Keep the conversation. Keep the next move.
A contact record can be more than a place to store names. Digital workers can gather context, workflows can route the next action, and an approved outbound call can bring the conversation back to life.
- Receive
The question lands with context
A configured chat agent can gather the question and hand the conversation to the team. Conversations keeps the message, contact, and related activity together.
- Own
A person takes the next step
A workflow can use the inquiry to prepare a staff-owned review task. The contact overview keeps that task near bookings, notes, submissions, and visit activity.
- Advance
The pipeline starts the next action
A stage change can assign an owner or prepare follow-up. Staff can then select eligible contacts from the pipeline for an approved outbound workflow.
- Call
An outbound worker follows up
An outreach workflow can queue an SI call for eligible contacts. A separate conversation workflow guides what the digital worker says and does when the person answers.
- Resolve
The outcome returns to the record
Answered, no answer, voicemail, and failed calls follow distinct branches. Notes, pipeline changes, and staff tasks can carry the next step.
The inquiry is the beginning of the record.
Follow a property question from a digital worker's conversation through a configured staff handoff and into the CRM. The screen changes because the work changes.
I’m interested in 214 Oak Street. Could I tour it Thursday after 4?
Tour assistant · Digital workerThanks, Maya. The team can review availability and follow up with you.
- Form submissionsProperty inquiry · new
- TasksNo task assigned yet
- BookingsNone confirmed
Inquiry source: digital worker chat
- ✓TaskNo task assigned yet
- ✓Form submissionProperty inquiry · 214 Oak Street
214 Oak Street · tour request
Contacts selected from pipeline
Eligible contacts · Approved hours
Separate conversation workflow
The tour assistant confirms Maya’s preferred time, then keeps the follow-up with the contact.
- ✓Tour assistantThursday after 4 · Availability requested
- ✓Maya TorresPipeline: Contacted · Owner: Jordan
- ✓Confirm showing timeStaff task · Jordan · Review before confirmation
- ✓AnsweredAgent conversation
- ✓No answerWait and retry
- ✓VoicemailFollow-up task
- ✓FailedStaff review
- 01See what Maya actually asked.
A chat agent can gather the question. The list, thread, and contact overview keep it together for a person to review.
- 02Give a teammate the whole picture.
A configured workflow can prepare a review task with the property and preferred time already attached.
- 03Make the follow-up visible.
Select the contacts ready for follow-up, then give the outreach its own workflow and owner.
- 04Put a digital worker on the call.
A reviewed outreach workflow queues the outbound call. A separate conversation workflow gives the agent its script, context, and next actions.
- 05Every call has a next step.
Answered, no answer, voicemail, and failed calls each take their own path. The contact record and staff task stay connected.
The experience carries the context.
A property inquiry can move through a digital worker, contact record, stage-based pipeline, reviewed outbound call, and staff follow-up. Calling requires connected numbers, eligible contacts, and an approved workflow.
See forms and bookingBuild the right version for your work.
We’ll map your existing tools, choose the experiences that matter, and help your team put them to use.
Book a guided demo