Product walkthrough
See how a customer conversation becomes accountable sales work.
This walkthrough describes the implemented product flow without simulated performance numbers or invented customer results.
Step 1
Capture the conversation
An inbound message is verified, queued, resolved to a contact identity, and placed in the shared inbox.
Step 2
Build customer context
The team links people to companies, records notes and channels, and keeps activity in one timeline.
Step 3
Create the opportunity
A qualified contact becomes a real deal with value, currency, owner, probability, and stage.
Step 4
Protect the next action
Tasks, routing, permissions, and automation keep responsibility visible without automatic AI commitments.