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INTERACTIVE WORKFLOW SAMPLE

See the handoff before you buy the system.

Move one sample enquiry from Instagram, WhatsApp, or voice through response, qualification, booking, and a human-ready summary. Nothing here uses real customer data or pretends to be a live client result.

Run the sample

FROM ENQUIRY TO OWNER

One controlled path. Four visible steps.

This front-end sample shows the buyer journey. A production build connects approved channels, business rules, calendar access, CRM fields, consent, and escalation paths.

Choose an entry point
Interactive sample · no customer data
Instagram campaign · 8:46 PMNew enquiry
@sample_lead

Can you answer new DMs and book consultations after our ads?

Approved response

Yes — I can help with that. Which service are you interested in, and which city are you in?

Captured
Need
Lead response + booking
Timing
This month
Fit signal
Owner confirmed
Handoff packetBuilding
  1. 01
    Respond

    Use an approved answer while the enquiry is still active.

    Next
  2. 02
    Qualify

    Capture intent, fit, location, timeline, and the next required field.

    Waiting
  3. 03
    Book

    Offer an eligible calendar slot with the right routing rules.

    Waiting
  4. 04
    Handoff

    Send the owner a clean summary, source, status, and conversation context.

    Waiting
Provisional next stepConsultation · Tuesday · 10:30Sample slot only. Production routing checks real availability and rules.

BUILT FOR CONTROL

Automation should know when to stop.

The exact implementation depends on platform access, API permissions, data sensitivity, vendor rules, and the systems already in place.

  • Approved answers and escalation rules before launch
  • Human handoff for uncertainty, exceptions, and sensitive requests
  • Calendar and CRM actions limited to agreed permissions
  • Logs, testing, and documentation for the delivered workflow

READY TO MAP YOUR HANDOFF?

Start with the leak, then scope the build.

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