Summary

Sam approved the recommended RingCentral Matter panel direction and clarified that decisions should be presented in the active chat for response, rather than requiring Sam to go into Notion to answer. Notion remains the mirror and continuity record.

Next Step

Proceed with the flat recipient selector implementation lane:

1. Live read-only field discovery in Litify for client, secondary contact, insurance adjuster, carrier contact, and other Matter-linked phone sources.
2. Build a normalized recipient option model for the existing litifyRingCentralPanel pattern.
3. Update the panel to show one flat recipient selector with direct Matter contacts and the Other / N/A / Create new... catch-all at the bottom.
4. Wire the selected recipient into Call and SMS behavior, preserving RingCentral as the live action surface.
5. Validate on a real Matter page with Browser or Playwright and share screenshot proof for Sam review when possible.

Decision Channel Preference

Future decision points should be asked inline in the active chat, ideally with concise A/B/C/D options. Notion should record the decision after it is made, not become the place Sam has to visit to approve work.

Guardrails

Do not delete SMS Magic records, uninstall SMS Magic, disable SMS Magic automation, remove history access, or make irreversible live workflow changes without rollback. Litify Notes/history remain the durable record trail.

Handoff

The next agent can begin with live schema discovery and source mapping, then implement the selector. If a decision is needed, ask it in chat, not in Notion. Use Browser or Playwright proof on an actual Matter page before signoff.