Receive
Read enquiries from your Gmail or Microsoft inbox.
Customer replies
Every enquiry gets a next step.
Reply drafts backed by your approved facts. Each enquiry has an owner and a next step. Your team checks replies by default. You can choose to send routine replies under your own settings.
CC-1042
Quote request from Bristol Kitchens
Ready for review · Sam Hart
Source and evidence
Approved price list · version 3
Step 1 of 4
Receive
Read enquiries from your Gmail or Microsoft inbox.
Step 2 of 4
Ground
Use your approved answers and current facts. Keep the sources beside the draft.
Step 3 of 4
Review
A person checks the reply. Send complaints and sensitive requests to the right person. Flag missing facts.
Step 4 of 4
Resolve
Set an owner and due date. Record a booking or the customer's reply. Reopen the case if the answer did not work.
- ✓Who owns the next step?
- ✓Which source supports this answer?
- ✓Did the customer confirm the outcome?
Select a step to explore it. Example data only; no message or invoice is sent.
From source to outcome
One connected workflow. Clear decisions.
Ground
Use your approved answers and current facts. Keep the sources beside the draft.
Review
A person checks the reply. Send complaints and sensitive requests to the right person. Flag missing facts.
Resolve
Set an owner and due date. Record a booking or the customer's reply. Reopen the case if the answer did not work.
Know what the result means.
Measured
Replies confirmed by the mailbox. Results with proof.
Estimated
Time saved, based on your own minutes per task.
Human decision
Bookings, unusual promises and sensitive replies.
These examples do not promise a return. Measure where you start. Count setup, review and running costs too.
Explore the example workspaceKeep the whole journey connected.
What you need.
Gmail or Microsoft 365, your current facts and a person to review. Routine sending is a setting you choose.
A clear first trial.
Start with a few records. Check the result and the time spent on review. Measure useful capacity and real cost changes separately.
Research, method and limitsStart with one useful result.
Connect your tools, review the first job and check its evidence. Every plan includes the three services and your existing workspace tools.
14 days free No payment details No sales calls