Customer care · WORKFLOW

Route an inbound demo request with context

An inbound conversation becomes a concise sales brief. Route the request through the Decision Engine, let a person review it, then hand it to the right Slack channel.

6 stepsticket event triggerAI decision

01 / HOW IT WORKS

See the path before you use it.

TRIGGERAn inbound inquiry arrives

AGENTPrepare the account brief

CONDITIONCustomer requested a demo?

APPROVALReview the inbound handoff

OPERATIONSend the reviewed sales brief

OPERATIONKeep it with customer support

02 / BEFORE YOU PUBLISH

What it needs from you.

Connect Slack, replace the example channel and apply the agent and Decision Engine setup. Use only inbound inquiries the customer actually submitted. This flow does not send cold outreach or book meetings.

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