01 · CONTROLLED HANDOFF
From an Instagram sofa question to a showroom appointment
01
A customer DMs under a post asking whether the sofa comes in an L shape; the message lands in the inbox and a customer record opens.
02
AI drafts a reply from the product and fabric knowledge base; the advisor edits it and suggests a showroom visit.
03
The record moves to the Showroom Visit stage, the booking link is shared and the appointment syncs to Google Calendar.
04
A pre-visit reminder is scheduled; wording and the decision to send stay with the store team.
05
After the visit the advisor notes the pieces of interest and the record moves to the Measuring stage.