Automate / Omnichannel lead capture
One customer record. A clear owner. The next action visible.
The workflow
Configure the journey around your operation, then test the normal path and the material exceptions.
Channel access, capture method and routing are agreed during scope. We verify each connected path rather than assume every channel or historical record is automatically covered.
Scope WhatsApp, social enquiries, website forms, email and calls according to the available connectors and permissions.
Scope WhatsApp, social enquiries, website forms, email and calls according to the available connectors and permissions. A channel connection is checked with representative enquiries.
Record the service or product interest, source, conversation context and relevant relationships.
Record the service or product interest, source, conversation context and relevant relationships. Check repeat records without confusing shared household details with a single customer.
Route each enquiry to the correct person or agreed process.
Route each enquiry to the correct person or agreed process. Staff can see what needs attention and what action should happen next.
Check representative enquiries from each agreed source.
Check representative enquiries from each agreed source. Review missing attribution, incomplete details and unowned enquiries before they become invisible losses.
The workflow and the reporting belong together. Use actual customer questions, missed handovers and recorded outcomes to choose what to improve.
AI response and qualificationTell us where the work gets stuck.