01 · CONTROLLED HANDOFF
Moving an Instagram curtain question to a measuring visit
01
A customer DMs under a living-room post — "could someone come and measure for this sheer?" The message lands in the inbox and a new customer record opens.
02
AI drafts a reply from the fabric and process detail in the knowledge base; the adviser edits it, adds the booking link and decides to send.
03
The room photos and the district the customer shared are added to the record, which moves to the Measure stage with an assigned adviser.
04
The appointment syncs to Google Calendar and a reminder is scheduled for the day before, sent with store approval.
05
After the visit, fabric and model options are prepared as a quote and shared by link, and the record moves to the Quote stage.