Cleaning Sales RecoveryRecommended fit82% readyPublish blockedOpen team map
Sales & Recovery MapSales Recovery · Keep valuable opportunities moving and recover enquiries or quotes that would otherwise be forgotten.
Next best actionTune Sales Attendant language, confirm recovery timing and validate the handoff into quote or follow-up. Shape the flow around an inspection-driven customer who asked for a quote but has not booked yet.
A customer visits your website and starts a conversation.
Active input
entry surface
WAWhatsApp
live input
channel inputIncluded
A customer sends a WhatsApp message about your services.
Active input
entry surface
SMSSMS
live input
channel inputIncluded
A customer replies to a reminder or sends a text enquiry.
Active input
entry surface
☎Phone
optional live
channel inputOptional setup
A missed call or voicemail triggers a callback request.
Special setup
entry surface
IGInstagram
social ready
channel inputSocial Growth
A customer sends a DM or reacts to your Instagram content.
Social route
entry surface
FBFacebook
social ready
channel inputSocial Growth
A customer messages your Facebook page or comments on a post.
Social route
entry surface
CR
digital worker
Customer Request
Channel inputready
configured step2 reads · 3 writes
A new enquiry enters from website, WhatsApp, SMS, phone or email and is normalized into one intake item.
Creates: Structured work item
WWWWebsiteWAWhatsApp☎PhoneSMSSMS@Email
Normalized inbound request envelope
FD
digital worker
Front Desk Coordinator
Routerready
gpt-5.42 reads · 3 writes
Captures customer context, identifies intent, checks urgency and routes the enquiry into the right team path.
Creates: Triage summary
WWWWebsiteWAWhatsAppSMSSMS☎Phone
Structured triage summary
SA
digital worker
Sales Attendant
LLMready
gpt-5.43 reads · 2 writes
Advances valuable enquiries, qualifies commercial fit and decides the next revenue action.
Creates: Sales next action
WAWhatsAppWWWWebsiteSMSSMS☎Phone
Next commercial action
Q&
digital worker
Quote & Booking Specialist
Toolneeds setup
quote_booking_orchestrator3 reads · 3 writes
Requests missing details, applies approved rules and prepares quote or booking actions.
Creates: Quote or booking action
WAWhatsApp@EmailWWWWebsite☎Phone
Quote or booking action
OA
human gate
Owner Approval
Humanneeds setup
manual review2 reads · 1 writes
Reviews non-standard price, high-value quotes or sensitive exceptions before the next customer action continues.
Creates: Approval decision
•Owner
Approval decision
FS
digital worker
Follow-up Specialist
LLMready
gpt-5.43 reads · 2 writes
Recovers silent opportunities, follows up on open quotes and keeps the conversation moving within contact rules.
Creates: Follow-up message
WAWhatsAppSMSSMS@Email☎Phone
Follow-up plan
Incoming channelsClick to highlight
ToolPointer
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