Configure Scenario Rules for Automated Peer Mentor Follow-up

HLF's survey found that 40% of peer mentors were unsatisfied with follow-up quality. Coordinators need a configuration interface to set up automated scenario rules — for example, 'send a prompt if no activity is logged in 14 days', or 'notify if certification expires in 30 days'. Each scenario rule includes a trigger condition, a notification message template, a delivery channel (push), and optional deep-link routing to the relevant action screen. The scenario configuration screen allows creating, editing, enabling, and disabling rules without requiring developer intervention.

HIGH story-scenario-based-follow-up-prompts-peer-mentor-001 8 pts

Story Points

High

Priority

Scenario-based Follow-up Prompts

Feature

User Story

As a Peer Mentor (Likeperson)

I want to define scenario-based rules that automatically trigger follow-up prompts for peer mentors based on specific conditions such as inactivity periods, upcoming certification expiry, or absence of reported contact

So that peer mentors receive timely, contextually relevant reminders that reduce administrative overhead on me while ensuring no mentor goes unsupported or unmonitored for extended periods

Acceptance Criteria

Given I am logged in as a coordinator, when I navigate to the scenario configuration screen, then I see a list of all existing scenario rules with their active/inactive status
Given I create a new scenario rule, when I define a trigger condition (e.g., inactivity threshold in days), message content, and target role, then the rule is saved and the scheduler is updated to evaluate it on the next cycle
Given a scenario rule is active, when the evaluation edge function runs and the condition is met for a peer mentor, then a push notification is dispatched to that mentor within the configured delivery window
Given I disable a scenario rule, when the scheduler runs, then no notifications are sent for that rule and existing queued notifications for it are cancelled
Given I edit an existing rule's trigger threshold, when I save the change, then future evaluations use the updated threshold immediately

Business Value

Automates the most labor-intensive part of peer mentor oversight. With 40% of HLF mentors reporting insufficient follow-up, scenario-driven prompts ensure consistent, timely outreach at scale without requiring coordinators to manually track each mentor's status. This directly improves mentor retention, compliance with organizational standards, and the quality of peer support services delivered to end beneficiaries.

Components

Scenario Configuration Screen ui
Scenario Rule Engine service
Scenario Prompt Scheduler Service service
Scenario Configuration Manager service
Scenario Rule Repository data
Scenario Evaluation Edge Function infrastructure
Push Notification Dispatcher infrastructure
Scenario Evaluation Configuration infrastructure
Scenario Edge Function Scheduler infrastructure

Scenario-based Follow-up Prompts

Related Feature

Peer Mentor (Likeperson)

User Role