CRUD: Visitor and Prayer Request Contacts
starter-chat
Persona: pastor-admin
Touchpoint: /admin/[token]/contacts-tab
Preconditions
- Pastor logged into admin dashboard
- Chatbot or voice agent active (contacts submitted by visitors)
Steps
| # | Action | Expected Result |
|---|---|---|
| 1 | Navigate to Contacts tab | Contacts tab loads. Shows list of visitor contacts, prayer requests, and other inquiries. |
| 2 | View contact details | Click on contact card. Shows: name, email, phone, message, timestamp, source (chatbot/voice/website). Follow-up notes visible. |
| 3 | Filter contacts by type | Filters available: All, Visitor, Prayer Request, Prayer Interest, Other. Can narrow down specific contact types. |
| 4 | Filter contacts by date range | Can search contacts by date range (today, this week, this month). Helps find recent contacts. |
| 5 | Mark contact as read/unread | Checkbox or status indicator. Unread contacts show highlighted. Marking as read removes highlight. |
| 6 | Assign contact to team member | Can assign contact to pastor, staff member, or prayer team for follow-up. Assignment shown in contact. |
| 7 | Add follow-up note | Text field to add internal notes (e.g., 'Called on Tuesday, following up'). Notes saved with contact. |
| 8 | Export contact | Can download contact info as CSV or vCard. Useful for moving to CRM or contact manager. |
| 9 | Delete contact | Can remove contact from dashboard. Confirmation prevents accidental deletion. Once deleted, no longer visible. |
| 10 | Search contacts by name or keyword | Search box filters contacts by name, email, message content, etc. Real-time search results. |
Known Failure Modes
- Contacts not showing up — pastor misses visitor inquiries
- Filter not working — can't find prayer requests
- Notes not saving — context lost for follow-up
- Assignment not working — team doesn't know they're responsible
References
- Playwright spec:
e2e/crud-contact.spec.ts - Acceptance spec: knowledge/acceptance/visitor-contact-journey.md
- Code files:
Notes
Tests visitor contact and prayer request management. These are high-value leads and pastoral care opportunities. Contacts must be visible, searchable, assignable, and trackable. Missing or hard-to-find contacts means missed pastoral care and lost visitor follow-up.