01 · CONTROLLED HANDOFF
Turning an Instagram villa garden enquiry into a survey
01
A client DMs under one of your project posts — "I want my garden redone from scratch." The message lands in the inbox and a new project record opens.
02
AI drafts a reply from the knowledge base; the team edits it, notes that a site survey and on-site measurement are required, and sends it.
03
The record moves to the Survey stage, a designer is assigned and the booking link is shared.
04
The survey syncs to Google Calendar, and address, plot notes and site photos are added to the record.
05
After the survey the design and plant list become a quote, shared through a client-specific link, and the record moves to the Quote stage.