"Nudge" for Missing Appointment Outcomes

MaverickRE’s Appointments Report provides visibility into appointments set, tracks the Hold/Met Rate based on agent-applied Appointment Outcomes, and flags appointments missing outcomes.

To support data hygiene, an initial post-appointment SMS reminder prompts agents to update outcomes. However, if the agent misses the message and the session closes, there is no follow-up mechanism to prompt updates on missing outcomes in mass.

Currently, the Nudge Rule only applies when an appointment remains in "Appointment Set" for 48+ hours. To address this opportunity, teams have requested a way to "nudge" agents specifically for missing Appointment Outcomes—either as:
1. A new Nudge Rule option, or
2. A Call-to-Action (CTA) directly within the Appointments Report.

At least three Maverick accounts (Gabe, Damon, and Daniel) have documented this as a need. It may also overlap with Spyglass’s suggestion regarding Team Leads messaging agents, but the specifics on that Suggestion are unclear.