Your customer workspace

Read-only demo with fictional records. No messages are sent and changes are not saved.

Lifecycle automations

Plan your follow-up workflows.

Configure workflow states. Delivery engines and messaging providers are not connected in this source foundation.

Website assistant

Answers approved questions, qualifies intent, and creates a lead.

142

Sample runs

31%

Sample rate

Enabled

Status

TriggerVisitor asks a question

Lead follow-up

Sends a four-touch sequence and routes replies into the shared inbox.

Sample runs

44%

Sample rate

Enabled

Status

TriggerNew lead captured

Client kickoff

Creates the client portal, checklist, and first project update.

Sample runs

78%

Sample rate

Enabled

Status

TriggerProposal accepted

Review recovery

Requests feedback, routes concerns privately, and publishes approved praise.

Sample runs

54%

Sample rate

Enabled

Status

TriggerProject completed

Connected customer journey

A workflow model for a future integration. These stages do not trigger background messages.

Ask

Approved answer

Capture

Qualified lead

Deliver

Client portal

Delight

Review request