All scenariosConnected AI scenarioSales and distribution
Make sure leads do not disappear between channels or employees.
Website, email, and WhatsApp inquiries become one customer record with intent, ownership, and a visible next action.
What starts the work
A new inquiry arrives through any approved customer channel.
Where people remain in control
Customer data, pricing actions, channel permissions, and handoff rules remain role-based and auditable.
How the work moves
- 01Create or match one customer record
- 02Summarize the conversation and identify purchase intent
- 03Collect missing quantity, budget, timing, or delivery details
- 04Route the opportunity to the right salesperson
- 05Escalate automatically when follow-up is overdue
Operational outcome
- Fewer missed opportunities
- Faster first response
- Clear accountability from inquiry to revenue
Customer data, pricing actions, channel permissions, and handoff rules remain role-based and auditable.