Inbound job
Keep the incoming channel and campaign details supplied by the contact or your team.
Agency conversation workflow
Keep agency inquiries organized from first message to human follow-up.
Direct answer
Keep customer- or team-provided campaign details, the contact's request and approval ownership together as the agency follows up.
01 · From inquiry to next action
Customer context
Record the brand, service and request the contact actually mentioned so the team starts with context.
Human handoff
Assign approval and exception work to the responsible agency teammate.
02 · A practical workflow
Inbound job
Keep the incoming channel and campaign details supplied by the contact or your team.
Customer context
Record the brand, service and request the contact actually mentioned so the team starts with context.
Human handoff
Assign approval and exception work to the responsible agency teammate.
What still needs a person
Rellooma does not claim multi-client tenancy, shared credentials or unapproved sending.
03 · Example conversation
Customer
“I came from the campaign. Who can help with the launch brief?”
Rellooma workflow
Record the brand, service and request the contact actually mentioned so the team starts with context.
Assign approval and exception work to the responsible agency teammate.
04 · How Rellooma helps
Rellooma keeps the original message, useful customer details, owner and next action together.
The next person can continue with the customer's question and history already in view.
05 · What still needs a person
Rellooma does not claim multi-client tenancy, shared credentials or unapproved sending.
Your team still confirms sensitive, booking, pricing or availability decisions. Connected channels also need the right Meta access.
06 · See the product
Keep the team focused on what needs attention
- Conversations waiting for an owner
- Follow-ups that need review
- Channel or handoff issues
07 · Questions before adopting the workflow
Is this a result guarantee?
No. Results depend on your channels, business information, team and the way you use the workflow.
Can automation complete every case?
No. Uncertain, sensitive or approval-dependent work should go to a person.
09 · Create account
See whether this workflow fits the way your team works.
Your team still confirms sensitive, booking, pricing or availability decisions. Connected channels also need the right Meta access.