Built around your reality
Built around the way
your business works.
Different operations lose capacity in different places. Start with the journey your customers actually take, then configure the specialists around it.
One enquiry. Four moves.
Every journey below has the same shape and a different week behind it. Find the sector that looks like yours.
The shape of every journey
- 01Trigger · An enquiry arrives on a channel you configured.
- 02Coordinate · The specialists it needs, in the order it needs them.
- 03Boundary · The moment it stops being work a rule can do.
- 04Next step · Something is in a diary, or with a named person.
29 of these are written out step by step. The rest are configured the same way around your own channels.
Healthcare & clinics
Keep patient enquiries, appointments and follow-ups moving around the care your clinicians provide, across every kind of practice.
Capture a dental enquiry
Coordinate a consultation · Schedule a reminder
Follow up with the patient
Connect missed-call capture, consultation booking, reminders and recall follow-ups.
Capture a dental enquiryCoordinate a consultationSchedule a reminderFollow up with the patientExplore Eye clinicsCoordinate eye consultation enquiries, appointment changes and approved visit instructions.
Capture the visit requestRoute to the appropriate teamCoordinate an appointmentSend approved visit informationExplore Aesthetic clinicsFollow up on treatment enquiries and coordinate consultations with your qualified team.
Receive a treatment enquiryShare approved service informationBook a clinician consultationFollow up on the next stepExplore Multispecialty clinicsHelp enquiries reach the right department, location and appointment workflow.
Understand the requested serviceIdentify the departmentCheck supported availabilityCoordinate the next stepExplore Enterprise hospitalsRoute routine enquiries across departments and coordinate outpatient appointment requests.
Receive the enquiryIdentify the departmentTransfer context to the teamTrack the service requestExplore Hospital groupsCoordinate location preferences and service enquiries across a hospital network.
Capture location preferenceFind the relevant service teamCoordinate the requestMaintain a clear handoffExploreAutomotive
Connect rental enquiries, workshop bookings and customer follow-ups in one coordinated journey.
Capture dates and preferences
Check supported availability · Coordinate the reservation request
Schedule collection reminders
Capture rental dates and vehicle preferences, then coordinate availability and reservation requests.
Capture dates and preferencesCheck supported availabilityCoordinate the reservation requestSchedule collection remindersExplore Service & maintenanceCoordinate workshop appointments, approved status updates and service reminders.
Capture the service requestCoordinate a workshop slotShare approved status updatesSchedule a service reminderExplore DealershipsRespond to vehicle enquiries and coordinate test drives with your sales team.
Capture vehicle interestRecord customer preferencesCoordinate a test driveFollow up with the sales teamExploreReal estate
Give property enquiries a clear path from first response to a viewing and an agent follow-up.
Capture a property enquiry
Record budget and preferences · Coordinate a viewing
Schedule agent follow-up
Capture property preferences, coordinate viewings and keep your agents informed.
Capture a property enquiryRecord budget and preferencesCoordinate a viewingSchedule agent follow-upExplore Consultancies & brokeragesRoute buyer and tenant enquiries to the appropriate consultant with useful context.
Receive the enquiryCapture requirementsAssign the relevant consultantFollow up after the meetingExploreHospitality
Answer the booking question while the guest is still deciding, and keep the floor free to look after the ones already here.
Answer the enquiry
Capture what the stay needs · Coordinate the reservation
Follow up before arrival
Answer the direct availability question before a channel does, at any hour.
Answer the enquiryCapture what the stay needsCoordinate the reservationFollow up before arrivalExplore Serviced apartmentsTerms, inclusions and access coordinated for extended and corporate stays.
Answer the stay questionCapture the requirementCoordinate access or a callFollow through on open itemsExplore Restaurants & venuesReservations, large parties and event enquiries handled during service.
Take the enquiryAnswer the standing questionsCoordinate the booking or visitConfirm and follow upExploreEducation & training
Answer admissions and course enquiries when parents and learners actually send them, which is rarely during the school day.
Receive an admissions enquiry
Answer the questions you have approved · Coordinate a school tour
Follow up until the family decides
Capture admissions enquiries, coordinate tours and keep the follow-up moving through a long decision.
Receive an admissions enquiryAnswer the questions you have approvedCoordinate a school tourFollow up until the family decidesExplore Training institutesQualify course enquiries, confirm the next intake and chase the enrolment paperwork.
Capture the course enquiryMatch it to the right programmeConfirm the next intake dateFollow up on enrolmentExploreFinancial services
Clear the routine service volume off the desk so the cases that need expertise reach a person while they still matter.
Identify the service request
Share approved information · Coordinate a branch appointment
Route sensitive matters to staff
Share approved service information, coordinate branch appointments and route account-specific enquiries.
Identify the service requestShare approved informationCoordinate a branch appointmentRoute sensitive matters to staffExplore Advisory & brokerage firmsCapture enquiries and coordinate meetings with authorised advisers.
Capture the enquiryIdentify the relevant teamCoordinate a meetingTrack the staff follow-upExploreHome services
Book the job while the customer is still on the phone, and keep the technician, the slot and the follow-up in one place.
Capture the fault and the address
Check it against your urgency rules · Coordinate a technician slot
Confirm and remind before the visit
Capture the fault, judge the urgency against your rules and put a technician in the diary.
Capture the fault and the addressCheck it against your urgency rulesCoordinate a technician slotConfirm and remind before the visitExplore Cleaning & facilitiesCoordinate one-off and recurring visits, handle changes, and keep the schedule honest.
Take the booking requestConfirm scope and frequencySchedule the visitHandle changes and rebookingExploreTravel & tourism
Handle the itinerary and eligibility questions that arrive at every hour from every time zone, before a consultant is ever needed.
Answer the enquiry
Capture the trip · Coordinate the consultation
Follow up on the itinerary
Itinerary and package questions answered across every time zone.
Answer the enquiryCapture the tripCoordinate the consultationFollow up on the itineraryExplore Visa & immigration servicesPublished requirements answered and document checklists chased.
Answer the standing questionSend the checklistChase what is missingHand the case overExploreProfessional services
Qualify inbound enquiries before they reach a fee earner, so consultant hours go to the work that was always going to convert.
Capture the enquiry
Gather what a check needs · Coordinate the consultation
Keep the file moving
Enquiries captured and conflict information gathered before a fee earner.
Capture the enquiryGather what a check needsCoordinate the consultationKeep the file movingExplore Accounting firmsDocument checklists sent and chased against every filing deadline.
Capture the enquiry or requestSend the checklistChase what is outstandingHand the file to a personExplore Recruitment agenciesCandidate and client enquiries answered without taking a consultant hour.
Answer the enquiryCapture the briefCoordinate the conversationKeep candidates warmExplore Business consultanciesBudget, timeline and decision-maker established before a scoping call.
Capture the enquiryQualify against your criteriaCoordinate the scoping callFollow up on what is openExplore Marketing & creative agenciesInbound briefs acknowledged and qualified before anyone builds a proposal.
Answer the briefQualify the opportunityCoordinate the chemistry callKeep the pipeline warmExploreRetail & D2C
Answer the pre-purchase question and the where-is-my-order question without either one queuing behind the other.
Receive the question on any channel
Answer from approved product information · Check the order status
Escalate refunds and complaints
Answer product and delivery questions across every channel, and escalate the ones that need a person.
Receive the question on any channelAnswer from approved product informationCheck the order statusEscalate refunds and complaintsExplore Showrooms & storesCapture stock and availability enquiries and turn the serious ones into a store appointment.
Capture the enquiryConfirm availability from your dataBook a store appointmentFollow up after the visitExploreAlso supported
Let us map the work around your business.
Start with one journey worth improving and build the workforce outward from it.