriptsummary": "The agent, Ellen, contacted Tri Ly on behalf of the National Payroll Institute (NPI) regarding their lapsed membership. Tri Ly expressed interest in renewing and requested the application email. The agent attempted to send the email multiple times, encountering temporary system issues. The agent confirmed the email address and informed Tri Ly that the application had been sent, advising them to check their spam folder if not received.\n", "aitm_callsummarytitle": "Membership renewal application email", "number_of_call_attempts": "0", "number_of_calls_reached": "39", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 15:59:47] Payload: { "call_name": "AC Call - 2026-01-26 15:59:47 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-26 15:59:48] Response (HTTP 200): { "id": "btcal_0301kfy1p264e4prbzpesrywjv24", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 15:59:47 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769461188, "scheduled_time_unix": 1769461188, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769461188, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 16:06:04] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T15:59:49-05:00", "npi_transcriptsummary": "The AI agent, Ellen, contacted Tri Ly on behalf of the National Payroll Institute (NPI) to inquire about their lapsed membership. Tri Ly expressed interest in renewing and requested an application email, which Ellen sent to trilly93@gmail.com. Ellen then started a survey to understand Tri Ly's initial motivation for joining NPI and the reason for not renewing. Tri Ly stated their initial value was \"Improvement payroll in Canada\".\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "number_of_call_attempts": "0", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 16:06:04] Payload: { "call_name": "AC Call - 2026-01-26 16:06:04 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-26 16:06:04] Response (HTTP 200): { "id": "btcal_2701kfy21hwfethb75p2e6k3kc1s", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 16:06:04 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769461565, "scheduled_time_unix": 1769461565, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769461565, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 16:08:22] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T16:06:05-05:00", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the National Payroll Institute (NPI) regarding a lapsed associate membership. Tri Ly requested to skip the membership experience questions and renew the membership. The agent attempted to send the renewal application to trilly93@gmail.com but encountered errors. The agent apologized and tried again, but the issue persisted. The agent then offered to verify the email address.\n", "aitm_callsummarytitle": "Membership renewal application issue", "number_of_call_attempts": "1", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 16:08:22] Payload: { "call_name": "AC Call - 2026-01-26 16:08:22 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and sent the email", "number_of_passed_courses": "999" } } } ] } [2026-01-26 16:08:23] Response (HTTP 200): { "id": "btcal_5001kfy25ry5e788vbqfbrfe88zr", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 16:08:22 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769461703, "scheduled_time_unix": 1769461703, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769461703, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 16:10:53] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trilly93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and agent having trouble sending the email1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T16:08:24-05:00", "npi_transcriptsummary": "The agent called Tri Ly on behalf of the NPI to discuss their lapsed membership and conduct a survey. Tri Ly declined the survey and requested the membership application form be sent to their email (trilly93@gmail.com). The agent attempted to send the form multiple times, but the tool calls resulted in errors. The agent apologized and offered to follow up with an alternative method.\n", "aitm_callsummarytitle": "Membership renewal application issue", "number_of_call_attempts": "2", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 16:10:53] Payload: { "call_name": "AC Call - 2026-01-26 16:10:53 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "trilly93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and agent having trouble sending the email1", "number_of_passed_courses": "999" } } } ] } [2026-01-26 16:10:53] Response (HTTP 200): { "id": "btcal_7801kfy2abs9eyfbeb8ts4wtmm0v", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 16:10:53 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769461853, "scheduled_time_unix": 1769461853, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769461853, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 17:14:16] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-22T14:24:57-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T16:10:54-05:00", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Tri Ly regarding their lapsed associate membership. Tri Ly requested to skip the membership experience questions and receive the application form via email (trilly93@gmail.com). The agent attempted to send the form three times, but each attempt resulted in a \"422 Unprocessable Entity\" error. The agent apologized for the technical issues and offered to explore alternative delivery methods.\n", "aitm_callsummarytitle": "NPI Membership Application Issue", "number_of_call_attempts": "3", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "03", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 17:14:16] Payload: { "call_name": "AC Call - 2026-01-26 17:14:16 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "number_of_passed_courses": "999" } } } ] } [2026-01-26 17:14:17] Response (HTTP 200): { "id": "btcal_4601kfy5yemxedf9ar8eghxhgcbp", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 17:14:16 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769465658, "scheduled_time_unix": 1769465658, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769465658, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 17:17:38] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T15:25:47-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Sam (instead of Gil) about his lapsed associate membership. Sam wants to renew and requested the application form. Ellen sent the form to g at directobjective dot ca, but the first attempt failed. Ellen apologized and is attempting to resend the form, asking Sam to confirm his email address again.\n", "aitm_callsummarytitle": "Membership renewal application issue", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "24", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Didn\u2019t find it beneficial", "prootherreasonsnottorenew": "Didn\u2019t find it beneficial", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "I actually forgot to renew.", "old_int_code": "01", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-26 17:17:38] Payload: { "call_name": "AC Call - 2026-01-26 17:17:38 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-26 17:17:39] Response (HTTP 200): { "id": "btcal_4701kfy64kmef2p8cdz3tr0eve5v", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 17:17:38 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769465859, "scheduled_time_unix": 1769465859, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769465859, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 17:35:43] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T17:14:18-05:00", "npi_transcriptsummary": "Ellen from NPI called Tri Ly about their lapsed associate membership. Tri Ly requested to skip the survey questions and asked for the application form to be emailed to tri@directobjective.ca, which Ellen confirmed and sent.\n", "aitm_callsummarytitle": "Membership application request", "number_of_call_attempts": "4", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "trilly93@gmail.com", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "03", "old_int_code": "02", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 17:35:43] Payload: { "call_name": "AC Call - 2026-01-26 17:35:43 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "number_of_passed_courses": "999" } } } ] } [2026-01-26 17:35:44] Response (HTTP 200): { "id": "btcal_3301kfy75pzyefnrjhjgm8crvkdp", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 17:35:43 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769466944, "scheduled_time_unix": 1769466944, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769466944, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 17:52:23] Raw webhook (decoded): { "contact": { "id": "47278", "email": "abisht@activecampaign.com", "first_name": "Amit", "last_name": "Bisht", "phone": "0000000000", "orgname": "", "customer_acct_name": "", "tags": "", "ip4": "0.0.0.0", "fields": { "lead_status": "", "province": "", "phone_2": "", "full_name": "", "language": "", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "", "individual_id": "", "members_type": "", "time_zone": "", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "", "nonactive_reason": "", "last_login_date": "", "old_do_id": "", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "", "age_range": "", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "", "coidnewmbrdate": "", "canceldate": "", "onesentencenotrenewed": "", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "new_member_date_2": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "", "testimonial_reviewed": "", "testimoniale": "", "source_of_membership_other": "", "job_title": "", "original_language": "", "original_testimonial_translated": "", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "cpa_certification": "", "cert_status": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", 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"member_may": "", "member_june": "", "member_july": "", "member_august": "", "member_september": "", "member_october": "", "member_november": "", "member_december": "", "nationalconferenceattend": "", "old_int_code": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "", "sendlapsedemail": "", "sendaugustemail": "", "paid_thru": "", "sendseptemail": "", "extension_phone_2": "", "jobtitle": "", "challengepayrollselfreport": "", "sendaidate": "", "temp_do_id_for_auto_old_do_id": "", "temp_intcode_for_auto_old_int_code": "", "sendaidatefr": "", "last_infoline_date_type": "", "last_conf_date_type": "", "last_act_type": "", "company_paid_thru": "", "telemarketing_call_date": "", "testimonialagree": "", "testimonialrefusal": "", "sendaigeneral": "", "sendoctoberemail": "", "pcl_status": "", "pcl_completion_date": "", "pf1_status": "", "pf1_completion_date": "", "pf2_status": "", "pf2_completion_date": "", "intro_to_accounting_status": "", "intro_to_accounting_completion_date": "", "number_of_passed_courses": "", "sendnovemberemail": "", "sendastapplicationform": "", "trc": "", "wera": "", "pcp_we": "", "testimonial_sent_to_npi": "", "senddecemberemail": "", "sendapxapplicationform": "", "corp_cancel_date": "", "canceldate3yearplus": "", "pcl_completion_date_5": "", "npi_transcriptsummary": "", "aitm_callsummarytitle": "", "aitm_status_called": "", "ln_entered_date": "", "lf_entered_date": "", "ler_entered_date": "", "aw_entered_date": "", "ai_entered_date": "", "apx_entered_date": "", "aer_entered_date": "", "number_of_calls_reached": "", "number_of_call_attempts": "", "renewal_refusal_reasons": "", "initalvalue": "", "astreasonsnottorenew": "", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "", "npi_call_back_time_minute": "", "npi_email_2": "", "npi_email_temp": "abisht@activecampaign.com" } }, "seriesid": "179" } [2026-01-26 17:52:23] Payload: { "call_name": "AC Call - 2026-01-26 17:52:23 - Amit-47278", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "0000000000", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Amit", "contact_id": "47278", "email": "abisht@activecampaign.com", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "" } } } ] } [2026-01-26 17:52:23] Response (HTTP 200): { "id": "btcal_4501kfy8479fe549v4camszd7twd", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 17:52:23 - Amit-47278", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769467944, "scheduled_time_unix": 1769467944, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769467944, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-26 17:52:47] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Lapsed Members", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T17:35:45-05:00", "npi_transcriptsummary": "The agent called Tri Ly, but reached a voicemail system. The voicemail detection tool confirmed the voicemail prompt.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "5", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "03", "old_int_code": "03", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26" } }, "seriesid": "179" } [2026-01-26 17:52:47] Payload: { "call_name": "AC Call - 2026-01-26 17:52:47 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "number_of_passed_courses": "999" } } } ] } [2026-01-26 17:52:48] Response (HTTP 200): { "id": "btcal_2401kfy84zdde4sb1wjpfnwbz82c", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-26 17:52:47 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769467968, "scheduled_time_unix": 1769467968, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769467968, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 09:55:00] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "99", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-26T17:52:49-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but reached a voicemail system. The agent correctly identified the voicemail prompt.\n", "aitm_callsummarytitle": "Voicemail Detection", "number_of_call_attempts": "6", "number_of_calls_reached": "40", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "06", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 09:55:00] Payload: { "call_name": "AC Call - 2026-01-27 09:55:00 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact want to renew and agent is trying to send the email but facing technical issue 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 09:55:00] Response (HTTP 200): { "id": "btcal_4901kfzz6v0ge378s0c6eymy7tb1", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 09:55:00 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769525701, "scheduled_time_unix": 1769525701, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769525701, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:35:41] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "11", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", 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"payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T09:55:02-05:00", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Tri Ly to inquire about their recently lapsed associate membership and gather feedback on their membership experience.\n", "aitm_callsummarytitle": "Membership lapse inquiry", "number_of_call_attempts": "0", "number_of_calls_reached": "41", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "06", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:35:41] Payload: { "call_name": "AC Call - 2026-01-27 10:35:41 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:35:42] Response (HTTP 200): { "id": "btcal_1201kg01hbbpfb7b07k3z7hv5kf2", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:35:41 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769528143, "scheduled_time_unix": 1769528143, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769528143, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:37:54] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "11", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:35:43-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but reached a voicemail system. The voicemail detection tool confirmed the automated message.\n", "aitm_callsummarytitle": "Voicemail Detection", "number_of_call_attempts": "1", "number_of_calls_reached": "41", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "06", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:37:54] Payload: { "call_name": "AC Call - 2026-01-27 10:37:54 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:37:54] Response (HTTP 200): { "id": "btcal_2201kg01ncn6fc7vyrmshkngbqn8", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:37:54 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769528275, "scheduled_time_unix": 1769528275, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769528275, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:44:36] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-26T17:00:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:37:56-05:00", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Tri Ly to inquire about their lapsed membership and conduct a survey. Tri Ly expressed interest in renewing and agreed to answer some survey questions. The survey covered the initial value of the membership, reasons for not renewing (to which Tri Ly responded with \"no comment\"), unmet expectations (\"no comment\"), overall satisfaction (satisfied), and age range (32). The agent then sent the membership renewal application to Tri Ly's email and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "number_of_call_attempts": "2", "number_of_calls_reached": "41", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "06", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:44:36] Payload: { "call_name": "AC Call - 2026-01-27 10:44:36 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:44:36] Response (HTTP 200): { "id": "btcal_9301kg021mzvegfb9pyna59a9db0", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:44:36 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769528677, "scheduled_time_unix": 1769528677, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769528677, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:48:16] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-27T10:45:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:44:37-05:00", "npi_transcriptsummary": "The AI agent, Ellen, called Tri Ly on behalf of the National Payroll Institute (NPI) to inquire about their lapsed membership and conduct a survey. Tri Ly requested immediate renewal and asked for the application form to be emailed. The agent sent the application form and attempted to proceed with the survey, but the user's response was unclear.\n", "aitm_callsummarytitle": "Membership renewal application email", "number_of_call_attempts": "0", "number_of_calls_reached": "42", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "06", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:48:16] Payload: { "call_name": "AC Call - 2026-01-27 10:48:16 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:48:16] Response (HTTP 200): { "id": "btcal_4901kg028bs8e7rvwk4sjy377m80", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:48:16 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769528897, "scheduled_time_unix": 1769528897, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769528897, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:49:54] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-27T10:45:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:48:17-05:00", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Tri Ly about their lapsed associate membership. Tri Ly declined to answer survey questions about their membership experience and requested a renewal application be sent via email. The agent agreed to send the email and asked for confirmation of the email address, which was provided. The agent repeated the email with a different domain and asked for confirmation.\n", "aitm_callsummarytitle": "Membership renewal request", "number_of_call_attempts": "1", "number_of_calls_reached": "42", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "06", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:49:54] Payload: { "call_name": "AC Call - 2026-01-27 10:49:54 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:49:54] Response (HTTP 200): { "id": "btcal_5001kg02bbgde9r81s0dtzchwn6x", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:49:54 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769528995, "scheduled_time_unix": 1769528995, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769528995, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:52:30] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-27T10:45:00-05:00", "intcode": "21", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:49:55-05:00", "npi_transcriptsummary": "Ellen from NPI called Tri Ly about their lapsed membership. Tri Ly declined to answer questions and requested the application form be emailed to tri@directobjective.ca. The agent attempted to send the form but encountered technical issues and is trying again.\n", "aitm_callsummarytitle": "Membership application request.", "number_of_call_attempts": "2", "number_of_calls_reached": "42", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "11", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:52:30] Payload: { "call_name": "AC Call - 2026-01-27 10:52:30 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:52:30] Response (HTTP 200): { "id": "btcal_2101kg02g44efxpbj991pgcezynk", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:52:30 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769529151, "scheduled_time_unix": 1769529151, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769529151, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 10:57:20] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "Survey completed without renewal (Refused)", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "User refused to answer additional questions after stating they are no longer in payroll and do not wish to renew membership.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't know.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-27T10:53:00-05:00", "intcode": "24", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:52:32-05:00", "npi_transcriptsummary": "Ellen from NPI contacted Tri Ly about their lapsed membership. Tri Ly declined to answer membership experience questions but requested a renewal application form. Ellen sent the form to Tri Ly's email. The call concluded with standard goodbyes.\n", "aitm_callsummarytitle": "Membership renewal application sent", "number_of_call_attempts": "0", "number_of_calls_reached": "43", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "11", "old_int_code": "11", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 10:57:20] Payload: { "call_name": "AC Call - 2026-01-27 10:57:20 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 10:57:21] Response (HTTP 200): { "id": "btcal_6101kg02rzt3egmr2jywd5yqgztp", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 10:57:20 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769529442, "scheduled_time_unix": 1769529442, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769529442, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 11:11:21] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-26", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 26 contact is willing to renew and waiting for the email to fill up 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "text", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-23T15:36:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-26T17:17:40-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil indicated he forgot to renew and was interested in renewing to advance his career. The agent attempted to send a renewal application via email, but the tool failed multiple times. Gil confirmed his email and expressed willingness to renew upon receiving the application. The agent apologized for the technical issue and assured follow-up.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "25", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Advancing your payroll career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Didn\u2019t find it beneficial", "prootherreasonsnottorenew": "Didn\u2019t find it beneficial", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "text", "old_int_code": "01", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 11:11:21] Payload: { "call_name": "AC Call - 2026-01-27 11:11:21 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 26 contact is willing to renew and waiting for the email to fill up 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 11:11:22] Response (HTTP 200): { "id": "btcal_2701kg03jn0qfk184v971jdye7h8", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 11:11:21 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769530283, "scheduled_time_unix": 1769530283, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769530283, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 11:17:51] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 27 spoke with Gil, conducted survey, resent renewal application to g@directobjective.ca, Gil confirmed receipt and ended call 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I didn't have enough money.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-27T11:18:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-27T11:11:23-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The AI agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed membership. Gil stated his initial interest was help with complex payroll compliance, and he didn't renew due to lack of funds. He rated his satisfaction a 5/5. He agreed to renew, confirming his email (g@directobjective.ca) and age range (31-45). The agent resent the application form multiple times due to email issues, before Gil confirmed receipt. The call ended.", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "25", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "I didn't have enough money.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "Yeah... I didn't have enough money.", "old_int_code": "01", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 11:17:51] Payload: { "call_name": "AC Call - 2026-01-27 11:17:51 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 spoke with Gil, conducted survey, resent renewal application to g@directobjective.ca, Gil confirmed receipt and ended call 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 11:17:51] Response (HTTP 200): { "id": "btcal_2901kg03yhe4fsa86337s7sj2cnx", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 11:17:51 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769530672, "scheduled_time_unix": 1769530672, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769530672, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 15:43:39] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 27 contact forgot to renew and agent sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I didn't have enough money.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-10-05T14:30:00-04:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-27T11:17:53-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former associate member, to inquire about his lapsed membership. Gil acknowledged forgetting to renew. Ellen sent a renewal application to Gil's email and proceeded to a survey, starting with the reason he initially joined NPI, providing a list of options. Gil requested a repeat of the options.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "27", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "I didn't have enough money.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "Yeah... I didn't have enough money.", "old_int_code": "01", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 15:43:39] Payload: { "call_name": "AC Call - 2026-01-27 15:43:39 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact forgot to renew and agent sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 15:43:39] Response (HTTP 200): { "id": "btcal_0401kg0k57y1fvmsd3hgzqf4cyqh", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 15:43:39 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769546620, "scheduled_time_unix": 1769546620, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769546620, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 15:45:03] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 27 contact forgot to renew and agent sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No, thank you.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I didn't have enough money.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-10-05T14:30:00-04:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-27T15:43:41-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil. She stated she was calling regarding his associate. The conversation was cut off at this point.\n", "aitm_callsummarytitle": "NPI outreach call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "27", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "I didn't have enough money.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "Yeah... I didn't have enough money.", "old_int_code": "01", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 15:45:03] Payload: { "call_name": "AC Call - 2026-01-27 15:45:03 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact forgot to renew and agent sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 15:45:03] Response (HTTP 200): { "id": "btcal_9001kg0k7sv4f3rskzzh6k9hxj04", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 15:45:03 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769546704, "scheduled_time_unix": 1769546704, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769546704, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 15:46:14] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "LB2505204", "blocnote": "2026 Jan 27 contact forgot to renew and agent sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Sorry, I don't have time right now.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I didn't have enough money.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I forgot to renew", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-10-05T14:30:00-04:00", "intcode": "11", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Lapsed Member", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Lapsed Members", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "L25A02788", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-27T15:45:05-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed associate membership and ask about his membership experience. Gil stated he didn't have time. Ellen asked when would be a good time to call back.\n", "aitm_callsummarytitle": "Membership Lapsed, Call Back", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "27", "members_type": "AST", "orgreasonsnottorenew": "I\u2019m willing to renew, I just didn\u2019t have the time or forgot to.", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "I didn't have enough money.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "Yeah... I didn't have enough money.", "old_int_code": "02", "renewal_refusal_reasons": "Service for new payroll is not helpful", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 15:46:14] Payload: { "call_name": "AC Call - 2026-01-27 15:46:14 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact forgot to renew and agent sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 15:46:15] Response (HTTP 200): { "id": "btcal_0001kg0k9zktex6b77ajxjwejw6d", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 15:46:14 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769546776, "scheduled_time_unix": 1769546776, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769546776, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 15:47:40] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.141.210", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact forgot to renew and agent sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Sorry, I'm not interested. Sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Yeah, I didn't receive the value that I was expecting.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "Yeah, I didn't receive the value that I was expecting.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-10-05T14:30:00-04:00", "intcode": "21", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-27T15:46:16-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his past membership experience and share updates. Gil clarified it wasn't a sales call, but Gil stated he wasn't interested because he didn't receive the expected value from the membership. Ellen thanked him for the feedback and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "27", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Yeah, I didn't receive the value that I was expecting.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "Yeah... I didn't have enough money.", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 15:47:40] Payload: { "call_name": "AC Call - 2026-01-27 15:47:40 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact forgot to renew and agent sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 15:47:41] Response (HTTP 200): { "id": "btcal_1801kg0kckpcfkcbsav7r65k45gt", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 15:47:40 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769546862, "scheduled_time_unix": 1769546862, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769546862, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 15:56:46] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5148638694", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Sorry, I'm not interested. Sorry.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Yeah, I didn't receive the value that I was expecting.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "more up\u2011to\u2011date information", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-27T15:47:42-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined to receive a payroll designation, but didn't renew because his employer stopped paying. He expected more up-to-date info, rated his satisfaction a 4/5, and preferred not to disclose his age. He agreed to renew and receive a renewal email at g@directobjective.ca.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "30", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Receiving payroll designation", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Yeah, I didn't receive the value that I was expecting.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "I didn't get the value I expected.", "stuotherreasonsnottorenew": "Yeah... I didn't have enough money.", "old_int_code": "02", "renewal_refusal_reasons": "Employer stopped paying", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service" } }, "seriesid": "179" } [2026-01-27 15:56:46] Payload: { "call_name": "AC Call - 2026-01-27 15:56:46 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5148638694", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 15:56:46] Response (HTTP 200): { "id": "btcal_1901kg0kx88re2gav4b77rjyd327", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 15:56:46 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769547407, "scheduled_time_unix": 1769547407, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769547407, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 16:45:40] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact is busy and will call back tomorrow at the same time 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "", "expectationsnotmetspecify": "", "membershipcost": "", 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"individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", 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"pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Renewed lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T10:57:22-05:00", "npi_transcriptsummary": "The agent called Tri Ly, but Tri Ly was busy and requested a callback the next day at the same time. The agent scheduled the callback, but the tool returned an error. The agent apologized and said it would try again.\n", "aitm_callsummarytitle": "Schedule Callback Attempt", "number_of_call_attempts": "0", "number_of_calls_reached": "48", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "", "astreasonsnottorenew": "", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "24", "old_int_code": "11", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 16:45:40] Payload: { "call_name": "AC Call - 2026-01-27 16:45:40 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact is busy and will call back tomorrow at the same time 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 16:45:41] Response (HTTP 200): { "id": "btcal_2201kg0ppsrxehpvn0wxz0mw6rhs", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 16:45:40 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769550341, "scheduled_time_unix": 1769550341, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769550341, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 16:56:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.133.182", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-19", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "Ongoing member to be called", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "2026-01-27", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "1", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't have any expectation.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Renewed AST", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", 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"old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-26T17:17:25-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-27T16:45:42-05:00", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) contacted Tri Ly to inquire about their lapsed associate membership. Tri indicated they initially joined for networking and want to renew their membership. The renewal application was sent to their email. Tri was satisfied with their membership experience and falls in the 31-45 age range. They confirmed receipt of the email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "number_of_call_attempts": "0", "number_of_calls_reached": "49", "renewal_refusal_reasons": "Lack of usage", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Networking with other payroll professionals", "astreasonsnottorenew": "", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "24", "old_int_code": "24", "npi_email_2": "trilly93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27" } }, "seriesid": "179" } [2026-01-27 16:56:55] Payload: { "call_name": "AC Call - 2026-01-27 16:56:55 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1", "number_of_passed_courses": "999" } } } ] } [2026-01-27 16:56:56] Response (HTTP 200): { "id": "btcal_3901kg0qbd6feqmv2dv243am8e8b", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 16:56:55 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769551017, "scheduled_time_unix": 1769551017, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769551017, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 17:28:55] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "0.0.0.0", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2025-12-10", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Lapsed Members", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "", "placeholder_email_change_date": "", "regular_email_change_date": "", "onesentencenotrenewed": "", "value_help_with_complex": "", 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"member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "LB2505252", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST" } }, "seriesid": "179" } [2026-01-27 17:28:55] Payload: { "call_name": "AC Call - 2026-01-27 17:28:55 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "", "number_of_passed_courses": "0" } } } ] } [2026-01-27 17:28:56] Response (HTTP 200): { "id": "btcal_0901kg0s60mneesrtgnqe8k6zcgb", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 17:28:55 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769552937, "scheduled_time_unix": 1769552937, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769552937, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 19:12:01] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.140.32", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", 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"askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T17:28:58-05:00", "number_of_call_attempts": "0", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "The agent, Ellen from NPI, contacted Gil to inquire about his lapsed membership. Gil initially joined for help with complex payroll issues but didn't renew due to lack of use and expected more guidance. He rated his satisfaction a 3 out of 5. He is in the 46-60 age range. Gil requested the cost of associate membership and provided a new email address. The agent updated the email and sent the renewal application.", "aitm_callsummarytitle": "NPI Membership Feedback Call", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "1" } }, "seriesid": "179" } [2026-01-27 19:12:01] Payload: { "call_name": "AC Call - 2026-01-27 19:12:01 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 19:12:02] Response (HTTP 200): { "id": "btcal_1701kg0z2scqen6rcy256z0kgz8r", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 19:12:01 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769559123, "scheduled_time_unix": 1769559123, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769559123, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 19:19:54] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.140.32", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "01", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": 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"resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T19:12:03-05:00", "number_of_call_attempts": "1", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil was busy and requested a callback in an hour. The agent scheduled the callback, initially setting it for 2:13 PM ET, but Gil corrected it to 8:13 PM ET. The agent updated the callback time and ended the call.", "aitm_callsummarytitle": "Schedule Callback Update", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "1", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-01-27 19:19:54] Payload: { "call_name": "AC Call - 2026-01-27 19:19:54 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 19:19:55] Response (HTTP 200): { "id": "btcal_6601kg0zh7fge63s1zjcbfpgzhev", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 19:19:54 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769559596, "scheduled_time_unix": 1769559596, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769559596, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 19:29:21] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.140.32", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "10", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T19:19:57-05:00", "number_of_call_attempts": "2", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "Ellen, calling on behalf of the National Payroll Institute, contacted Gil to inquire about his lapsed membership. Gil initially joined to stay current with regulations but didn't renew because he wasn't using it enough. He rated his satisfaction a 3 out of 5 and stated his age range is 46-60. He declined to renew his membership.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Survey", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Staying current with payroll regulations and legislation ", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "10", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "1", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-01-27 19:29:21] Payload: { "call_name": "AC Call - 2026-01-27 19:29:21 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 19:29:22] Response (HTTP 200): { "id": "btcal_8601kg102gszfmdbxnfaxkd0qc13", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 19:29:21 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769560163, "scheduled_time_unix": 1769560163, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769560163, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 20:06:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.130.252", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "10", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T19:29:23-05:00", "number_of_call_attempts": "0", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for a course, but didn't renew because his employer stopped paying. He rated his satisfaction a 4/5 and preferred not to disclose his age. He declined to renew without knowing the cost and refused an email with details.\n", "aitm_callsummarytitle": "NPI Membership Exit Survey", "renewal_refusal_reasons": "Employer stopped paying", "initalvalue": "Completing a specific payroll course", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "4", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-01-27 20:06:45] Payload: { "call_name": "AC Call - 2026-01-27 20:06:45 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 20:06:46] Response (HTTP 200): { "id": "btcal_3901kg1270a6f3595wn7vxdt5mfe", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 20:06:45 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769562407, "scheduled_time_unix": 1769562407, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769562407, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 22:54:18] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.130.252", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "10", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T20:06:47-05:00", "number_of_call_attempts": "0", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI is calling Gil, a former associate member, to inquire about his membership experience. She begins by asking Gil what initially motivated him to become a member, presenting him with multiple choice options. Gil has not yet responded.\n", "aitm_callsummarytitle": "NPI Membership Survey", "renewal_refusal_reasons": "Employer stopped paying", "initalvalue": "Completing a specific payroll course", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "5", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-01-27 22:54:18] Payload: { "call_name": "AC Call - 2026-01-27 22:54:18 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 22:54:18] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.130.252", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "10", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T20:06:47-05:00", "number_of_call_attempts": "0", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI is calling Gil, a former associate member, to inquire about his membership experience. She begins by asking Gil what initially motivated him to become a member, presenting him with multiple choice options. Gil has not yet responded.\n", "aitm_callsummarytitle": "NPI Membership Survey", "renewal_refusal_reasons": "Employer stopped paying", "initalvalue": "Completing a specific payroll course", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "5", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "182" } [2026-01-27 22:54:18] Payload: { "call_name": "AC Call - 2026-01-27 22:54:18 - Gil-42424", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "number_of_passed_courses": "0" } } } ] } [2026-01-27 22:54:18] Response (HTTP 200): { "id": "btcal_5601kg1bss6bf5asb36k7eqxk8pn", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 22:54:18 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769572459, "scheduled_time_unix": 1769572459, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769572459, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-27 22:54:18] Response (HTTP 200): { "id": "btcal_1101kg1bss69fvdvmdv4v8abb0qj", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-27 22:54:18 - Gil-42424", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769572459, "scheduled_time_unix": 1769572459, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769572459, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-28 00:10:34] Raw webhook (decoded): { "contact": { "id": "47278", "email": "abisht@activecampaign.com", "first_name": "Amit", "last_name": "Bisht", "phone": "0000000000", "orgname": "", "customer_acct_name": "", "tags": "", "ip4": "0.0.0.0", "fields": { "lead_status": "", "province": "", "phone_2": "", "full_name": "", "language": "", "origin": "", "explicit_consent_date": "", "extension_phone_1": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "organization_id": "", "individual_id": "", "members_type": "", "time_zone": "", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "", "nonactive_reason": "", "last_login_date": "", "old_do_id": "", "blocnote": "", 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"sendoctoberemail": "", "pcl_status": "", "pcl_completion_date": "", "pf1_status": "", "pf1_completion_date": "", "pf2_status": "", "pf2_completion_date": "", "intro_to_accounting_status": "", "intro_to_accounting_completion_date": "", "number_of_passed_courses": "", "sendnovemberemail": "", "sendastapplicationform": "", "trc": "", "wera": "", "pcp_we": "", "testimonial_sent_to_npi": "", "senddecemberemail": "", "sendapxapplicationform": "", "corp_cancel_date": "", "canceldate3yearplus": "", "pcl_completion_date_5": "", "npi_transcriptsummary": "", "aitm_callsummarytitle": "", "aitm_status_called": "2026-01-26T17:52:24-05:00", "ln_entered_date": "", "lf_entered_date": "", "ler_entered_date": "", "aw_entered_date": "", "ai_entered_date": "", "apx_entered_date": "", "aer_entered_date": "", "number_of_calls_reached": "", "number_of_call_attempts": "1", "renewal_refusal_reasons": "", "initalvalue": "", "astreasonsnottorenew": "", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "", "npi_call_back_time_minute": "", "npi_email_2": "", "npi_email_temp": "abisht@activecampaign.com" } }, "seriesid": "179" } [2026-01-28 00:10:34] Payload: { "call_name": "AC Call - 2026-01-28 00:10:34 - Amit-47278", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "0000000000", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Amit", "contact_id": "47278", "email": "abisht@activecampaign.com", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "" } } } ] } [2026-01-28 00:10:35] Response (HTTP 200): { "id": "btcal_6401kg1g5ejjf2eav7ryr9xkynnk", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-28 00:10:34 - Amit-47278", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769577036, "scheduled_time_unix": 1769577036, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769577036, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-01-30 11:36:40] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.106", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Contact was busy and asked to be called back in 2 hours", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't have any expectation.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-28T17:15:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-29T10:39:15-05:00", "npi_transcriptsummary": "The call went to voice mail.", "aitm_callsummarytitle": "Left voice mail", "number_of_call_attempts": "2", "number_of_calls_reached": "60", "renewal_refusal_reasons": "No longer in payroll", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Networking", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-01-28T17:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "182" } [2026-01-30 11:36:40] Payload: { "call_name": "AC Call - 2026-01-30 11:36:40 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail", "number_of_passed_courses": "999" } } } ] } [2026-01-30 11:36:40] Response (HTTP 200): { "id": "btcal_9501kg7w755aec1s6m86ch6annxt", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-01-30 11:36:40 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769791001, "scheduled_time_unix": 1769791001, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769791001, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-30 17:53:31] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.106", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Contact was busy and asked to be called back in 2 hours", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "0", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't have any expectation.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-28T17:15:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", 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"", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-30T11:36:42-05:00", "npi_transcriptsummary": "The agent initiated a conversation, asking to speak with John.\n", "aitm_callsummarytitle": "Phone call to John", "number_of_call_attempts": "3", "number_of_calls_reached": "60", "renewal_refusal_reasons": "No longer in payroll", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Networking", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-01-28T17:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "182" } [2026-01-30 17:53:31] Payload: { "call_name": "AC Call - 2026-01-30 17:53:31 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail", "number_of_passed_courses": "999" } } } ] } [2026-01-30 17:53:32] Response (HTTP 200): { "id": "btcal_2601kg8hs6qfe9daymftjkyakpjb", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-01-30 17:53:31 - Tri Ly-33427", "agent_id": "agent_2801kfc2fx93fqhrwzyqcj2spcxs", "created_at_unix": 1769813613, "scheduled_time_unix": 1769813613, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769813613, "status": "pending", "retry_count": 0, "agent_name": "Ellen (bilingual), INP" } [2026-01-30 18:03:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.130.252", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "01", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-27T17:34:23-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2024-11-05T10:30:00-05:00", "intcode": "04", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", 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"", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gilgru@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-27T22:54:20-05:00", "number_of_call_attempts": "0", "npi_email_2": "gil@directobjective.ca", "npi_transcriptsummary": "The agent attempted to speak with Gil, but the user (presumably Gil) stated they were unavailable and prompted the agent to leave a message. The agent requested a convenient time for a follow-up call. The user did not respond. The agent repeated the request.\n", "aitm_callsummarytitle": "Missed call follow-up request", "renewal_refusal_reasons": "Employer stopped paying", "initalvalue": "Completing a specific payroll course", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "04", "astotherreasonsnottorenew": "I was not finding that useful. I haven't been using the membership.", "number_of_calls_reached": "7", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-01-30 18:03:45] Payload: { "call_name": "AC Call - 2026-01-30 18:03:45 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1", "number_of_passed_courses": "0" } } } ] } [2026-01-30 18:03:45] Response (HTTP 200): { "id": "btcal_1901kg8jbxw0fhka2cz24w99nc9g", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-01-30 18:03:45 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769814226, "scheduled_time_unix": 1769814226, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769814226, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-01 16:59:21] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "04", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "More guiding for new members", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-30T18:15:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", 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"mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-01-30T18:03:47-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent, Ellen, called Gil from the National Payroll Institute (NPI) to discuss his lapsed membership. Gil initially joined to complete a course and rated his satisfaction as a 3. He agreed to renew his associate membership for $315 plus taxes after confirming his email (corrected to .ca). The agent resent the renewal application multiple times until Gil received it and confirmed his renewal.\n", "aitm_callsummarytitle": "Membership Renewal Attempt", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Completing a specific payroll course", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "temp_intcode_for_auto_old_int_code": "02", "astotherreasonsnottorenew": "Well, I didn't find it useful.", "number_of_calls_reached": "8", "npi_call_back_date_and_time": "2026-01-27T20:13:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-01 16:59:21] Payload: { "call_name": "AC Call - 2026-02-01 16:59:21 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email", "number_of_passed_courses": "0" } } } ] } [2026-02-01 16:59:22] Response (HTTP 200): { "id": "btcal_1601kgdkfe56f8xtprsqcmkt0qrc", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-01 16:59:21 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769983162, "scheduled_time_unix": 1769983162, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769983162, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-01 20:06:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "02", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I didn't use it enough and I didn't see value", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-30T18:15:00-05:00", "intcode": "00", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-01T16:59:23-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the NPI to discuss his lapsed membership. Gil stated he didn't renew because he didn't use it enough. He rated his satisfaction a 3/5. Ellen pitched a renewal, highlighting benefits. Gil asked about the cost ($315 + taxes) and said he'd consult his boss. A callback was scheduled within two hours. The call ended.", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Staying current with payroll regulations and legislation", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "00", "astotherreasonsnottorenew": "Well, I didn't find it useful.", "number_of_calls_reached": "9", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-01 20:06:48] Payload: { "call_name": "AC Call - 2026-02-01 20:06:48 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1", "number_of_passed_courses": "0" } } } ] } [2026-02-01 20:06:49] Response (HTTP 200): { "id": "btcal_7601kgdy6nh7fwasjjqntkqngq97", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-01 20:06:48 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1769994409, "scheduled_time_unix": 1769994409, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1769994409, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-01 22:06:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "00", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-01T20:06:50-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed National Payroll Institute membership. Gil initially joined for help with complex payroll issues but was unhappy with the service. Despite this, the agent persuaded Gil to renew his membership for $315 plus taxes, sending a renewal application form to his email. Gil confirmed receipt of the email.", "aitm_callsummarytitle": "Membership Renewal Attempt", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "02", "astotherreasonsnottorenew": "I was not happy with the service that I got.", "number_of_calls_reached": "10", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-01 22:06:45] Payload: { "call_name": "AC Call - 2026-02-01 22:06:45 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-02-01 22:06:45] Response (HTTP 200): { "id": "btcal_6901kge529bjf9sv6w46vajp47mg", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-01 22:06:45 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770001606, "scheduled_time_unix": 1770001606, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770001606, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-01 22:11:03] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "00", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-01T22:06:46-05:00", "number_of_call_attempts": "1", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed National Payroll Institute membership. Gil initially joined for help with complex payroll issues but was unhappy with the service. Despite this, the agent persuaded Gil to renew his membership for $315 plus taxes, sending a renewal application form to his email. Gil confirmed receipt of the email.", "aitm_callsummarytitle": "Membership Renewal Attempt", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "02", "astotherreasonsnottorenew": "I was not happy with the service that I got.", "number_of_calls_reached": "10", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-01 22:11:03] Payload: { "call_name": "AC Call - 2026-02-01 22:11:03 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-02-01 22:11:04] Response (HTTP 200): { "id": "btcal_7101kge5a5g6ecwshj9z54d9vbcr", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-01 22:11:03 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770001864, "scheduled_time_unix": 1770001864, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770001864, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-01 22:12:23] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5145156176", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "00", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-01T22:11:04-05:00", "number_of_call_attempts": "2", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed National Payroll Institute membership. Gil initially joined for help with complex payroll issues but was unhappy with the service. Despite this, the agent persuaded Gil to renew his membership for $315 plus taxes, sending a renewal application form to his email. Gil confirmed receipt of the email.", "aitm_callsummarytitle": "Membership Renewal Attempt", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "02", "astotherreasonsnottorenew": "I was not happy with the service that I got.", "number_of_calls_reached": "10", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-01 22:12:23] Payload: { "call_name": "AC Call - 2026-02-01 22:12:23 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5145156176", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "number_of_passed_courses": "0" } } } ] } [2026-02-01 22:12:23] Response (HTTP 200): { "id": "btcal_3001kge5ckc3f7mtbemjy05yw5ze", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-01 22:12:23 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770001943, "scheduled_time_unix": 1770001943, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770001943, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-02 11:23:08] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.106", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Contact was busy and asked to be called back in 2 hours", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't have any expectation.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-28T17:15:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-01-30T17:53:33-05:00", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called John to inquire about his lapsed associate membership. She began by asking John about the initial value that motivated him to become a member, presenting him with seven options to choose from. John agreed to answer her questions.\n", "aitm_callsummarytitle": "NPI Membership Inquiry", "number_of_call_attempts": "0", "number_of_calls_reached": "61", "renewal_refusal_reasons": "No longer in payroll", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Staying current with payroll regulations and legislation", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-01-28T17:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-02 11:23:08] Payload: { "call_name": "AC Call - 2026-02-02 11:23:08 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail", "number_of_passed_courses": "999" } } } ] } [2026-02-02 11:23:08] Response (HTTP 200): { "id": "btcal_6001kgfjmgj5e9d9t7dbnd1vffzd", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-02 11:23:08 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770049389, "scheduled_time_unix": 1770049389, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770049389, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-02 11:27:39] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.106", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026 Feb 02 contact not available and reached voicemail 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Contact was busy and asked to be called back in 2 hours", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "I don't have any expectation.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-01-28T17:15:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-02T11:23:09-05:00", "npi_transcriptsummary": "The agent attempted to call Tri Ly, but the call was directed to voicemail. The voicemail detection tool confirmed the presence of a voicemail message.\n", "aitm_callsummarytitle": "Voicemail Detection", "number_of_call_attempts": "1", "number_of_calls_reached": "61", "renewal_refusal_reasons": "No longer in payroll", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Staying current with payroll regulations and legislation", "astreasonsnottorenew": "Retired/changed career/No longer working in payroll/Left Canada", "astotherreasonsnottorenew": "", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-01-28T17:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-02 11:27:39] Payload: { "call_name": "AC Call - 2026-02-02 11:27:39 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email 1\n2026 Jan 27 contact is no longer in payroll1\n2026/01/28 contact want to renew and sent the email\n2026/01/28 Sent the application form to dryline93@gmail.com\n2026/01/28 contact busy and asked to be called back in an hour\n2026/01/28 contact want to be called back at 9:00\n2026/01/28 contact busy and asked to be called back in 2 hours\n2026/01/28 contact busy and asked to be called back in 3 hours\n2026/01/28 contact is busy and asked to be called back in five hours\n2026/01/28 voice mail\n2026/01/28 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026/01/29 voice mail\n2026 Feb 02 contact not available and reached voicemail 1", "number_of_passed_courses": "999" } } } ] } [2026-02-02 11:27:39] Response (HTTP 200): { "id": "btcal_6601kgfjwrytf2ragh3w371dmcg2", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-02 11:27:39 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770049659, "scheduled_time_unix": 1770049659, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770049659, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 10:19:37] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.126", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-02", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-02T11:28:00-05:00", "intcode": 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"late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", 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"paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-02T11:27:40-05:00", "npi_transcriptsummary": "Ellen from the National Payroll Institute called John to inquire about his lapsed associate membership. John stated his initial interest was promoting payroll improvements in Canada, but he didn't renew because the fee wasn't worth the benefits. He rated his satisfaction a 3/5 and is in the 31-45 age range. He declined to renew, citing the price as too high.\n", "aitm_callsummarytitle": "Membership Lapsed Feedback Call", "number_of_call_attempts": "2", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "21", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-01-28T17:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 10:19:37] Payload: { "call_name": "AC Call - 2026-02-03 10:19:37 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 10:19:38] Response (HTTP 200): { "id": "btcal_2101kgj1cxwhfgvtvgxvt82f7zc3", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 10:19:37 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770131978, "scheduled_time_unix": 1770131978, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770131978, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 10:23:35] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.126", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-02", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-02T11:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-03T10:19:39-05:00", "npi_transcriptsummary": "The agent initiated a call with Tri Ly, who requested a callback in three hours. The agent confirmed the callback time for 1:20 PM and updated the schedule using the `update_call_back_date` and `update_call_back_hour` tools. Finally, the agent confirmed the scheduled callback and ended the call using the `end_call` tool.\n", "aitm_callsummarytitle": "Schedule Callback Time", "number_of_call_attempts": "3", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "21", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-02-03T13:20:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 10:23:35] Payload: { "call_name": "AC Call - 2026-02-03 10:23:35 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 10:23:36] Response (HTTP 200): { "id": "btcal_3301kgj1m5nze8191rb26d4etpkk", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 10:23:35 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770132215, "scheduled_time_unix": 1770132215, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770132215, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 10:27:29] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.126", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-02", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-02T11:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-03T10:23:36-05:00", "npi_transcriptsummary": "The conversation involved a brief interaction between an AI agent and Tri Ly. Tri was busy at the time of the call and requested a callback after one and a half hours. The agent confirmed a callback time of 11:53 AM, which Tri agreed to. The agent then used several tools to update the callback information in the system, scheduling it for February 3rd at 11:54 AM. The call concluded with the agent confirming the callback details and ending the conversation politely.", "aitm_callsummarytitle": "Scheduling Callback", "number_of_call_attempts": "4", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "21", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-02-03T11:54:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 10:27:29] Payload: { "call_name": "AC Call - 2026-02-03 10:27:29 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 10:27:31] Response (HTTP 200): { "id": "btcal_0301kgj1vb2zf3xvbt64p6hz7pfd", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 10:27:29 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770132450, "scheduled_time_unix": 1770132450, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770132450, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 10:30:26] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.126", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-02", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-02T11:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-03T10:27:31-05:00", "npi_transcriptsummary": "Unable to generate call summary due to unexpected error", "aitm_callsummarytitle": "Scheduling Callback", "number_of_call_attempts": "5", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "21", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-02-03T10:57:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 10:30:26] Payload: { "call_name": "AC Call - 2026-02-03 10:30:26 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 10:30:27] Response (HTTP 200): { "id": "btcal_4801kgj20q5efsf9s5mjypce9c28", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 10:30:26 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770132626, "scheduled_time_unix": 1770132626, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770132626, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 10:38:36] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.126", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-02", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-02T11:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-03T10:30:27-05:00", "npi_transcriptsummary": "Unable to generate call summary due to unexpected error", "aitm_callsummarytitle": "Callback Scheduling Request", "number_of_call_attempts": "6", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "21", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-02-03T12:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 10:38:36] Payload: { "call_name": "AC Call - 2026-02-03 10:38:36 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 10:38:37] Response (HTTP 200): { "id": "btcal_9401kgj2fnvvfwcsk7xv5qa152z8", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 10:38:36 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770133116, "scheduled_time_unix": 1770133116, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770133116, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 10:41:19] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.126", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-02", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": 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"old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-03T10:38:37-05:00", "npi_transcriptsummary": "Unable to generate call summary due to unexpected error", "aitm_callsummarytitle": "Schedule Call Back", "number_of_call_attempts": "7", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "21", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-02-03T12:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 10:41:19] Payload: { "call_name": "AC Call - 2026-02-03 10:41:19 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 10:41:20] Response (HTTP 200): { "id": "btcal_3801kgj2mn7rfverw1ph6km6v6zt", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 10:41:19 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770133279, "scheduled_time_unix": 1770133279, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770133279, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-03 13:36:51] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-03", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", 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"pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", 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"2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-03 13:36:51] Payload: { "call_name": "AC Call - 2026-02-03 13:36:51 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-03 13:36:52] Response (HTTP 200): { "id": "btcal_1501kgjcp290fkqtmvn0nxqwsvsa", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-03 13:36:51 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770143811, "scheduled_time_unix": 1770143811, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770143811, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-04 10:55:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-03", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-03T10:45:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-03T13:36:52-05:00", "npi_transcriptsummary": "The conversation consists of a brief interaction where an AI agent attempts to speak with Tri Ly. The call is immediately directed to voicemail, as indicated by the automated message stating that the person is unavailable. The AI system detects the voicemail instruction and confirms this through a tool call. The conversation ends without any actual communication with the intended recipient, Tri Ly.", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "9", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-04 10:55:55] Payload: { "call_name": "AC Call - 2026-02-04 10:55:55 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-04 10:55:56] Response (HTTP 200): { "id": "btcal_5901kgmnw42fehh9j5jhjwpp1hsy", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-04 10:55:55 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770220556, "scheduled_time_unix": 1770220556, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770220556, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 12:29:21] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "The user was not available to discuss their lapsed membership.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "other", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "it didn't live up to my expectations", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-01-30T10:11:47-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Summary couldn't be generated for this call.", "aitm_callsummarytitle": "Phone call to John", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "33", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Receiving payroll designation", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Yeah, I didn't receive the value that I was expecting.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Employer stopped paying", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 12:29:21] Payload: { "call_name": "AC Call - 2026-02-05 12:29:21 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 12:29:22] Response (HTTP 200): { "id": "btcal_0001kgqdkxm3f0na6rw9merbw7ac", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 12:29:21 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770312562, "scheduled_time_unix": 1770312562, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770312562, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 12:33:33] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "The user was not available to discuss their lapsed membership.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "other", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "it didn't live up to my expectations", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T12:29:22-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to inquire about his lapsed Associate membership and ask about his membership experience.\n", "aitm_callsummarytitle": "Membership Lapsed, Calling Gil", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "33", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Receiving payroll designation", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Yeah, I didn't receive the value that I was expecting.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Employer stopped paying", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 12:33:33] Payload: { "call_name": "AC Call - 2026-02-05 12:33:33 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 12:33:33] Response (HTTP 200): { "id": "btcal_6401kgqdvk8qf8rrvcfcs7w3vvj5", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 12:33:33 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770312813, "scheduled_time_unix": 1770312813, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770312813, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 14:48:34] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "The user was not available to discuss their lapsed membership.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "other", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "it didn't live up to my expectations", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T12:43:36-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed Associate membership. Gil confirmed his identity and asked how Ellen obtained his number. Ellen explained the NPI had his contact information from his previous engagement with them. After a connection issue, Ellen asked Gil about his initial motivation for joining NPI, presenting a list of options. Gil responded with \"Ah\".\n", "aitm_callsummarytitle": "NPI Membership Inquiry Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "35", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Receiving payroll designation", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Yeah, I didn't receive the value that I was expecting.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Employer stopped paying", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 14:48:34] Payload: { "call_name": "AC Call - 2026-02-05 14:48:34 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 14:48:34] Response (HTTP 200): { "id": "btcal_0901kgqnjts7fqea39thkpbcm82h", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 14:48:34 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770320915, "scheduled_time_unix": 1770320915, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770320915, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 14:58:51] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "The user was not available to discuss their lapsed membership.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "other", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "it didn't live up to my expectations", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T14:58:36-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership to conduct a brief survey about his membership experience.\n\nGil indicated he originally joined NPI to advance his payroll career. When asked why he didn't renew, he explained he is currently on sick leave from work. Despite Ellen's attempts to highlight available resources like payroll guidelines, calculators, and the Payroll InfoLine that remain accessible during his absence, Gil declined to renew his membership.\n\nGil rated his overall membership satisfaction as 4 out of 5 but preferred not to disclose his age range. After multiple renewal attempts emphasizing career development tools and mentorship opportunities, Gil firmly declined to reconsider. The conversation concluded professionally with Ellen thanking Gil for his time.", "aitm_callsummarytitle": "Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "35", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "I'm currently on a sick leave", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "06", "renewal_refusal_reasons": "Temporary", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 14:58:51] Payload: { "call_name": "AC Call - 2026-02-05 14:58:51 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 14:58:52] Response (HTTP 200): { "id": "btcal_1701kgqp5nsve6n8vywb1vcs9pq7", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 14:58:51 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770321532, "scheduled_time_unix": 1770321532, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770321532, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 15:09:04] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Our company became a member so there's no need for me to become a member.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Our company became a member so there's no need for me to become a member.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T15:08:54-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The conversation is between an AI agent named Ellen, representing the National Payroll Institute (NPI), and Gil, a former Associate member. Ellen inquires about Gil's lapsed membership and conducts a brief survey. Gil reveals that his company initially required membership to stay current with payroll legislation. He rates his overall satisfaction with NPI as 4 out of 5. However, Gil declines to renew his individual membership, explaining that his company has become a member, eliminating the need for his personal membership. The call concludes with Ellen thanking Gil for his feedback and ending the conversation politely.", "aitm_callsummarytitle": "NPI Membership Feedback Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "36", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Stay Current", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Our company became a member so there's no need for me to become a member.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "06", "renewal_refusal_reasons": "ORG switch (became part of an ORG membership)", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 15:09:04] Payload: { "call_name": "AC Call - 2026-02-05 15:09:04 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 15:09:04] Response (HTTP 200): { "id": "btcal_2201kgqprbpvfj688gkm9wy0hbb4", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 15:09:04 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770322144, "scheduled_time_unix": 1770322144, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770322144, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 15:33:19] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Our company became a member so there's no need for me to become a member.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "Our company became a member so there's no need for me to become a member.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T15:19:06-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership to conduct a brief exit survey.\n\nGil indicated he originally joined NPI to advance his payroll career. He did not renew his individual membership because his company, Direct Objective, became an organizational member, making his personal membership unnecessary.\n\nGil rated his overall membership experience as 4 out of 5, indicating high satisfaction. He provided his age range (31-45) for statistical purposes.\n\nThe call concluded professionally after all survey questions were completed. The interaction was brief, courteous, and achieved its objective of gathering feedback about the lapsed membership.", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "38", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Career", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "06", "renewal_refusal_reasons": "ORG switch (became part of an ORG membership)", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "189" } [2026-02-05 15:33:19] Payload: { "call_name": "AC Call - 2026-02-05 15:33:19 - Gil-31090", "agent_id": "agent_9601kgqq8q7feqv8f50gmecn9qxk", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 15:33:19] Response (HTTP 200): { "id": "btcal_8501kgqr4rp2fp4vhjsk8a3pej38", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-02-05 15:33:19 - Gil-31090", "agent_id": "agent_9601kgqq8q7feqv8f50gmecn9qxk", "created_at_unix": 1770323600, "scheduled_time_unix": 1770323600, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770323600, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) Twilio" } [2026-02-05 15:39:19] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "11", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T15:33:20-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The conversation involves a call from Ellen, representing the National Payroll Institute (NPI), to Gil, a former Associate member. Ellen attempts to inquire about Gil's membership experience and reasons for not renewing. Gil initially engages, indicating that completing a specific payroll seminar was the primary reason for joining. However, Gil quickly becomes uninterested in continuing the conversation, citing lack of time and repeatedly asking not to be called back. Despite Ellen's attempts to gather more information or schedule a follow-up, Gil firmly declines further engagement, ending the call abruptly.", "aitm_callsummarytitle": "Lapsed Membership Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "38", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Seminar", "astreasonsnottorenew": "Didn\u2019t find it beneficial, specify why in notes: ", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "ORG switch (became part of an ORG membership)", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "190" } [2026-02-05 15:39:19] Payload: { "call_name": "AC Call - 2026-02-05 15:39:19 - Gil-31090", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 15:39:20] Response (HTTP 200): { "id": "btcal_4601kgqrfrzkfeabe6xhr08myxhd", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 15:39:19 - Gil-31090", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770323960, "scheduled_time_unix": 1770323960, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770323960, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-05 15:47:14] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.136.239", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T15:43:21-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about their lapsed membership. Gil initially joined to help with payroll compliance issues but didn't renew because they are no longer working in payroll. They rated their overall satisfaction with the NPI membership as a 4 out of 5 and confirmed they are in the 31-45 age range. No further assistance was needed.\n", "aitm_callsummarytitle": "NPI Membership Exit Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "38", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "No longer in payroll", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 15:47:15] Payload: { "call_name": "AC Call - 2026-02-05 15:47:15 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 15:47:15] Response (HTTP 200): { "id": "btcal_6501kgqry8yrfdqs5mcqbx52bne0", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 15:47:15 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770324435, "scheduled_time_unix": 1770324435, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770324435, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-05 15:55:21] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-03", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-03T10:45:00-05:00", "intcode": "04", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-04T10:55:56-05:00", "npi_transcriptsummary": "The conversation consists of a brief interaction where an AI agent attempts to reach Tri Ly. The call is answered by an automated voicemail system, which informs the caller that the person is unavailable and provides instructions for leaving a message. The AI agent detects the voicemail system using a tool call, confirming the automated nature of the response. No actual conversation with the intended recipient takes place, and no message is recorded during this interaction.", "aitm_callsummarytitle": "Voicemail Message Detected", "number_of_call_attempts": "10", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "04", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "189" } [2026-02-05 15:55:21] Payload: { "call_name": "AC Call - 2026-02-05 15:55:21 - Tri Ly-33427", "agent_id": "agent_9601kgqq8q7feqv8f50gmecn9qxk", "agent_phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-05 15:55:21] Response (HTTP 200): { "id": "btcal_5201kgqsd3s9fwr8f8ks2p3t4vn8", "phone_number_id": "phnum_8001kc7mp2dtek4bn7dr084jydds", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-02-05 15:55:21 - Tri Ly-33427", "agent_id": "agent_9601kgqq8q7feqv8f50gmecn9qxk", "created_at_unix": 1770324922, "scheduled_time_unix": 1770324922, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770324922, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) Twilio" } [2026-02-05 16:02:14] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.142.207", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-01-27", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T15:49:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T15:57:18-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The conversation is a membership renewal call between Ellen, representing the National Payroll Institute (NPI), and Gil, a lapsed Associate member. Gil initially joined NPI to advance his payroll career. He didn't renew because, while the benefits were useful, he felt the fee wasn't worth it. Despite this, Gil rated his overall membership satisfaction as 4 out of 5.\n\nGil falls in the 31-45 age range. When offered the opportunity to renew his membership, highlighting various benefits such as help with complex payroll issues, updates, preferred seminar rates, and networking opportunities, Gil agreed to renew.\n\nThe call concluded with Ellen thanking Gil and expressing hope for future interactions. An application form was sent to Gil's contact information, suggesting the renewal process was initiated.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "40", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-05 16:02:14] Payload: { "call_name": "AC Call - 2026-02-05 16:02:14 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-05 16:02:15] Response (HTTP 200): { "id": "btcal_0201kgqssqctewgbsf834vdg9tp5", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-05 16:02:14 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770325335, "scheduled_time_unix": 1770325335, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770325335, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 08:56:34] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "00", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "didn't find enough use for the membership", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Refused", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-01T22:12:24-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed National Payroll Institute membership. Gil initially joined for help with complex payroll issues but was unhappy with the service. Despite this, the agent persuaded Gil to renew his membership for $315 plus taxes, sending a renewal application form to his email. Gil confirmed receipt of the email.", "aitm_callsummarytitle": "Membership Renewal Attempt", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Getting help with complex payroll compliance issues", "astreasonsnottorenew": "Not used enough or payroll not complex enough", "temp_intcode_for_auto_old_int_code": "02", "astotherreasonsnottorenew": "I was not happy with the service that I got.", "number_of_calls_reached": "13", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-06 08:56:34] Payload: { "call_name": "AC Call - 2026-02-06 08:56:34 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 08:56:35] Response (HTTP 200): { "id": "btcal_0001kgskv1jdfvb9zgjag9ax4hr0", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 08:56:34 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770386196, "scheduled_time_unix": 1770386196, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770386196, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 09:04:53] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "02", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "12", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-06T08:56:36-05:00", "number_of_call_attempts": "1", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for help with payroll issues but didn't renew because he's no longer in payroll. He rated his satisfaction a 5 and is in the 46-60 age range. Ellen explained the age question was for demographic purposes.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "02", "astotherreasonsnottorenew": "I'm no longer in payroll", "number_of_calls_reached": "13", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "190" } [2026-02-06 09:04:53] Payload: { "call_name": "AC Call - 2026-02-06 09:04:53 - Gil-42424", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 09:04:53] Response (HTTP 200): { "id": "btcal_1101kgsma88bfdtbstnx8t5km2rx", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:04:53 - Gil-42424", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770386694, "scheduled_time_unix": 1770386694, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770386694, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-06 09:12:20] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "02", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "12", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-06T09:04:55-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for help with payroll issues but didn't renew because he's no longer in payroll. He rated his satisfaction a 5 and is in the 46-60 age range. Ellen explained the age question was for demographic purposes.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "12", "astotherreasonsnottorenew": "I'm no longer in payroll", "number_of_calls_reached": "14", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "190" } [2026-02-06 09:12:20] Payload: { "call_name": "AC Call - 2026-02-06 09:12:20 - Gil-42424", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 09:12:21] Response (HTTP 200): { "id": "btcal_0001kgsmqx63emfrj4nqgtg0mpzp", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:12:20 - Gil-42424", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770387141, "scheduled_time_unix": 1770387141, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770387141, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-06 09:21:17] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "02", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "when I contacted InfoLine, the advice that they gave me was not something that I can take it and implement it on my payroll", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "12", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-06T09:12:22-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for help with payroll issues but didn't renew because he's no longer in payroll. He rated his satisfaction a 5 and is in the 46-60 age range. Ellen explained the age question was for demographic purposes.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "12", "astotherreasonsnottorenew": "I'm no longer in payroll", "number_of_calls_reached": "15", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-06 09:21:17] Payload: { "call_name": "AC Call - 2026-02-06 09:21:17 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 09:21:17] Response (HTTP 200): { "id": "btcal_9801kgsn894kfmeskkyy0w9mw858", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:21:17 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770387678, "scheduled_time_unix": 1770387678, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770387678, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 09:24:29] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "04", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-05T15:55:22-05:00", "npi_transcriptsummary": "This conversation documents a membership renewal survey conducted with Tri Ly, a former National Payroll Institute (NPI) member. The agent systematically gathered feedback through a structured questionnaire.\n\nTri indicated that networking with other payroll professionals was the primary driver for initially joining NPI. Despite rating overall satisfaction as five out of five, Tri had not renewed membership because the fee didn't seem worth the benefits received. The respondent falls in the 31-45 age range (specifically age 32).\n\nAfter being reminded of the comprehensive membership benefits\u2014including unlimited help with complex payroll issues, legislative updates, seminar discounts, networking opportunities, recruiting support, and retail discounts\u2014Tri agreed to renew the membership. The agent successfully sent the renewal application form to the confirmed email address (tri@directobjective.ca), which Tri acknowledged receiving.\n\nThe call concluded professionally with all survey responses recorded and the renewal process initiated. No additional assistance was required.", "aitm_callsummarytitle": "Membership Renewal Survey", "number_of_call_attempts": "11", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "04", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "190" } [2026-02-06 09:24:29] Payload: { "call_name": "AC Call - 2026-02-06 09:24:29 - Tri Ly-33427", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 09:24:30] Response (HTTP 200): { "id": "btcal_5601kgsne55zeccvchgwa5pecczp", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:24:29 - Tri Ly-33427", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770387870, "scheduled_time_unix": 1770387870, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770387870, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-06 09:25:52] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "12", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The advice that I got was too generic.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-06T09:21:18-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), spoke with Gil, a former Associate member, to inquire about his lapsed membership. Gil initially joined to get help with complex payroll issues but didn't renew due to dissatisfaction with the generic advice received. He is unsure if there's value in renewing. The agent apologized and said they would pass the feedback to the team. The agent then tried to get a satisfaction rating.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "renewal_refusal_reasons": "Service for new payroll is not helpful", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "12", "astotherreasonsnottorenew": "The advice that I got was too generic.", "number_of_calls_reached": "16", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-06 09:25:52] Payload: { "call_name": "AC Call - 2026-02-06 09:25:52 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 09:25:52] Response (HTTP 200): { "id": "btcal_6401kgsngntjer1bh97n5gqjrzkb", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:25:52 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770387953, "scheduled_time_unix": 1770387953, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770387953, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 09:27:15] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "04", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T09:24:31-05:00", "npi_transcriptsummary": "This conversation documents a membership renewal survey conducted with Tri Ly, a former National Payroll Institute (NPI) member. The agent systematically gathered feedback through a structured questionnaire.\n\nTri indicated that networking with other payroll professionals was the primary driver for initially joining NPI. Despite rating overall satisfaction as five out of five, Tri had not renewed membership because the fee didn't seem worth the benefits received. The respondent falls in the 31-45 age range (specifically age 32).\n\nAfter being reminded of the comprehensive membership benefits\u2014including unlimited help with complex payroll issues, legislative updates, seminar discounts, networking opportunities, recruiting support, and retail discounts\u2014Tri agreed to renew the membership. The agent successfully sent the renewal application form to the confirmed email address (tri@directobjective.ca), which Tri acknowledged receiving.\n\nThe call concluded professionally with all survey responses recorded and the renewal process initiated. No additional assistance was required.", "aitm_callsummarytitle": "Membership Renewal Survey", "number_of_call_attempts": "12", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "04", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "190" } [2026-02-06 09:27:15] Payload: { "call_name": "AC Call - 2026-02-06 09:27:15 - Tri Ly-33427", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 09:27:16] Response (HTTP 200): { "id": "btcal_7501kgsnk773f45anaz473heqz4p", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:27:15 - Tri Ly-33427", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770388036, "scheduled_time_unix": 1770388036, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770388036, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-06 09:27:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.132.137", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "12", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The advice that I got was too generic.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-06T09:25:54-05:00", "number_of_call_attempts": "1", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil Groobie to inquire about his recently lapsed Associate membership. She asked if he would be willing to answer a few questions about his membership experience, stating the survey would only take a few minutes. Gil hesitated, and Ellen reiterated her availability to proceed when he was ready.\n", "aitm_callsummarytitle": "NPI Membership Survey Call", "renewal_refusal_reasons": "Service for new payroll is not helpful", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "12", "astotherreasonsnottorenew": "The advice that I got was too generic.", "number_of_calls_reached": "16", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-06 09:27:48] Payload: { "call_name": "AC Call - 2026-02-06 09:27:48 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 09:27:49] Response (HTTP 200): { "id": "btcal_9401kgsnm7trefdb87ty6d40httq", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 09:27:48 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770388070, "scheduled_time_unix": 1770388070, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770388070, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 12:27:04] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-05T16:12:19-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. The conversation revealed that Gil had not intentionally cancelled but simply forgot to renew his membership.\n\nGil indicated that his initial reason for joining NPI was to receive help with complex payroll compliance issues. When asked about renewal, he expressed eagerness to rejoin immediately. Ellen confirmed his email address (g@directobjective.ca) and sent the renewal application form during the call.\n\nGil provided satisfaction ratings of four out of five for both his overall NPI membership experience and another aspect of the service. He declined to answer the demographic question about his age range. He confirmed receipt of the renewal email by the end of the call.\n\nThe conversation concluded positively with Gil ready to complete his membership renewal. The interaction was brief, professional, and successfully re-engaged a lapsed member who had simply overlooked the renewal process.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "42", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-06 12:27:04] Payload: { "call_name": "AC Call - 2026-02-06 12:27:04 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 12:27:04] Response (HTTP 200): { "id": "btcal_4901kgszwf0he409mzvgjy110gsx", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 12:27:04 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770398825, "scheduled_time_unix": 1770398825, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770398825, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 12:31:20] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-06T12:27:06-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The conversation is a brief interaction between an agent from the National Payroll Institute (NPI) and Gil, a former member whose membership has lapsed. The agent, Ellen, introduces herself and requests permission to ask questions about Gil's membership experience. Gil agrees, and Ellen presents a multiple-choice question about the initial value that drove Gil to become an NPI member. The options range from compliance assistance to career advancement. However, Gil appears hesitant or unsure about responding, leading to pauses in the conversation. The agent attempts to encourage Gil to take his time and consider the options, but the transcript ends before Gil provides a clear answer.", "aitm_callsummarytitle": "NPI Membership Lapsed Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "42", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-06 12:31:20] Payload: { "call_name": "AC Call - 2026-02-06 12:31:20 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-06 12:31:21] Response (HTTP 200): { "id": "btcal_1301kgt049nmfk7vac31qrvwhy4a", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 12:31:20 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770399082, "scheduled_time_unix": 1770399082, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770399082, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 14:33:08] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "04", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T09:27:17-05:00", "npi_transcriptsummary": "This conversation documents a membership renewal survey conducted with Tri Ly, a former National Payroll Institute (NPI) member. The agent systematically gathered feedback through a structured questionnaire.\n\nTri indicated that networking with other payroll professionals was the primary driver for initially joining NPI. Despite rating overall satisfaction as five out of five, Tri had not renewed membership because the fee didn't seem worth the benefits received. The respondent falls in the 31-45 age range (specifically age 32).\n\nAfter being reminded of the comprehensive membership benefits\u2014including unlimited help with complex payroll issues, legislative updates, seminar discounts, networking opportunities, recruiting support, and retail discounts\u2014Tri agreed to renew the membership. The agent successfully sent the renewal application form to the confirmed email address (tri@directobjective.ca), which Tri acknowledged receiving.\n\nThe call concluded professionally with all survey responses recorded and the renewal process initiated. No additional assistance was required.", "aitm_callsummarytitle": "Membership Renewal Survey", "number_of_call_attempts": "13", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "04", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "190" } [2026-02-06 14:33:08] Payload: { "call_name": "AC Call - 2026-02-06 14:33:08 - Tri Ly-33427", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 14:33:08] Response (HTTP 200): { "id": "btcal_9001kgt739v1fy8acgebteqa9md0", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 14:33:08 - Tri Ly-33427", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770406389, "scheduled_time_unix": 1770406389, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770406389, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-06 14:34:34] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T14:33:10-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but reached their voicemail. The voicemail detection tool confirmed the presence of a voicemail message.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "14", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "04", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-06 14:34:34] Payload: { "call_name": "AC Call - 2026-02-06 14:34:34 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 14:34:34] Response (HTTP 200): { "id": "btcal_6601kgt75xyffvp9dec86w6aztkd", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 14:34:34 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770406475, "scheduled_time_unix": 1770406475, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770406475, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 14:50:32] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T14:34:36-05:00", "npi_transcriptsummary": "The conversation is a brief interaction between an agent from the National Payroll Institute (NPI) and a member named Tri Ly. The agent, Ellen, calls to inquire about Tri's lapsed Associate membership and requests permission to ask a few questions about their membership experience. Tri agrees to participate.\n\nEllen begins by asking about the primary reason Tri initially joined NPI, providing six options ranging from compliance assistance to career advancement. However, the transcript ends before Tri's response is recorded, with the agent noting that they didn't catch Tri's answer and beginning to ask for clarification.", "aitm_callsummarytitle": "NPI Membership Inquiry", "number_of_call_attempts": "15", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "189" } [2026-02-06 14:50:32] Payload: { "call_name": "AC Call - 2026-02-06 14:50:32 - Tri Ly-33427", "agent_id": "agent_0001kgqwmag6egarh696v1crbjnc", "agent_phone_number_id": "phnum_4201kgt80y0hf73rw3ymq6j7xsct", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 14:50:33] Response (HTTP 200): { "id": "btcal_7001kgt8363fe4e9cnkqygefg9k6", "phone_number_id": "phnum_4201kgt80y0hf73rw3ymq6j7xsct", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-02-06 14:50:32 - Tri Ly-33427", "agent_id": "agent_0001kgqwmag6egarh696v1crbjnc", "created_at_unix": 1770407434, "scheduled_time_unix": 1770407434, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770407434, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) Twilio" } [2026-02-06 14:52:51] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T14:50:34-05:00", "npi_transcriptsummary": "The conversation was brief and consisted of an attempted phone call to Tri Ly. The call was automatically forwarded to voicemail, as indicated by the standard voicemail greeting message. The AI agent detected the voicemail instruction and did not leave a message. The call ended without any direct communication between the agent and the intended recipient.", "aitm_callsummarytitle": "Voicemail for Tri Ly", "number_of_call_attempts": "16", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-06 14:52:51] Payload: { "call_name": "AC Call - 2026-02-06 14:52:51 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 14:52:51] Response (HTTP 200): { "id": "btcal_4301kgt87d8tf9qb2sh8pqkdzj32", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 14:52:51 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770407572, "scheduled_time_unix": 1770407572, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770407572, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 15:01:10] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T14:52:53-05:00", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Tri Ly to inquire about their recently lapsed Associate membership. Ellen asked Tri Ly about their initial motivation for joining NPI, presenting six options related to payroll compliance, legislation, seminars, designation, networking, and career advancement. Tri Ly was hesitant in providing an answer.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Inquiry", "number_of_call_attempts": "17", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-06 15:01:10] Payload: { "call_name": "AC Call - 2026-02-06 15:01:10 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 15:01:11] Response (HTTP 200): { "id": "btcal_7501kgt8pmsbfnb8h5p8mdsjz6qa", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 15:01:10 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770408071, "scheduled_time_unix": 1770408071, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770408071, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-06 15:13:20] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.132.137", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T15:01:12-05:00", "npi_transcriptsummary": "The agent is attempting to survey Tri Ly about their past membership experience with the National Payroll Institute. The agent asks about the initial value that drove Tri Ly to become a member, providing six options. The user's responses are unclear, and the agent is having difficulty understanding them. The agent repeats the question and options multiple times, trying to clarify the user's answer.\n", "aitm_callsummarytitle": "NPI Membership Experience Survey", "number_of_call_attempts": "18", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-06 15:13:20] Payload: { "call_name": "AC Call - 2026-02-06 15:13:20 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-06 15:13:21] Response (HTTP 200): { "id": "btcal_6101kgt9cxyff0abz972q106h8d2", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-06 15:13:20 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770408802, "scheduled_time_unix": 1770408802, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770408802, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-09 08:40:02] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.151.177", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "12", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The advice that I got was too generic.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-06T10:15:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-06T09:27:50-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The conversation was between Ellen, a representative of the National Payroll Institute (NPI), and Gil, a former Associate member. Ellen called to inquire about Gil's lapsed membership and gather feedback.\n\nGil initially joined NPI to stay current with payroll legislation and rated his overall satisfaction as 4 out of 5. He's currently not renewing his membership due to being temporarily out of work. Gil falls in the 18-30 age range.\n\nEllen highlighted NPI's benefits, including career development resources and a mentorship program. Although Gil couldn't afford to renew immediately, he expressed interest in learning more about these resources. Ellen offered to send information via email to gil@directobjective.ca, which Gil confirmed.\n\nThe call concluded with Ellen sending the requested information and expressing hope that it would be helpful for Gil's future career in payroll. The conversation maintained a professional and courteous tone throughout.", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "renewal_refusal_reasons": "Temporary", "initalvalue": "Stay Current", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "The advice that I got was too generic.", "number_of_calls_reached": "19", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-09 08:40:02] Payload: { "call_name": "AC Call - 2026-02-09 08:40:02 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 08:40:03] Response (HTTP 200): { "id": "btcal_4801kh1a2x8pee7an7fg0bsc7car", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 08:40:02 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770644403, "scheduled_time_unix": 1770644403, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770644403, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-09 08:51:51] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.151.177", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-01", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "12", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The advice that I got was too generic.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-06T10:15:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T08:40:04-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from NPI called Gil Groover to inquire about his lapsed Associate membership. Gil initially joined for help with complex payroll issues but didn't renew because he's retiring. He rated his overall satisfaction with the membership as a 5 and is in the 61+ age range.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "renewal_refusal_reasons": "No longer in payroll", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "01", "astotherreasonsnottorenew": "I'm about to retire.", "number_of_calls_reached": "20", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "179" } [2026-02-09 08:51:51] Payload: { "call_name": "AC Call - 2026-02-09 08:51:51 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 08:51:52] Response (HTTP 200): { "id": "btcal_8301kh1arhk4fc3r1xc8zk4ymkxg", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 08:51:51 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770645112, "scheduled_time_unix": 1770645112, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770645112, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-09 09:15:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.74", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-06T15:13:22-05:00", "npi_transcriptsummary": "The conversation involves a call from Ellen, representing the National Payroll Institute (NPI), to Tri Ly, a former Associate member whose membership has lapsed. Ellen aims to gather feedback about Tri's membership experience and inquire about renewal intentions.\n\nTri initially responds briefly, showing minimal engagement. When asked about renewing, Tri responds with \"Maybe,\" indicating uncertainty. Ellen proceeds to ask about Tri's original motivation for joining NPI, presenting six options. However, Tri doesn't provide a clear answer, remaining silent.\n\nThroughout the call, Ellen maintains a professional tone, repeating questions when met with silence and offering flexibility. The conversation ends without Tri providing substantial feedback, suggesting possible disinterest or discomfort with the survey.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "number_of_call_attempts": "19", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "189" } [2026-02-09 09:15:55] Payload: { "call_name": "AC Call - 2026-02-09 09:15:55 - Tri Ly-33427", "agent_id": "agent_0001kgqwmag6egarh696v1crbjnc", "agent_phone_number_id": "phnum_4201kgt80y0hf73rw3ymq6j7xsct", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-09 09:15:55] Response (HTTP 200): { "id": "btcal_1001kh1c4k0veyv8fdkwngq4hdgf", "phone_number_id": "phnum_4201kgt80y0hf73rw3ymq6j7xsct", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-02-09 09:15:55 - Tri Ly-33427", "agent_id": "agent_0001kgqwmag6egarh696v1crbjnc", "created_at_unix": 1770646555, "scheduled_time_unix": 1770646555, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770646555, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) Twilio" } [2026-02-09 09:41:03] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.151.177", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "01", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T08:55:00-05:00", "intcode": "15", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T08:51:53-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The conversation was between an agent from the National Payroll Institute (NPI) and Gil, a former Associate member. The agent, Ellen, called to inquire about Gil's lapsed membership and gather feedback.\n\nGil initially joined NPI to stay current with payroll legislation but didn't renew due to dissatisfaction with service quality, particularly incomplete information. He rated his overall membership experience as 3 out of 5.\n\nThe agent attempted to address Gil's concerns by highlighting additional resources and support available through NPI. When asked about renewing, Gil remained uncertain but agreed to receive more information via email.\n\nThe agent confirmed Gil's email address and sent a renewal form. After a brief communication hiccup, Gil confirmed receipt of the email. The call concluded with Gil not committing to renewal but having the information to consider it.\n\nThroughout the conversation, the agent maintained a professional tone and used a structured approach to gather feedback and attempt to re-engage the lapsed member.", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "renewal_refusal_reasons": "Quality of information", "initalvalue": "Stay Current", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "15", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "21", "npi_call_back_date_and_time": "2026-02-01T19:03:00-05:00", "npi_call_back_time_hour": "20" } }, "seriesid": "189" } [2026-02-09 09:41:03] Payload: { "call_name": "AC Call - 2026-02-09 09:41:03 - Gil-42424", "agent_id": "agent_0001kgqwmag6egarh696v1crbjnc", "agent_phone_number_id": "phnum_4201kgt80y0hf73rw3ymq6j7xsct", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 09:41:04] Response (HTTP 200): { "id": "btcal_9601kh1djmezect9xw1ms4n0es58", "phone_number_id": "phnum_4201kgt80y0hf73rw3ymq6j7xsct", "phone_provider": "twilio", "whatsapp_params": null, "name": "AC Call - 2026-02-09 09:41:03 - Gil-42424", "agent_id": "agent_0001kgqwmag6egarh696v1crbjnc", "created_at_unix": 1770648064, "scheduled_time_unix": 1770648064, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770648064, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) Twilio" } [2026-02-09 09:52:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.151.177", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "01", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T08:55:00-05:00", "intcode": "15", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T09:41:05-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The conversation involves an agent attempting to reach Gil but speaking with someone else instead. The agent initially asks to speak with Gil, but the person who answers informs them that Gil is unavailable. The agent then inquires about a suitable time to call back.\n\nThe person suggests calling back within an hour, specifically at 10:42 AM Eastern Standard Time. The agent confirms this callback time and updates the necessary information in their system.\n\nBefore ending the call, the agent verifies if there's anything else they can assist with. The person declines any further assistance, and the agent politely concludes the conversation, thanking the person and saying goodbye.\n\nThe interaction is brief, professional, and focused on scheduling a callback for Gil. The agent demonstrates attentiveness by confirming the callback time and offering additional assistance before ending the call.", "aitm_callsummarytitle": "Schedule Callback Time", "renewal_refusal_reasons": "Quality of information", "initalvalue": "Stay Current", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "15", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "22", "npi_call_back_date_and_time": "2026-02-09T10:42:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "42" } }, "seriesid": "179" } [2026-02-09 09:52:47] Payload: { "call_name": "AC Call - 2026-02-09 09:52:47 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 09:52:48] Response (HTTP 200): { "id": "btcal_8901kh1e83gdfkdtt9hegad7z72x", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 09:52:47 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770648768, "scheduled_time_unix": 1770648768, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770648768, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-09 10:01:03] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "15", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T09:58:00-05:00", "intcode": "22", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T09:52:48-05:00", "number_of_call_attempts": "1", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil confirmed he had joined primarily to complete a specific payroll seminar and no longer felt he needed the membership after completion.\n\nEllen presented the full range of membership benefits, including unlimited payroll compliance support, legislative updates, resource libraries, and the Payroll InfoLine. When Gil inquired about cost, Ellen quoted the annual fee at $315 plus taxes. Gil rated his overall membership satisfaction as 4 out of 5.\n\nGil declined to provide his age range for statistical purposes. When asked about renewing, he remained non-committal but agreed to receive information via email at gil@directobjective.ca. Ellen successfully sent the renewal application form and concluded the call professionally.\n\nThe conversation was cordial throughout, with Gil showing mild interest but no immediate commitment to renewing his membership.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Seminar", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "15", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "22", "npi_call_back_date_and_time": "2026-02-09T10:42:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "42" } }, "seriesid": "190" } [2026-02-09 10:01:03] Payload: { "call_name": "AC Call - 2026-02-09 10:01:03 - Gil-42424", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "agent_phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 10:01:03] Response (HTTP 200): { "id": "btcal_0101kh1eq7hqe62vy9grv930db1y", "phone_number_id": "phnum_2701kgmng7e7fd78v6k8k32pwtp7", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 10:01:03 - Gil-42424", "agent_id": "agent_8401kgqqbh28fm1s0mcp577ev8r9", "created_at_unix": 1770649263, "scheduled_time_unix": 1770649263, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770649263, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN) RingOffice" } [2026-02-09 10:11:37] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "15", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. 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"source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", 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"resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T10:01:04-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil confirmed he had joined primarily to complete a specific payroll seminar and no longer felt he needed the membership after completion.\n\nEllen presented the full range of membership benefits, including unlimited payroll compliance support, legislative updates, resource libraries, and the Payroll InfoLine. When Gil inquired about cost, Ellen quoted the annual fee at $315 plus taxes. Gil rated his overall membership satisfaction as 4 out of 5.\n\nGil declined to provide his age range for statistical purposes. When asked about renewing, he remained non-committal but agreed to receive information via email at gil@directobjective.ca. Ellen successfully sent the renewal application form and concluded the call professionally.\n\nThe conversation was cordial throughout, with Gil showing mild interest but no immediate commitment to renewing his membership.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Seminar", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "22", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "24", "npi_call_back_date_and_time": "2026-02-09T10:42:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "42" } }, "seriesid": "179" } [2026-02-09 10:11:37] Payload: { "call_name": "AC Call - 2026-02-09 10:11:37 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 10:11:37] Response (HTTP 200): { "id": "btcal_2001kh1fajreeks8sq0a7jnfepy0", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 10:11:37 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770649897, "scheduled_time_unix": 1770649897, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770649897, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-09 10:51:51] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "15", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. 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"source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", 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"resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T10:11:38-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The AI agent attempted to reach Gil but was informed by the user that he was unavailable. The agent offered to take a message and requested a convenient callback time. \n\nThe user indicated they did not know Gil's schedule and could not provide specific availability. Despite the agent's follow-up attempt to identify a general timeframe (morning, afternoon, or evening), the user remained unable to commit to a specific time and suggested the agent could call back at any time before ending the conversation.\n\nThe interaction concluded without establishing a callback appointment or leaving a specific message for Gil.", "aitm_callsummarytitle": "Call Gil back", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Seminar", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "22", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "25", "npi_call_back_date_and_time": "2026-02-09T10:42:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "42" } }, "seriesid": "179" } [2026-02-09 10:51:51] Payload: { "call_name": "AC Call - 2026-02-09 10:51:51 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 10:51:52] Response (HTTP 200): { "id": "btcal_5401kh1hm8jfewpbay28dffygw9v", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 10:51:51 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770652312, "scheduled_time_unix": 1770652312, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770652312, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-09 11:56:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "22", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T09:58:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T10:51:52-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The agent called to speak with Gil, but he was unavailable. The agent scheduled a callback in 15 minutes, confirming the time (11:07 AM Eastern) with the user. The agent then asked if there was anything else they could help with. The tools `update_call_back_date` and `update_call_back_hour` were used to schedule the callback.\n", "aitm_callsummarytitle": "Scheduling Callback for Gil", "renewal_refusal_reasons": "Lack of usage", "initalvalue": "Seminar", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "10", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "26", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42" } }, "seriesid": "179" } [2026-02-09 11:56:48] Payload: { "call_name": "AC Call - 2026-02-09 11:56:48 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-09 11:56:49] Response (HTTP 200): { "id": "btcal_9201kh1nb6gmf70tbytqhggr6e4d", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-09 11:56:48 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770656209, "scheduled_time_unix": 1770656209, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770656209, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 10:54:09] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-06T12:41:25-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The conversation is a brief phone interaction between an agent named Ellen from the National Payroll Institute (NPI) and a member named Gil. Ellen calls to inquire about Gil's lapsed Associate membership and asks permission to conduct a survey about his membership experience. Gil agrees, and Ellen begins by asking about the primary reason Gil initially joined NPI, providing six options. However, Gil appears hesitant or unsure, responding with \"Uh...\" and then silence. Ellen encourages Gil to take his time in selecting an answer, but the conversation ends before Gil provides a response to the question.", "aitm_callsummarytitle": "NPI Membership Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "44", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 10:54:09] Payload: { "call_name": "AC Call - 2026-02-10 10:54:09 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 10:54:10] Response (HTTP 200): { "id": "btcal_4101kh4456dwea3vtx7sehm2m66d", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 10:54:09 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770738850, "scheduled_time_unix": 1770738850, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770738850, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 10:55:35] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T10:54:10-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "This brief conversation captures the initial moments of a phone call where an AI agent named Ellen attempts to connect with Gil. The interaction consists of a simple greeting exchange where the agent confirms they're speaking with Gil, who responds affirmatively. The conversation appears to have experienced a minor communication hiccup with overlapping dialogue as Ellen begins to introduce herself, followed by Gil's \"Hello?\" suggesting possible audio issues or uncertainty. The call ends abruptly before any substantive discussion could take place.", "aitm_callsummarytitle": "NPI Membership Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "44", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 10:55:35] Payload: { "call_name": "AC Call - 2026-02-10 10:55:35 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 10:55:35] Response (HTTP 200): { "id": "btcal_7501kh447t38fr199r47rk80rfvy", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 10:55:35 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770738935, "scheduled_time_unix": 1770738935, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770738935, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 10:56:48] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No I'm not interested sorry don't call me back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T10:55:36-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "This brief conversation captures the initial moments of a phone call where an AI agent named Ellen attempts to connect with Gil. The interaction consists of a simple greeting exchange where the agent confirms they're speaking with Gil, who responds affirmatively. The conversation appears to have experienced a minor communication hiccup with overlapping dialogue as Ellen begins to introduce herself, followed by Gil's \"Hello?\" suggesting possible audio issues or uncertainty. The call ends abruptly before any substantive discussion could take place.", "aitm_callsummarytitle": "Initial Phone Contact Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "44", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 10:56:48] Payload: { "call_name": "AC Call - 2026-02-10 10:56:48 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 10:56:48] Response (HTTP 200): { "id": "btcal_5701kh44a1arfqxsdnwb6f8jf2d9", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 10:56:48 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770739008, "scheduled_time_unix": 1770739008, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770739008, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 12:16:55] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T14:20:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T10:40:59-05:00", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), spoke with John, a former Associate member, to inquire about his lapsed membership. John initially joined to advance his career but didn't renew because he's temporarily out of a payroll job. He rated his satisfaction a 3/5 and is in the 18-30 age range. He agreed to receive a renewal email for future consideration. The agent then ended the call.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "number_of_call_attempts": "28", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "01", "old_int_code": "05", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 12:16:55] Payload: { "call_name": "AC Call - 2026-02-10 12:16:55 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 12:16:56] Response (HTTP 200): { "id": "btcal_5601kh48wrnjexpbve3frnbe46xr", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 12:16:55 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770743816, "scheduled_time_unix": 1770743816, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770743816, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 12:59:41] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Not interested at this time", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T11:06:51-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent attempted to speak with Gil, but he was unavailable. The agent asked for a suitable time to call back, but the user didn't know Gil's schedule. The agent thanked the user for their time and ended the call.\n", "aitm_callsummarytitle": "Call Gil unavailable", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "10", "number_of_calls_reached": "47", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 12:59:41] Payload: { "call_name": "AC Call - 2026-02-10 12:59:41 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 12:59:42] Response (HTTP 200): { "id": "btcal_1201kh4bb25aec9bfccfv834w4kg", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 12:59:41 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770746382, "scheduled_time_unix": 1770746382, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770746382, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 14:14:06] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Not interested at this time", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T13:09:46-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The AI agent initiated a call requesting to speak with Gil. The recipient checked Gil's availability but informed the agent that Gil was not available at the moment. When the agent asked for a suitable callback time, the recipient indicated they did not know when Gil would be available. The agent politely concluded the conversation and ended the call, noting that no callback time could be established.", "aitm_callsummarytitle": "Call Gil, unsuccessful", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "10", "number_of_calls_reached": "48", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Help with Complex", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Cost", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 14:14:06] Payload: { "call_name": "AC Call - 2026-02-10 14:14:06 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 14:14:06] Response (HTTP 200): { "id": "btcal_4101kh4fka24f2j8tsg4ajaq3at5", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 14:14:06 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770750847, "scheduled_time_unix": 1770750847, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770750847, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 15:13:12] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.19", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-05", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Didn't receive expected value", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-05T16:04:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T14:24:09-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil joined NPI to advance his payroll career but chose not to renew because he didn't utilize the membership enough.\n\nGil rated his overall membership experience a 4 out of 5 for satisfaction but declined to share his age range. When presented with membership benefits including compliance support, legislative updates, seminar discounts, and networking opportunities, Gil declined renewal, stating the membership didn't provide sufficient value for his needs.\n\nEllen attempted to gather more specific feedback about what was lacking, but Gil reiterated that he didn't receive expected value. After a second renewal attempt, Gil firmly declined. The call concluded professionally with no membership renewal secured.", "aitm_callsummarytitle": "NPI Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "49", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "10", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 15:13:12] Payload: { "call_name": "AC Call - 2026-02-10 15:13:12 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 15:13:12] Response (HTTP 200): { "id": "btcal_9901kh4jzgvtebvb7ek6h585wfe5", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 15:13:12 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770754392, "scheduled_time_unix": 1770754392, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770754392, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 15:30:55] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.134.120", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-10", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No money right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T15:23:16-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership to conduct a brief survey about his membership experience.\n\nGil indicated he initially joined to gain a payroll designation but chose not to renew because he didn't use the membership enough. He rated his overall satisfaction as 3 out of 5 and identified his age range as 18-30.\n\nWhen asked about renewing, Gil declined due to current financial constraints. Ellen highlighted additional member benefits including career development resources, mentorship programs, and networking opportunities. Gil requested information be sent via email instead.\n\nEllen successfully sent renewal information to Gil's email address (g@directobjective.ca), which Gil confirmed receiving. The conversation concluded professionally with both parties expressing gratitude.\n\nThe call was courteous and efficient, with Ellen gathering valuable feedback while attempting to re-engage a former member through alternative solutions when immediate renewal wasn't feasible.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "49", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initalvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "10", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 15:30:55] Payload: { "call_name": "AC Call - 2026-02-10 15:30:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 15:30:56] Response (HTTP 200): { "id": "btcal_5101kh4kzzvme40tp90k1c3r4cab", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 15:30:55 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770755456, "scheduled_time_unix": 1770755456, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770755456, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 15:45:32] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.134.120", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-10", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No money right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T15:40:59-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI called Gil about their lapsed Associate membership. Gil requested the information via email. Ellen confirmed the email address, but Gil corrected the domain extension to \".cai\". Ellen then asked Gil to spell out the full email address.\n", "aitm_callsummarytitle": "Membership survey attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "50", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "10", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 15:45:32] Payload: { "call_name": "AC Call - 2026-02-10 15:45:32 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 15:45:32] Response (HTTP 200): { "id": "btcal_3201kh4mtqpbfv58ebmq440thdch", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 15:45:32 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770756333, "scheduled_time_unix": 1770756333, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770756333, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:08:11] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T14:20:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T13:03:09-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "30", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 16:08:11] Payload: { "call_name": "AC Call - 2026-02-10 16:08:11 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:08:12] Response (HTTP 200): { "id": "btcal_5201kh4p476detg8tx2rdnthk9dc", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:08:11 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770757692, "scheduled_time_unix": 1770757692, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770757692, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:10:21] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T14:20:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:08:13-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "31", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 16:10:21] Payload: { "call_name": "AC Call - 2026-02-10 16:10:21 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:10:21] Response (HTTP 200): { "id": "btcal_0801kh4p85jjemm8dbb2y2px3aw6", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:10:21 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770757822, "scheduled_time_unix": 1770757822, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770757822, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:14:59] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T14:20:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", 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"", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:10:22-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "32", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 16:14:59] Payload: { "call_name": "AC Call - 2026-02-10 16:14:59 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:15:00] Response (HTTP 200): { "id": "btcal_5701kh4pgng9ekasv0cv2pmktfrj", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:14:59 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770758100, "scheduled_time_unix": 1770758100, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770758100, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:26:23] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T14:20:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:15:01-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "33", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 16:26:23] Payload: { "call_name": "AC Call - 2026-02-10 16:26:23 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:26:23] Response (HTTP 200): { "id": "btcal_8801kh4q5h5ger6s0mnht1vmf2bn", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:26:23 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770758784, "scheduled_time_unix": 1770758784, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770758784, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:31:50] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", 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"", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:26:24-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "34", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 16:31:50] Payload: { "call_name": "AC Call - 2026-02-10 16:31:50 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:31:51] Response (HTTP 200): { "id": "btcal_6501kh4qfgpafav991gbxh7w6ps8", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:31:50 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770759111, "scheduled_time_unix": 1770759111, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770759111, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:41:23] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.151.177", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-10T16:33:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", 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"payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:31:51-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "35", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-10 16:41:23] Payload: { "call_name": "AC Call - 2026-02-10 16:41:23 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:41:23] Response (HTTP 200): { "id": "btcal_4001kh4r0zzkfpxadv40kdbsysyc", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:41:23 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770759684, "scheduled_time_unix": 1770759684, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770759684, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 16:48:58] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.151.177", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-10T16:33:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", 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"", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:41:24-05:00", "npi_transcriptsummary": "The agent attempted to contact Tri Ly but was directed to voicemail. The voicemail system's automated greeting was detected.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "36", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "01", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "" } }, "seriesid": "179" } [2026-02-10 16:48:58] Payload: { "call_name": "AC Call - 2026-02-10 16:48:58 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-10 16:48:59] Response (HTTP 200): { "id": "btcal_2101kh4rex37eaf80hy557vs87m1", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 16:48:58 - Tri Ly-33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770760139, "scheduled_time_unix": 1770760139, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770760139, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 21:36:56] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber, MBA", "language": "English", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-09", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "old_int_code": "22", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-09T09:58:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "sendlapsedemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "individual_id": "287470", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "province": "QC", "region": "", "testimonial": "This is a test testimonial", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "testimonial_reviewer_name": "Gil", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "sendaugustemail": "", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "testimonialagree": "Yes", "do_id": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "npi_email_temp": "gil@directobjective.ca", "members_type": "AST", "aitm_status_called": "2026-02-09T11:56:50-05:00", "number_of_call_attempts": "0", "npi_email_2": "gilgru@directobjective.ca", "npi_transcriptsummary": "The conversation consists of a single incomplete greeting from an agent, making it too brief to provide a meaningful summary.", "aitm_callsummarytitle": "Greeting", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "No longer in Payroll", "temp_intcode_for_auto_old_int_code": "10", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "number_of_calls_reached": "27", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42" } }, "seriesid": "179" } [2026-02-10 21:36:56] Payload: { "call_name": "AC Call - 2026-02-10 21:36:56 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 21:36:57] Response (HTTP 200): { "id": "btcal_5901kh58y6age53aszne2mdtqzkm", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 21:36:56 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770777418, "scheduled_time_unix": 1770777418, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770777418, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 21:42:26] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.140.19", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T21:36:58-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "sendapplicationform": "2026-02-10T10:35:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "10", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "10", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil stated he forgot to renew and was open to renewing. Ellen gathered feedback on his membership satisfaction and age range. The renewal application was resent after initial delivery issues. Gil confirmed receipt, and the call concluded.\n", "aitm_callsummarytitle": "NPI Membership Renewal", "aitm_status_called": "2026-02-10T21:36:58-05:00", "number_of_calls_reached": "27", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Well, the information was not complete enough. I had to go after and check the government site so it was not very helpful.", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 21:42:26] Payload: { "call_name": "AC Call - 2026-02-10 21:42:26 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 21:42:26] Response (HTTP 200): { "id": "btcal_2801kh5987nqf6mbc4tfym706phv", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 21:42:26 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770777747, "scheduled_time_unix": 1770777747, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770777747, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 21:46:11] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.140.19", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T21:42:27-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand you\u2019re no longer working in payroll. If your situation changes, we\u2019d be glad to welcome you back.", "sendapplicationform": "2026-02-10T10:35:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "10", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "10", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed membership. After confirming Gil's identity, Ellen asked about his initial reason for joining (staying current with legislation) and why he didn't renew (retirement). Gil rated his satisfaction with the membership as a 5 and stated he was in the 61+ age range. The agent thanked him and ended the call.\n", "aitm_callsummarytitle": "Membership Lapsed Survey", "aitm_status_called": "2026-02-10T21:42:27-05:00", "number_of_calls_reached": "27", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 21:46:11] Payload: { "call_name": "AC Call - 2026-02-10 21:46:11 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 21:46:12] Response (HTTP 200): { "id": "btcal_4901kh59f3zvf208bgpaztvq4dq4", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 21:46:11 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770777972, "scheduled_time_unix": 1770777972, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770777972, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 21:49:25] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.140.19", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T21:46:13-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact not available, no callback time provided", "sendapplicationform": "2026-02-10T10:35:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "10", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "10", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called seeking Gil, but Gil was unavailable. The user, who is not Gil, offered to take a message. The agent repeatedly asked for a callback time, but the user couldn't provide one. The agent then ended the call.\n", "aitm_callsummarytitle": "Call Gil, unavailable", "aitm_status_called": "2026-02-10T21:46:13-05:00", "number_of_calls_reached": "28", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 21:49:25] Payload: { "call_name": "AC Call - 2026-02-10 21:49:25 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 21:49:26] Response (HTTP 200): { "id": "btcal_7301kh59n18pewvr2wcwdv0823zz", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 21:49:25 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770778166, "scheduled_time_unix": 1770778166, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770778166, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 21:56:22] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T21:49:27-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "22", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact not available, no callback time provided", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "22", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil to inquire about his lapsed membership. Gil initially joined for a seminar and didn't renew because he didn't need more seminars. He rated his satisfaction a 4/5 and stated his age was in the 18-30 range. After some convincing regarding the benefits of continuous membership, Gil agreed to receive a renewal application via email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-10T21:49:27-05:00", "number_of_calls_reached": "30", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 21:56:22] Payload: { "call_name": "AC Call - 2026-02-10 21:56:22 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 21:56:23] Response (HTTP 200): { "id": "btcal_0401kh5a1rthfbt9nxr52vh8qdm2", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 21:56:22 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770778583, "scheduled_time_unix": 1770778583, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770778583, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:01:51] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T21:56:24-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "22", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact not available, no callback time provided", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "22", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil stated he initially joined to stay current with payroll regulations but didn't renew because he didn't use the membership enough. After hearing about self-service resources, Gil expressed interest in renewing and inquired about the cost. The agent confirmed his email and sent a renewal application. Gil confirmed receipt, and the call concluded.\n", "aitm_callsummarytitle": "NPI Membership Renewal Call", "aitm_status_called": "2026-02-10T21:56:24-05:00", "number_of_calls_reached": "31", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:01:51] Payload: { "call_name": "AC Call - 2026-02-10 22:01:51 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:01:52] Response (HTTP 200): { "id": "btcal_2801kh5abswtf17sqqehxv5r169f", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:01:51 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770778912, "scheduled_time_unix": 1770778912, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770778912, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:08:07] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:01:53-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I had bad experience with the service that you've given me", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "22", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed membership. Gil initially joined for help with payroll compliance but didn't renew due to inaccurate information received. He rated his satisfaction a 2 out of 5 and declined to provide his age range. He refused to renew his membership due to his past negative experience. The agent thanked him and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "aitm_status_called": "2026-02-10T22:01:53-05:00", "number_of_calls_reached": "32", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:08:07] Payload: { "call_name": "AC Call - 2026-02-10 22:08:07 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:08:07] Response (HTTP 200): { "id": "btcal_3001kh5aq8ksejytsfcw75agbvgp", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:08:07 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770779288, "scheduled_time_unix": 1770779288, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770779288, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:11:00] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:08:08-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact refused renewal, using colleague's membership", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "22", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The AI agent, Ellen, called Gil to discuss renewing his National Payroll Institute (NPI) Associate membership. After confirming Gil's identity, Ellen inquired about his reasons for joining initially and why he didn't renew. Gil stated he initially joined to stay current with payroll legislation but is now using a colleague's (Sandra Levy) membership. The agent thanked Gil and ended the call, noting the reason for refusal. An application form was prematurely sent but the agent apologized.", "aitm_callsummarytitle": "Membership Renewal Survey", "aitm_status_called": "2026-02-10T22:08:08-05:00", "number_of_calls_reached": "32", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:11:00] Payload: { "call_name": "AC Call - 2026-02-10 22:11:00 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:11:00] Response (HTTP 200): { "id": "btcal_9301kh5awhtwf72bbphvw4d5dt5q", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:11:00 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770779461, "scheduled_time_unix": 1770779461, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770779461, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:16:32] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:11:02-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact refused renewal, using colleague's membership", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), spoke with Gil about his lapsed membership. Gil initially joined for help with payroll issues but didn't renew because his employer stopped paying. He declined to sponsor the membership himself but provided the name and phone extension for Richard Chamberline, the decision-maker for membership sponsorship at his organization. The agent ended the call, planning to have the team discuss renewal options with Richard.\n", "aitm_callsummarytitle": "Membership Renewal Inquiry", "aitm_status_called": "2026-02-10T22:11:02-05:00", "number_of_calls_reached": "33", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:16:32] Payload: { "call_name": "AC Call - 2026-02-10 22:16:32 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:16:32] Response (HTTP 200): { "id": "btcal_8601kh5b6ntsec4a1d613at5fkna", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:16:32 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770779793, "scheduled_time_unix": 1770779793, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770779793, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:21:19] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:16:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Sorry.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. Gil stated his initial interest was to gain a designation, but the process was cumbersome and he didn't receive adequate support. He rated his overall satisfaction as a \"one\" and declined to renew his membership, even after being informed of improvements to the support resources. He cited frustration with the initial process.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "aitm_status_called": "2026-02-10T22:16:33-05:00", "number_of_calls_reached": "35", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Designation", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:21:19] Payload: { "call_name": "AC Call - 2026-02-10 22:21:19 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:21:20] Response (HTTP 200): { "id": "btcal_2501kh5bfejwfma8shp7a3h74bf5", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:21:19 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770780080, "scheduled_time_unix": 1770780080, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770780080, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:26:33] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:21:21-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "on a leave", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil, a former member, to inquire about his lapsed membership. Gil initially joined to stay current with legislation. He didn't renew due to paternity leave but was very satisfied with his membership. He declined to provide his age range and wasn't interested in renewing immediately due to his leave, but may consider it later.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Survey", "aitm_status_called": "2026-02-10T22:21:21-05:00", "number_of_calls_reached": "35", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:26:33] Payload: { "call_name": "AC Call - 2026-02-10 22:26:33 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:26:33] Response (HTTP 200): { "id": "btcal_2501kh5bs0v3fa8rhnp93v8qf8n8", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:26:33 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770780394, "scheduled_time_unix": 1770780394, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770780394, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-10 22:27:25] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:26:34-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "on a leave", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent initiated a conversation.\n", "aitm_callsummarytitle": "Greeting", "aitm_status_called": "2026-02-10T22:26:34-05:00", "number_of_calls_reached": "36", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-10 22:27:25] Payload: { "call_name": "AC Call - 2026-02-10 22:27:25 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-10 22:27:26] Response (HTTP 200): { "id": "btcal_4701kh5btm7hfywsgvq3t1ph8pf3", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-10 22:27:25 - Gil-42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770780446, "scheduled_time_unix": 1770780446, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770780446, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 13:42:03] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints", "dhmsfin_telemarketing_last_contacted_date": "", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No money right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-10T15:55:36-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership and requested feedback. Gil asked for the information to be emailed instead. The email was sent and confirmed. Gil declined the survey at the moment, and a follow-up call was scheduled for later.\n", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "52", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-11 13:42:03] Payload: { "call_name": "AC Call - 2026-02-11 13:42:03 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 13:42:03] Response (HTTP 200): { "id": "btcal_1601kh705bgffp4swhsp1xqy859y", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 13:42:03 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770835324, "scheduled_time_unix": 1770835324, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770835324, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 13:46:38] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T13:42:05-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No money right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T13:42:05-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The agent called to speak with Gil, but Gil was unavailable. The user could not provide a suitable time for a callback. The agent ended the call.\n", "aitm_callsummarytitle": "Call: Gil unavailable", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "52", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 13:46:38] Payload: { "call_name": "AC Call - 2026-02-11 13:46:38 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 13:46:39] Response (HTTP 200): { "id": "btcal_3601kh70dr5jf3380pqm7t5a7hwr", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 13:46:38 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770835599, "scheduled_time_unix": 1770835599, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770835599, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 13:53:47] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T13:46:40-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No money right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T13:46:40-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent called to speak with Gil about his membership experience but Gil was unavailable. The agent asked for a good time to call back, but the user didn't know and suggested calling back later. The agent thanked the user and ended the call.", "aitm_callsummarytitle": "Schedule Call with Gil", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "53", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 13:53:47] Payload: { "call_name": "AC Call - 2026-02-11 13:53:47 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 13:53:48] Response (HTTP 200): { "id": "btcal_5501kh70tvkyev4t80fm6fwsk5eh", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 13:53:47 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770836029, "scheduled_time_unix": 1770836029, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770836029, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 13:56:42] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T13:53:49-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Target unavailable", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T13:53:49-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent called to speak with Gil, but he was unavailable. The agent asked for a good time to call back, but the user didn't know Gil's schedule. The agent ended the call.\n", "aitm_callsummarytitle": "Unavailable, no callback time", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "54", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 13:56:42] Payload: { "call_name": "AC Call - 2026-02-11 13:56:42 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 13:56:43] Response (HTTP 200): { "id": "btcal_1301kh7106hfe5brfdbzcx1t743t", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 13:56:42 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770836204, "scheduled_time_unix": 1770836204, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770836204, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 13:58:52] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T13:56:44-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I understand. Thank you for your time. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T13:56:44-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen called on behalf of the National Payroll Institute, looking for Gil. The user stated they were not Gil, so Ellen ended the call.", "aitm_callsummarytitle": "Wrong Gil contacted", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "54", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 13:58:52] Payload: { "call_name": "AC Call - 2026-02-11 13:58:52 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 13:58:53] Response (HTTP 200): { "id": "btcal_1301kh71453rfhyvd5kkqpqe19tb", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 13:58:52 - Gil-31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770836333, "scheduled_time_unix": 1770836333, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770836333, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 14:57:30] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T13:58:54-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I understand. Thank you for your time. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T13:58:54-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent initiated a call to speak with Gil [Last Name]. The user inquired which Gil the agent was trying to reach, prompting the agent to provide the last name.\n", "aitm_callsummarytitle": "Identifying Gil [Last Name]", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "57", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 14:57:30] Payload: { "call_name": "AC Call - 2026-02-11 14:57:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 14:57:31] Response (HTTP 200): { "id": "btcal_1901kh74fgv7f2xt338bqmbfnrdv", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 14:57:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770839851, "scheduled_time_unix": 1770839851, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770839851, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 15:00:20] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T14:57:32-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I understand. Thank you for your time. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T14:57:32-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The conversation was a brief phone call where an agent attempted to speak with Gil. The person who answered informed the agent that Gil was not available. When asked about a suitable time to call back, the respondent was unable to provide this information. The agent politely thanked the person for their time and ended the call. The call was terminated due to the contact being unavailable and no callback time being provided.", "aitm_callsummarytitle": "Unavailable Contact Call Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "57", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 15:00:20] Payload: { "call_name": "AC Call - 2026-02-11 15:00:20 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 15:00:21] Response (HTTP 200): { "id": "btcal_4601kh74mphzft6vbm760rnn6gga", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 15:00:20 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770840021, "scheduled_time_unix": 1770840021, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770840021, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 15:01:40] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T15:00:22-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Contact no longer works here", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "12", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T15:00:22-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "The agent called looking for Gil Gruber. The user informed the agent that Gil no longer works there, so the agent ended the call.\n", "aitm_callsummarytitle": "Gil Gruber Unavailable Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "57", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 15:01:40] Payload: { "call_name": "AC Call - 2026-02-11 15:01:40 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 15:01:40] Response (HTTP 200): { "id": "btcal_9801kh74q49wedvsghdmvtqxxxzv", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 15:01:40 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770840101, "scheduled_time_unix": 1770840101, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770840101, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 15:55:09] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.133.71", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T15:01:41-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "21", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T15:01:41-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "An AI agent named Ellen contacted Gil regarding his lapsed Associate membership with the National Payroll Institute (NPI). Gil initially expressed interest in renewing, stating he had simply forgotten to do so. Ellen offered to send the renewal application and attempted to begin a membership survey.\n\nHowever, Gil indicated he didn't have time for the survey and ultimately declined further engagement. When pressed for feedback, Gil explained he didn't receive the expected value from his membership. Ellen acknowledged his concerns, recorded the feedback, and concluded the call professionally.\n\nThe conversation shifted from a potential renewal opportunity to a membership cancellation, with the key insight being Gil's dissatisfaction with the value proposition of the NPI membership.", "aitm_callsummarytitle": "NPI Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "21", "number_of_calls_reached": "60", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 15:55:09] Payload: { "call_name": "AC Call - 2026-02-11 15:55:09 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 15:55:10] Response (HTTP 200): { "id": "btcal_9501kh77s329e4caze9epd5e5t2z", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 15:55:09 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770843311, "scheduled_time_unix": 1770843311, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770843311, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 16:13:27] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.133.71", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T15:55:11-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T15:55:11-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Through a structured survey, she gathered feedback about his membership experience.\n\nGil initially joined NPI to advance his payroll career. However, he chose not to renew because he felt the membership fee wasn't justified by the benefits received, despite Ellen's explanation of available resources including the Payroll InfoLine, legislative updates, seminar discounts, and networking opportunities.\n\nGil rated his overall membership satisfaction as 3 out of 5, indicating a neutral experience. He identified himself as being in the 61 or above age range for statistical purposes.\n\nWhen offered the opportunity to renew his membership, Gil declined. The call concluded professionally with no additional assistance needed. The conversation maintained a courteous tone throughout, with Ellen following a clear survey protocol while Gil provided brief, direct responses.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "61", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "21", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 16:13:27] Payload: { "call_name": "AC Call - 2026-02-11 16:13:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 16:13:28] Response (HTTP 200): { "id": "btcal_2101kh78tjy4f1kteaha5svd24r1", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 16:13:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770844408, "scheduled_time_unix": 1770844408, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770844408, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 16:18:01] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.133.71", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T16:13:29-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T16:13:29-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The AI agent, Ellen, contacted Gil regarding his lapsed Associate membership with the National Payroll Institute (NPI). The call was a brief membership exit survey to understand Gil's experience and reasons for not renewing.\n\nGil indicated that he initially joined NPI to advance his payroll career. However, he chose not to renew because he felt the membership benefits, while useful, did not justify the fee. When Ellen acknowledged this concern and highlighted available resources like the Payroll InfoLine and legislative updates, Gil rated his overall membership satisfaction as a 3 out of 5.\n\nThe conversation was cut short when Gil appeared to have difficulty hearing or lost connection while Ellen was asking demographic questions about his age range. The survey remained incomplete at the end of the transcript.", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "61", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "21", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 16:18:01] Payload: { "call_name": "AC Call - 2026-02-11 16:18:01 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 16:18:02] Response (HTTP 200): { "id": "btcal_2101kh792yshfbcv7hj9555dnbbk", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 16:18:01 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770844683, "scheduled_time_unix": 1770844683, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770844683, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 16:30:07] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T16:18:03-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T16:18:03-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. The conversation focused on understanding Gil's membership experience through a brief survey.\n\nGil initially joined NPI for networking opportunities with other payroll professionals. However, he chose not to renew because he didn't receive the expected value from the membership. Despite this, Gil rated his overall satisfaction as four out of five and identified himself as being in the 61+ age range.\n\nWhen Ellen presented the renewal opportunity, highlighting benefits such as unlimited payroll support, legislative updates, professional development, and networking, Gil inquired about the cost. Upon learning the Associate membership fee is $315 plus taxes, Gil confirmed his email address and requested information be sent to him.\n\nEllen successfully sent the renewal application to Gil's email (g@directobjective.ca) and concluded the call professionally. The interaction ended on a positive note with both parties exchanging goodbyes, suggesting potential for future re-engagement.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "63", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 16:30:07] Payload: { "call_name": "AC Call - 2026-02-11 16:30:07 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 16:30:09] Response (HTTP 200): { "id": "btcal_2601kh79s4b0eycr72smaq38spyn", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 16:30:07 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770845409, "scheduled_time_unix": 1770845409, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770845409, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:15:39] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Not a mass value.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Ian Curran", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T16:51:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-11T16:49:20-05:00", "npi_transcriptsummary": "The call was between a National Payroll Institute representative and the contact, Tri Ly. Tri Ly confirmed the intention to renew the membership and rated their previous experience with a 4 out of 5. The contact confirmed the receipt of the renewal application form sent via email.", "aitm_callsummarytitle": "Renewal Intention Confirmed", "number_of_call_attempts": "39", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Other", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-11 17:15:39] Payload: { "call_name": "AC Call - 2026-02-11 17:15:39 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-11 17:15:40] Response (HTTP 200): { "id": "btcal_2201kh7ccfftfdzscr3w263sq2qw", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:15:39 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848140, "scheduled_time_unix": 1770848140, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848140, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:18:30] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T16:30:10-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T16:30:10-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed membership. Gil initially wasn't available, but later spoke with Ellen. She asked about his reasons for joining and not renewing, his satisfaction level, and age range. Gil expressed the membership fee wasn't worth it, but rated his satisfaction a 4/5. He agreed to renew at the current rate, received the application email, and the call concluded.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "64", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:18:30] Payload: { "call_name": "AC Call - 2026-02-11 17:18:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 17:18:30] Response (HTTP 200): { "id": "btcal_5201kh7chnz4fcwtd5gqhmbkc1e9", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:18:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848311, "scheduled_time_unix": 1770848311, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848311, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:21:10] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:18:31-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T17:18:31-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The AI agent, Ellen, contacted Gil regarding his lapsed Associate membership with the National Payroll Institute (NPI). After confirming Gil's identity, Ellen explained the purpose of the call was to gather feedback about his membership experience through a brief survey.\n\nGil agreed to participate, and Ellen proceeded to ask the first question about his original motivation for joining NPI, providing multiple choice options including help with complex issues, staying current, seminars, designation, networking, career advancement, or other reasons.\n\nThe conversation was brief and professional, with Gil cooperative and willing to provide feedback about his membership experience.", "aitm_callsummarytitle": "Membership Lapse Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "64", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:21:10] Payload: { "call_name": "AC Call - 2026-02-11 17:21:10 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 17:21:11] Response (HTTP 200): { "id": "btcal_1301kh7cpk49f8b8n0needwcbfnx", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:21:10 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848472, "scheduled_time_unix": 1770848472, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848472, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:21:46] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:21:12-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T17:21:12-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "The AI agent, Ellen, contacted Gil regarding his lapsed Associate membership with the National Payroll Institute (NPI). After confirming Gil's identity, Ellen explained the purpose of the call was to gather feedback about his membership experience through a brief survey.\n\nGil agreed to participate, and Ellen proceeded to ask the first question about his original motivation for joining NPI, providing multiple choice options including help with complex issues, staying current, seminars, designation, networking, career advancement, or other reasons.\n\nThe conversation was brief and professional, with Gil cooperative and willing to provide feedback about his membership experience.", "aitm_callsummarytitle": "Membership Lapse Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "64", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:21:46] Payload: { "call_name": "AC Call - 2026-02-11 17:21:46 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 17:21:46] Response (HTTP 200): { "id": "btcal_2801kh7cqnhsfdx9j2gcam0zt529", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:21:46 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848507, "scheduled_time_unix": 1770848507, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848507, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:23:30] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:15:41-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Not a mass value.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Ian Curran", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-11T17:15:41-05:00", "npi_transcriptsummary": "The agent, Ellen, called Tri Ly on behalf of the National Payroll Institute (NPI) to inquire about their lapsed Associate membership. Tri Ly indicated they originally joined for networking, rated their satisfaction a 5 out of 5, and stated they were in the 31-45 age range. Tri Ly agreed to renew their membership, and the agent sent the renewal application to their email. The call concluded successfully.", "aitm_callsummarytitle": "NPI Membership Renewal Call", "number_of_call_attempts": "40", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:23:30] Payload: { "call_name": "AC Call - 2026-02-11 17:23:30 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-11 17:23:31] Response (HTTP 200): { "id": "btcal_3201kh7ctv91etp9mj342eyfvpha", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:23:30 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848611, "scheduled_time_unix": 1770848611, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848611, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:26:56] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:21:48-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T17:21:48-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil initially joined NPI to advance his payroll career and rated his overall satisfaction as 3 out of 5. He identified as being in the 61 or above age range.\n\nWhen asked about renewing, Gil initially declined, citing dissatisfaction with the quality of service he received from NPI. Ellen acknowledged his concerns and indicated the feedback would be shared with the appropriate team for improvement.\n\nDespite his service concerns, Gil agreed to renew his membership when asked a second time. Ellen successfully processed the renewal by sending an application form and concluded the call professionally. The conversation resulted in a successful membership renewal, though it highlighted service quality issues that require organizational attention.", "aitm_callsummarytitle": "Membership Renewal Attempt Success", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "64", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:26:56] Payload: { "call_name": "AC Call - 2026-02-11 17:26:56 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 17:26:56] Response (HTTP 200): { "id": "btcal_7101kh7d1462frcr4x3v5a03n7e3", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:26:56 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848817, "scheduled_time_unix": 1770848817, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848817, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:28:47] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.141.46", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:23:32-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Ian Curran", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:00:00-05:00", "intcode": "24", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-11T17:23:32-05:00", "npi_transcriptsummary": "The National Payroll Institute (NPI) contacted Tri Ly regarding their lapsed Associate membership. The agent, Ellen, intended to conduct a brief survey about the membership experience.\n\nTri Ly immediately expressed interest in renewing their membership and requested to skip the survey questions, asking that renewal information be sent to their email address (tri@directobjective.ca). The agent confirmed the email address and successfully sent the renewal application form using the system.\n\nDespite the agent's attempt to proceed with a few quick survey questions about what initially drove Tri Ly to become a member, Tri Ly politely declined to participate in the survey and requested to end the call. The agent respected this decision, confirmed the renewal email was sent, and concluded the conversation professionally.\n\nThe call resulted in a successful renewal request submission but no survey data collected.", "aitm_callsummarytitle": "Membership Renewal Application Sent", "number_of_call_attempts": "0", "number_of_calls_reached": "62", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:28:47] Payload: { "call_name": "AC Call - 2026-02-11 17:28:47 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-11 17:28:48] Response (HTTP 200): { "id": "btcal_1101kh7d4gykfcdrhftjv7vjsppa", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:28:47 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770848928, "scheduled_time_unix": 1770848928, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770848928, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 17:39:08] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:26:57-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T17:26:57-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The AI agent, Ellen, contacted Gil from the National Payroll Institute (NPI) to discuss his lapsed Associate membership. Gil initially joined to advance his career and rated his satisfaction as a 3 out of 5. He initially declined to renew due to the fee, but after Ellen highlighted the benefits, he agreed. The agent then sent a renewal application to Gil's email. The call ended successfully.", "aitm_callsummarytitle": "Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "68", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 17:39:08] Payload: { "call_name": "AC Call - 2026-02-11 17:39:08 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 17:39:08] Response (HTTP 200): { "id": "btcal_9301kh7dqf7wekzsv7tnmt96ctq9", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 17:39:08 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770849549, "scheduled_time_unix": 1770849549, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770849549, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 19:36:46] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.141.46", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:28:49-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Ian Curran", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:00:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-11T17:28:49-05:00", "npi_transcriptsummary": "The agent contacted Tri Ly, who requested a callback in two hours. The agent confirmed the callback time as 7:29 p.m. and scheduled it using multiple tools to update the date, hour, and minute. The call was then ended with a confirmation message.\n", "aitm_callsummarytitle": "Schedule Callback Time Update", "number_of_call_attempts": "0", "number_of_calls_reached": "64", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "29", "npi_call_back_date_and_time": "2026-02-11T19:29:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 19:36:46] Payload: { "call_name": "AC Call - 2026-02-11 19:36:46 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-11 19:36:48] Response (HTTP 200): { "id": "btcal_6901kh7mex63e4jrtda9trn3hjt2", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 19:36:46 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770856608, "scheduled_time_unix": 1770856608, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770856608, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 19:46:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-10T22:27:27-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "on a leave", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent initiated a phone call.\n", "aitm_callsummarytitle": "Initiating a call", "aitm_status_called": "2026-02-10T22:27:27-05:00", "number_of_calls_reached": "39", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 19:46:45] Payload: { "call_name": "AC Call - 2026-02-11 19:46:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 19:46:45] Response (HTTP 200): { "id": "btcal_7601kh7n14k7fwzb32sgbtvszf6t", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 19:46:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770857206, "scheduled_time_unix": 1770857206, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770857206, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 19:51:17] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:46:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I'm about to retire", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to discuss his lapsed Associate membership. Gil initially joined for help with complex payroll issues and rated his satisfaction a 4 out of 5. He is 61 or above and declined to renew his membership due to his upcoming retirement, despite the agent's attempt to persuade him. The call ended with the agent thanking Gil.\n", "aitm_callsummarytitle": "Membership Renewal Attempt", "aitm_status_called": "2026-02-11T19:46:46-05:00", "number_of_calls_reached": "39", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 19:51:17] Payload: { "call_name": "AC Call - 2026-02-11 19:51:17 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 19:51:17] Response (HTTP 200): { "id": "btcal_3001kh7n9eaze86a60qmcrddsne6", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 19:51:17 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770857478, "scheduled_time_unix": 1770857478, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770857478, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-11 19:54:11] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.74", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:51:19-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact unavailable, no callback time provided", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called looking for Gil. The user, who was not Gil, initially inquired about the caller's identity. After a brief pause, the user stated Gil was unavailable and suggested calling another time. The agent thanked the user and ended the call.\n", "aitm_callsummarytitle": "Attempt to reach Gil", "aitm_status_called": "2026-02-11T19:51:19-05:00", "number_of_calls_reached": "39", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-11 19:54:11] Payload: { "call_name": "AC Call - 2026-02-11 19:54:11 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-11 19:54:11] Response (HTTP 200): { "id": "btcal_4401kh7ner37et3bktvj4818afga", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-11 19:54:11 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770857652, "scheduled_time_unix": 1770857652, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770857652, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 09:15:09] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.141.46", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:36:49-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Ian Curran", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:00:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-11T19:36:49-05:00", "npi_transcriptsummary": "The agent attempted to call Tri Ly but reached voicemail. The voicemail detection tool confirmed the presence of a voicemail message.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "1", "number_of_calls_reached": "64", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "29", "npi_call_back_date_and_time": "2026-02-11T19:29:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-12 09:15:09] Payload: { "call_name": "AC Call - 2026-02-12 09:15:09 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-12 09:15:10] Response (HTTP 200): { "id": "btcal_4801kh939cdtfekbnhb6c089mpnf", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 09:15:09 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770905711, "scheduled_time_unix": 1770905711, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770905711, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 09:53:32] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T17:39:10-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I didn't receive the value that i was looking for", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-11T17:39:10-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed membership. Gil initially joined to advance his career and rated his satisfaction as 4/5. He was initially hesitant to renew due to the fee, but after Ellen highlighted the benefits, he agreed. The renewal application was sent to his email, and he confirmed receipt. The call ended successfully.\n", "aitm_callsummarytitle": "Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "69", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Our company actually became an organization member so I didn't have to", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 09:53:32] Payload: { "call_name": "AC Call - 2026-02-12 09:53:32 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 09:53:33] Response (HTTP 200): { "id": "btcal_8601kh95fn1te2xvn05qt4zzz7kp", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 09:53:32 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770908013, "scheduled_time_unix": 1770908013, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770908013, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 10:02:33] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.155", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T09:15:11-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T10:00:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T09:15:11-05:00", "npi_transcriptsummary": "The agent, Ellen, called Tri Ly to discuss their lapsed NPI membership. Tri Ly requested to skip the survey and receive the renewal form directly. Despite the initial resistance, the agent managed to ask a few survey questions, including the reason for joining NPI (networking), overall satisfaction (5/5), and age range (31-45). The agent then sent the renewal application to Tri Ly's email and ended the call.\n", "aitm_callsummarytitle": "Membership Renewal Application Sent", "number_of_call_attempts": "0", "number_of_calls_reached": "65", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "29", "npi_call_back_date_and_time": "2026-02-11T19:29:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 10:02:33] Payload: { "call_name": "AC Call - 2026-02-12 10:02:33 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-12 10:02:33] Response (HTTP 200): { "id": "btcal_9101kh96050ef5dbx7rz3w0k9x9e", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 10:02:33 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770908554, "scheduled_time_unix": 1770908554, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770908554, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 10:55:59] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T09:53:34-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Retiring soon", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T09:53:34-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil initially joined to advance his career and rated his satisfaction as a 4 out of 5. He declined to renew due to his upcoming retirement. The call concluded with thanks.\n", "aitm_callsummarytitle": "Membership Lapsed Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "70", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 10:55:59] Payload: { "call_name": "AC Call - 2026-02-12 10:55:59 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 10:56:00] Response (HTTP 200): { "id": "btcal_0301kh9920mnez3vktw2tkebhfdg", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 10:55:59 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770911761, "scheduled_time_unix": 1770911761, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770911761, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 11:02:27] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.197", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T10:56:01-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Retiring", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T10:56:01-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his lapsed membership. Gil initially joined to advance his payroll career and rated his satisfaction as a 4 out of 5. He declined to provide his age range and ultimately decided not to renew his membership due to his upcoming retirement.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "70", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 11:02:27] Payload: { "call_name": "AC Call - 2026-02-12 11:02:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 11:02:28] Response (HTTP 200): { "id": "btcal_0201kh99dvhaewgs6h7pybfyc4h0", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 11:02:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770912149, "scheduled_time_unix": 1770912149, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770912149, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 11:15:21] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T11:02:29-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Retiring soon", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T11:02:29-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI called Gil, a former Associate member, to inquire about his lapsed membership. Gil initially joined to advance his payroll career and rated his satisfaction as a 4/5. He is in the 61+ age range. Gil declined to renew his membership because he is retiring soon. The call ended.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "72", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 11:15:21] Payload: { "call_name": "AC Call - 2026-02-12 11:15:21 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 11:15:22] Response (HTTP 200): { "id": "btcal_6801kh9a5ezgeh59rkmrxtfw3nwt", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 11:15:21 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770912922, "scheduled_time_unix": 1770912922, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770912922, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 11:16:49] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T11:15:23-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No worries, I'll call back later. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T11:15:23-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI called to speak with Gil. The user checked Gil's availability and reported he was unavailable. When asked for a suitable callback time, the user didn't know. Ellen ended the call, planning to call back later.\n", "aitm_callsummarytitle": "NPI call, Gil unavailable", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "72", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 11:16:49] Payload: { "call_name": "AC Call - 2026-02-12 11:16:49 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 11:16:49] Response (HTTP 200): { "id": "btcal_5901kh9a84dhe2pt1ser2yaq6td9", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 11:16:49 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770913010, "scheduled_time_unix": 1770913010, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770913010, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 12:28:17] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T11:16:50-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No worries, I'll call back later. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T11:16:50-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen, calling on behalf of the National Payroll Institute (NPI), asked to speak with Gil. After a brief hold, Gil came to the phone. Ellen stated the reason for her call was regarding Gil's Associate membership.\n", "aitm_callsummarytitle": "NPI membership inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "74", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 12:28:17] Payload: { "call_name": "AC Call - 2026-02-12 12:28:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 12:28:19] Response (HTTP 200): { "id": "btcal_4801kh9eb17hfjcb8ja4f1f0ax6z", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 12:28:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770917299, "scheduled_time_unix": 1770917299, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770917299, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 12:30:05] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T12:28:20-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No worries, I'll call back later. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T12:28:20-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen, calling on behalf of the National Payroll Institute (NPI), asked to speak with Gil. After a brief hold, Gil came to the phone. Ellen stated the reason for her call was regarding Gil's Associate membership.\n", "aitm_callsummarytitle": "NPI membership inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "74", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 12:30:05] Payload: { "call_name": "AC Call - 2026-02-12 12:30:05 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 12:30:09] Response (HTTP 200): { "id": "btcal_9801kh9eearzekqspdx09t7b5rc0", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 12:30:05 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770917407, "scheduled_time_unix": 1770917407, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770917407, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 12:34:46] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T12:30:10-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No worries, I'll call back later. Goodbye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T12:30:10-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "The agent attempted to speak with Gil, but the user (gatekeeper) stated Gil was unavailable. The agent requested a convenient time to call back, but after a delay and repeated request, the user didn't provide a time. The agent ended the call, planning to call back later.\n", "aitm_callsummarytitle": "Unable to reach Gil", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "74", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 12:34:46] Payload: { "call_name": "AC Call - 2026-02-12 12:34:46 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 12:34:48] Response (HTTP 200): { "id": "btcal_5201kh9epwt1fzwv12rq2h7q607q", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 12:34:46 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770917688, "scheduled_time_unix": 1770917688, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770917688, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 12:46:30] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T12:34:49-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-11T17:45:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T12:34:49-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent called to speak with Gil regarding a lapsed National Payroll Institute Associate membership. The user initially asked the agent to hold. The user then stated they didn't have a membership. The agent confirmed the email address associated with the membership. The user then stated the name associated with the membership was incorrect and asked the agent to hold again before ending the call.\n", "aitm_callsummarytitle": "Membership inquiry, incorrect name", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "77", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 12:46:30] Payload: { "call_name": "AC Call - 2026-02-12 12:46:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 12:46:30] Response (HTTP 200): { "id": "btcal_7301kh9fcbb9e9pbhzcm7czy22mp", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 12:46:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770918391, "scheduled_time_unix": 1770918391, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770918391, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 12:55:44] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T12:46:31-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T12:46:31-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen, calling on behalf of the National Payroll Institute (NPI), spoke with Gil about his lapsed Associate membership. Gil confirmed his email and that he forgot to renew. Ellen sent the renewal application and asked about his initial reason for joining (networking), his satisfaction (rated 4/5), and his age range (61+). Gil agreed to renew and confirmed he received the application form. Ellen then started to ask the reason for not renewing the membership.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "77", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 12:55:44] Payload: { "call_name": "AC Call - 2026-02-12 12:55:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 12:55:44] Response (HTTP 200): { "id": "btcal_8401kh9fx8jzesatv7nw8z08gm29", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 12:55:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770918945, "scheduled_time_unix": 1770918945, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770918945, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 13:03:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T12:55:46-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T12:55:45-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent, Ellen from NPI, contacted Gil to discuss his lapsed Associate membership. Gil confirmed his email and received the renewal application. He stated his initial reason for joining was to advance his career and rated his satisfaction as a four. He also confirmed he is in the 61 or above age range. Ellen encouraged him to renew, highlighting membership benefits.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "78", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 13:03:43] Payload: { "call_name": "AC Call - 2026-02-12 13:03:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 13:03:44] Response (HTTP 200): { "id": "btcal_1901kh9gbwexfah9f0kp2fq63hbx", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 13:03:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770919424, "scheduled_time_unix": 1770919424, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770919424, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:20:53] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T13:03:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T13:03:45-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil confirmed his email and received a renewal application. He stated his initial membership value was career advancement and rated his satisfaction as a 3. He provided his age range (46-60) and agreed to renew his membership. The call ended successfully.", "aitm_callsummarytitle": "Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "80", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:20:53] Payload: { "call_name": "AC Call - 2026-02-12 14:20:53 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:20:54] Response (HTTP 200): { "id": "btcal_5001kh9ms6e1f3y87c040w2vmmkc", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:20:53 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770924054, "scheduled_time_unix": 1770924054, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770924054, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:27:02] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.145.27", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:20:55-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T14:20:55-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed Associate membership. Gil expressed interest in renewing and confirmed his email. Ellen sent the renewal application, then asked survey questions about his initial membership value (advancing career), satisfaction (very satisfied), and age range (preferred not to say). Ellen promoted membership benefits, and Gil agreed to renew. The call concluded.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "80", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:27:02] Payload: { "call_name": "AC Call - 2026-02-12 14:27:02 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:27:02] Response (HTTP 200): { "id": "btcal_4501kh9n4eb4f94v898ant7a6wzw", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:27:02 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770924423, "scheduled_time_unix": 1770924423, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770924423, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:30:10] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:27:04-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T14:27:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T14:27:04-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil wanted help with payroll compliance issues and rated his satisfaction a 5/5. He confirmed his email, received the renewal application, and stated he's 61+. The call concluded successfully.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "80", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:30:10] Payload: { "call_name": "AC Call - 2026-02-12 14:30:10 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:30:18] Response (HTTP 200): { "id": "btcal_3501kh9nad6geb2s79smm9r644xr", "phone_number_id": "phnum_0001kg8hcem1ewj8qsm12v6ytpyf", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:30:10 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770924618, "scheduled_time_unix": 1770924618, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770924618, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:35:09] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T10:02:34-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T10:10:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T10:02:34-05:00", "npi_transcriptsummary": "The agent, Ellen, called Tri Ly on behalf of the National Payroll Institute (NPI) to inquire about their lapsed Associate membership. Tri Ly expressed satisfaction with their past membership, particularly for networking opportunities, and requested a renewal application form. The agent confirmed the email address and sent the form. Tri Ly confirmed receipt, and the call concluded.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "number_of_call_attempts": "0", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "15", "npi_call_back_date_and_time": "2026-02-12T15:15:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:35:09] Payload: { "call_name": "AC Call - 2026-02-12 14:35:09 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-12 14:35:10] Response (HTTP 200): { "id": "btcal_1701kh9nkahqf7mvrkk5tpgvnefm", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:35:09 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770924911, "scheduled_time_unix": 1770924911, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770924911, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:40:27] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Gruber", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:30:16-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T14:27:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T14:30:16-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil initially joined to advance his career and rated his satisfaction a 4/5. He is in the 61+ age range. Despite a renewal offer, Gil declined, stating the benefits weren't useful. The call ended with Gil declining renewal.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "83", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "I feel like the benefits are not useful.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:40:27] Payload: { "call_name": "AC Call - 2026-02-12 14:40:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:40:28] Response (HTTP 200): { "id": "btcal_8101kh9nx0q6ek18xa28dgk69adn", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:40:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770925228, "scheduled_time_unix": 1770925228, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770925228, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:50:25] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "06", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No. Because I was not happy with your service.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "06", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The call reached Bill Gruber's voicemail. No direct interaction with Bill occurred.", "aitm_callsummarytitle": "Voicemail", "aitm_status_called": "2026-02-11T22:28:21-05:00", "number_of_calls_reached": "48", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:50:25] Payload: { "call_name": "AC Call - 2026-02-12 14:50:25 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:50:26] Response (HTTP 200): { "id": "btcal_1401kh9pf8m3f2ft19sqaydx25bm", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:50:25 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770925826, "scheduled_time_unix": 1770925826, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770925826, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:53:23] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:50:27-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I'm about to retire.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "06", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "06", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his lapsed membership. Gil stated his initial interest was help with payroll issues and rated his satisfaction a 4 out of 5. He is in the 31-45 age range. He declined to renew his membership due to upcoming retirement.\n", "aitm_callsummarytitle": "Membership Lapsed Survey Call", "aitm_status_called": "2026-02-12T14:50:27-05:00", "number_of_calls_reached": "48", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:53:23] Payload: { "call_name": "AC Call - 2026-02-12 14:53:23 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:53:24] Response (HTTP 200): { "id": "btcal_4001kh9pmpxnekcrmmjhfd9cbt0r", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:53:23 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770926005, "scheduled_time_unix": 1770926005, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770926005, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 14:54:33] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:53:25-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "06", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "06", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent attempted to speak with Gil, but he was unavailable. The user could not provide a suitable time for a callback. The agent ended the call.\n", "aitm_callsummarytitle": "Gil Unavailable Callback Attempt", "aitm_status_called": "2026-02-12T14:53:25-05:00", "number_of_calls_reached": "48", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 14:54:33] Payload: { "call_name": "AC Call - 2026-02-12 14:54:33 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 14:54:34] Response (HTTP 200): { "id": "btcal_7101kh9pptn0fk2a5241f69ynzfd", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 14:54:33 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770926074, "scheduled_time_unix": 1770926074, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770926074, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:04:14] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:54:35-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "06", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The AI agent, Ellen, called Gil Grover to discuss his lapsed National Payroll Institute (NPI) membership. Gil initially joined for a discounted seminar and rated his satisfaction a 4/5. After some back and forth about his age range and confirming his email address, the agent tried to resend the renewal application, but Gil didn't receive it. Despite the agent's attempts to highlight membership benefits, Gil ended the call without renewing, stating the agent was confused.", "aitm_callsummarytitle": "Membership Renewal Attempt", "aitm_status_called": "2026-02-12T14:54:35-05:00", "number_of_calls_reached": "50", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:04:14] Payload: { "call_name": "AC Call - 2026-02-12 15:04:14 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:04:15] Response (HTTP 200): { "id": "btcal_7401kh9q8j79f41akq92ntccbtjq", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:04:14 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770926655, "scheduled_time_unix": 1770926655, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770926655, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:12:04] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:04:16-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "06", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed Associate membership. Gil initially wasn't interested in renewing, citing infrequent use of services. Ellen highlighted self-service resources like checklists and calculators. Gil then inquired about the membership cost, and Ellen quoted $315 plus taxes and sent a renewal application to his email. Gil confirmed he would check his inbox for the email.", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "aitm_status_called": "2026-02-12T15:04:16-05:00", "number_of_calls_reached": "51", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:12:04] Payload: { "call_name": "AC Call - 2026-02-12 15:12:04 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:12:04] Response (HTTP 200): { "id": "btcal_8201kh9qpwr8eqt9d8zw5tmxejn8", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:12:04 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770927125, "scheduled_time_unix": 1770927125, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770927125, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:19:52] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:12:05-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I was not happy with the service that I received.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "06", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil about his lapsed membership. Gil stated the initial value was help with payroll issues, but rated his satisfaction a 2 out of 5. He declined to provide his age range and refused to renew his membership due to dissatisfaction with the service. Ellen thanked him for his feedback and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-12T15:12:05-05:00", "number_of_calls_reached": "52", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:19:52] Payload: { "call_name": "AC Call - 2026-02-12 15:19:52 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:19:53] Response (HTTP 200): { "id": "btcal_7901kh9r56mheygaad589qmp1542", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:19:52 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770927594, "scheduled_time_unix": 1770927594, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770927594, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:29:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.143.170", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:19:54-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "15", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "There's no need for follow-up. I will get the email. Once I get the email, I will consider renewing.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil said he forgot to renew and confirmed his email. Ellen sent the renewal application twice, but Gil didn't receive it. Gil said he would check later and consider renewing, declining a follow-up call. The call ended.\n", "aitm_callsummarytitle": "Membership Renewal Application Issue", "aitm_status_called": "2026-02-12T15:19:54-05:00", "number_of_calls_reached": "53", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:29:45] Payload: { "call_name": "AC Call - 2026-02-12 15:29:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:29:45] Response (HTTP 200): { "id": "btcal_9901kh9rq8xye7psmdf8wkd2n3y4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:29:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770928186, "scheduled_time_unix": 1770928186, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770928186, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:36:39] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.143.170", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:29:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "There's no need for follow-up. I will get the email. Once I get the email, I will consider renewing.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil requested a renewal email, which Ellen sent and Gil confirmed receiving. Ellen then proceeded with a survey, asking about the initial value of the membership (staying current), satisfaction level (5/5), and age range (46-60). Gil confirmed his intent to renew.\n", "aitm_callsummarytitle": "Membership Renewal and Survey", "aitm_status_called": "2026-02-12T15:29:46-05:00", "number_of_calls_reached": "54", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:36:39] Payload: { "call_name": "AC Call - 2026-02-12 15:36:39 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:36:40] Response (HTTP 200): { "id": "btcal_3501kh9s3y2xe9zb1xf2gt2j55p4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:36:39 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770928601, "scheduled_time_unix": 1770928601, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770928601, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:39:59] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.143.170", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:36:41-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Using colleague's services", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to ask about his lapsed Associate membership. Gil initially joined to stay current with payroll legislation and rated his satisfaction a 5/5. He declined to renew, citing a colleague's membership. Ellen emphasized the benefits of individual membership but Gil still declined. The call ended politely.\n", "aitm_callsummarytitle": "NPI Membership Survey &", "aitm_status_called": "2026-02-12T15:36:41-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:39:59] Payload: { "call_name": "AC Call - 2026-02-12 15:39:59 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:40:00] Response (HTTP 200): { "id": "btcal_8601kh9sa138eksabg8r9q1xxbds", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:39:59 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770928800, "scheduled_time_unix": 1770928800, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770928800, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:44:04] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.162", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:40:01-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Using colleague's services", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, representing the NPI, contacted Gil about his lapsed membership. Gil initially joined for networking and was satisfied with his membership. He declined to provide his age and wasn't interested in renewing due to cost, as his employer stopped sponsoring it. He provided the name and phone number of the decision-maker, David, but declined to share David's email. Ellen thanked Gil and ended the call.\n", "aitm_callsummarytitle": "Membership Renewal Survey Call", "aitm_status_called": "2026-02-12T15:40:01-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:44:04] Payload: { "call_name": "AC Call - 2026-02-12 15:44:04 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:44:05] Response (HTTP 200): { "id": "btcal_4901kh9shg6hez5s0rfj8p3eyrsz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:44:04 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770929045, "scheduled_time_unix": 1770929045, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770929045, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 15:45:50] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.162", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:44:06-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Using colleague's services", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called to speak with Gil, but he was unavailable. The agent then asked for a good time to call back. The user suggested 4:30. The agent updated the call back date and time using the appropriate tools and confirmed the scheduled callback for February 12, 2026 at 4:30 PM before ending the call.\n", "aitm_callsummarytitle": "Schedule Callback with Gil", "aitm_status_called": "2026-02-12T15:44:06-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 15:45:50] Payload: { "call_name": "AC Call - 2026-02-12 15:45:50 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 15:45:50] Response (HTTP 200): { "id": "btcal_5701kh9smqjpexybqn9abvsb63n0", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 15:45:50 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770929151, "scheduled_time_unix": 1770929151, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770929151, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 16:14:38] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.140.167", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:56:14-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T15:58:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-12T16:12:45-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T15:56:14-05:00", "npi_transcriptsummary": "The conversation involves Ellen from the National Payroll Institute calling Tri Ly about the lapse of their membership. Tri Ly expresses interest in renewing their membership and provides updated contact information.", "aitm_callsummarytitle": "Contact wants to renew", "number_of_call_attempts": "4", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "treylee93@gmail.com", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "10", "npi_email_2": "treylee93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "15", "npi_call_back_date_and_time": "2026-02-12T15:15:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "179" } [2026-02-12 16:14:38] Payload: { "call_name": "AC Call - 2026-02-12 16:14:38 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-12 16:14:38] Response (HTTP 200): { "id": "btcal_4701kh9v9ezpfsws3fe7zrpv9pb6", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 16:14:38 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770930879, "scheduled_time_unix": 1770930879, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770930879, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 16:23:07] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.140.188", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 12 sent the renewal application form to the contact's email address 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T16:14:40-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-12T16:12:45-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T16:14:40-05:00", "npi_transcriptsummary": "Ellen from NPI contacted Tri Ly about their lapsed Associate membership. Tri Ly requested the application form be emailed instead of answering questions. Ellen sent the form to tri@directobjective.ca and confirmed the email address. Tri Ly is checking for the email.\n", "aitm_callsummarytitle": "Membership renewal application sent", "number_of_call_attempts": "5", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "10", "npi_email_2": "treylee93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "15", "npi_call_back_date_and_time": "2026-02-12T15:15:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 16:23:07] Payload: { "call_name": "AC Call - 2026-02-12 16:23:07 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 12 sent the renewal application form to the contact's email address 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-12 16:23:07] Response (HTTP 200): { "id": "btcal_8301kh9vs02nenpt4yt8neq81t2j", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 16:23:07 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770931388, "scheduled_time_unix": 1770931388, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770931388, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 16:46:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.162", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:45:52-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Too complex I didn't get any help from your team", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil stated his initial value for joining was payroll designation but rated his satisfaction as \"one\" (very dissatisfied). He declined to renew, citing a complex certification process and lack of support from the NPI team. Despite Ellen's attempt to highlight available resources, Gil maintained his decision not to renew. The call concluded with the agent ending the call.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-12T15:45:52-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Designation", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 16:46:44] Payload: { "call_name": "AC Call - 2026-02-12 16:46:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 16:46:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.162", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:45:52-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Too complex I didn't get any help from your team", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil stated his initial value for joining was payroll designation but rated his satisfaction as \"one\" (very dissatisfied). He declined to renew, citing a complex certification process and lack of support from the NPI team. Despite Ellen's attempt to highlight available resources, Gil maintained his decision not to renew. The call concluded with the agent ending the call.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-12T15:45:52-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Designation", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 16:46:44] Payload: { "call_name": "AC Call - 2026-02-12 16:46:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 16:46:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.162", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:45:52-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Too complex I didn't get any help from your team", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil stated his initial value for joining was payroll designation but rated his satisfaction as \"one\" (very dissatisfied). He declined to renew, citing a complex certification process and lack of support from the NPI team. Despite Ellen's attempt to highlight available resources, Gil maintained his decision not to renew. The call concluded with the agent ending the call.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-12T15:45:52-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Designation", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 16:46:44] Payload: { "call_name": "AC Call - 2026-02-12 16:46:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 16:46:44] Response (HTTP 200): { "id": "btcal_9901kh9x47wsfnjt49jh8atga92r", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 16:46:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770932805, "scheduled_time_unix": 1770932805, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770932805, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 16:46:45] Response (HTTP 200): { "id": "btcal_2001kh9x485bfjcsakt0nszr30ag", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 16:46:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770932805, "scheduled_time_unix": 1770932805, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770932805, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 16:46:45] Response (HTTP 200): { "id": "btcal_8501kh9x4889eqr9zhw221agg62n", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 16:46:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770932805, "scheduled_time_unix": 1770932805, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770932805, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 16:46:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.162", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T16:46:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Too complex I didn't get any help from your team", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil stated his initial value for joining was payroll designation but rated his satisfaction as \"one\" (very dissatisfied). He declined to renew, citing a complex certification process and lack of support from the NPI team. Despite Ellen's attempt to highlight available resources, Gil maintained his decision not to renew. The call concluded with the agent ending the call.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-12T16:46:46-05:00", "number_of_calls_reached": "55", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Designation", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 16:46:45] Payload: { "call_name": "AC Call - 2026-02-12 16:46:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-12 16:46:45] Response (HTTP 200): { "id": "btcal_1101kh9x48vyfgyb3b5f9d4z96j4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 16:46:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770932806, "scheduled_time_unix": 1770932806, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770932806, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-12 17:36:54] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 12 sent the renewal application form to the contact's email address 1\n2026 Feb 12 contact want to renew and sent the email and call back at 4:54 PM Eastern Time 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T16:23:09-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T16:24:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-12T16:12:45-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T16:23:09-05:00", "npi_transcriptsummary": "The agent called Tri Ly regarding their lapsed National Payroll Institute membership. Tri Ly requested the renewal form be emailed and confirmed the email address. The agent sent the form. Tri Ly then asked for a callback in 30 minutes and hung up. The agent scheduled the callback.", "aitm_callsummarytitle": "NPI Membership Renewal Call", "number_of_call_attempts": "6", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "02", "npi_email_2": "treylee93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "54", "npi_call_back_date_and_time": "2026-02-12T16:54:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-12 17:36:54] Payload: { "call_name": "AC Call - 2026-02-12 17:36:54 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 12 sent the renewal application form to the contact's email address 1\n2026 Feb 12 contact want to renew and sent the email and call back at 4:54 PM Eastern Time 1", "number_of_passed_courses": "999", "extension": "1234" } } } ] } [2026-02-12 17:36:55] Response (HTTP 200): { "id": "btcal_3601kha003maeehvsan0wx7912hc", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-12 17:36:54 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770935815, "scheduled_time_unix": 1770935815, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770935815, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 09:48:23] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T16:46:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "because I am in maternity leave", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about their lapsed Associate membership. Gil stated the initial value of the membership was to stay current with payroll legislation and rated their satisfaction a 4 out of 5. Gil declined to provide their age range and declined to renew the membership due to being on maternity leave, despite the agent's attempts to persuade them. The call ended.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-12T16:46:47-05:00", "number_of_calls_reached": "59", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 09:48:23] Payload: { "call_name": "AC Call - 2026-02-13 09:48:23 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 09:48:24] Response (HTTP 200): { "id": "btcal_4201khbqjxj8f1cbktfqy1vv25s4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 09:48:23 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770994103, "scheduled_time_unix": 1770994103, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770994103, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 10:00:12] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:40:29-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T14:27:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-12T14:40:29-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his lapsed membership. Gil stated his initial interest was staying current with payroll legislation and rated his satisfaction a 4 out of 5. He declined to renew, citing the fee wasn't worth the benefits. Ellen attempted to persuade him, but Gil declined again, ending the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "84", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "I feel like the benefits are not useful.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 10:00:12] Payload: { "call_name": "AC Call - 2026-02-13 10:00:12 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 10:00:13] Response (HTTP 200): { "id": "btcal_2401khbr8j1vecc87cpwtktxgg3s", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 10:00:12 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770994812, "scheduled_time_unix": 1770994812, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770994812, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 10:07:17] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.133.235", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T10:00:13-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T10:01:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T10:00:13-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI contacted Gil, whose Associate membership lapsed. Gil requested a renewal email, which Ellen sent to g@directobjective.ca. Ellen confirmed the email address and asked Gil to confirm receipt. The agent then started the membership experience survey.\n", "aitm_callsummarytitle": "NPI Membership Renewal Email", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "06", "number_of_calls_reached": "84", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "I feel like the benefits are not useful.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 10:07:17] Payload: { "call_name": "AC Call - 2026-02-13 10:07:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 10:07:18] Response (HTTP 200): { "id": "btcal_9901khbrnhcwfjfs9ks2fvgmrebc", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 10:07:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770995238, "scheduled_time_unix": 1770995238, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770995238, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 10:21:35] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T10:07:18-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'll call back later bye.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T10:10:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T10:07:18-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. The call began with a brief survey to understand Gil's membership experience.\n\nGil indicated that advancing his payroll career was his primary motivation for joining NPI. He rated his overall membership satisfaction as 4 out of 5 and identified his age range as 46-60.\n\nEllen presented the benefits of membership renewal, including unlimited compliance support, legislative updates, preferred rates for professional development, networking opportunities, recruiting assistance, and retail discounts through MembersPerks. Gil agreed to renew his membership.\n\nThe renewal application was sent to Gil's email address (g@directobjective.ca). There was a brief delay while Gil checked his inbox. Initially, he didn't see the email, prompting Ellen to resend it. Upon the second attempt, Gil successfully received the application.\n\nThe call concluded positively with Gil confirming he had no additional questions or needs. The interaction was professional and resulted in a successful membership renewal commitment.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "86", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I feel like the benefits are not useful.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "06", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 10:21:35] Payload: { "call_name": "AC Call - 2026-02-13 10:21:35 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 10:21:36] Response (HTTP 200): { "id": "btcal_9201khbsfpwre658yzked0y3cts2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 10:21:35 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1770996095, "scheduled_time_unix": 1770996095, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1770996095, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 11:36:08] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T10:21:36-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No longer working in payroll", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T10:22:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T10:21:36-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil explained he had forgotten to renew, and Ellen promptly sent the renewal application to his email address (g@directobjective.ca), which he confirmed receiving.\n\nDuring the survey portion, Gil indicated that advancing his payroll career was his initial motivation for joining NPI. He rated his overall membership satisfaction as 3 out of 5 and provided his age range (31-45).\n\nWhen presented with membership benefits and renewal opportunities, Gil declined to renew. He cited that he is no longer working in payroll as his primary reason for not continuing the membership.\n\nThe call concluded professionally after gathering the necessary feedback and documenting Gil's decision not to renew due to career change.", "aitm_callsummarytitle": "Membership Renewal Attempt Declined", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "87", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "I feel like the benefits are not useful.", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 11:36:08] Payload: { "call_name": "AC Call - 2026-02-13 11:36:08 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 11:36:09] Response (HTTP 200): { "id": "btcal_9901khbxr7k3ff0ar73fpa083y6g", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 11:36:08 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771000569, "scheduled_time_unix": 1771000569, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771000569, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 12:05:42] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T11:36:10-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "No longer working in payroll", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T10:22:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T11:36:10-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to discuss his lapsed Associate membership. The agent inquired about his initial reasons for joining, his satisfaction level, and his age range. Gil expressed dissatisfaction with the service due to a lack of specific support and declined to renew his membership despite a renewal offer. The agent ended the call, noting Gil's refusal to renew after addressing his concerns.\n", "aitm_callsummarytitle": "Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "88", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Yes, the support that I received wasn't specific enough It was too general for me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 12:05:42] Payload: { "call_name": "AC Call - 2026-02-13 12:05:42 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 12:05:42] Response (HTTP 200): { "id": "btcal_3601khbzeb9ve3988we0vncwt377", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 12:05:42 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771002342, "scheduled_time_unix": 1771002342, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771002342, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 12:09:10] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.140.188", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T12:05:43-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I wasn't happy with the service that I received.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T10:22:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T12:05:43-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI Associate membership. Gil stated he was unhappy with the service due to insufficient help with a specific issue and declined to renew his membership. The agent apologized, noted the feedback, and ended the call.\n", "aitm_callsummarytitle": "Membership Renewal Declined, Feedback", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "88", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Yes, the support that I received wasn't specific enough It was too general for me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 12:09:10] Payload: { "call_name": "AC Call - 2026-02-13 12:09:10 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 12:09:10] Response (HTTP 200): { "id": "btcal_9801khbzmpgee14tk65p9ah1jszs", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 12:09:10 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771002550, "scheduled_time_unix": 1771002550, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771002550, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 12:27:29] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T12:09:11-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I wasn't happy with the service that I received.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T12:11:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T12:09:11-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil agreed to receive the renewal application via email, but initially didn't receive it. After resending, he confirmed receipt. The agent then conducted a brief survey, asking about his reasons for joining and satisfaction level. Gil declined to answer an age question. Although initially open to renewing, Gil ultimately declined to receive the renewal application via email and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "90", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Yes, the support that I received wasn't specific enough It was too general for me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 12:27:29] Payload: { "call_name": "AC Call - 2026-02-13 12:27:29 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 12:27:29] Response (HTTP 200): { "id": "btcal_4401khc0p7n8fz483ghgpzjx9x0x", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 12:27:29 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771003649, "scheduled_time_unix": 1771003649, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771003649, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 12:32:14] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T12:27:30-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I wasn't happy with the service that I received.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T12:28:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T12:27:30-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil confirmed he forgot to renew. Ellen sent a renewal email to g@directobjective.ca. After confirmation of receipt, Ellen proceeded with survey questions regarding initial membership value (advancing career), satisfaction (4/5), and age range (61+). The call concluded with thanks.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "90", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Yes, the support that I received wasn't specific enough It was too general for me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 12:32:14] Payload: { "call_name": "AC Call - 2026-02-13 12:32:14 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 12:32:14] Response (HTTP 200): { "id": "btcal_0901khc0yxwzfwg939rv1cm3k2vg", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 12:32:14 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771003934, "scheduled_time_unix": 1771003934, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771003934, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 13:16:57] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T12:32:15-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I wasn't happy with the service that I received.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T12:28:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T12:32:15-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The AI agent, Ellen, contacted Gil regarding his lapsed Associate membership with the National Payroll Institute (NPI). Gil explained that his individual membership was no longer necessary because his company had transitioned to an organizational membership, which already provides him with the benefits.\n\nEllen acknowledged this arrangement and confirmed understanding that Gil receives benefits through his company's organizational membership. The conversation then transitioned to a brief survey, with Ellen beginning to ask Gil about what initially motivated him to join NPI.\n\nThe interaction was professional and straightforward, with Gil providing a clear explanation for his membership status change.", "aitm_callsummarytitle": "NPI Membership Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "92", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Yes, the support that I received wasn't specific enough It was too general for me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 13:16:57] Payload: { "call_name": "AC Call - 2026-02-13 13:16:57 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 13:16:58] Response (HTTP 200): { "id": "btcal_0701khc3gtknft3s2vmwb572ynv8", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 13:16:57 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771006618, "scheduled_time_unix": 1771006618, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771006618, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 13:21:17] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T13:16:58-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I wasn't happy with the service that I received.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:17:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T13:16:58-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil confirmed he forgot to renew and agreed to receive the renewal application via email. After confirmation of the email address, the application was sent. Gil confirmed receipt. Ellen then conducted a short survey, determining Gil initially joined to advance his career, rated his satisfaction as a 4 out of 5, and is in the 31-45 age range. Gil confirmed he received the renewal email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "92", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Yes, the support that I received wasn't specific enough It was too general for me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 13:21:17] Payload: { "call_name": "AC Call - 2026-02-13 13:21:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 13:21:17] Response (HTTP 200): { "id": "btcal_4901khc3rr54e6n9wrw398tdds9c", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 13:21:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771006877, "scheduled_time_unix": 1771006877, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771006877, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 13:48:42] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Jacques", "last_name": "Test", "phone": "5149433939", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T13:21:18-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Unsatisfactory service quality", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T13:21:18-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil initially expressed dissatisfaction with the service due to an unsatisfactory answer from Enfoline. After learning the membership cost, Gil agreed to renew and confirmed his email. The agent sent a renewal email and ended the call.\n", "aitm_callsummarytitle": "Membership Renewal Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Seminar", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-13 13:48:42] Payload: { "call_name": "AC Call - 2026-02-13 13:48:42 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5149433939", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Jacques", "last_name": "Test", "full_name": "Jacques Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 13:48:43] Response (HTTP 200): { "id": "btcal_8201khc5az1yf5vtqmh75a8ap88r", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 13:48:42 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771008523, "scheduled_time_unix": 1771008523, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771008523, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 14:18:23] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Jacques", "last_name": "Test", "phone": "5149433939", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T13:48:43-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Not free right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:25:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T13:48:43-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "The agent, Ellen from NPI, called Jacques regarding his lapsed membership. Jacques was unavailable and scheduled a callback for Monday at 1 p.m. The agent updated the callback date, hour, and minute using internal tools and ended the call.\n", "aitm_callsummarytitle": "Schedule Membership Callback", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "10", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Seminar", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-13 14:18:23] Payload: { "call_name": "AC Call - 2026-02-13 14:18:23 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5149433939", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Jacques", "last_name": "Test", "full_name": "Jacques Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 14:18:24] Response (HTTP 200): { "id": "btcal_7501khc71a04ec6s6jn09j6t3112", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 14:18:23 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771010304, "scheduled_time_unix": 1771010304, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771010304, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 14:23:36] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Jacques", "last_name": "Test", "phone": "5149433939", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:18:24-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Not free right now", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:25:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T14:18:24-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from the National Payroll Institute called to speak with Jacques. The user initially stated Jacques was unavailable but then transferred the call. Ellen then confirmed she was speaking with Jacques.\n", "aitm_callsummarytitle": "National Payroll Institute Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "10", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Seminar", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-13 14:23:36] Payload: { "call_name": "AC Call - 2026-02-13 14:23:36 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5149433939", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Jacques", "last_name": "Test", "full_name": "Jacques Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 14:23:37] Response (HTTP 200): { "id": "btcal_8601khc7avqqe2eb3esv30ny9c13", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 14:23:36 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771010617, "scheduled_time_unix": 1771010617, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771010617, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 14:36:49] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Jacques", "last_name": "Test", "phone": "5149433939", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:23:37-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "because I'm about to retire.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:25:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T14:23:37-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from NPI called Jacques to discuss his lapsed Associate membership. Jacques indicated he was about to retire and didn't need to renew. The call ended.\n", "aitm_callsummarytitle": "NPI Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "10", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Seminar", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-13 14:36:49] Payload: { "call_name": "AC Call - 2026-02-13 14:36:49 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5149433939", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Jacques", "last_name": "Test", "full_name": "Jacques Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 14:36:50] Response (HTTP 200): { "id": "btcal_3201khc832a2eyebww17t1qm8820", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 14:36:49 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771011410, "scheduled_time_unix": 1771011410, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771011410, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 14:52:21] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Jacques", "last_name": "Test", "phone": "5149433939", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:36:50-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I'm just not interested", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:25:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T14:36:50-05:00", "number_of_call_attempts": "4", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Jacques to inquire about his lapsed Associate membership. Jacques initially joined for networking. He rated his satisfaction a 3 out of 5. He revealed he's 28 years old. He declined to renew because he no longer works in payroll. Ellen thanked him and ended the call.\n", "aitm_callsummarytitle": "Membership Lapsed Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "10", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-13 14:52:21] Payload: { "call_name": "AC Call - 2026-02-13 14:52:21 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5149433939", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Jacques", "last_name": "Test", "full_name": "Jacques Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 14:52:22] Response (HTTP 200): { "id": "btcal_1501khc8zgkxeqkswr6w2kg9cah9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 14:52:21 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771012342, "scheduled_time_unix": 1771012342, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771012342, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-13 15:02:07] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Jacques", "last_name": "Test", "phone": "5149433939", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:52:22-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Contact declined to continue the survey and indicated they are done for the day.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:25:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T14:52:22-05:00", "number_of_call_attempts": "5", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Jacques to inquire about his membership experience. The agent initially stated that Jacques' membership had lapsed, but Jacques claimed it was still active. Despite this discrepancy, the agent proceeded to ask survey questions. Jacques expressed dissatisfaction with the survey and ultimately ended the call prematurely. The agent apologized and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "10", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-13 15:02:07] Payload: { "call_name": "AC Call - 2026-02-13 15:02:07 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5149433939", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Jacques", "last_name": "Test", "full_name": "Jacques Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-13 15:02:08] Response (HTTP 200): { "id": "btcal_5301khc9hck8eck9mt4v40bkz081", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-13 15:02:07 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771012928, "scheduled_time_unix": 1771012928, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771012928, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 20:54:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directoobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.92", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T16:02:15-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I'm on paternity leave and not investing in membership while out.", "sendapplicationform": "2026-02-13T16:03:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-13T16:03:27-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Gil was contacted by Ellen from the National Payroll Institute regarding a lapsed membership. Gil mentioned forgetting to renew and agreed to receive a renewal application via email.", "aitm_callsummarytitle": "Contact forgot to renew and want to renew", "aitm_status_called": "2026-02-13T16:02:15-05:00", "number_of_calls_reached": "71", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directoobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 20:54:44] Payload: { "call_name": "AC Call - 2026-02-15 20:54:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directoobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 20:54:45] Response (HTTP 200): { "id": "btcal_4101khj2ggjaez0s3ytdwz626t6z", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 20:54:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771206885, "scheduled_time_unix": 1771206885, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771206885, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 21:02:15] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directoobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.92", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T20:54:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "21", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not\u2011Enough\u2011Value", "sendapplicationform": "2026-02-13T16:03:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "03", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-13T16:03:27-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. The agent conducted a brief survey, determining Gil initially joined for help with complex payroll issues and rated his satisfaction a 4 out of 5. Gil declined to renew his membership, citing inaccurate information received, and the agent marked the reason as \"Not-Enough-Value\" and set the lead status to Refused.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Survey", "aitm_status_called": "2026-02-15T20:54:46-05:00", "number_of_calls_reached": "71", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directoobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 21:02:15] Payload: { "call_name": "AC Call - 2026-02-15 21:02:15 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directoobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 21:02:16] Response (HTTP 200): { "id": "btcal_4001khj2y8syexc8kbjax883fbkv", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 21:02:15 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771207336, "scheduled_time_unix": 1771207336, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771207336, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 21:06:21] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directoobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.137.92", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T21:02:17-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand, thank you for letting me know. I\u2019ll record that you\u2019re retiring and won\u2019t be renewing.", "sendapplicationform": "2026-02-13T16:03:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "03", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-13T16:03:27-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. Gil stated his initial value for joining was staying current with payroll legislation and rated his satisfaction a 5. He declined to provide his age range and stated he would not renew his membership due to retirement.\n", "aitm_callsummarytitle": "NPI Membership Survey: Retirement", "aitm_status_called": "2026-02-15T21:02:17-05:00", "number_of_calls_reached": "72", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directoobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 21:06:21] Payload: { "call_name": "AC Call - 2026-02-15 21:06:21 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directoobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 21:06:22] Response (HTTP 200): { "id": "btcal_6401khj35s4ge489sh9n2wcfes4v", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 21:06:21 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771207582, "scheduled_time_unix": 1771207582, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771207582, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 21:13:41] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.134.222", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T21:06:23-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand, thank you for letting me know. I\u2019ll record that you\u2019re retiring and won\u2019t be renewing.", "sendapplicationform": "2026-02-15T21:08:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The AI agent, Ellen, contacted Gil from the National Payroll Institute (NPI) to discuss his lapsed Associate membership. Gil agreed to renew and confirmed his email. He stated his initial reason for joining was help with complex payroll issues and rated his satisfaction a 5. The agent had trouble sending the renewal email due to an incorrect email address, which Gil corrected. The agent resent the email and confirmed Gil would renew upon receipt.", "aitm_callsummarytitle": "Membership Renewal Application Email", "aitm_status_called": "2026-02-15T21:06:23-05:00", "number_of_calls_reached": "73", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directoobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 21:13:41] Payload: { "call_name": "AC Call - 2026-02-15 21:13:41 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 21:13:42] Response (HTTP 200): { "id": "btcal_8301khj3k6ssfecb1t1wpv1cxfay", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 21:13:41 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771208022, "scheduled_time_unix": 1771208022, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771208022, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 21:19:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.214", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T21:13:43-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "05", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand, thank you for letting me know. I\u2019ll record that you\u2019re retiring and won\u2019t be renewing.", "sendapplicationform": "2026-02-15T21:14:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil confirmed his email and stated he forgot to renew. Ellen asked about his initial membership value, satisfaction, and age range. Gil said he wanted to stay current, rated his satisfaction as a 4, and fell in the 31-45 age range. Ellen offered renewal benefits, but Gil confirmed he received the renewal email already. The call ended with thanks.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-15T21:13:43-05:00", "number_of_calls_reached": "74", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directoobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 21:19:47] Payload: { "call_name": "AC Call - 2026-02-15 21:19:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 21:19:47] Response (HTTP 200): { "id": "btcal_3601khj3ybkdej680f3m2p8828dj", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 21:19:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771208388, "scheduled_time_unix": 1771208388, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771208388, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 21:25:10] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.135.214", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T21:19:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not-Used", "sendapplicationform": "2026-02-15T21:14:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "05", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "05", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, representing the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. Gil stated his initial interest was staying current with payroll legislation. He rated his satisfaction a 3 out of 5 and is in the 18-30 age range. Gil declined to renew his membership because he didn't use the services and didn't find it useful.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "aitm_status_called": "2026-02-15T21:19:48-05:00", "number_of_calls_reached": "75", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 21:25:10] Payload: { "call_name": "AC Call - 2026-02-15 21:25:10 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 21:25:11] Response (HTTP 200): { "id": "btcal_4401khj487etf40vsevphdhdqyrr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 21:25:10 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771208711, "scheduled_time_unix": 1771208711, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771208711, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-15 21:31:12] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T21:25:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "because it's signed for a specific webinar. I don't think I need it anymore.", "sendapplicationform": "2026-02-15T21:28:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed Associate membership. Gil initially joined for a webinar. He rated his satisfaction a 4/5. Despite initial reluctance, Gil agreed to receive a renewal application via email after learning the membership cost. The application was successfully sent.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-15T21:25:12-05:00", "number_of_calls_reached": "76", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-15 21:31:12] Payload: { "call_name": "AC Call - 2026-02-15 21:31:12 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-15 21:31:12] Response (HTTP 200): { "id": "btcal_5001khj4k8h4fc3r4f1d82v5qtbb", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-15 21:31:12 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771209073, "scheduled_time_unix": 1771209073, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771209073, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 10:21:26] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T16:10:15-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Jacques is retiring and no longer working in payroll.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:06:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-13T16:10:15-05:00", "number_of_call_attempts": "8", "npi_transcriptsummary": "The agent called Jacques to discuss his lapsed NPI membership. Jacques indicated his initial reason for joining was to gain a payroll designation, rated his satisfaction as 3, and ultimately stated he is retiring and no longer working in payroll, which is why he chose not to renew.", "aitm_callsummarytitle": "Jacques retiring and not renewing NPI membership", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Designation", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 10:21:26] Payload: { "call_name": "AC Call - 2026-02-16 10:21:26 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 10:21:27] Response (HTTP 200): { "id": "btcal_1501khkgnkx4f7c95mftskzhjbc3", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 10:21:26 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771255287, "scheduled_time_unix": 1771255287, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771255287, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 10:47:22] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T10:21:28-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Fee is not worth the value", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T10:24:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T10:21:28-05:00", "number_of_call_attempts": "9", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to inquire about his lapsed Associate membership. Gil initially joined to advance his career and rated his satisfaction as a 3 out of 5. He initially declined renewal due to the fee not being worth the value, but after a reminder of the benefits, he agreed to renew. The agent confirmed his email and sent an application form. The call concluded successfully.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 10:47:22] Payload: { "call_name": "AC Call - 2026-02-16 10:47:22 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 10:47:23] Response (HTTP 200): { "id": "btcal_7401khkj53kje2f8nv86dsfv87cr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 10:47:22 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771256843, "scheduled_time_unix": 1771256843, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771256843, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 11:15:02] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T10:54:16-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Fee is not worth the value", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T10:48:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T10:54:16-05:00", "number_of_call_attempts": "11", "npi_transcriptsummary": "Ellen from NPI contacted Gil regarding his lapsed Associate membership. Gil confirmed his email and that he forgot to renew. Ellen sent the renewal application to his email and started a survey about his membership experience.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 11:15:02] Payload: { "call_name": "AC Call - 2026-02-16 11:15:02 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 11:15:03] Response (HTTP 200): { "id": "btcal_9401khkkqrvvfehbw6f934pc4x2x", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 11:15:02 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771258504, "scheduled_time_unix": 1771258504, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771258504, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 11:27:34] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T11:15:04-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Fee is not worth the value", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T11:16:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T11:15:04-05:00", "number_of_call_attempts": "12", "npi_transcriptsummary": "The conversation is between an agent from the National Payroll Institute (NPI) and Gil, a former Associate member. The agent, Ellen, contacted Gil to inquire about his lapsed membership and conduct a brief survey.\n\nGil confirmed his email address, and the agent sent him an Associate Membership application form. The survey revealed that Gil's initial motivation for joining NPI was networking with other payroll professionals. He rated his overall satisfaction with NPI membership as 4 out of 5 and disclosed his age range as 61 or above.\n\nThe agent then highlighted the benefits of NPI membership, including help with payroll issues, legislative updates, professional development, networking opportunities, and various discounts. Gil expressed interest in renewing his membership.\n\nThe conversation concluded with the agent instructing Gil to complete and return the emailed application form. Both parties ended the call cordially.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 11:27:34] Payload: { "call_name": "AC Call - 2026-02-16 11:27:34 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 11:27:34] Response (HTTP 200): { "id": "btcal_7701khkmepnxe2aa7bcx9xhe2bkf", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 11:27:34 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771259255, "scheduled_time_unix": 1771259255, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771259255, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 11:33:08] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-13", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T11:27:36-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Fee is not worth the value", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T11:28:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T11:27:36-05:00", "number_of_call_attempts": "13", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil confirmed his email, and Ellen sent the membership application. Gil stated his initial value for joining NPI was to advance his career. He rated his satisfaction a 3 out of 5 and is in the 61+ age range. The survey was then completed.", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 11:33:08] Payload: { "call_name": "AC Call - 2026-02-16 11:33:08 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 11:33:08] Response (HTTP 200): { "id": "btcal_6301khkmrwstfptammjmynn36zpn", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 11:33:08 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771259589, "scheduled_time_unix": 1771259589, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771259589, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:05:40] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T11:33:10-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T11:37:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T11:33:09-05:00", "number_of_call_attempts": "14", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for help with payroll compliance and rated his satisfaction a 4/5. He declined to provide his age. Initially, Gil declined to renew due to poor service, citing an unhelpful info line experience. After the agent apologized and offered to pass on the feedback, Gil agreed to renew at $315 plus taxes. The agent confirmed his email and sent an application form.\n", "aitm_callsummarytitle": "Membership Renewal Survey Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:05:40] Payload: { "call_name": "AC Call - 2026-02-16 13:05:40 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:05:41] Response (HTTP 200): { "id": "btcal_3001khkt2bdge99bra6n6d4b7cq2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:05:40 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771265142, "scheduled_time_unix": 1771265142, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771265142, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:17:45] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:05:42-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:07:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:05:42-05:00", "number_of_call_attempts": "15", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil indicated his initial interest was career advancement and rated his satisfaction as \"very satisfied\". He confirmed his age range and agreed to renew his membership. Ellen sent the application form to his email.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:17:45] Payload: { "call_name": "AC Call - 2026-02-16 13:17:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:17:46] Response (HTTP 200): { "id": "btcal_9001khktrfgnf6q9725bqhvdg18x", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:17:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771265867, "scheduled_time_unix": 1771265867, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771265867, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:21:14] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:17:47-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:18:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:17:47-05:00", "number_of_call_attempts": "16", "npi_transcriptsummary": "Ellen, representing the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. Gil confirmed he forgot to renew. Ellen offered to send a renewal application to Gil's email address, which Gil accepted. The application was successfully sent. Ellen then started the membership experience survey.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:21:14] Payload: { "call_name": "AC Call - 2026-02-16 13:21:14 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:21:14] Response (HTTP 200): { "id": "btcal_9901khktytxtft8vhqmc9eqetgrf", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:21:14 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266075, "scheduled_time_unix": 1771266075, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266075, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:23:06] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:21:16-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:22:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:21:16-05:00", "number_of_call_attempts": "17", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed Associate membership. Gil confirmed his email and expressed interest in renewing. Ellen confirmed the email and sent an application form. The call transitioned to a survey about his membership experience.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:23:06] Payload: { "call_name": "AC Call - 2026-02-16 13:23:06 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:23:07] Response (HTTP 200): { "id": "btcal_9101khkv28mcea0vrkc9nkmgn96w", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:23:06 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266187, "scheduled_time_unix": 1771266187, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266187, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:24:52] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:23:08-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:23:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:23:08-05:00", "number_of_call_attempts": "18", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:24:52] Payload: { "call_name": "AC Call - 2026-02-16 13:24:52 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:24:53] Response (HTTP 200): { "id": "btcal_0901khkv5gcxffrtec0htyfretnz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:24:52 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266294, "scheduled_time_unix": 1771266294, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266294, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:24:54-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:24:54-05:00", "number_of_call_attempts": "19", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:43] Payload: { "call_name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:24:54-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:24:54-05:00", "number_of_call_attempts": "19", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:43] Payload: { "call_name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:24:54-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:24:54-05:00", "number_of_call_attempts": "19", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:43] Payload: { "call_name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:24:54-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:24:54-05:00", "number_of_call_attempts": "19", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:43] Payload: { "call_name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:24:54-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:24:54-05:00", "number_of_call_attempts": "19", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:43] Payload: { "call_name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:44] Response (HTTP 200): { "id": "btcal_2601khkv8wspe78sd1wppdfggfhz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266405, "scheduled_time_unix": 1771266405, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266405, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:44] Response (HTTP 200): { "id": "btcal_7901khkv8wrjehhaebt640re40qg", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266405, "scheduled_time_unix": 1771266405, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266405, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:44] Response (HTTP 200): { "id": "btcal_9901khkv8wpwevsb0r42wqsenemg", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266405, "scheduled_time_unix": 1771266405, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266405, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:44] Response (HTTP 200): { "id": "btcal_7901khkv8wtffsqthj9b5xzeksn9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266405, "scheduled_time_unix": 1771266405, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266405, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:44] Response (HTTP 200): { "id": "btcal_6901khkv8wwwemv80eats54c1dbc", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266405, "scheduled_time_unix": 1771266405, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266405, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:44] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:45-05:00", "number_of_call_attempts": "22", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:44] Payload: { "call_name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:44] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:45-05:00", "number_of_call_attempts": "22", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:44] Payload: { "call_name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:44] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:45-05:00", "number_of_call_attempts": "23", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:44] Payload: { "call_name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:44] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:45-05:00", "number_of_call_attempts": "23", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:44] Payload: { "call_name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:44] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:45-05:00", "number_of_call_attempts": "24", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:44] Payload: { "call_name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:45] Response (HTTP 200): { "id": "btcal_2101khkv8xm5fc4vkb2evzqb135j", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266406, "scheduled_time_unix": 1771266406, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266406, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:45] Response (HTTP 200): { "id": "btcal_9101khkv8xngedxbhqd9evvk8cbv", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266406, "scheduled_time_unix": 1771266406, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266406, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:45] Response (HTTP 200): { "id": "btcal_6101khkv8xmvft1vejf9w5cehe2p", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266406, "scheduled_time_unix": 1771266406, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266406, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:45] Response (HTTP 200): { "id": "btcal_1801khkv8xpveaz98xg06cks3ybp", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266406, "scheduled_time_unix": 1771266406, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266406, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:45] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:47-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:47-05:00", "number_of_call_attempts": "28", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:45] Payload: { "call_name": "AC Call - 2026-02-16 13:26:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:45] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:47-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:47-05:00", "number_of_call_attempts": "28", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil acknowledged that he had forgotten to renew his membership.\n\nEllen promptly sent Gil a membership application form to his email address (g@directobjective.ca) and confirmed receipt. She instructed Gil to download, complete, and return the form via email.\n\nThe conversation was transitioning to a membership experience survey when the transcript ended. The interaction was professional and solution-focused, with Ellen efficiently addressing Gil's lapsed membership by providing immediate access to renewal materials.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "94", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:26:45] Payload: { "call_name": "AC Call - 2026-02-16 13:26:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:26:46] Response (HTTP 200): { "id": "btcal_4601khkv8ywyf1qscrbq8v51sjc4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266407, "scheduled_time_unix": 1771266407, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266407, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:46] Response (HTTP 200): { "id": "btcal_7201khkv8yxte57sgvap1hp1wr6h", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266407, "scheduled_time_unix": 1771266407, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266407, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:26:46] Response (HTTP 200): { "id": "btcal_4001khkv8z5mfv4tmedx26f691gt", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:26:44 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266407, "scheduled_time_unix": 1771266407, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266407, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:30:19] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:26:48-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:25:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:26:48-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil confirmed he forgot to renew and agreed to receive the renewal application via email. The email was successfully sent. Gil stated his initial reason for joining NPI was to advance his payroll career and rated his overall satisfaction as a 3. He declined to provide his age range. The call concluded with thanks.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "95", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:30:19] Payload: { "call_name": "AC Call - 2026-02-16 13:30:19 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:30:19] Response (HTTP 200): { "id": "btcal_8001khkvffa6e8b8p8m95pc61axq", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:30:19 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266620, "scheduled_time_unix": 1771266620, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266620, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 13:34:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:30:21-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:31:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:30:21-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil to inquire about his lapsed Associate membership. Gil confirmed his email address. Ellen then initiated a survey regarding his membership experience. The system sent an application form to Gil's email.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "97", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 13:34:43] Payload: { "call_name": "AC Call - 2026-02-16 13:34:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 13:34:44] Response (HTTP 200): { "id": "btcal_2901khkvqhmnejjbqfjakkkvvkwf", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 13:34:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771266885, "scheduled_time_unix": 1771266885, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771266885, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 14:55:26] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T13:34:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T13:35:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T13:34:45-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from NPI contacted Gil regarding his lapsed Associate membership. Gil confirmed his email address. Ellen sent the application form via email and started a survey about his membership experience.", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "114", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 14:55:26] Payload: { "call_name": "AC Call - 2026-02-16 14:55:26 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 14:55:27] Response (HTTP 200): { "id": "btcal_2401khm0bb05f3ts1shj6bkg0rft", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 14:55:26 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771271728, "scheduled_time_unix": 1771271728, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771271728, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 15:20:30] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:55:28-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T14:56:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T14:55:28-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed Associate membership. Gil confirmed his email address. Ellen then sent the application form via email and started the survey, beginning with a question about the initial value that drove Gil to become a member.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "115", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 15:20:30] Payload: { "call_name": "AC Call - 2026-02-16 15:20:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 15:20:30] Response (HTTP 200): { "id": "btcal_9001khm1s7bkewwvs7jnjd77ekv4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 15:20:30 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771273231, "scheduled_time_unix": 1771273231, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771273231, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 16:42:13] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-16", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T15:20:32-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T14:56:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T15:20:32-05:00", "number_of_call_attempts": "0", "npi_transcriptsummary": "The conversation is between an agent from the National Payroll Institute (NPI) and Gil, a lapsed Associate member. The agent, Ellen, calls to inquire about Gil's membership experience and to assist with renewal. Gil acknowledges forgetting to renew his membership. Ellen confirms Gil's email address (g@directobjective.ca) and sends a renewal application. The conversation concludes with Ellen beginning a survey about Gil's initial motivation for joining NPI, though the full question and options are not provided in the transcript. The interaction is polite and cooperative, with Gil agreeing to participate in the survey.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "2026-02-16T13:00:00-05:00", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-16 16:42:13] Payload: { "call_name": "AC Call - 2026-02-16 16:42:13 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "" } } } ] } [2026-02-16 16:42:14] Response (HTTP 200): { "id": "btcal_8601khm6evjpfw5rfy20hnjwwpca", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 16:42:13 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771278134, "scheduled_time_unix": 1771278134, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771278134, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 16:58:57] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T15:46:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T15:46:45-05:00", "npi_transcriptsummary": "The call resulted in a voicemail as the contact was unavailable.", "aitm_callsummarytitle": "Voice mail", "number_of_call_attempts": "0", "number_of_calls_reached": "68", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "10", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "20", "npi_call_back_date_and_time": "2026-02-16T15:20:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 16:58:57] Payload: { "call_name": "AC Call - 2026-02-16 16:58:57 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "2899399288", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact", "number_of_passed_courses": "999", "extension": "1234", "province": "ON" } } } ] } [2026-02-16 16:58:58] Response (HTTP 200): { "id": "btcal_4901khm7dgfaf37aj7wf9cj0dm18", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 16:58:57 - -33427", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771279139, "scheduled_time_unix": 1771279139, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771279139, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:17:42] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar", "dhmsfin_telemarketing_last_contacted_date": "2026-02-15T22:04:31-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I signed for the webinar to get a discount and now I don't believe that they need the membership anymore.", "sendapplicationform": "2026-02-15T21:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent contacted Gil regarding his lapsed National Payroll Institute membership and conducted a brief survey about his membership experience. Gil indicated that he initially joined for a specific seminar but is not interested in renewing as he no longer sees the need for membership after the webinar. The call ended with Gil declining renewal.", "aitm_callsummarytitle": "Membership survey and renewal declined", "aitm_status_called": "2026-02-15T22:04:31-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:17:42] Payload: { "call_name": "AC Call - 2026-02-16 19:17:42 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:17:42] Response (HTTP 200): { "id": "btcal_1301khmfbhq9ec89ps3g46vwjg8h", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:17:42 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771287463, "scheduled_time_unix": 1771287463, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771287463, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:21:59] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:17:44-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I signed for the webinar to get a discount and now I don't believe that they need the membership anymore.", "sendapplicationform": "2026-02-15T21:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called to speak with Gil, but Gil was unavailable. The user could not provide a better time to call back, so the agent ended the call, stating it would call back later.\n", "aitm_callsummarytitle": "Call Gil, unavailable", "aitm_status_called": "2026-02-16T19:17:44-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:21:59] Payload: { "call_name": "AC Call - 2026-02-16 19:21:59 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:22:00] Response (HTTP 200): { "id": "btcal_2801khmfkdgvexdas74v2e24zdxw", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:21:59 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771287721, "scheduled_time_unix": 1771287721, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771287721, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:25:22] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:22:02-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I signed for the webinar to get a discount and now I don't believe that they need the membership anymore.", "sendapplicationform": "2026-02-15T21:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed Associate membership. Gil confirmed his email and Ellen sent the application form. Gil stated his initial membership value was networking. He declined to rate his satisfaction but provided his age range (31-45). The survey concluded.\n", "aitm_callsummarytitle": "NPI Membership Survey", "aitm_status_called": "2026-02-16T19:22:02-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:25:22] Payload: { "call_name": "AC Call - 2026-02-16 19:25:22 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:25:23] Response (HTTP 200): { "id": "btcal_9501khmfsk8aefhbg2ntjpjtjeed", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:25:22 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771287923, "scheduled_time_unix": 1771287923, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771287923, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:27:30] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:25:24-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I signed for the webinar to get a discount and now I don't believe that they need the membership anymore.", "sendapplicationform": "2026-02-15T21:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent attempted to speak with Gil but he was unavailable. The agent scheduled a callback for 7:36 PM and updated the call back date, hour, and minute using internal tools. The agent then confirmed the callback time and ended the call.\n", "aitm_callsummarytitle": "Schedule Gil's Callback", "aitm_status_called": "2026-02-16T19:25:24-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:36:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "36", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:27:30] Payload: { "call_name": "AC Call - 2026-02-16 19:27:30 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:27:31] Response (HTTP 200): { "id": "btcal_7001khmfxghxfq1azgqajye849e9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:27:30 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771288052, "scheduled_time_unix": 1771288052, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771288052, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:29:17] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:27:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "16", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand. Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-15T21:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called to speak with Gil Gruber regarding their past Associate membership with the National Payroll Institute. The user stated that they don't have any Gil in their organization and after checking, confirmed they don't have contact information for Gil Gruber. The agent thanked the user and ended the call.\n", "aitm_callsummarytitle": "Attempt to contact Gruber", "aitm_status_called": "2026-02-16T19:27:32-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "4", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:36:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "36", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:29:17] Payload: { "call_name": "AC Call - 2026-02-16 19:29:17 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:29:17] Response (HTTP 200): { "id": "btcal_8701khmg0rqfe1avnjtfrz9b3kp8", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:29:17 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771288158, "scheduled_time_unix": 1771288158, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771288158, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:30:32] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:29:19-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "16", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand. Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-15T21:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil about his lapsed membership. Gil was in a meeting and asked to be called back in 15 minutes. The agent scheduled a callback for 7:44 PM and confirmed the time before ending the call.", "aitm_callsummarytitle": "Schedule NPI Callback", "aitm_status_called": "2026-02-16T19:29:19-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "5", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:30:32] Payload: { "call_name": "AC Call - 2026-02-16 19:30:32 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:30:33] Response (HTTP 200): { "id": "btcal_8901khmg3240et0rpv6spmzcdwjy", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:30:32 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771288234, "scheduled_time_unix": 1771288234, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771288234, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:34:54] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:30:34-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand. Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-16T19:34:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, an agent from the National Payroll Institute (NPI), contacted Gil to discuss his lapsed Associate membership. Gil initially joined to stay updated on payroll regulations and rated his satisfaction a 3 out of 5. He declined to renew due to infrequent use, but inquired about the membership cost in Alberta ($330.75). The agent then sent a renewal application to his email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T19:30:34-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "6", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:34:54] Payload: { "call_name": "AC Call - 2026-02-16 19:34:54 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:34:55] Response (HTTP 200): { "id": "btcal_4901khmgb1v4e8ms7tzms96e9g6w", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:34:54 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771288495, "scheduled_time_unix": 1771288495, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771288495, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:38:26] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:34:56-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand. Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-16T19:35:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), spoke with Gil about his lapsed Associate membership. Gil expressed interest in renewing and confirmed his email address. The agent sent the renewal application and then proceeded with a survey, asking about his initial motivation for joining, his satisfaction level, and age range. Gil confirmed he wanted to renew and the agent ended the call.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "aitm_status_called": "2026-02-16T19:34:56-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "7", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:38:26] Payload: { "call_name": "AC Call - 2026-02-16 19:38:26 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:38:26] Response (HTTP 200): { "id": "btcal_2701khmghgw7fzdrhdjtbvr053fy", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:38:26 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771288707, "scheduled_time_unix": 1771288707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771288707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:42:42] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:38:28-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand. Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-16T19:41:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to discuss his lapsed Associate membership. Gil initially joined for help with complex payroll issues but rated his satisfaction as a 2 out of 5. Despite his dissatisfaction, after learning the membership cost, Gil agreed to receive a renewal application form via email. The agent then sent the application form.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T19:38:28-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "8", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:42:42] Payload: { "call_name": "AC Call - 2026-02-16 19:42:42 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:42:43] Response (HTTP 200): { "id": "btcal_6301khmgsbd0fera4yvq20j29fzs", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:42:42 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771288964, "scheduled_time_unix": 1771288964, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771288964, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:54:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:42:45-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "because they got already to this count.", "sendapplicationform": "2026-02-16T19:41:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed Associate membership. Gil initially joined to complete a seminar and rated his satisfaction as \"5\". He declined to provide his age range. Gil stated he doesn't need the membership anymore since he received the seminar discount he wanted. He declined to renew his membership.\n", "aitm_callsummarytitle": "Membership Renewal Inquiry", "aitm_status_called": "2026-02-16T19:42:45-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "9", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:54:47] Payload: { "call_name": "AC Call - 2026-02-16 19:54:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:54:48] Response (HTTP 200): { "id": "btcal_9701khmhffdce7gb1vzrjhz7jks5", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:54:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771289689, "scheduled_time_unix": 1771289689, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771289689, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 19:58:07] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:54:50-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "12", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Moved to an HR senior job", "sendapplicationform": "2026-02-16T19:41:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil, a former Associate member, to inquire about his lapsed membership. Gil initially joined to stay current with payroll legislation and rated his satisfaction a 5/5. He is in the 61+ age range. Gil declined to renew because he moved to a senior HR job, no longer working in payroll.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Inquiry", "aitm_status_called": "2026-02-16T19:54:50-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "10", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 19:58:07] Payload: { "call_name": "AC Call - 2026-02-16 19:58:07 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 19:58:07] Response (HTTP 200): { "id": "btcal_7801khmhnhvqf5xsvm0xd60acaga", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 19:58:07 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771289888, "scheduled_time_unix": 1771289888, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771289888, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:02:30] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T19:58:09-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "12", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Moved to an HR senior job", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil initially joined to advance his career but rated his satisfaction as \"one\". He stated he didn't use the membership enough. The agent tried to persuade him to renew, highlighting membership benefits and the cost ($315 plus taxes). Gil agreed to receive the renewal application via email. The agent then ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T19:58:09-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "11", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:02:30] Payload: { "call_name": "AC Call - 2026-02-16 20:02:30 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:02:31] Response (HTTP 200): { "id": "btcal_5701khmhxkn0evvrfhtg55wpg800", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:02:30 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771290152, "scheduled_time_unix": 1771290152, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771290152, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:46] Payload: { "call_name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:46] Payload: { "call_name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:46] Payload: { "call_name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:46] Payload: { "call_name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:46] Payload: { "call_name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:46] Payload: { "call_name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_2001khmm5fxxe61rryydprhb4vfn", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_1001khmm5fzkfjxszc72dwwt0bxp", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_7401khmm5g0zenwa185zey0mabmd", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:02:33-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:02:33-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "12", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:47] Payload: { "call_name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_8501khmm5g23f8zr664kjmb3207k", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_6701khmm5g0mfs5r7dqe6mppmnje", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_3301khmm5fznfb6vnqnehvh01gd4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Response (HTTP 200): { "id": "btcal_9501khmm5gjpej2akz91pbk1em87", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292508, "scheduled_time_unix": 1771292508, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292508, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:41:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:41:48-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "16", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:47] Payload: { "call_name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:41:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:41:48-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "16", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:47] Payload: { "call_name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:41:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:41:48-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "16", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:47] Payload: { "call_name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:48] Response (HTTP 200): { "id": "btcal_5701khmm5h4ned3tja0j36sy02q9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292509, "scheduled_time_unix": 1771292509, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292509, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:48] Response (HTTP 200): { "id": "btcal_0101khmm5h59e7rrnpwve132r51y", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292509, "scheduled_time_unix": 1771292509, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292509, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:48] Response (HTTP 200): { "id": "btcal_0101khmm5h4mfxjbz8eqgp6yyqrm", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292509, "scheduled_time_unix": 1771292509, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292509, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:41:49-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:41:49-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "17", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:48] Payload: { "call_name": "AC Call - 2026-02-16 20:41:48 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:41:49-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, so I use their benefits.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen, from the National Payroll Institute, called Gil to discuss his lapsed Associate membership. Gil initially joined to resolve complex payroll issues and rated his satisfaction as a \"2\". He declined to renew, citing that his company's membership provides him with the necessary benefits. The lead status was updated to \"Refused.\"", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T20:41:49-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "17", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-16T19:44:00-05:00", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 20:41:48] Payload: { "call_name": "AC Call - 2026-02-16 20:41:48 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 20:41:48] Response (HTTP 200): { "id": "btcal_4501khmm5hrwe8ka4k9kt5b55szz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:48 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292509, "scheduled_time_unix": 1771292509, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292509, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 20:41:48] Response (HTTP 200): { "id": "btcal_7301khmm5ht4ed7vptymd71n0zz3", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 20:41:48 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771292510, "scheduled_time_unix": 1771292510, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771292510, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 22:42:36] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T20:41:50-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "06", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Thank you for your time. Have a good day and goodbye.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent attempted to speak with Gil, but reached an answering machine. The agent asked for a convenient time to call back, but the answering machine provided options for managing a recorded message. The call ended due to lack of response. The agent tried again to get a callback time, but was interrupted by the answering machine. The call ended again.\n", "aitm_callsummarytitle": "Voicemail Callback Request", "aitm_status_called": "2026-02-16T20:41:50-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "22", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 22:42:36] Payload: { "call_name": "AC Call - 2026-02-16 22:42:36 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 22:42:37] Response (HTTP 200): { "id": "btcal_5001khmv2rfeegmtta1cdnsa67yk", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 22:42:36 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771299758, "scheduled_time_unix": 1771299758, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771299758, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 22:46:33] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T22:42:39-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you.", "sendapplicationform": "2026-02-16T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for help with payroll compliance, but rated his satisfaction as a \"2\". He declined to renew his individual membership because his company became a member. Ellen tried to persuade him by highlighting individual membership benefits, but Gil declined again.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T22:42:39-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "23", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? ", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 22:46:33] Payload: { "call_name": "AC Call - 2026-02-16 22:46:33 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 22:46:34] Response (HTTP 200): { "id": "btcal_7001khmv9za1ecftehwkh7czzpzw", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 22:46:33 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771299994, "scheduled_time_unix": 1771299994, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771299994, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 22:50:31] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T22:46:35-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you.", "sendapplicationform": "2026-02-16T22:49:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil from the National Payroll Institute (NPI) to discuss his lapsed Associate membership. Gil initially joined to stay current with payroll legislation and rated his satisfaction a 3 out of 5. Despite a colleague's membership, Ellen promoted individual benefits and quoted the $315 annual fee. Gil inquired about commitment and agreed to receive the application email. The agent confirmed sending the email and ended the call.", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-16T22:46:35-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "24", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? ", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 22:50:31] Payload: { "call_name": "AC Call - 2026-02-16 22:50:31 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 22:50:32] Response (HTTP 200): { "id": "btcal_5001khmvh8dceydtrxzt1whv5qm4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 22:50:31 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771300233, "scheduled_time_unix": 1771300233, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771300233, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 22:54:36] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T22:50:34-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "24", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you.", "sendapplicationform": "2026-02-16T22:53:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil initially joined to stay current with payroll legislation and was very satisfied with his membership. He declined renewal due to his employer's decision to stop sponsoring it, but agreed to renew when offered flexible payment options. An application form was sent to his email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Call", "aitm_status_called": "2026-02-16T22:50:34-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "25", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? ", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 22:54:36] Payload: { "call_name": "AC Call - 2026-02-16 22:54:36 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 22:54:37] Response (HTTP 200): { "id": "btcal_5001khmvrqdmeswb9jdtd44pr7x0", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 22:54:36 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771300478, "scheduled_time_unix": 1771300478, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771300478, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 22:58:13] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T22:54:38-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "21", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "On paternity leave", "sendapplicationform": "2026-02-16T22:53:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "24", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "24", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to discuss his lapsed Associate membership. Gil initially joined to advance his career and rated his satisfaction a 4/5. He is currently on paternity leave and declined to renew his membership despite Ellen highlighting the benefits and offering updates. The call ended with Gil uninterested in renewing at this time.\n", "aitm_callsummarytitle": "Membership Renewal Attempt (Failed)", "aitm_status_called": "2026-02-16T22:54:38-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "26", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? ", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 22:58:13] Payload: { "call_name": "AC Call - 2026-02-16 22:58:13 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 22:58:14] Response (HTTP 200): { "id": "btcal_3801khmvzbdye09aa5xw3dypck7m", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 22:58:13 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771300695, "scheduled_time_unix": 1771300695, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771300695, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-16 23:00:50] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T22:58:16-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand, Gil. I\u2019ll note that you\u2019re retiring and won\u2019t need the membership.", "sendapplicationform": "2026-02-16T22:53:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "24", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "24", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his lapsed membership. Gil stated he initially joined for help with complex payroll issues and rated his satisfaction a 5/5. He is in the 61+ age range. Gil declined to renew his membership due to his upcoming retirement.\n", "aitm_callsummarytitle": "NPI Membership Survey/Renewal", "aitm_status_called": "2026-02-16T22:58:16-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "27", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "{'type': 'Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \\n\\nOnly use when AST-Reasons-not-to-renew = Other'}", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-16 23:00:50] Payload: { "call_name": "AC Call - 2026-02-16 23:00:50 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-16 23:00:51] Response (HTTP 200): { "id": "btcal_2101khmw44dzezs9a73rqr34r9s5", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-16 23:00:50 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771300852, "scheduled_time_unix": 1771300852, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771300852, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 14:14:23] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T16:42:15-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T16:42:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-16T16:42:15-05:00", "number_of_call_attempts": "1", "npi_transcriptsummary": "Ellen from NPI contacted Gil to inquire about his lapsed membership. Gil confirmed his email and stated his initial reason for joining was to advance his career. He rated his satisfaction a 4 out of 5 and reported his age range as 61 or above. The agent confirmed a renewal application email was sent and ended the call.", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 14:14:23] Payload: { "call_name": "AC Call - 2026-02-17 14:14:23 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 14:14:24] Response (HTTP 200): { "id": "btcal_5401khpgcw7vfs3s7ebkh4njx9dj", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 14:14:23 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771355664, "scheduled_time_unix": 1771355664, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771355664, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 14:15:46] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T14:14:25-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-16T16:42:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T14:14:25-05:00", "number_of_call_attempts": "2", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed Associate membership. She started by asking about the initial value that drove him to become a member, providing six options.\n", "aitm_callsummarytitle": "NPI Membership Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 14:15:46] Payload: { "call_name": "AC Call - 2026-02-17 14:15:46 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 14:15:47] Response (HTTP 200): { "id": "btcal_3501khpgfd7jerz9pse6dwnmdq69", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 14:15:46 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771355747, "scheduled_time_unix": 1771355747, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771355747, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 14:18:33] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T14:15:48-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T14:16:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T14:15:48-05:00", "number_of_call_attempts": "3", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil stated he forgot to renew. Ellen confirmed his email and sent a renewal form. She then started a survey, asking about his initial reason for joining (complex payroll issues) and satisfaction level, but had difficulty getting a rating from Gil.\n", "aitm_callsummarytitle": "Membership Renewal and Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 14:18:33] Payload: { "call_name": "AC Call - 2026-02-17 14:18:33 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 14:18:33] Response (HTTP 200): { "id": "btcal_5901khpgmfpcerd9bb5n6ftw2tg3", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 14:18:33 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771355913, "scheduled_time_unix": 1771355913, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771355913, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 15:05:18] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T14:18:34-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T14:19:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T14:18:34-05:00", "number_of_call_attempts": "4", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. Gil confirmed he had forgotten to renew and requested the renewal application be sent to his email address at directobjective.ca.\n\nDuring the brief survey, Gil indicated his primary reason for initially joining NPI was to receive help with complex payroll compliance issues. He rated his overall membership satisfaction as 4 out of 5 and confirmed his age range as 46-60.\n\nWhen presented with membership benefits including unlimited help with payroll issues, legislative updates, preferred seminar rates, and networking opportunities, Gil expressed interest in renewing his Associate Membership. Ellen confirmed the renewal information would be sent and concluded the call professionally.", "aitm_callsummarytitle": "NPI Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 15:05:18] Payload: { "call_name": "AC Call - 2026-02-17 15:05:18 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 15:05:19] Response (HTTP 200): { "id": "btcal_4601khpka3edeenrgjjzp5hrmmxd", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 15:05:18 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771358719, "scheduled_time_unix": 1771358719, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771358719, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 15:09:11] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:05:20-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T15:06:00-05:00", "intcode": "00", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T15:05:20-05:00", "number_of_call_attempts": "5", "npi_transcriptsummary": "The conversation is between an AI agent named Ellen, representing the National Payroll Institute (NPI), and a user named Gil. Ellen contacts Gil regarding his lapsed Associate membership. Gil acknowledges forgetting to renew. Ellen confirms Gil's email address and offers to send an Associate Membership application form, which Gil accepts. The agent then uses a tool to send the form via email. After confirming the form has been sent, Ellen instructs Gil to download, complete, and return the form. The conversation concludes with Ellen beginning a survey about Gil's membership experience, starting to ask about the initial value that drove Gil to join NPI.", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 15:09:11] Payload: { "call_name": "AC Call - 2026-02-17 15:09:11 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 15:09:12] Response (HTTP 200): { "id": "btcal_1601khpkh708eptbgawqah3r44k0", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 15:09:11 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771358952, "scheduled_time_unix": 1771358952, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771358952, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 15:29:25] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:09:13-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T15:10:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T15:09:12-05:00", "number_of_call_attempts": "6", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed Associate membership. Gil confirmed he forgot to renew. Ellen emailed him the application form and then conducted a short survey, asking about his initial value for joining (help with compliance), satisfaction (rated 4/5), and age range (31-45). Ellen thanked Gil and encouraged him to rejoin.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I was extremely unhappy with the service I received. I once called the info line to get some help with a payroll issue but the person responsible was not knowledgeable and she couldn't help me", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 15:29:25] Payload: { "call_name": "AC Call - 2026-02-17 15:29:25 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 15:29:26] Response (HTTP 200): { "id": "btcal_4001khpmp8ece36b4tt5thse5y93", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 15:29:25 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771360166, "scheduled_time_unix": 1771360166, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771360166, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 15:37:41] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:29:26-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T15:10:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T15:29:26-05:00", "number_of_call_attempts": "7", "npi_transcriptsummary": "Ellen, calling on behalf of the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. Gil stated his initial interest was help with complex payroll issues and rated his satisfaction a 2 out of 5. He declined to renew, stating his company now has a membership. Ellen tried to persuade him by mentioning the benefits of individual membership, but Gil declined again.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "{'value': 'Other'}", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 15:37:41] Payload: { "call_name": "AC Call - 2026-02-17 15:37:41 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 15:37:42] Response (HTTP 200): { "id": "btcal_2401khpn5d61e3bbevr6vt3k09qa", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 15:37:41 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771360662, "scheduled_time_unix": 1771360662, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771360662, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 16:05:05] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:37:43-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T15:10:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T15:37:43-05:00", "number_of_call_attempts": "8", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed Associate membership. Gil initially joined to help with payroll compliance. He rated his satisfaction as \"2\" out of 5. He's in the 18-30 age range. Gil declined to renew, citing his company's membership provides sufficient benefits. Ellen tried to persuade him, but Gil declined again.\n", "aitm_callsummarytitle": "Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 16:05:05] Payload: { "call_name": "AC Call - 2026-02-17 16:05:05 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 16:05:05] Response (HTTP 200): { "id": "btcal_4601khppqhv6epmsf7x1tmqbr9d2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 16:05:05 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771362305, "scheduled_time_unix": 1771362305, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771362305, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 16:25:58] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:05:06-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "extremely unhappy with the service I received", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T15:10:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T16:05:06-05:00", "number_of_call_attempts": "9", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed Associate membership. Gil initially joined for help with payroll compliance, but rated his satisfaction a 2/5. He declined to renew, stating his company's membership covers him. Ellen tried to persuade him to renew individually, but Gil declined again. The call ended politely.\n", "aitm_callsummarytitle": "Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 16:25:58] Payload: { "call_name": "AC Call - 2026-02-17 16:25:58 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 16:25:59] Response (HTTP 200): { "id": "btcal_5701khpqxta1fd2vh32ypd8a78ys", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 16:25:58 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771363559, "scheduled_time_unix": 1771363559, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771363559, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 16:32:00] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:26:00-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T15:10:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T16:26:00-05:00", "number_of_call_attempts": "10", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed membership. Gil initially joined for help with payroll compliance, but rated his satisfaction as \"2\" (dissatisfied). He declined to renew because his company's membership now covers his needs. He is in the 18-30 age range.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "text", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 16:32:00] Payload: { "call_name": "AC Call - 2026-02-17 16:32:00 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 16:32:01] Response (HTTP 200): { "id": "btcal_2501khpr8vpte5xv8q8pkwzja1ha", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 16:32:00 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771363921, "scheduled_time_unix": 1771363921, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771363921, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 16:35:45] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:32:02-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Our company became a member so there's no need for me to become a member.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T16:34:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T16:32:02-05:00", "number_of_call_attempts": "11", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed membership. Gil initially joined for help with payroll compliance and rated his satisfaction as 2/5. He's in the 31-45 age range. Although his employer stopped renewing, Gil agreed to sponsor his membership individually. Ellen confirmed his email and sent a renewal email.\n", "aitm_callsummarytitle": "NPI Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "text", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 16:35:45] Payload: { "call_name": "AC Call - 2026-02-17 16:35:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 16:35:45] Response (HTTP 200): { "id": "btcal_8401khprfq1he39b5dt5588bn8rq", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 16:35:45 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771364146, "scheduled_time_unix": 1771364146, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771364146, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 16:45:47] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:35:47-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T16:34:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T16:35:47-05:00", "number_of_call_attempts": "12", "npi_transcriptsummary": "The agent, Ellen, contacted Gil from the National Payroll Institute (NPI) regarding his lapsed Associate membership. Ellen inquired about the initial value of the membership, Gil's satisfaction level (rated as 2), and his age range (31-45). Gil declined to renew, stating his company's membership provides the benefits he needs. Ellen tried to persuade him by highlighting individual membership advantages, but Gil declined again.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? ", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 16:45:47] Payload: { "call_name": "AC Call - 2026-02-17 16:45:47 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 16:45:48] Response (HTTP 200): { "id": "btcal_6801khps232efdht96g2zfdsaxxs", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 16:45:47 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771364748, "scheduled_time_unix": 1771364748, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771364748, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 16:57:27] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:45:48-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T16:34:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T16:45:48-05:00", "number_of_call_attempts": "13", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his lapsed membership. Gil initially joined for help with payroll compliance but rated his satisfaction as 2/5. He declined to renew because his company, Direct Objective, became a member, allowing him to access benefits through them. Ellen updated Gil's profile accordingly.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Follow-up", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? ", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-17 16:57:27] Payload: { "call_name": "AC Call - 2026-02-17 16:57:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 16:57:28] Response (HTTP 200): { "id": "btcal_4801khpsqf40eztaw87cr0q1x5hq", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 16:57:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771365448, "scheduled_time_unix": 1771365448, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771365448, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:22:56] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T17:44:35-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I forgot to renew.", "sendapplicationform": "2026-02-17T17:45:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The call involved a discussion with Gil regarding the lapse of his Associate membership with the National Payroll Institute. Gil forgot to renew and agreed to receive an email with the renewal application. He initially joined for networking opportunities and confirmed his age range as 31 to 45.", "aitm_callsummarytitle": "Member forgot to renew", "aitm_status_called": "2026-02-17T17:44:35-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "52", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:22:56] Payload: { "call_name": "AC Call - 2026-02-17 22:22:56 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:22:56] Response (HTTP 200): { "id": "btcal_7101khqcbdshfrx8kntfx99db7wz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:22:56 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771384977, "scheduled_time_unix": 1771384977, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771384977, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:30:23] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:22:57-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I didn't use my membership enough. So I think that I will pass.", "sendapplicationform": "2026-02-17T22:25:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil initially declined renewal due to lack of use, but then inquired about the cost. Ellen provided the price and offered to send membership information to his email (gil@directobjective.ca), which she then did via tool use. The call ended with a thank you and goodbye.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "aitm_status_called": "2026-02-17T22:22:57-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "53", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:30:23] Payload: { "call_name": "AC Call - 2026-02-17 22:30:23 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:30:24] Response (HTTP 200): { "id": "btcal_0401khqcs31ge63bhcgs7x0f872g", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:30:23 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771385424, "scheduled_time_unix": 1771385424, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771385424, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:36:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:30:25-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "11", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I didn't use my membership enough. So I think that I will pass.", "sendapplicationform": "2026-02-17T22:31:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) to discuss his lapsed Associate membership. Ellen confirmed Gil's email and sent the application form. She then proceeded with a survey, asking about his initial value for joining NPI (recorded as \"Networking\") and his satisfaction (recorded as \"prefer not to say\"). Gil's age range was recorded as 31-45. Ellen asked Gil to renew his membership and Gil ended the call.", "aitm_callsummarytitle": "Membership Renewal Survey", "aitm_status_called": "2026-02-17T22:30:25-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "54", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:36:46] Payload: { "call_name": "AC Call - 2026-02-17 22:36:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:36:46] Response (HTTP 200): { "id": "btcal_4901khqd4r9ef758sz3jz43arkyt", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:36:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771385807, "scheduled_time_unix": 1771385807, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771385807, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:38:09] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:36:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "11", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I didn't use my membership enough. So I think that I will pass.", "sendapplicationform": "2026-02-17T22:31:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called to speak with Gil, but he was unavailable. The user couldn't provide a specific callback time. The agent stated it would call back later and ended the call.\n", "aitm_callsummarytitle": "Call Gil, no callback", "aitm_status_called": "2026-02-17T22:36:47-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "55", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:38:09] Payload: { "call_name": "AC Call - 2026-02-17 22:38:09 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:38:10] Response (HTTP 200): { "id": "btcal_9501khqd7a1fevftywewpjnwn1vm", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:38:09 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771385890, "scheduled_time_unix": 1771385890, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771385890, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:40:16] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:38:11-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "11", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I didn't use my membership enough. So I think that I will pass.", "sendapplicationform": "2026-02-17T22:31:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent attempted to speak with Gil, but he was in a meeting. The user requested a callback in 20 minutes. The agent scheduled the callback and ended the call.", "aitm_callsummarytitle": "Schedule Gil's Callback", "aitm_status_called": "2026-02-17T22:38:11-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "56", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:40:16] Payload: { "call_name": "AC Call - 2026-02-17 22:40:16 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:40:16] Response (HTTP 200): { "id": "btcal_3101khqdb5cbeghv51jpfh91c2x9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:40:16 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771386017, "scheduled_time_unix": 1771386017, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771386017, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:42:49] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:40:17-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "12", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "We don't have a person here named Gil. So, I think it's a wrong number or maybe the person is no longer working here.", "sendapplicationform": "2026-02-17T22:31:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent attempted to contact a person named Gil, but the user stated that no one by that name works there. The agent inquired about a better time to reach Gil, but the user reiterated that Gil does not work there. The agent then thanked the user and ended the call.\n", "aitm_callsummarytitle": "Wrong Number Call", "aitm_status_called": "2026-02-17T22:40:17-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "57", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:42:49] Payload: { "call_name": "AC Call - 2026-02-17 22:42:49 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:42:50] Response (HTTP 200): { "id": "btcal_6001khqdfvhkekmb18370bbdwsan", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:42:49 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771386170, "scheduled_time_unix": 1771386170, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771386170, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:47:30] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:42:51-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I prefer not to say.", "sendapplicationform": "2026-02-17T22:44:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "12", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen from the National Payroll Institute (NPI), contacted Gil to inquire about his lapsed Associate membership. After confirming Gil's email, the agent asked about his initial motivation for joining NPI (advancing his career) and his satisfaction level (5 out of 5). Gil declined to provide his age range. The agent thanked him and ended the call. The agent also used tools to send the application form and update the email.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "aitm_status_called": "2026-02-17T22:42:51-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "58", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:47:30] Payload: { "call_name": "AC Call - 2026-02-17 22:47:30 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:47:30] Response (HTTP 200): { "id": "btcal_2001khqdrdcpf8cbsvg332n54mpw", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:47:30 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771386451, "scheduled_time_unix": 1771386451, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771386451, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:50:40] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:47:31-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I prefer not to say.", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "12", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil plans to renew and confirmed his email. Ellen sent the renewal email. Gil stated his initial membership value was help with complex payroll issues and rated his satisfaction a 4. He confirmed his age range as 18-30. The call ended.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-17T22:47:31-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "59", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:50:40] Payload: { "call_name": "AC Call - 2026-02-17 22:50:40 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:50:41] Response (HTTP 200): { "id": "btcal_9401khqdy73pf7daweacbrcsmck8", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:50:40 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771386641, "scheduled_time_unix": 1771386641, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771386641, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 22:55:43] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:50:42-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you.", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "12", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "12", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed membership. Gil initially joined for help with complex payroll issues but rated his satisfaction as 2/5 due to inaccurate advice from the Payroll InfoLine. Despite the offer of membership benefits, Gil declined to renew. Ellen noted his feedback and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "aitm_status_called": "2026-02-17T22:50:42-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "60", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 22:55:43] Payload: { "call_name": "AC Call - 2026-02-17 22:55:43 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 22:55:44] Response (HTTP 200): { "id": "btcal_8601khqe7f1xfpda09byq8ysynr0", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 22:55:43 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771386944, "scheduled_time_unix": 1771386944, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771386944, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:06:24] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T22:55:45-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not really. I signed for a specific seminar. I got a discount for the seminar and now I don't have any need for the membership.", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "12", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed Associate membership. Gil initially joined for a seminar discount and rated his satisfaction a 5/5. He declined to renew, stating he no longer needed the membership since he wasn't taking more seminars. He declined to provide his age range. The agent recorded his reasons for not renewing and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Renewal", "aitm_status_called": "2026-02-17T22:55:45-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "61", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:06:24] Payload: { "call_name": "AC Call - 2026-02-17 23:06:24 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:06:24] Response (HTTP 200): { "id": "btcal_4001khqev0rte6srpvba1p5g8z6s", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:06:24 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771387585, "scheduled_time_unix": 1771387585, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771387585, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:10:27] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:06:25-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "12", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I moved to another job in HR and I don't need the membership at this point", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to ask about his lapsed Associate membership. Gil initially joined to stay current with payroll legislation and rated his satisfaction a 4/5. He declined to renew, stating he moved to an HR job and no longer needs the membership.\n", "aitm_callsummarytitle": "NPI Membership Feedback Call", "aitm_status_called": "2026-02-17T23:06:25-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "62", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:10:27] Payload: { "call_name": "AC Call - 2026-02-17 23:10:27 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:10:28] Response (HTTP 200): { "id": "btcal_1501khqf2en6enst153w0np1pgmq", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:10:27 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771387828, "scheduled_time_unix": 1771387828, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771387828, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:15:13] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:10:29-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent, Ellen, called Gil on behalf of the National Payroll Institute (NPI) regarding his lapsed Associate membership. Ellen asked about his initial motivation for joining, his satisfaction level, and age range. Gil stated his initial value was advancing his career and rated his satisfaction as \"one\". Despite Ellen's attempts to highlight membership benefits and encourage renewal, Gil declined, stating the membership was not beneficial. Ellen acknowledged his feedback and ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "aitm_status_called": "2026-02-17T23:10:29-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "63", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Membership was not beneficial", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:15:13] Payload: { "call_name": "AC Call - 2026-02-17 23:15:13 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:15:13] Response (HTTP 200): { "id": "btcal_8401khqfb590efxab7725k5c8dv2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:15:13 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771388114, "scheduled_time_unix": 1771388114, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771388114, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:20:08] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:15:14-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed Associate membership. Gil agreed to answer questions. He stated he initially joined NPI for help with complex payroll compliance issues. The agent then asked Gil to rate his overall satisfaction with the membership on a scale of 1 to 5, but Gil's response was not understood. The agent repeated the question.\n", "aitm_callsummarytitle": "NPI Membership Survey", "aitm_status_called": "2026-02-17T23:15:14-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "64", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Membership was not beneficial", "npi_call_back_date_and_time": "2026-02-17T22:58:00-05:00", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:20:08] Payload: { "call_name": "AC Call - 2026-02-17 23:20:08 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:20:08] Response (HTTP 200): { "id": "btcal_5101khqfm5g4fcnrejt9qy2fcq4d", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:20:08 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771388409, "scheduled_time_unix": 1771388409, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771388409, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:27:40] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:20:09-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "13", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No because my company became a member and I can enjoy the benefit of the organizational membership.", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "13", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil initially joined for help with payroll compliance. He rated his satisfaction a 2/5. He's in the 18-30 age range. Gil declined to renew his individual membership because his company, ABC, became a member, providing him with the same benefits.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-17T23:20:09-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "65", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Membership was not beneficial", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:27:40] Payload: { "call_name": "AC Call - 2026-02-17 23:27:40 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:27:41] Response (HTTP 200): { "id": "btcal_9801khqg1z8zf0vrpt992ew2m7gd", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:27:40 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771388861, "scheduled_time_unix": 1771388861, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771388861, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:31:03] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:27:42-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, I am good with the current situation.", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "13", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to inquire about his lapsed Associate membership. Gil initially joined to stay current with payroll legislation and rated his satisfaction a 3 out of 5. He declined to renew, citing access to NPI benefits through a colleague's membership. Ellen emphasized the individual nature of membership but Gil remained firm in his decision not to renew.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "aitm_status_called": "2026-02-17T23:27:42-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "66", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Membership was not beneficial", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:31:03] Payload: { "call_name": "AC Call - 2026-02-17 23:31:03 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:31:04] Response (HTTP 200): { "id": "btcal_0801khqg85pzf77aayn6s0krwnnm", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:31:03 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771389064, "scheduled_time_unix": 1771389064, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771389064, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:34:43] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:31:05-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, thank you.", "sendapplicationform": "2026-02-17T22:48:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil about his lapsed membership. Gil initially joined to stay current with legislation and was very satisfied with his membership. He is in the 31-45 age range. Gil declined to renew due to his employer's decision and wouldn't provide contact info for the decision-maker. The call ended.\n", "aitm_callsummarytitle": "Membership Renewal Attempt", "aitm_status_called": "2026-02-17T23:31:05-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "67", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Membership was not beneficial", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:34:43] Payload: { "call_name": "AC Call - 2026-02-17 23:34:43 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:34:44] Response (HTTP 200): { "id": "btcal_3201khqgewkafgksd0f0n9resfh4", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:34:43 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771389284, "scheduled_time_unix": 1771389284, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771389284, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:38:03] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:34:45-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "00", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No I am actually on a paternity leave right now so once I finish with that I will be ready to consider renewing.", "sendapplicationform": "2026-02-17T23:37:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T23:37:26-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil initially joined to advance his career and rated his satisfaction a 4/5. He's currently on paternity leave but agreed to receive a renewal application at gilgru@directobjective.ca. Ellen updated the email and sent the application.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "aitm_status_called": "2026-02-17T23:34:45-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "68", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Membership was not beneficial", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:38:03] Payload: { "call_name": "AC Call - 2026-02-17 23:38:03 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:38:04] Response (HTTP 200): { "id": "btcal_0101khqgmzfjfzq8mt8krrjdnf3n", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:38:03 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771389484, "scheduled_time_unix": 1771389484, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771389484, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-17 23:40:28] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T23:38:05-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No because I'm about to retire", "sendapplicationform": "2026-02-17T23:37:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T23:37:26-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his membership experience. Gil initially joined for help with complex payroll issues and was very satisfied with his membership. He is in the 61+ age range. Gil declined to renew his membership due to his upcoming retirement.\n", "aitm_callsummarytitle": "NPI Membership Survey: Retirement", "aitm_status_called": "2026-02-17T23:38:05-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "69", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "{'type': 'text', 'value': 'text', 'meaning': 'Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \\n\\nOnly use when AST-Reasons-not-to-renew = Other'}", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "22", "npi_call_back_time_minute": "58", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-17 23:40:28] Payload: { "call_name": "AC Call - 2026-02-17 23:40:28 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-17 23:40:53] Response (HTTP 200): { "id": "btcal_1701khqgsdwpf08s3xf47ktqgp2c", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-17 23:40:28 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771389630, "scheduled_time_unix": 1771389630, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771389630, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 10:10:29] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:57:29-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-17T17:00:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-17T16:57:29-05:00", "number_of_call_attempts": "14", "npi_transcriptsummary": "Ellen from NPI contacted Gil, a former Associate member, to inquire about his lapsed membership. Gil initially joined to stay current with payroll legislation and was satisfied with his membership. His employer stopped sponsoring, leading to the lapse. Ellen offered to email a renewal application, and confirmed Gil's email address. The application form was successfully sent.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "01", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 10:10:29] Payload: { "call_name": "AC Call - 2026-02-18 10:10:29 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 10:10:30] Response (HTTP 200): { "id": "btcal_4901khrmtzs7e2bt5d5p77n21t3g", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 10:10:29 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771427430, "scheduled_time_unix": 1771427430, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771427430, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 10:40:17] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T10:10:30-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T10:11:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T10:10:30-05:00", "number_of_call_attempts": "15", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil confirmed his email and received a renewal application form. He initially joined NPI for networking. He preferred not to answer the satisfaction question but stated his age range is 31-45. No further assistance was needed, and the call ended.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 10:40:17] Payload: { "call_name": "AC Call - 2026-02-18 10:40:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 10:40:17] Response (HTTP 200): { "id": "btcal_8901khrphh7af0btt7ftnraga1q2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 10:40:17 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771429217, "scheduled_time_unix": 1771429217, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771429217, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:01:00] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T10:40:18-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T10:42:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T10:40:18-05:00", "number_of_call_attempts": "16", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil regarding his lapsed Associate membership. After initially reaching someone else, Ellen successfully connected with Gil and informed him about his expired membership.\n\nGil expressed interest in renewing, and Ellen sent a membership application form to his confirmed email address (g@directobjective.ca). Gil agreed to participate in a brief survey about his membership experience.\n\nDuring the survey, Gil indicated that networking with other payroll professionals was his primary reason for joining NPI. However, he rated his overall membership satisfaction as 2 out of 5, suggesting significant dissatisfaction. Gil also provided his age range as 31-45 for statistical purposes.\n\nThe call concluded professionally with the membership renewal process initiated and survey feedback collected.", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "01", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:01:00] Payload: { "call_name": "AC Call - 2026-02-18 11:01:00 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:01:00] Response (HTTP 200): { "id": "btcal_8501khrqqfateaz9nbph489vq7ne", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:01:00 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771430460, "scheduled_time_unix": 1771430460, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771430460, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:10:59] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:01:01-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:02:00-05:00", "intcode": "24", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:01:01-05:00", "number_of_call_attempts": "17", "npi_transcriptsummary": "The conversation involves an agent from the National Payroll Institute (NPI) contacting Gil regarding his lapsed Associate membership. Initially, there was a brief wait to confirm Gil's availability. Once connected, the agent, Ellen, explained the purpose of the call and inquired about Gil's membership experience.\n\nGil was unaware that his membership had expired. The agent offered to send a renewal application email, which Gil accepted. After confirming Gil's email address (g@directobjective.ca), the agent successfully sent the application form using a tool call.\n\nThe agent informed Gil that an email with a link to the Associate Membership application form had been sent and asked if there was anything else they could help with. Gil declined any further assistance. The call concluded with the agent thanking Gil and saying goodbye, followed by the formal end of the call using another tool call.\n\nThroughout the conversation, the tone was professional and courteous, with the agent efficiently addressing Gil's needs and providing a clear next step for membership renewal.", "aitm_callsummarytitle": "Membership renewal application sent", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:10:59] Payload: { "call_name": "AC Call - 2026-02-18 11:10:59 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:11:00] Response (HTTP 200): { "id": "btcal_4101khrr9rt2e84vrkmhhvvaxtx6", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:10:59 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771431060, "scheduled_time_unix": 1771431060, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771431060, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:40:16] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:11:00-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:12:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:11:00-05:00", "number_of_call_attempts": "18", "npi_transcriptsummary": "The agent, Ellen, called Gil from the National Payroll Institute (NPI) about his lapsed Associate membership. Gil was unaware of the expiration and agreed to receive a renewal application via email. After confirming his email, the agent sent the application form. Gil then answered questions about his initial motivation for joining (advancing his career), his satisfaction level (4 out of 5), and his age range (31-45). The call concluded with the agent thanking Gil and ending the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "24", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:40:16] Payload: { "call_name": "AC Call - 2026-02-18 11:40:16 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:40:16] Response (HTTP 200): { "id": "btcal_0401khrszc1cfbmb2wvdpjxtz67k", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:40:16 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771432816, "scheduled_time_unix": 1771432816, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771432816, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:44:05] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:40:17-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:12:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:40:17-05:00", "number_of_call_attempts": "19", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil.\n", "aitm_callsummarytitle": "NPI Membership Renewal Call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "24", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:44:05] Payload: { "call_name": "AC Call - 2026-02-18 11:44:05 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:44:06] Response (HTTP 200): { "id": "btcal_2601khrt6c46f268yck4ptstmsrr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:44:05 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771433046, "scheduled_time_unix": 1771433046, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771433046, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:48:21] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:44:06-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "Company membership covers benefits", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:45:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:44:06-05:00", "number_of_call_attempts": "20", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil requested a renewal application email, which Ellen sent. Gil then answered survey questions about his reasons for joining (staying current with legislation), satisfaction level (3/5), and age range (31-45). The call concluded after the survey.\n", "aitm_callsummarytitle": "Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "24", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:48:21] Payload: { "call_name": "AC Call - 2026-02-18 11:48:21 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:48:22] Response (HTTP 200): { "id": "btcal_2201khrte6ejfz7t8f0k3m4zctw1", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:48:21 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771433302, "scheduled_time_unix": 1771433302, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771433302, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:57:43] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:48:23-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't know if I can use it enough.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:52:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:48:23-05:00", "number_of_call_attempts": "21", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership, inquiring about his satisfaction and reasons for not renewing. Gil cited infrequent use as his reason. Despite a soft attempt to retain him, Gil declined immediate renewal but agreed to receive an application form via email. The email was sent, and the call concluded.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:57:43] Payload: { "call_name": "AC Call - 2026-02-18 11:57:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:57:46] Response (HTTP 200): { "id": "btcal_6501khrtzcn9exft4qc651npcydr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:57:43 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771433865, "scheduled_time_unix": 1771433865, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771433865, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 11:58:59] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:57:46-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't know if I can use it enough.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:52:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:57:46-05:00", "number_of_call_attempts": "22", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to discuss his recently lapsed Associate membership.\n", "aitm_callsummarytitle": "Membership renewal call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "02", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 11:58:59] Payload: { "call_name": "AC Call - 2026-02-18 11:58:59 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 11:59:00] Response (HTTP 200): { "id": "btcal_7201khrv1nfgeqd9p573pkt1xfdr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 11:58:59 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771433940, "scheduled_time_unix": 1771433940, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771433940, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 14:27:14] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T11:59:01-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't know if I can use it enough.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T11:52:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T11:59:00-05:00", "number_of_call_attempts": "23", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed Associate membership and ask about his experience. Gil seemed to have difficulty hearing and asked who was calling. Ellen repeated her introduction.\n", "aitm_callsummarytitle": "Membership lapse inquiry call", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "02", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 14:27:14] Payload: { "call_name": "AC Call - 2026-02-18 14:27:14 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 14:27:15] Response (HTTP 200): { "id": "btcal_9501khs3h45cf95vs24p7na8a0qp", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 14:27:14 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771442835, "scheduled_time_unix": 1771442835, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771442835, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 14:34:23] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T14:27:16-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't know if I can use it enough.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T14:28:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T14:27:16-05:00", "number_of_call_attempts": "24", "npi_transcriptsummary": "The agent, representing the National Payroll Institute (NPI), contacted Gil to discuss his lapsed Associate membership. Gil confirmed he forgot to renew and agreed to receive a renewal application email. The agent then asked Gil about his initial motivation for joining NPI and his satisfaction level, which he rated as a 4. Gil declined to provide his age range for statistical purposes. The agent ended the call after confirming no further assistance was needed.\n", "aitm_callsummarytitle": "NPI Membership Renewal Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 14:34:23] Payload: { "call_name": "AC Call - 2026-02-18 14:34:23 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 14:34:24] Response (HTTP 200): { "id": "btcal_4201khs3y6xhenvagcmwrh8ghgxn", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 14:34:23 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771443264, "scheduled_time_unix": 1771443264, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771443264, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 14:39:27] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T14:34:24-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't see a value in, in becoming a member.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T14:28:00-05:00", "intcode": "21", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T14:34:24-05:00", "number_of_call_attempts": "25", "npi_transcriptsummary": "Ellen from NPI contacted Gil to discuss his lapsed Associate membership. Gil stated he didn't see value in renewing. Ellen highlighted membership benefits, but Gil declined to reconsider. The call ended with no further assistance needed.\n", "aitm_callsummarytitle": "Membership renewal attempt declined", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "03", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 14:39:27] Payload: { "call_name": "AC Call - 2026-02-18 14:39:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 14:39:28] Response (HTTP 200): { "id": "btcal_0601khs47fqves2rhp1trm7fa1zx", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 14:39:27 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771443568, "scheduled_time_unix": 1771443568, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771443568, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:44] Payload: { "call_name": "AC Call - 2026-02-18 15:31:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Response (HTTP 200): { "id": "btcal_0501khs777fce0kv02yg1t5fdpra", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446705, "scheduled_time_unix": 1771446705, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446705, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Response (HTTP 200): { "id": "btcal_3801khs777ffe42r4m0km6cfythx", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:44 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446705, "scheduled_time_unix": 1771446705, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446705, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Response (HTTP 200): { "id": "btcal_0801khs777r0f5zvvk4ckcyxaxjk", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446705, "scheduled_time_unix": 1771446705, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446705, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Response (HTTP 200): { "id": "btcal_3901khs777s4fqfbmhepsr0tw691", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446705, "scheduled_time_unix": 1771446705, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446705, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "3", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "4", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:45] Payload: { "call_name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "5", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_4901khs777xven9t1m3x9ndfrsjq", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_2801khs77807eet850ryjs7vdhw5", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "5", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "8", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "8", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_8601khs77839ektrhdgzv4ce1mb3", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "8", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_1201khs7784yeqpvdatz82ezmx3t", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_2801khs7788mfjbr13kwnxdr0kvj", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_6701khs778apfa0v6rsv888nxfsj", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_7801khs778ewfn4aep94na72qx9d", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "11", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_6501khs778bsepkt53fenrtyamtx", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "11", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_3001khs778e2e1dtbk15g7qfcc1a", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_6601khs778bxe22rnhzjvx0a6edh", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:45 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_4801khs778k0frqrxme63g2wkpst", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_2901khs778j8eff8k9tg30kgtjz2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_1701khs778nye5brqmxjm0btffyr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_6101khs778phfy8s0nwb212m9bwb", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446706, "scheduled_time_unix": 1771446706, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446706, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "25", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_3901khs778wkfpzb49s4f3vshmb9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "25", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "25", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:46] Response (HTTP 200): { "id": "btcal_1501khs778wreh7tkwpa7mb8axhc", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "27", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:46] Payload: { "call_name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "27", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "27", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "31", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_7001khs779a4etabchr1m3zdtt4z", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_7601khs779bde4nb13k9kyfhj59k", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_6501khs779acfw3s0fpy019g97b0", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_3501khs779dse00a6kw6mc92r7wz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_6101khs779daed7vqy382fspf2wv", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:46 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_3101khs779epe0xta6pxmp9j361b", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "37", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Response (HTTP 200): { "id": "btcal_2501khs779nnfbstxjvkfmfrjrq2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446707, "scheduled_time_unix": 1771446707, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446707, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "38", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "40", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "40", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:47] Payload: { "call_name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:48] Response (HTTP 200): { "id": "btcal_5901khs77a2eem885jzx2gdrc8p2", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446708, "scheduled_time_unix": 1771446708, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446708, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:48] Response (HTTP 200): { "id": "btcal_8301khs77a5bem0s4xqmr5htsyfz", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446708, "scheduled_time_unix": 1771446708, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446708, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:48] Response (HTTP 200): { "id": "btcal_6501khs77a8ff2wveknahcfa05wk", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446708, "scheduled_time_unix": 1771446708, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446708, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:48] Response (HTTP 200): { "id": "btcal_5101khs77a9rfxzvpaapa4tq4a15", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:47 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446708, "scheduled_time_unix": 1771446708, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446708, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "44", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:48] Payload: { "call_name": "AC Call - 2026-02-18 15:31:48 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:49] Response (HTTP 200): { "id": "btcal_1301khs77b0pfdtrfr9ks68vm1fx", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:48 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446709, "scheduled_time_unix": 1771446709, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446709, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:49] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:49-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:49-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "46", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:49] Payload: { "call_name": "AC Call - 2026-02-18 15:31:49 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:49] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:49-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:49-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "47", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:49] Payload: { "call_name": "AC Call - 2026-02-18 15:31:49 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:49] Response (HTTP 200): { "id": "btcal_2201khs77bj2es3rbfg4t2zeqag9", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:49 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446709, "scheduled_time_unix": 1771446709, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446709, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:49] Response (HTTP 200): { "id": "btcal_1201khs77bw1e6293c0v6enaq8sp", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:49 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446710, "scheduled_time_unix": 1771446710, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446710, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:51] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:51-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:51-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "53", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:51] Payload: { "call_name": "AC Call - 2026-02-18 15:31:51 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:51] Response (HTTP 200): { "id": "btcal_4701khs77df1f478ce9axxyznbzd", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:51 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446711, "scheduled_time_unix": 1771446711, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446711, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:31:52] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:52-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:52-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "57", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "179" } [2026-02-18 15:31:52] Payload: { "call_name": "AC Call - 2026-02-18 15:31:52 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5142387766", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } ] } [2026-02-18 15:31:52] Response (HTTP 200): { "id": "btcal_8501khs77ea7f8n9wxk7hxqfa44w", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:31:52 - -42424", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771446712, "scheduled_time_unix": 1771446712, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771446712, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:39:54] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T14:39:29-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't see the value in becoming a member.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T14:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T14:39:29-05:00", "number_of_call_attempts": "26", "npi_transcriptsummary": "The agent, calling on behalf of the National Payroll Institute (NPI), contacted Gil to discuss his recently lapsed Associate membership. Gil stated he didn't see the value in renewing. The agent highlighted membership benefits, but Gil declined to reconsider. The agent ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Attempt", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "21", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 15:39:54] Payload: { "call_name": "AC Call - 2026-02-18 15:39:54 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 15:39:54] Response (HTTP 200): { "id": "btcal_6201khs7p572eaabwz2qtk33cfrf", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:39:54 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771447194, "scheduled_time_unix": 1771447194, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771447194, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:40:57] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:39:55-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't see the value in becoming a member.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T14:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T15:39:55-05:00", "number_of_call_attempts": "27", "npi_transcriptsummary": "Ellen from the National Payroll Institute (NPI) called Gil to inquire about his lapsed Associate membership. She asked about the initial value that motivated him to join NPI. Gil agreed to answer her questions.\n", "aitm_callsummarytitle": "NPI Membership Lapsed Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "21", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Career", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 15:40:57] Payload: { "call_name": "AC Call - 2026-02-18 15:40:57 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 15:40:58] Response (HTTP 200): { "id": "btcal_6901khs7r3gber9abvg55pw1vrjr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:40:57 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771447258, "scheduled_time_unix": 1771447258, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771447258, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-18 15:50:20] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-17", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1\n2026 Feb 18 contact membership lapsed and answered survey questions 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:40:59-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't use it enough, so it doesn't make sense.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T14:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T15:40:59-05:00", "number_of_call_attempts": "28", "npi_transcriptsummary": "Ellen from NPI contacted Gil about his lapsed membership. Gil declined renewal, stating infrequent use. He agreed to a survey, citing help with compliance as the initial value. He rated his satisfaction a 3 out of 5 and preferred to skip the age question. The call concluded politely.\n", "aitm_callsummarytitle": "NPI Membership Survey", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "21", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \n\nOnly use when AST-Reasons-not-to-renew = Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-18 15:50:20] Payload: { "call_name": "AC Call - 2026-02-18 15:50:20 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1\n2026 Feb 18 contact membership lapsed and answered survey questions 1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-18 15:50:21] Response (HTTP 200): { "id": "btcal_1201khs8999keehbmcprqf6nadnk", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-18 15:50:20 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771447821, "scheduled_time_unix": 1771447821, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771447821, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-19 11:02:33] Raw webhook (decoded): { "contact": { "id": "31090", "email": "g@directobjective.ca", "first_name": "Gil", "last_name": "Test", "phone": "5144313257", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Dialogue Magazine, dummy, Testimonial Edit, 251201 Testimonials update", "ip4": "10.13.131.205", "fields": { "full_name": "Gil Test", "language": "French", "explicit_consent_date": "", "domain_1": "", "time_zone": "2", "area_code": "", "last_engaged_date": "2026-02-19", "last_login_date": "", "old_do_id": "L25A02788", "blocnote": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1\n2026 Feb 18 contact membership lapsed and answered survey questions 1\n2026 Feb 18 contact membership lapsed and not renew after the seminar1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:50:22-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "onesentencenotrenewed": "I don't need the membership anymore after the seminar.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "My company became a member and I'm using the benefits through my company.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The user repeatedly stated they don't have time and are not interested in continuing the conversation or providing feedback.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-18T14:28:00-05:00", "intcode": "01", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "phone_2": "5144850336", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "city_1": "", "region": "", "testimonial": "This is a test testimonial notification from active campaign. Thanks", "testimonial_reviewed": "This is the testimonial after reviewed and updated the changes on the active campaign. Test.", "testimonial_sent_date": "2025-12-01T15:06:13-05:00", "testimoniale": "This is the testimonial after reviewed and updated the changes on the active campaign and after it is approved by the member. Thanks", "testimonial_confirmation_date": "2025-12-01T15:10:20-05:00", "individual_id": "225698", "province": "QC", "date_of_renewal_identification": "", "pipeline_1_lapsed_members": "Refused Lapsed", "last_act_type": "2014-05-23", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "original_language": "English", "testimonial_reviewer_name": "Gil", "original_testimonial_translated": "Ceci est un message test provenant d'Active Campaign. Merci.", "testimonialagree": "Yes", "member_december": "2", "sendpreexpirationemail": "2025-12-09T14:45:00-05:00", "payroll_guidelines_december": "1", "dialogue_december": "4", "do_id": "", "temp_do_id_for_auto_old_do_id": "L25A02788", "member_january": "12", "canceldate": "2025-01-01", "canceldate3yearplus": "2028-01-01", "pcl_completion_date": "2025-01-01", "pcl_completion_date_5": "2030-01-01", "aitm_status_called": "2026-02-18T15:50:22-05:00", "number_of_call_attempts": "29", "npi_transcriptsummary": "The agent called Gil, a former member of the National Payroll Institute (NPI), to inquire about his lapsed membership and attempt renewal. Gil stated he initially joined to register for a seminar and was satisfied with his membership. He declined to renew, stating he no longer needed it after the seminar. The agent tried to persuade him by highlighting the benefits of staying current with payroll legislation. Gil then inquired about membership costs, including taxes, for different provinces and specifically for Quebec. The agent provided the information, noting they knew his location from his previous membership. Gil ended the call.\n", "aitm_callsummarytitle": "NPI Membership Renewal Inquiry", "npi_email_temp": "g@directobjective.ca", "temp_intcode_for_auto_old_int_code": "21", "number_of_calls_reached": "116", "members_type": "AST", "orgreasonsnottorenew": "Didn\u2019t find it beneficial", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "prootherreasonsnottorenew": "I didn't have enough money.", "orgotherreasonsnottorenew": "it didn't live up to my expectations.", "stuotherreasonsnottorenew": "it didn't live up to my expectations", "old_int_code": "03", "renewal_refusal_reasons": "Lack of usage", "proreasonsnottorenew": "Didn\u2019t find it beneficial at all ", "stureasonsnottorenew": "Not satisfied with NPI service", "npi_voicemaildetection": "No", "npi_call_back_date_and_time": "", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "00" } }, "seriesid": "179" } [2026-02-19 11:02:33] Payload: { "call_name": "AC Call - 2026-02-19 11:02:33 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "agent_phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "recipients": [ { "phone_number": "5144313257", "conversation_initiation_client_data": { "dynamic_variables": { "first_name": "Gil", "last_name": "Test", "full_name": "Gil Test", "contact_id": "31090", "email": "g@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 contact want to renew and sent the email1\n2026/01/30 voice mail\n2026 Feb 05 - Agent called contact about lapsed Associate membership, requested to ask questions about membership experience\n2026 Feb 05 - contact on sick leave, satisfied (4/5) but declined renewal twice\n2026 Feb 05 - Contact declined renewal as company became member\n2026 Feb 05 - Contact did not renew individual membership because company Direct Objective became organization member, rated satisfaction 4/5, survey completed\n2026 Feb 05 - Contact not interested in renewing, refused to provide reason\n2026 Feb 05 - contact no longer in payroll, did not renew membership, completed exit survey, satisfaction rating 4/5\n2026 Feb 05 - Contact agreed to renew membership\n2026 Feb 05 - Contact forgot to renew membership, expressed eagerness to renew, agent sent renewal application email to g@directobjective.ca, contact confirmed receipt and ready to proceed with renewal\n2026 Feb 10 - agent Ellen initiated contact with Gil, introduced herself but conversation was interrupted/incomplete\n2026 Feb 10 Gil not available and contact did not know when he would be available 1\n2026 Feb 10 - attempted to reach Gil, not available, no callback time provided\n2026 Feb 10 - Contact declined renewal, stated membership didn't provide enough value, didn't use it enough, satisfaction rated 4/5\n2026 Feb 10 - Contact's membership lapsed, didn't use enough, no money to renew now but requested and received renewal info email\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 - contact requested email instead of phone discussion, renewal info sent to g@directobjective.ca, declined survey due to time constraints\n2026 Feb 11 Gil unavailable, no callback time provided 1\n2026 Feb 11 Gil is not available, call back later 1\n2026 Feb 11 - Gil unavailable, no callback time provided\n2026 Feb 11 - Contact initially wanted to renew membership but declined after stating did not receive expected value\n2026 Feb 11 - Contact declined membership renewal, cited fee not worth benefits, satisfaction rated 3/5\n2026 Feb 11 - Contact Gil discussed lapsed membership, joined for career advancement, didn't renew due to fee vs benefits concern, rated satisfaction 3/5, call ended during demographic question\n2026 Feb 11 - Contact completed membership survey, expressed interest in renewal, requested and received application email\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 - Contact expressed dissatisfaction with service quality but agreed to renew membership; application form sent\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email\n2026 Feb 12 contact declined to renew because retiring soon 1\n2026 Feb 12 contact is about to retire and membership will not be renewed\n2026 Feb 12 contact retiring in a few months and not sure if need it1\n2026 Feb 12 contact will call back later bye 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact forgot to renew and agent sent the email\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 - contact forgot to renew, agent sent renewal application via email, contact confirmed receipt and agreed to renew\n2026 Feb 12 - Contact forgot to renew membership, agent sent renewal application email, contact confirmed receipt and completed satisfaction survey (rated 5/5)\n2026 Feb 12 contact declined renewal because benefits are not useful 1\n2026 Feb 12 contact declined renewal because the fee wasn't worth the benefits 1\n2026 Feb 13 contact wants to renew and sent the email\n2026 Feb 13 - Contact Gil agreed to renew lapsed Associate membership after completing satisfaction survey (rated 4/5, joined to advance career). Application email sent to g@directobjective.ca after initial delivery issue resolved.\n2026 Feb 13 - Contact forgot to renew, sent renewal email, declined renewal due to no longer working in payroll\n2026 Feb 13 - Contact refused to renew due to dissatisfaction with service\n2026 Feb 13 contact declined renewal due to service issue 1\n2026 Feb 13 - Contact forgot to renew, initially agreed to renew but declined email application\n2026 Feb 13 contact want to renew and sent the email\n2026 Feb 13 - contact explained company has organization membership, no individual renewal needed, started survey\n2026 Feb 13 contact want to renew and sent the email1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 scheduled a call back on Monday at 1pm 1\n2026 Feb 13 - Agent called for Jacques, initially unavailable but then connected\n2026 Feb 13 contact said he is about to retire and does not want to renew his membership 1\n2026 Feb 13 contact not interested to renew because he doesn't work in payroll anymore 1\n2026 Feb 13 agent called Jacques about NPI membership, but the information was outdated. Jacques answered one question but declined to continue and ended the call.1\n2026 Feb 13 contact want to renew and sent the email 1\n2026 Feb 13 - Contact not available initially, later spoke with Jacques who is retiring and not renewing membership.\n2026 Feb 16 contact initially declined renewal due to fee, but later agreed and application form sent.1\n2026 Feb 16 contact forgot to renew and sent the email1\n2026 Feb 16 - Contact agreed to renew membership and application form sent\n2026 Feb 16 - Contact forgot to renew membership, agent sent application form via email, completed survey (initial value: advancing career, satisfaction: 3/5, age: 61+)\n2026 Feb 16 - Contact initially declined renewal due to poor service experience with unknowledgeable info line staff, but agreed to renew after discussing membership fee of $315 plus taxes and agent acknowledged the service issue\n2026 Feb 16 contact agreed to renew and agent sent the application form1\n2026 Feb 16 contact forgot to renew and agent sent the renewal application email1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 16 - Contact forgot to renew, sent application form\n2026 Feb 16 contact want to renew and sent the email1\n2026 Feb 16 contact forgot to renew and sent the email 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal form 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 contact want to renew and sent the email\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact declined to renew because his company became a member and he is using their benefits. agent tried to convince him to renew his individual membership, but Gil declined again 1\n2026 Feb 17 contact declined renewal because company became a member and is using their benefits1\n2026 Feb 17 contact declined to renew because their company became a member and they are using their benefits 1\n2026 Feb 17 contact agreed to sponsor his membership and renewal email sent1\n2026 Feb 17 contact decided not to renew because company became a member and he is using the benefits through the company 1\n2026 Feb 17 contact's company became a member and he is using the membership benefits through his company 1\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 18 - Contact wants to renew, sent application form email\n2026 Feb 18 contact want to renew and sent the email\n2026 Feb 18 - Contact unaware of expired membership, requested renewal application email\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email and answered the survey1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact want to renew and sent the email 1\n2026 Feb 18 contact don't want to renew and end the call 1\n2026 Feb 18 contact not interested in renewing membership and provided a reason 1\n2026 Feb 18 contact membership lapsed and answered survey questions 1\n2026 Feb 18 contact membership lapsed and not renew after the seminar1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } ] } [2026-02-19 11:02:34] Response (HTTP 200): { "id": "btcal_1001khva71hxfgg8rdwhc4w2w8hr", "phone_number_id": "phnum_8001kh9ndcrsedrsrm4wavncqcrg", "phone_provider": "sip_trunk", "whatsapp_params": null, "name": "AC Call - 2026-02-19 11:02:33 - -31090", "agent_id": "agent_6501kfkn2gpcegnrhg3tx7rdsbvw", "created_at_unix": 1771516954, "scheduled_time_unix": 1771516954, "timezone": null, "total_calls_dispatched": 0, "total_calls_scheduled": 1, "total_calls_finished": 0, "last_updated_at_unix": 1771516954, "status": "pending", "retry_count": 0, "agent_name": "Ellen (NPI) (LN) (AST) (EN)" } [2026-02-20 08:46:02] Raw webhook (decoded): [] [2026-02-20 08:46:02] Error: Missing phone number [2026-02-20 08:46:03] Raw webhook (decoded): [] [2026-02-20 08:46:03] Error: Missing phone number [2026-02-20 08:46:03] Raw webhook (decoded): [] [2026-02-20 08:46:03] Error: Missing phone number [2026-02-22 03:14:42] Raw webhook (decoded): [] [2026-02-22 03:14:42] Error: Missing phone number [2026-02-22 03:14:54] Raw webhook (decoded): [] [2026-02-22 03:14:54] Error: Missing phone number [2026-02-22 03:15:06] Raw webhook (decoded): [] [2026-02-22 03:15:06] Error: Missing phone number [2026-02-22 03:18:13] Raw webhook (decoded): [] [2026-02-22 03:18:13] Error: Missing phone number [2026-02-27 06:21:53] Raw webhook (decoded): [] [2026-02-27 06:21:53] Error: Missing phone number [2026-02-27 06:22:06] Raw webhook (decoded): [] [2026-02-27 06:22:06] Error: Missing phone number [2026-02-27 06:24:34] Raw webhook (decoded): [] [2026-02-27 06:24:34] Error: Missing phone number [2026-02-27 06:28:05] Raw webhook (decoded): [] [2026-02-27 06:28:05] Error: Missing phone number [2026-03-04 08:20:37] Raw webhook (decoded): [] [2026-03-04 08:20:37] Error: Missing phone number [2026-03-04 08:20:49] Raw webhook (decoded): [] [2026-03-04 08:20:49] Error: Missing phone number [2026-03-04 08:22:40] Raw webhook (decoded): [] [2026-03-04 08:22:40] Error: Missing phone number [2026-03-04 08:29:46] Raw webhook (decoded): [] [2026-03-04 08:29:46] Error: Missing phone number [2026-03-07 03:01:40] Raw webhook (decoded): [] [2026-03-07 03:01:40] Error: Missing phone number [2026-03-07 03:01:40] Raw webhook (decoded): [] [2026-03-07 03:01:40] Error: Missing phone number [2026-03-07 03:01:41] Raw webhook (decoded): [] [2026-03-07 03:01:41] Error: Missing phone number [2026-03-07 03:01:41] Raw webhook (decoded): [] [2026-03-07 03:01:41] Error: Missing phone number [2026-03-09 23:36:40] Raw webhook (decoded): [] [2026-03-09 23:36:40] Error: Missing phone number [2026-03-09 23:36:52] Raw webhook (decoded): [] [2026-03-09 23:36:52] Error: Missing phone number [2026-03-09 23:40:22] Raw webhook (decoded): [] [2026-03-09 23:40:22] Error: Missing phone number [2026-03-09 23:48:52] Raw webhook (decoded): [] [2026-03-09 23:48:52] Error: Missing phone number [2026-03-14 23:57:13] Raw webhook (decoded): [] [2026-03-14 23:57:13] Error: Missing phone number [2026-03-14 23:59:41] Raw webhook (decoded): [] [2026-03-14 23:59:41] Error: Missing phone number [2026-03-15 00:04:36] Raw webhook (decoded): [] [2026-03-15 00:04:36] Error: Missing phone number [2026-03-15 00:04:48] Raw webhook (decoded): [] [2026-03-15 00:04:48] Error: Missing phone number [2026-03-15 00:07:04] Raw webhook (decoded): [] [2026-03-15 00:07:04] Error: Missing phone number [2026-03-15 00:15:46] Raw webhook (decoded): [] [2026-03-15 00:15:46] Error: Missing phone number [2026-03-19 23:30:30] Raw webhook (decoded): [] [2026-03-19 23:30:30] Error: Missing phone number [2026-03-19 23:30:42] Raw webhook (decoded): [] [2026-03-19 23:30:42] Error: Missing phone number [2026-03-19 23:32:32] Raw webhook (decoded): [] [2026-03-19 23:32:32] Error: Missing phone number [2026-03-19 23:33:31] Raw webhook (decoded): [] [2026-03-19 23:33:31] Error: Missing phone number [2026-03-19 23:33:44] Raw webhook (decoded): [] [2026-03-19 23:33:44] Error: Missing phone number [2026-03-19 23:34:11] Raw webhook (decoded): [] [2026-03-19 23:34:11] Error: Missing phone number [2026-03-19 23:34:58] Raw webhook (decoded): [] [2026-03-19 23:34:58] Error: Missing phone number [2026-03-19 23:46:31] Raw webhook (decoded): [] [2026-03-19 23:46:31] Error: Missing phone number [2026-03-20 10:19:57] Raw webhook (decoded): [] [2026-03-20 10:19:57] Error: Missing phone number [2026-03-24 21:54:51] Raw webhook (decoded): [] [2026-03-24 21:54:51] Error: Missing phone number [2026-03-24 21:55:03] Raw webhook (decoded): [] [2026-03-24 21:55:03] Error: Missing phone number [2026-03-24 21:58:21] Raw webhook (decoded): [] [2026-03-24 21:58:21] Error: Missing phone number [2026-03-24 22:10:42] Raw webhook (decoded): [] [2026-03-24 22:10:42] Error: Missing phone number [2026-03-24 22:10:54] Raw webhook (decoded): [] [2026-03-24 22:10:54] Error: Missing phone number [2026-03-24 22:14:37] Raw webhook (decoded): [] [2026-03-24 22:14:37] Error: Missing phone number [2026-03-24 22:23:30] Raw webhook (decoded): [] [2026-03-24 22:23:30] Error: Missing phone number [2026-03-29 19:09:11] Raw webhook (decoded): [] [2026-03-29 19:09:11] Error: Missing phone number [2026-03-29 19:13:43] Raw webhook (decoded): [] [2026-03-29 19:13:43] Error: Missing phone number [2026-03-29 19:16:24] Raw webhook (decoded): [] [2026-03-29 19:16:24] Error: Missing phone number [2026-03-29 19:16:36] Raw webhook (decoded): [] [2026-03-29 19:16:36] Error: Missing phone number [2026-03-29 19:20:20] Raw webhook (decoded): [] [2026-03-29 19:20:20] Error: Missing phone number [2026-03-29 19:29:02] Raw webhook (decoded): [] [2026-03-29 19:29:02] Error: Missing phone number [2026-03-31 13:24:32] Raw webhook (decoded): [] [2026-03-31 13:24:32] Error: Missing phone number [2026-03-31 13:24:32] Raw webhook (decoded): [] [2026-03-31 13:24:32] Error: Missing phone number [2026-03-31 13:24:32] Raw webhook (decoded): [] [2026-03-31 13:24:32] Error: Missing phone number [2026-03-31 13:24:32] Raw webhook (decoded): [] [2026-03-31 13:24:32] Error: Missing phone number [2026-04-03 15:30:52] Raw webhook (decoded): [] [2026-04-03 15:30:52] Error: Missing phone number [2026-04-03 15:31:04] Raw webhook (decoded): [] [2026-04-03 15:31:04] Error: Missing phone number [2026-04-03 15:33:45] Raw webhook (decoded): [] [2026-04-03 15:33:45] Error: Missing phone number [2026-04-03 15:35:15] Raw webhook (decoded): [] [2026-04-03 15:35:15] Error: Missing phone number [2026-04-03 15:38:08] Raw webhook (decoded): [] [2026-04-03 15:38:08] Error: Missing phone number [2026-04-03 15:47:42] Raw webhook (decoded): [] [2026-04-03 15:47:42] Error: Missing phone number [2026-04-08 11:37:32] Raw webhook (decoded): [] [2026-04-08 11:37:32] Error: Missing phone number [2026-04-08 11:40:24] Raw webhook (decoded): [] [2026-04-08 11:40:24] Error: Missing phone number [2026-04-08 11:51:54] Raw webhook (decoded): [] [2026-04-08 11:51:54] Error: Missing phone number [2026-04-08 11:52:06] Raw webhook (decoded): [] [2026-04-08 11:52:06] Error: Missing phone number [2026-04-08 11:57:03] Raw webhook (decoded): [] [2026-04-08 11:57:03] Error: Missing phone number [2026-04-08 12:08:14] Raw webhook (decoded): [] [2026-04-08 12:08:14] Error: Missing phone number [2026-04-09 00:11:00] Raw webhook (decoded): [] [2026-04-09 00:11:00] Error: Missing phone number [2026-04-09 00:11:00] Raw webhook (decoded): [] [2026-04-09 00:11:00] Error: Missing phone number [2026-04-09 00:11:05] Raw webhook (decoded): [] [2026-04-09 00:11:05] Error: Missing phone number [2026-04-09 00:11:05] Raw webhook (decoded): [] [2026-04-09 00:11:05] Error: Missing phone number [2026-04-09 00:11:08] Raw webhook (decoded): [] [2026-04-09 00:11:08] Error: Missing phone number [2026-04-13 07:36:36] Raw webhook (decoded): [] [2026-04-13 07:36:36] Error: Missing phone number [2026-04-13 07:36:48] Raw webhook (decoded): [] [2026-04-13 07:36:48] Error: Missing phone number [2026-04-13 07:39:17] Raw webhook (decoded): [] [2026-04-13 07:39:17] Error: Missing phone number [2026-04-13 07:40:29] Raw webhook (decoded): [] [2026-04-13 07:40:29] Error: Missing phone number [2026-04-13 07:40:41] Raw webhook (decoded): [] [2026-04-13 07:40:41] Error: Missing phone number [2026-04-13 07:44:50] Raw webhook (decoded): [] [2026-04-13 07:44:50] Error: Missing phone number [2026-04-13 07:56:36] Raw webhook (decoded): [] [2026-04-13 07:56:36] Error: Missing phone number [2026-04-18 02:06:09] Raw webhook (decoded): [] [2026-04-18 02:06:09] Error: Missing phone number [2026-04-18 02:06:10] Raw webhook (decoded): [] [2026-04-18 02:06:10] Error: Missing phone number [2026-04-18 02:06:11] Raw webhook (decoded): [] [2026-04-18 02:06:11] Error: Missing phone number [2026-04-18 02:06:16] Raw webhook (decoded): [] [2026-04-18 02:06:16] Error: Missing phone number [2026-04-18 03:23:21] Raw webhook (decoded): [] [2026-04-18 03:23:21] Error: Missing phone number [2026-04-18 03:23:34] Raw webhook (decoded): [] [2026-04-18 03:23:34] Error: Missing phone number [2026-04-18 03:26:39] Raw webhook (decoded): [] [2026-04-18 03:26:39] Error: Missing phone number [2026-04-18 03:27:19] Raw webhook (decoded): [] [2026-04-18 03:27:19] Error: Missing phone number [2026-04-18 03:30:37] Raw webhook (decoded): [] [2026-04-18 03:30:37] Error: Missing phone number [2026-04-18 03:36:59] Raw webhook (decoded): [] [2026-04-18 03:36:59] Error: Missing phone number [2026-04-18 03:38:03] Raw webhook (decoded): [] [2026-04-18 03:38:03] Error: Missing phone number [2026-04-22 23:08:07] Raw webhook (decoded): [] [2026-04-22 23:08:07] Error: Missing phone number [2026-04-22 23:10:09] Raw webhook (decoded): [] [2026-04-22 23:10:09] Error: Missing phone number [2026-04-22 23:18:24] Raw webhook (decoded): [] [2026-04-22 23:18:24] Error: Missing phone number [2026-04-22 23:24:45] Raw webhook (decoded): [] [2026-04-22 23:24:45] Error: Missing phone number [2026-04-22 23:24:58] Raw webhook (decoded): [] [2026-04-22 23:24:58] Error: Missing phone number [2026-04-22 23:29:42] Raw webhook (decoded): [] [2026-04-22 23:29:42] Error: Missing phone number [2026-04-22 23:37:08] Raw webhook (decoded): [] [2026-04-22 23:37:08] Error: Missing phone number [2026-04-23 18:02:45] Raw webhook (decoded): [] [2026-04-23 18:02:45] Error: Missing phone number [2026-04-23 18:02:45] Raw webhook (decoded): [] [2026-04-23 18:02:45] Error: Missing phone number [2026-04-23 18:02:49] Raw webhook (decoded): [] [2026-04-23 18:02:49] Error: Missing phone number [2026-04-23 18:02:52] Raw webhook (decoded): [] [2026-04-23 18:02:52] Error: Missing phone number [2026-04-24 16:55:52] Raw webhook (decoded): [] [2026-04-24 16:55:52] Error: Missing phone number [2026-04-24 16:55:59] Raw webhook (decoded): [] [2026-04-24 16:55:59] Error: Missing phone number [2026-04-24 16:56:00] Raw webhook (decoded): [] [2026-04-24 16:56:00] Error: Missing phone number [2026-04-24 16:56:00] Raw webhook (decoded): [] [2026-04-24 16:56:00] Error: Missing phone number [2026-04-24 16:56:13] Raw webhook (decoded): [] [2026-04-24 16:56:13] Error: Missing phone number [2026-04-27 18:32:58] Raw webhook (decoded): [] [2026-04-27 18:32:58] Error: Missing phone number [2026-04-27 18:33:10] Raw webhook (decoded): [] [2026-04-27 18:33:10] Error: Missing phone number [2026-04-27 18:36:03] Raw webhook (decoded): [] [2026-04-27 18:36:03] Error: Missing phone number [2026-04-27 18:37:15] Raw webhook (decoded): [] [2026-04-27 18:37:15] Error: Missing phone number [2026-04-27 18:37:27] Raw webhook (decoded): [] [2026-04-27 18:37:27] Error: Missing phone number [2026-04-27 18:44:06] Raw webhook (decoded): [] [2026-04-27 18:44:06] Error: Missing phone number [2026-04-27 18:50:27] Raw webhook (decoded): [] [2026-04-27 18:50:27] Error: Missing phone number [2026-05-03 02:53:43] Raw webhook (decoded): [] [2026-05-03 02:53:43] Error: Missing phone number [2026-05-03 02:53:43] Raw webhook (decoded): [] [2026-05-03 02:53:43] Error: Missing phone number [2026-05-03 02:53:43] Raw webhook (decoded): [] [2026-05-03 02:53:43] Error: Missing phone number [2026-05-03 02:53:58] Raw webhook (decoded): [] [2026-05-03 02:53:58] Error: Missing phone number [2026-05-03 02:53:58] Raw webhook (decoded): [] [2026-05-03 02:53:58] Error: Missing phone number [2026-05-03 02:53:58] Raw webhook (decoded): [] [2026-05-03 02:53:58] Error: Missing phone number [2026-05-03 12:16:14] Raw webhook (decoded): [] [2026-05-03 12:16:14] Error: Missing phone number [2026-05-03 12:18:33] Raw webhook (decoded): [] [2026-05-03 12:18:33] Error: Missing phone number [2026-05-03 12:28:02] Raw webhook (decoded): [] [2026-05-03 12:28:02] Error: Missing phone number [2026-05-03 13:03:04] Raw webhook (decoded): [] [2026-05-03 13:03:04] Error: Missing phone number [2026-05-05 08:22:43] Raw webhook (decoded): [] [2026-05-05 08:22:43] Error: Missing phone number [2026-05-05 08:22:43] Raw webhook (decoded): [] [2026-05-05 08:22:43] Error: Missing phone number [2026-05-05 08:22:43] Raw webhook (decoded): [] [2026-05-05 08:22:43] Error: Missing phone number [2026-05-05 08:22:43] Raw webhook (decoded): [] [2026-05-05 08:22:43] Error: Missing phone number [2026-05-05 12:59:21] Raw webhook (decoded): [] [2026-05-05 12:59:21] Error: Missing phone number [2026-05-05 12:59:21] Raw webhook (decoded): [] [2026-05-05 12:59:21] Error: Missing phone number [2026-05-05 12:59:21] Raw webhook (decoded): [] [2026-05-05 12:59:21] Error: Missing phone number [2026-05-05 12:59:21] Raw webhook (decoded): [] [2026-05-05 12:59:21] Error: Missing phone number [2026-05-07 20:58:55] Raw webhook (decoded): [] [2026-05-07 20:58:55] Error: Missing phone number [2026-05-07 20:58:57] Raw webhook (decoded): [] [2026-05-07 20:58:57] Error: Missing phone number [2026-05-07 20:58:57] Raw webhook (decoded): [] [2026-05-07 20:58:57] Error: Missing phone number [2026-05-07 20:58:57] Raw webhook (decoded): [] [2026-05-07 20:58:57] Error: Missing phone number [2026-05-07 20:59:04] Raw webhook (decoded): [] [2026-05-07 20:59:04] Error: Missing phone number [2026-05-07 20:59:04] Raw webhook (decoded): [] [2026-05-07 20:59:04] Error: Missing phone number [2026-05-07 20:59:04] Raw webhook (decoded): [] [2026-05-07 20:59:04] Error: Missing phone number [2026-05-08 05:31:12] Raw webhook (decoded): [] [2026-05-08 05:31:12] Error: Missing phone number [2026-05-08 05:41:07] Raw webhook (decoded): [] [2026-05-08 05:41:07] Error: Missing phone number [2026-05-08 05:41:22] Raw webhook (decoded): [] [2026-05-08 05:41:22] Error: Missing phone number [2026-05-08 05:42:12] Raw webhook (decoded): [] [2026-05-08 05:42:12] Error: Missing phone number [2026-05-08 05:45:59] Raw webhook (decoded): [] [2026-05-08 05:45:59] Error: Missing phone number [2026-05-08 08:28:05] Raw webhook (decoded): [] [2026-05-08 08:28:05] Error: Missing phone number [2026-05-08 08:28:06] Raw webhook (decoded): [] [2026-05-08 08:28:06] Error: Missing phone number [2026-05-08 08:28:12] Raw webhook (decoded): [] [2026-05-08 08:28:12] Error: Missing phone number [2026-05-08 08:28:14] Raw webhook (decoded): [] [2026-05-08 08:28:14] Error: Missing phone number [2026-05-11 15:17:09] Raw webhook (decoded): [] [2026-05-11 15:17:09] Error: Missing phone number [2026-05-11 15:17:09] Raw webhook (decoded): [] [2026-05-11 15:17:09] Error: Missing phone number [2026-05-11 15:17:09] Raw webhook (decoded): [] [2026-05-11 15:17:09] Error: Missing phone number [2026-05-11 15:17:09] Raw webhook (decoded): [] [2026-05-11 15:17:09] Error: Missing phone number [2026-05-12 20:32:23] Raw webhook (decoded): [] [2026-05-12 20:32:23] Error: Missing phone number [2026-05-12 20:32:38] Raw webhook (decoded): [] [2026-05-12 20:32:38] Error: Missing phone number [2026-05-12 20:35:12] Raw webhook (decoded): [] [2026-05-12 20:35:12] Error: Missing phone number [2026-05-12 20:36:48] Raw webhook (decoded): [] [2026-05-12 20:36:48] Error: Missing phone number [2026-05-12 20:37:03] Raw webhook (decoded): [] [2026-05-12 20:37:03] Error: Missing phone number [2026-05-12 20:40:39] Raw webhook (decoded): [] [2026-05-12 20:40:39] Error: Missing phone number [2026-05-12 20:43:40] Raw webhook (decoded): [] [2026-05-12 20:43:40] Error: Missing phone number [2026-05-12 20:53:45] Raw webhook (decoded): [] [2026-05-12 20:53:45] Error: Missing phone number [2026-05-17 10:37:52] Raw webhook (decoded): [] [2026-05-17 10:37:53] Error: Missing phone number [2026-05-17 10:40:40] Raw webhook (decoded): [] [2026-05-17 10:40:40] Error: Missing phone number [2026-05-17 11:01:25] Raw webhook (decoded): [] [2026-05-17 11:01:25] Error: Missing phone number [2026-05-17 11:07:33] Raw webhook (decoded): [] [2026-05-17 11:07:33] Error: Missing phone number [2026-05-17 11:22:27] Raw webhook (decoded): [] [2026-05-17 11:22:27] Error: Missing phone number [2026-05-22 01:57:23] Raw webhook (decoded): [] [2026-05-22 01:57:23] Error: Missing phone number [2026-05-22 01:57:23] Raw webhook (decoded): [] [2026-05-22 01:57:23] Error: Missing phone number [2026-05-22 01:57:23] Raw webhook (decoded): [] [2026-05-22 01:57:23] Error: Missing phone number [2026-05-22 01:57:23] Raw webhook (decoded): [] [2026-05-22 01:57:23] Error: Missing phone number [2026-05-22 05:35:13] Raw webhook (decoded): [] [2026-05-22 05:35:13] Error: Missing phone number [2026-05-22 05:35:28] Raw webhook (decoded): [] [2026-05-22 05:35:28] Error: Missing phone number [2026-05-22 05:45:11] Raw webhook (decoded): [] [2026-05-22 05:45:11] Error: Missing phone number [2026-05-22 05:46:40] Raw webhook (decoded): [] [2026-05-22 05:46:40] Error: Missing phone number [2026-05-22 05:46:55] Raw webhook (decoded): [] [2026-05-22 05:46:55] Error: Missing phone number [2026-05-22 14:30:14] Raw webhook (decoded): [] [2026-05-22 14:30:14] Error: Missing phone number [2026-05-22 14:30:14] Raw webhook (decoded): [] [2026-05-22 14:30:14] Error: Missing phone number [2026-05-22 14:30:14] Raw webhook (decoded): [] [2026-05-22 14:30:14] Error: Missing phone number [2026-05-22 14:30:14] Raw webhook (decoded): [] [2026-05-22 14:30:14] Error: Missing phone number [2026-05-23 12:09:08] Raw webhook (decoded): [] [2026-05-23 12:09:08] Error: Missing phone number [2026-05-23 12:09:08] Raw webhook (decoded): [] [2026-05-23 12:09:08] Error: Missing phone number [2026-05-23 12:09:08] Raw webhook (decoded): [] [2026-05-23 12:09:08] Error: Missing phone number [2026-05-23 12:09:08] Raw webhook (decoded): [] [2026-05-23 12:09:08] Error: Missing phone number [2026-05-25 23:43:18] Raw webhook (decoded): [] [2026-05-25 23:43:18] Error: Missing phone number [2026-05-25 23:43:18] Raw webhook (decoded): [] [2026-05-25 23:43:18] Error: Missing phone number [2026-05-25 23:43:18] Raw webhook (decoded): [] [2026-05-25 23:43:18] Error: Missing phone number [2026-05-25 23:43:18] Raw webhook (decoded): [] [2026-05-25 23:43:18] Error: Missing phone number [2026-05-26 17:14:34] Raw webhook (decoded): [] [2026-05-26 17:14:34] Error: Missing phone number [2026-05-26 17:15:17] Raw webhook (decoded): [] [2026-05-26 17:15:17] Error: Missing phone number [2026-05-26 17:20:02] Raw webhook (decoded): [] [2026-05-26 17:20:02] Error: Missing phone number [2026-05-26 17:28:22] Raw webhook (decoded): [] [2026-05-26 17:28:22] Error: Missing phone number [2026-05-27 13:49:31] Raw webhook (decoded): [] [2026-05-27 13:49:31] Error: Missing phone number [2026-05-27 13:49:31] Raw webhook (decoded): [] [2026-05-27 13:49:31] Error: Missing phone number [2026-05-27 13:49:31] Raw webhook (decoded): [] [2026-05-27 13:49:31] Error: Missing phone number [2026-05-27 13:49:31] Raw webhook (decoded): [] [2026-05-27 13:49:31] Error: Missing phone number [2026-05-31 04:40:46] Raw webhook (decoded): [] [2026-05-31 04:40:46] Error: Missing phone number [2026-05-31 04:51:42] Raw webhook (decoded): [] [2026-05-31 04:51:42] Error: Missing phone number [2026-05-31 04:51:58] Raw webhook (decoded): [] [2026-05-31 04:51:58] Error: Missing phone number [2026-05-31 04:58:21] Raw webhook (decoded): [] [2026-05-31 04:58:21] Error: Missing phone number [2026-05-31 05:06:33] Raw webhook (decoded): [] [2026-05-31 05:06:33] Error: Missing phone number [2026-06-04 06:22:52] Raw webhook (decoded): [] [2026-06-04 06:22:52] Error: Missing phone number [2026-06-04 09:13:56] Raw webhook (decoded): [] [2026-06-04 09:13:56] Error: Missing phone number [2026-06-04 10:54:43] Raw webhook (decoded): [] [2026-06-04 10:54:43] Error: Missing phone number [2026-06-04 11:44:43] Raw webhook (decoded): [] [2026-06-04 11:44:43] Error: Missing phone number [2026-06-04 12:04:43] Raw webhook (decoded): [] [2026-06-04 12:04:43] Error: Missing phone number [2026-06-04 13:07:46] Raw webhook (decoded): [] [2026-06-04 13:07:46] Error: Missing phone number [2026-06-04 13:08:01] Raw webhook (decoded): [] [2026-06-04 13:08:01] Error: Missing phone number [2026-06-04 13:12:37] Raw webhook (decoded): [] [2026-06-04 13:12:37] Error: Missing phone number [2026-06-04 13:36:43] Raw webhook (decoded): [] [2026-06-04 13:36:43] Error: Missing phone number [2026-06-05 22:47:20] Raw webhook (decoded): [] [2026-06-05 22:47:20] Error: Missing phone number [2026-06-05 22:47:20] Raw webhook (decoded): [] [2026-06-05 22:47:20] Error: Missing phone number [2026-06-05 22:47:20] Raw webhook (decoded): [] [2026-06-05 22:47:20] Error: Missing phone number [2026-06-05 22:47:20] Raw webhook (decoded): [] [2026-06-05 22:47:20] Error: Missing phone number [2026-06-06 01:50:11] Raw webhook (decoded): [] [2026-06-06 01:50:11] Error: Missing phone number [2026-06-06 01:50:11] Raw webhook (decoded): [] [2026-06-06 01:50:11] Error: Missing phone number [2026-06-06 01:50:11] Raw webhook (decoded): [] [2026-06-06 01:50:11] Error: Missing phone number [2026-06-06 01:50:11] Raw webhook (decoded): [] [2026-06-06 01:50:11] Error: Missing phone number [2026-06-06 18:26:38] Raw webhook (decoded): [] [2026-06-06 18:26:38] Error: Missing phone number [2026-06-06 18:26:38] Raw webhook (decoded): [] [2026-06-06 18:26:38] Error: Missing phone number [2026-06-06 18:26:38] Raw webhook (decoded): [] [2026-06-06 18:26:38] Error: Missing phone number [2026-06-06 18:26:50] Raw webhook (decoded): [] [2026-06-06 18:26:50] Error: Missing phone number [2026-06-06 18:26:50] Raw webhook (decoded): [] [2026-06-06 18:26:50] Error: Missing phone number [2026-06-06 18:26:50] Raw webhook (decoded): [] [2026-06-06 18:26:50] Error: Missing phone number [2026-06-06 18:27:00] Raw webhook (decoded): [] [2026-06-06 18:27:00] Error: Missing phone number [2026-06-06 18:27:08] Raw webhook (decoded): [] [2026-06-06 18:27:08] Error: Missing phone number [2026-06-11 16:34:23] Raw webhook (decoded): [] [2026-06-11 16:34:23] Error: Missing phone number [2026-06-11 16:50:25] Raw webhook (decoded): [] [2026-06-11 16:50:25] Error: Missing phone number [2026-06-11 16:50:40] Raw webhook (decoded): [] [2026-06-11 16:50:40] Error: Missing phone number [2026-06-11 16:56:03] Raw webhook (decoded): [] [2026-06-11 16:56:03] Error: Missing phone number [2026-06-11 17:06:04] Raw webhook (decoded): [] [2026-06-11 17:06:04] Error: Missing phone number [2026-06-12 06:08:37] Raw webhook (decoded): [] [2026-06-12 06:08:37] Error: Missing phone number [2026-06-12 06:08:37] Raw webhook (decoded): [] [2026-06-12 06:08:37] Error: Missing phone number [2026-06-12 06:08:37] Raw webhook (decoded): [] [2026-06-12 06:08:37] Error: Missing phone number [2026-06-12 06:08:37] Raw webhook (decoded): [] [2026-06-12 06:08:37] Error: Missing phone number [2026-06-12 11:00:26] Raw webhook (decoded): [] [2026-06-12 11:00:26] Error: Missing phone number [2026-06-12 11:00:26] Raw webhook (decoded): [] [2026-06-12 11:00:26] Error: Missing phone number [2026-06-12 11:00:33] Raw webhook (decoded): [] [2026-06-12 11:00:33] Error: Missing phone number [2026-06-12 11:00:35] Raw webhook (decoded): [] [2026-06-12 11:00:35] Error: Missing phone number [2026-06-13 00:13:21] Raw webhook (decoded): [] [2026-06-13 00:13:21] Error: Missing phone number [2026-06-13 00:13:21] Raw webhook (decoded): [] [2026-06-13 00:13:21] Error: Missing phone number [2026-06-13 00:13:21] Raw webhook (decoded): [] [2026-06-13 00:13:21] Error: Missing phone number [2026-06-13 00:13:21] Raw webhook (decoded): [] [2026-06-13 00:13:21] Error: Missing phone number [2026-06-13 06:09:17] Raw webhook (decoded): [] [2026-06-13 06:09:17] Error: Missing phone number [2026-06-13 06:09:23] Raw webhook (decoded): [] [2026-06-13 06:09:23] Error: Missing phone number [2026-06-13 06:09:24] Raw webhook (decoded): [] [2026-06-13 06:09:24] Error: Missing phone number [2026-06-13 06:09:24] Raw webhook (decoded): [] [2026-06-13 06:09:24] Error: Missing phone number [2026-06-15 22:36:03] Raw webhook (decoded): [] [2026-06-15 22:36:03] Error: Missing phone number [2026-06-15 22:50:34] Raw webhook (decoded): [] [2026-06-15 22:50:34] Error: Missing phone number [2026-06-15 22:50:49] Raw webhook (decoded): [] [2026-06-15 22:50:49] Error: Missing phone number [2026-06-15 22:54:55] Raw webhook (decoded): [] [2026-06-15 22:54:55] Error: Missing phone number [2026-06-15 23:18:47] Raw webhook (decoded): [] [2026-06-15 23:18:47] Error: Missing phone number [2026-06-20 04:15:58] Raw webhook (decoded): [] [2026-06-20 04:15:58] Error: Missing phone number [2026-06-20 04:26:09] Raw webhook (decoded): [] [2026-06-20 04:26:09] Error: Missing phone number [2026-06-20 04:26:25] Raw webhook (decoded): [] [2026-06-20 04:26:25] Error: Missing phone number [2026-06-20 04:31:01] Raw webhook (decoded): [] [2026-06-20 04:31:01] Error: Missing phone number [2026-06-20 04:51:32] Raw webhook (decoded): [] [2026-06-20 04:51:32] Error: Missing phone number [2026-06-24 10:19:11] Raw webhook (decoded): [] [2026-06-24 10:19:11] Error: Missing phone number [2026-06-24 10:19:26] Raw webhook (decoded): [] [2026-06-24 10:19:26] Error: Missing phone number [2026-06-24 10:24:18] Raw webhook (decoded): [] [2026-06-24 10:24:18] Error: Missing phone number [2026-06-24 10:41:00] Raw webhook (decoded): [] [2026-06-24 10:41:00] Error: Missing phone number [2026-06-27 10:25:31] Raw webhook (decoded): [] [2026-06-27 10:25:31] Error: Missing phone number [2026-06-27 10:25:31] Raw webhook (decoded): [] [2026-06-27 10:25:31] Error: Missing phone number [2026-06-27 10:25:31] Raw webhook (decoded): [] [2026-06-27 10:25:31] Error: Missing phone number [2026-06-27 10:25:32] Raw webhook (decoded): [] [2026-06-27 10:25:32] Error: Missing phone number [2026-07-02 00:54:24] Raw webhook (decoded): [] [2026-07-02 00:54:24] Error: Missing phone number [2026-07-02 01:14:26] Raw webhook (decoded): [] [2026-07-02 01:14:26] Error: Missing phone number [2026-07-02 01:14:42] Raw webhook (decoded): [] [2026-07-02 01:14:42] Error: Missing phone number [2026-07-02 01:20:34] Raw webhook (decoded): [] [2026-07-02 01:20:34] Error: Missing phone number [2026-07-02 01:33:18] Raw webhook (decoded): [] [2026-07-02 01:33:18] Error: Missing phone number [2026-07-02 19:52:57] Raw webhook (decoded): [] [2026-07-02 19:52:57] Error: Missing phone number [2026-07-02 19:52:58] Raw webhook (decoded): [] [2026-07-02 19:52:58] Error: Missing phone number [2026-07-02 19:52:58] Raw webhook (decoded): [] [2026-07-02 19:52:58] Error: Missing phone number [2026-07-02 19:52:58] Raw webhook (decoded): [] [2026-07-02 19:52:58] Error: Missing phone number [2026-07-06 06:18:19] Raw webhook (decoded): [] [2026-07-06 06:18:19] Error: Missing phone number [2026-07-06 06:18:34] Raw webhook (decoded): [] [2026-07-06 06:18:34] Error: Missing phone number [2026-07-06 06:25:14] Raw webhook (decoded): [] [2026-07-06 06:25:14] Error: Missing phone number [2026-07-06 06:49:06] Raw webhook (decoded): [] [2026-07-06 06:49:06] Error: Missing phone number [2026-07-07 14:29:53] Raw webhook (decoded): [] [2026-07-07 14:29:53] Error: Missing phone number [2026-07-07 14:29:53] Raw webhook (decoded): [] [2026-07-07 14:29:53] Raw webhook (decoded): [] [2026-07-07 14:29:53] Error: Missing phone number [2026-07-07 14:29:53] Error: Missing phone number [2026-07-07 14:29:53] Raw webhook (decoded): [] [2026-07-07 14:29:53] Error: Missing phone number [2026-07-09 22:35:44] Raw webhook (decoded): [] [2026-07-09 22:35:44] Error: Missing phone number [2026-07-09 22:35:44] Raw webhook (decoded): [] [2026-07-09 22:35:44] Error: Missing phone number [2026-07-09 22:35:44] Raw webhook (decoded): [] [2026-07-09 22:35:44] Error: Missing phone number [2026-07-09 22:35:44] Raw webhook (decoded): [] [2026-07-09 22:35:44] Error: Missing phone number [2026-07-10 08:32:56] Raw webhook (decoded): [] [2026-07-10 08:32:56] Raw webhook (decoded): [] [2026-07-10 08:32:56] Error: Missing phone number [2026-07-10 08:32:56] Error: Missing phone number [2026-07-10 08:32:56] Raw webhook (decoded): [] [2026-07-10 08:32:56] Error: Missing phone number [2026-07-10 08:32:56] Raw webhook (decoded): [] [2026-07-10 08:32:56] Error: Missing phone number [2026-07-15 22:02:57] Raw webhook (decoded): [] [2026-07-15 22:02:57] Error: Missing phone number [2026-07-15 22:02:57] Raw webhook (decoded): [] [2026-07-15 22:02:57] Error: Missing phone number [2026-07-15 22:02:57] Raw webhook (decoded): [] [2026-07-15 22:02:57] Error: Missing phone number [2026-07-15 22:02:57] Raw webhook (decoded): [] [2026-07-15 22:02:57] Error: Missing phone number [2026-07-16 06:08:57] Raw webhook (decoded): [] [2026-07-16 06:08:57] Error: Missing phone number [2026-07-18 01:29:57] Raw webhook (decoded): [] [2026-07-18 01:29:57] Error: Missing phone number [2026-07-18 01:29:57] Raw webhook (decoded): [] [2026-07-18 01:29:57] Error: Missing phone number [2026-07-18 01:30:04] Raw webhook (decoded): [] [2026-07-18 01:30:04] Error: Missing phone number [2026-07-18 01:30:06] Raw webhook (decoded): [] [2026-07-18 01:30:06] Error: Missing phone number [2026-07-19 04:01:58] Raw webhook (decoded): [] [2026-07-19 04:01:58] Error: Missing phone number [2026-07-19 04:01:58] Raw webhook (decoded): [] [2026-07-19 04:01:58] Error: Missing phone number [2026-07-19 04:01:58] Raw webhook (decoded): [] [2026-07-19 04:01:58] Error: Missing phone number [2026-07-19 04:01:58] Raw webhook (decoded): [] [2026-07-19 04:01:58] Error: Missing phone number [2026-07-19 04:03:33] Raw webhook (decoded): [] [2026-07-19 04:03:33] Error: Missing phone number [2026-07-19 04:03:33] Raw webhook (decoded): [] [2026-07-19 04:03:33] Error: Missing phone number [2026-07-19 04:03:33] Raw webhook (decoded): [] [2026-07-19 04:03:33] Error: Missing phone number [2026-07-19 04:03:33] Raw webhook (decoded): [] [2026-07-19 04:03:33] Error: Missing phone number [2026-07-20 08:35:21] Raw webhook (decoded): [] [2026-07-20 08:35:21] Error: Missing phone number [2026-07-20 08:36:08] Raw webhook (decoded): [] [2026-07-20 08:36:08] Error: Missing phone number [2026-07-20 08:36:09] Raw webhook (decoded): [] [2026-07-20 08:36:09] Error: Missing phone number