Plugins
RealtimeX BizOps

RealtimeX BizOps

RealtimeX BizOps is a built-in plugin that is enabled by default.

It adds a configurable business-operations layer for agent-managed email, iMessage and SMS workflows, operator-side WhatsApp CLI flows, Google Workspace-backed CRM storage, and reusable workflow templates.

Important default behavior

The plugin itself is enabled by default, but the operational channels inside it are not automatically ready just because the plugin is loaded.

In current builds, you still configure the channels you actually want to use.

Where to configure it

  1. Open Settings > Plugins.
  2. Find RealtimeX BizOps.
  3. Click Configure.

The current settings UI is tabbed. The main areas are:

  • Onboarding
  • Email
  • iMessage
  • WhatsApp CLI
  • Workflow Runtime
  • CRM & Storage

What each area does

Onboarding

This is the safest starting point.

It explains the required local CLIs, shows readiness state, and exposes helper actions such as CLI Doctor and editor shortcuts for the real config files.

Email

The email channel is built around Himalaya.

Use this area to:

  • enable or disable the BizOps email channel
  • point RealTimeX at the shared Himalaya TOML config
  • manage approved email workflow templates
  • choose preferred workflow defaults

iMessage

The iMessage and SMS channel is built around imsg.

Use it to configure:

  • whether the channel is enabled
  • default outbound service behavior
  • watched participants
  • follow-up rules and escalation categories
  • approved workflow templates

WhatsApp CLI

This area is for operator-side WhatsApp workflows through wacli.

Use it to manage:

  • whether WhatsApp CLI workflows are enabled
  • the local executable, account, and store path
  • preferred or monitored recipients
  • send guardrails
  • approved workflow templates

Workflow Runtime

This section holds shared cross-channel workflow templates and defaults.

Use it when you want repeatable BizOps workflows that are not tied to only one channel.

CRM & Storage

This area is for Google Drive, Sheets, and related CRM storage through gog.

Use it to manage named CRM profiles and the storage assets those workflows depend on.

Local dependencies

The current plugin expects local tools that match the channels you enable:

  • Himalaya for email
  • imsg for iMessage and SMS
  • wacli for operator-side WhatsApp CLI
  • gog for CRM and Google Workspace storage flows

If you do not use a channel, leave that channel disabled instead of half-configuring it.

Good rollout order

  1. Start in Onboarding.
  2. Verify the required local CLI for the channel you want.
  3. Enable only one channel at first.
  4. Save the config.
  5. Reload the plugin.
  6. Test the actual BizOps workflow that depends on that channel.

Troubleshooting

  • If a BizOps channel is not usable, check that both the plugin and the specific channel are enabled.
  • If the config looks correct but the workflow still fails, reload the plugin.
  • If a CLI-backed channel is not ready, use the onboarding readiness checks before editing random settings.
  • If a file-backed config was changed outside the app, reload the plugin so it re-reads the current state.

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