A client inquiry arrives by email
Current friction
Someone opens it, works out who the customer is and what they want, hunts through past threads and files, drafts a reply, updates the CRM, then remembers to set a follow-up.
Orchestrated flow
- Inquiry arrives
- Customer and intent identified
- CRM history and relevant documents retrieved
- Response drafted with that context
- Follow-up identified
- Reviewed by a person where it matters
- CRM updated and follow-up scheduled
Human role
Relationship, judgment, and anything that falls outside the ordinary.