Workflow

Before · After · Receipt

Before

Slow handoff

A qualified lead waits hours. Context is scattered across inbox and chat.

After

Fast loop

AI captures source and intent, reminds the owner, and prepares the next step in one thread.

Receipt

What you keep

Identity, permission scope, and a JSON receipt for every automated action.

Products used

What this scenario runs on

Trust is part of the product. Audit and permissions, deployment boundary and data handling are built in. Read the trust brief or talk to sales.