An illustrated example follows one fictional enquiry through seven steps, from arrival to a recorded next action.
Keep scrolling. One enquiry, seven steps, and a person in the loop where it counts.
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It comes in on a channel you've connected and is captured as a lead record, instead of sitting in an inbox.
02 / 07
What matters is pulled out of the message. Whatever is missing is noted, not invented.
03 / 07
The criteria you agreed are applied the same way every time. This part is ordinary code, not a guess.
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The result becomes a status your whole team can see and sort by.
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A reply is prepared for the channel the enquiry came from. Nothing has been sent.
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Where you've asked for approval, the draft waits for someone on your team.
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The lead leaves with an owner, a next step and a history of everything that happened.
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An enquiry arrives.
It comes in on a channel you've connected and is captured as a lead record, instead of sitting in an inbox.
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The details are checked.
What matters is pulled out of the message. Whatever is missing is noted, not invented.
03 / 07
Your rules are applied.
The criteria you agreed are applied the same way every time. This part is ordinary code, not a guess.
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It gets a status.
The result becomes a status your whole team can see and sort by.
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A follow-up is drafted.
A reply is prepared for the channel the enquiry came from. Nothing has been sent.
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A person reviews it.
Where you've asked for approval, the draft waits for someone on your team.
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The next action is recorded.
The lead leaves with an owner, a next step and a history of everything that happened.