01 · CONTROLLED HANDOFF
Turning an Instagram size question into an order
01
A customer DMs under a product post — "do you have this one size up?" The message lands in the inbox and a customer record opens.
02
AI drafts a reply from the product knowledge base; support checks the variant, edits the draft and sends it.
03
If the customer is still deciding, the record moves to the Interested stage and an owner is assigned.
04
When the order is placed, the webhook event from the store platform lands on the record, so conversation and order meet on one card.
05
After delivery a feedback task opens and the customer joins the repeat-purchase segment.