How does Liberty actually see what Foothold says and does to their renters: a digest email, or a read-only Foothold view they can open?
- A scheduled digest email to the property inbox. Fastest to build, and email is what Alex confirmed they actually watch. But a daily digest of every touch is exactly the extra inbox volume the
sendLeaseActivitiesask was framed to avoid, and it's push-only: they can't go look something up. - A read-only Foothold view, one gated page per property. They open it when they want depth, it carries the full thread, and it never adds mail. Costs more to build, and a page nobody opens is worse than an email nobody asked for.
- Both, view first. The view is the artifact that survives; the digest becomes a short weekly nudge that links into it.
I'd build the view first and add the digest on top of it, because the view is the thing that has to exist either way and the digest is an afternoon of work once it does. One page per property, link-gated, every Foothold touch with a timestamp and the thread underneath it. Then a weekly email that's five lines and a link, not a transcript. That respects the thing you already told Liberty this would do, put our touches in their system instead of their inbox, and it degrades gracefully: if they never open the page, the weekly email still carries the headline.
Live inside Liberty's ecosystem; never make them open another system. Locked together with A5: Liberty's surfaces are Entrata itself (every Foothold AI conversation logged onto the lead's own record, so an agent who pulls up the guest card sees the history right there) plus a five-line weekly digest email: touches made, leads worked, tenants missing a DOB, anything needing their action. No standalone Liberty-facing Foothold page. Resident-side touches log to Foothold's own store and surface in the digest until sendLeaseActivities is granted (E2, tabled). One note on the framing above: the "lead-level chat can never be logged" line predates the 10 Aug correction; updateLeads r2 carries the events array, and logging onto the lead record is exactly what got locked here.
entrata-touchpoints.md §6.3 · design-map "Decision 01," second paragraph. Gate: none. No permission, no Liberty dependency, buildable today.