Acknowledgement
Confirms receipt of the message. Its template and trigger are approved during setup.
Follow the four stages of the current workflow. Each stage distinguishes the product’s role from your team’s.
Forms, emails and voicemail from connected channels come into a shared workflow.
You choose the channels and approve automatic message templates.
Current law firm workflow. Other industries require a dedicated assessment.

Received information is summarised. Relevant details and missing information are brought together.
Your team reviews the brief before relying on its content.
Current law firm workflow. Other industries require a dedicated assessment.

The assigned team member and enquiry status stay visible.
You assign the enquiry to a team member and confirm the next action.
Current law firm workflow. Other industries require a dedicated assessment.

The brief, notes and history remain available when your team picks up the conversation.
Your team approves its replies and quotes. Appointments follow the rules of the connected calendar.
Current law firm workflow. Other industries require a dedicated assessment.

Confirms receipt of the message. Its template and trigger are approved during setup.
Your team reviews, edits and sends the text. It remains responsible for the content.
Receiving a message confirms no time slot. The booking workflow and calendar are checked separately.
One defined use case, followed by a joint review.
We review a typical enquiry, your channels and the information missing before a reply.
Information to collect, recipients, connections and costs are agreed before commitment.
Examples and automatic messages are reviewed. Your team knows what it controls and what triggers each action.
Tell us about your business and what slows down follow-up. We will assess the scope your team needs.
Talk about your businessPrefer a meeting? Choose a time