Sam confirmed RingCentral should become the primary communications source while SMS Magic is retired from staff-facing workflow only after RingCentral proof gates are satisfied. The priority is not AI Receptionist or AIR Pro. The priority is easy Matter/Intake calling and messaging, AI call summaries and transcripts attaching to the correct Matter, mobile app syncing, and staff notifications for new messages and voicemail.
Rallied four read-only specialist lanes: RingCentral AI summary/transcript data path, RingCentral mobile/account feature and notification settings, SMS Magic retirement surface and rollback inventory, and Salesforce implementation readiness.
Implemented a local, staged Salesforce metadata slice for the existing litifyRingCentralPanel: a read-only Recent RingCentral Activity section above the RingCentral iframe. It queries current Matter/Intake litify_pm__lit_Note__c rows with External_Id__c LIKE 'rc_call_%', returns up to 10 newest RingSense note previews, and flags whether the body appears to contain summary or transcript text. Calling and texting still stay inside RingCentral.
Changed files: /Users/samaguiar/Documents/Projects/Repos/sail-litify/Litify_AI_Integration_Project/salesforce-metadata/force-app/main/default/classes/LitifyRingCentralContextController.cls, LitifyRingCentralContextControllerTest.cls, and force-app/main/default/lwc/litifyRingCentralPanel/*.
Updated handoffs: /Users/samaguiar/Documents/Projects/admin/handoffs/HANDOFF-ringcentral-matter-tab-important-details-2026-05-01.md and /Users/samaguiar/Documents/Projects/admin/handoffs/HANDOFF-sms-magic-retirement-ringcentral-v2-2026-05-12.md.
Live read-only findings showed RingSense summary Tasks and RingCentral call Tasks are active. RingSense summary/transcript text is stored in Task.Description and copied by RingCentral_Process_RingSense_Calls into litify_pm__lit_Note__c.litify_pm__lit_Note__c when matching succeeds. No evidence showed transcripts as Salesforce Files today.
RingCentral API reads worked. RingEX Advanced is active for Sam extension 115. Mobile, SMS, voicemail, RingSense, AI generated notes, and RingSense insight-read capabilities are available. AI Receptionist and AI voicemail summaries are not active priority items and were not enabled for this extension/account.
Validation was dry-run only: sf project deploy start --target-org LITIFY_ORG --dry-run --source-dir force-app/main/default/classes/LitifyRingCentralContextController.cls --source-dir force-app/main/default/classes/LitifyRingCentralContextControllerTest.cls --source-dir force-app/main/default/lwc/litifyRingCentralPanel --test-level RunSpecifiedTests --tests LitifyRingCentralContextControllerTest --wait 30. Deploy ID 0AfUV000001WZQH0A4; result succeeded; tests 3/3 passing.
No production deploy. No SMS Magic records deleted. No SMS Magic package uninstall. No SMS automation disabled. No RingCentral or Salesforce settings changed. No transcript bodies were quoted in the handoff.
Continue with a dry-run candidate report for RingSense Notes without Matter and missing SAIL_Call_Log__c.Call_ID_External__c, then controlled tests for mobile-originated calls, SMS push, and voicemail push. Before hiding SMS Magic, capture rollback metadata and permission snapshots. The next agent can safely pick up from the updated handoff files and the validated local metadata slice.
The first additive UI/data slice was implemented and validation passed. Remaining work involves production approval gates, rollback capture, and controlled staff/mobile tests.