Enquiries from every channel
Bring website, email and messaging enquiries into one sales queue.
- Enquiries are lost between channels and several managers reply to the same customer.
Example paths: the agreed action or human review. This diagram does not run on your live data.
- 01Input: Forms · email · chats.
- 02Connected channels supply contact details and requests; duplicate checks merge history before a CRM record and owner are created.
- 03Output to verify: Manager queue.
- 04Incomplete contacts and conflicting matches go to a manager. Channels and merge rules are agreed in advance.
- ✓Each request has one record, source and history; repeat messages update it without duplication.
- ✓We check repeated processing and connection failures using agreed examples.
An illustration of the logic, not a customer case. Connections and results are agreed before implementation.
What inputs do we need?
We need an example of “Forms · email · chats”, processing rules and an owner for “Manager queue”. Access is requested after connections are agreed.
What happens if data is missing or an error occurs?
We check “New enquiry?”. Incomplete contacts and conflicting matches go to a manager. Channels and merge rules are agreed in advance.
How is the result accepted?
Each request has one record, source and history; repeat messages update it without duplication.
How long does implementation take?
Scope, price and timing are defined after checking systems, access and exceptions. This page describes a possible workflow, not a ready connection to your data.
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