Feature Request: Admin Texter Sidebox

[schuyler1d]

Problem
Right now the texter view and the admin views are very different, and have different strengths and weaknesses. However, we can 'blend' the best of both worlds for some use-cases, like reviewing a texter's replies or doing quick things related to the contact from the texter view.

Solution
if we add a texter-sidebox which is just for admins, then we could expose some extra features that only an admin would see for that contact/texter view.

Some things to display or make controls for (not all of these would be necessary for an MVP -- but we can build up to these):

• Contact phone number (to reach out for next steps from an exciting conversation/volunteer opportunity after affirming interest)
• Other Contact metadata including things in extra_fields (maybe click to display, in case there are a lot)
• Change the assignment.max_contacts (would need a new mutation)
• Change the texter's role: (to suspend if they are doing something problematic or Vetted Texter if the review was successful)
• Resolve a tag (after this work completes; https://github.com/MoveOnOrg/Spoke/pull/1745)
• Reassign the contact

Context

I would recommend copying src/extensions/texter-sidebox/default-dynamicassignment/react-component.js into default-adminview/react-component.js -- the dynamic assignment sidebox has a sample mutation internal to it.
The avaioable() method should condition on currentUser.roles.find("ADMIN") or similar.

[ryanjcrump]

Love this. Could we add:

• admin-only tags, not visible or editable to texters - These could be used by text sweepers during reviews

[arena]

@ryanjcrump what does "Needs texter review" mean in practice?

[arena]

The first pass on adding things to the sidebar could simply be a labeled set of areas:

Contact
info about the contact seen by admins and possibly partially by texters
_

Assigned Texter(s)
info about the currently assigned texter (or maybe all the texters that have interacted with the current conversation)
ways to do things like change roles
_

Tags
the tags
_

Actions
if we have actions like "escalate" or "reassign" we could put those buttons here

[ryanjcrump]

@arena Needs Texter Review would be a status for messages that need attention from a texter due to an error in either recording data or sending information to a contact. This would be part of a volunteer leadership development program in which we are training up new vols to collect data and focus messaging according to a particular program, and would be good to be paired with a side bar text box or sidebar chat, e.g:

hello texter! I see that you sent the Wrong # Other Response but forgot to save the Wrong # tag - would you tag this Wrong #? (shout out to folks improving this functionality :) )

Or

I see that this person asked to be removed but you send another ask. Please remember our opt out policy. Will you opt them out?

[arena]

@ryanjcrump I think that should be a separate issue/request . It sounds problematic in terms of first time user experience for texters. Adding it onto another issue that's already in the works is complicated.

[ryanjcrump]

heard that @arena! Will remove and create separately.

[ryanjcrump]

Hey @aschneit - any updates on this feature?

Fwiw, The most important features to me, from a WFP perspective, are the reassign convo feature and the contact metadata view feature. It would be great to be able to use this in 2022, especially as we build out a Spanish-speaking text team. The use case is that folks on that team would be able to click on conversation links and easily reassign those conversations to themselves in order to continue the conversation in Spanish.