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Conversation-first CRM

Conversation-first CRM

Match each customer inside the current workspace and keep lifecycle, owner and conversation state clear.

These guides describe the documented product workflow. Confirm the visible role, connection and permission state in the App before live use.

Open Rellooma AppTroubleshooting

Task index

02 · Safe sequence

Never merge or infer identity across workspaces. Imports, exports, files and deletion require tenant-safe authorization and audit evidence.

  1. 1

    Open CRM in the signed-in workspace and use search to find a customer by the visible stored fields.

  2. 2

    Create a customer with the available name and company fields, or use the current import action when its workspace scope is understood.

  3. 3

    Use the visible status and record detail to review the customer; do not infer identity from a similar name alone.

  4. 4

    The current UI supports create and search. Import and export depend on a trusted role and the configured storage provider; merge and delete controls are not currently exposed.

03 · Expected result

Expected result

The current UI supports create and search. Import and export depend on a trusted role and the configured storage provider; merge and delete controls are not currently exposed.

Match each customer inside the current workspace and keep lifecycle, owner and conversation state clear.

04 · If the expected state does not appear

If the expected state does not appear

Stop before repeating a provider or mutation action. Record route, time and safe visible state—never message content, tokens or customer data.

Troubleshooting

Reviewed 24 August 2026

Conversations Automations Analytics