01 · CONTROLLED HANDOFF
Taking an Instagram apartment enquiry to a survey
01
A DM under a project post lands in the inbox and a new project record opens; space type, approximate area and expected handover are noted on it.
02
AI drafts a reply from the knowledge base about how the studio works; the designer edits it and decides whether to send.
03
The record moves to the Survey stage, and a shareable booking page lets the client choose a day.
04
Photos taken during the survey, measurements and the preference list are attached to the same record.
05
After the survey, concept work opens as a task with a named owner and a target date.