Workflow

A human-controlled flow from request to offer.

The workflow is designed to validate structure, control and visibility before advanced workflows are connected.

Intake

Public form

Manual lead

Meta raw lead

Operate

Review

Rules

Service selection

Convert

Offer draft

Approval

Activity

Collect every request in one prioritized workspace with status, source and review state.

Run safe internal rules for priority, review, traceability and suggestions.

Create a generic service catalog with categories, services, variants, add-ons and prices.

Mark leads for human review and track approval or rejection.

Prepare human-controlled offers with lines, revisions, preview and status policy.

See what happened across leads, rules, reviews, services and offers.

Capture requests through token-based public forms with spam and rate-limit protection.

Capture pilot interest as regular leads in the same traceable intake architecture.