THE WORKFLOW LIBRARY

There’s a better way
to get that done.

Explore the repetitive jobs an agent or automation can help handle. Each workflow shows the trigger, the steps, the checks, and where your people stay involved.

24 workflows to explore

Leads & sales01

Lead intake and routing

Turn a website inquiry into a clear CRM record, an accountable owner and a next step before it gets lost in a shared inbox.

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Leads & sales02

Lead response drafts

Prepare a useful first reply from the prospect's request and your approved service information, ready for the person responsible for the lead.

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Leads & sales03

Quote follow-up

Keep open estimates visible and prepare timely follow-ups while stopping the sequence when the customer's status changes.

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Leads & sales04

Appointment reminders

Prepare and deliver approved appointment reminders from the actual booking record, with changes and cancellations reflected before each send.

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Leads & sales05

CRM contact reconciliation

Keep contacts, deal records and ownership aligned across systems without silently merging customers who happen to look alike.

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Leads & sales06

Abandoned cart recovery

Follow up on eligible abandoned carts using current stock, recent shopping activity and message history to decide whether a reminder still makes sense.

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Operations07

Dealer onboarding

Turn an approved dealer application into a usable commerce account with the right company, contact and account setup.

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Operations08

B2B account reconciliation

Repair mismatches between approved business buyers and their commerce accounts using the designated source of truth and explicit identity checks.

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Operations09

Catalog access checks

Verify that business buyers have the correct catalog, pricing assignment and location permissions before checkout is marked ready.

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Operations10

Product merchandising sync

Carry approved product ordering from the merchandising controls to the storefront and dealer experience, then check that the saved order appears.

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Operations11

Shipping rate validation

Carry a selected, current shipping quote into order preparation and stop stale or mismatched rates from becoming silent checkout errors.

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Operations12

Invoice and payment reconciliation

Bring invoice and payment facts into one operational view while keeping unpaid invoices, refunds and duplicate provider records distinct.

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Operations13

Refund and dispute monitoring

Keep refunds and payment disputes visible alongside their original payment, with changing status and financial treatment recorded for review.

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Operations14

Marketing performance reporting

Prepare a consistent view of marketing activity and agreed business measures using the correct sources, aligned dates and visible data gaps.

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Operations15

SEO change verification

Keep an evidence trail from an approved SEO edit to the public page so saved changes are checked where visitors and search engines can actually see them.

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Customer care16

Support inbox triage

Sort incoming support requests into useful categories, add available context and put each request in front of the right owner.

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Customer care17

Knowledge base answer drafts

Draft support answers from your approved help content, with a clear source and a human handoff when the documentation does not answer the question.

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Customer care18

Order status assistance

Give staff a current, source-linked order summary so routine status questions do not require searching several systems.

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Customer care19

Support escalation routing

Move support exceptions to a named person with the useful history, the unresolved question and a visible next action.

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Managed agents20

Executive briefing agent

Prepare a focused operating brief from approved business records, showing the current period, unresolved exceptions and decisions that need attention.

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Managed agents21