Automatic status updates
When a card moves on its own, and what has to be true for that to happen.
A board is only useful if it matches reality, and it won't if somebody has to remember to drag cards around. With your reps' WhatsApp numbers connected, Trama reads the conversations and moves the cards itself.
Available on the paid plans, from Starter, because it needs sales rep tracking.
What moves on its own today
These are two different things and it's worth not mixing them up. The second one is yours: you publish the quote from Trama and the card moves to Quoted with the price copied over — always, with or without Radar, because there's nothing to interpret. The first one is what Radar reads out of the conversation.
The Radar actions that move the card
Radar isn't a switch: it's a set of actions, and each one ships on its own, once its measured accuracy allows it. These are the three that move a card between columns:
| Action | When it would move the card | Status |
|---|---|---|
| Move to «In contact» | The rep messages the traveller: from To contact to In contact | Available |
| Attach the quote | The rep sends a quote PDF: to Quoted, with the PDF loaded as a quote | Available |
| Mark as lost | The customer says they booked elsewhere: to Lost, with the reason | Soon |
While an action isn't Available, Radar still evaluates it: it looks, decides and records what it would have done, but it doesn't touch your board. The other actions don't move a card between columns: recording the follow-up and asking whether it was won work on the existing one, and creating the inquiry from an ad brings a new one to life, straight into In contact. They're all in Seller WhatsApp, along with the bar each one has to clear.
An action being «Available» doesn't mean it's on for your business. Each one is switched on from Automations, and can be tuned number by number from Channels.
Won never moves on its own, and it never will. Closing a sale always needs a person to confirm it: either you move the card on the board, or you tell the Trama Agent over WhatsApp. When Radar learns to spot the close, what it will do is ask you — not move the card. That's deliberate: a wrongly marked sale poisons every closing metric you have.
Without connected numbers
On the free plan, or if your reps haven't connected their WhatsApp, you move the cards yourself: by dragging them on the board, or by telling the Trama Agent.