Preview
A lead arrives out of hours
The pieces run in the default install on sample data; the end-to-end template is not packaged yet.
- CRM. A new lead appears in the CRM.receipt: evidence: the lead record
- Support. A reply is drafted from approved material.receipt: draft with its sources
- Billing. A quote or invoice draft is attached when relevant.receipt: draft, not issued
- CRM. You approve; the reply is sent.receipt: approval bound to the exact content
- CRM. Delivery is confirmed and the record updated.receipt: verified result
What we will measure in a pilot. Median time to first reply, and the share of leads answered within an hour. Until we have measured it with a stated sample and method, we publish no result for this workflow.