Conversation
Start from the customer's actual message and channel source.
Rellooma resources
Conversation workflow templates you can adapt safely.
Each template names what starts the workflow, what to capture, where a person decides and what the workflow cannot assume.
Product guidance reflects the documented Rellooma workflow. Check connection and permission state inside the App before live use.
Use the guides as one connected operating sequence.
Memory
Capture only the useful facts, owner and unresolved question.
Action
Test the next step and human recovery before any live decision.
New lead intake
Capture need, timing and contact preference; assign the next sales step to a person.
Before you start
Choose the fields Sales genuinely uses and name the follow-up owner.
Working sequence
- Trigger on an eligible inbound inquiry.
- Ask for need, timing and contact preference.
- Create the next action and hand it to the owner.
Expected result
A concise lead record with a visible owner and next step.
Boundary: Never infer budget or consent.
FAQ + handoff
Answer only from approved business knowledge and transfer uncertainty with the conversation attached.
Before you start
Approve the knowledge sources and define escalation topics.
Working sequence
- Match the question to approved knowledge.
- Answer only when the source is clear.
- Transfer uncertainty with the thread attached.
Expected result
Routine questions get consistent help; judgment stays with a person.
Boundary: No regulated or sensitive advice.
Appointment request
Collect preferred day and service, then ask a person or connected source to confirm.
Before you start
Define which services can receive requests and who confirms availability.
Working sequence
- Collect service and preferred day or time.
- Record relevant notes without confirming a slot.
- Send the request to the confirming person or connected source.
Expected result
A complete appointment request, not an invented booking.
Boundary: Do not promise availability.
Service quote
Collect scope and constraints before a teammate prepares the quote.
Before you start
Define the minimum scope a teammate needs to prepare a quote.
Working sequence
- Collect requested service, quantity or scope.
- Record constraints and preferred timing.
- Assign quote preparation to an authorized teammate.
Expected result
A quote-ready request while price authority remains human.
Boundary: AI does not set binding prices.
Real-estate lead
Capture property interest, area and timing, then assign an owner.
Before you start
Decide which property criteria and regions the team supports.
Working sequence
- Capture property type, area and timing.
- Record the customer's stated preferences.
- Assign a person to verify listings and follow up.
Expected result
A structured property inquiry without an availability claim.
Boundary: Listing availability needs a verified source.
Beauty inquiry
Capture service interest and preferred timing before human confirmation.
Before you start
List services that can be discussed safely and who confirms suitability.
Working sequence
- Capture service interest and preferred timing.
- Avoid diagnosis, treatment advice or outcome claims.
- Route the request for human confirmation.
Expected result
A useful beauty inquiry that stays outside medical judgment.
Boundary: Do not provide medical or treatment claims.
After-hours support
Acknowledge the request, capture urgency and place it in the right queue.
Before you start
Define business hours, urgent categories and the next available queue.
Working sequence
- Acknowledge receipt without promising response time.
- Capture category and customer-stated urgency.
- Queue the thread with context for the responsible team.
Expected result
An organized after-hours request ready for follow-up.
Boundary: Do not promise an unsupported response time.
Instagram DM qualification
Ask a short sequence about need and timing while preserving the original thread.
Before you start
Use an eligible Instagram professional account and approved access.
Working sequence
- Start from an inbound DM.
- Ask a short need-and-timing sequence.
- Preserve the DM thread and assign the next action.
Expected result
A qualified Instagram inquiry connected to its customer context.
Boundary: Requires an eligible professional account and approved access.
WhatsApp qualification
Capture the customer's stated need, context and preferred follow-up.
Before you start
Use an eligible WhatsApp setup and applicable messaging rules.
Working sequence
- Start from an allowed customer interaction.
- Capture need, context and preferred follow-up.
- Assign or hand off before any unsupported outbound action.
Expected result
A reviewable WhatsApp inquiry with compliant human follow-up.
Boundary: Messaging rules and customer initiation still apply.
Support escalation
Attach the question, known context and attempted answer to a named owner.
Before you start
Name escalation signals, target team and accountable owner.
Working sequence
- Attach the question and known customer context.
- Record the answer already attempted and unresolved point.
- Assign the owner and next action.
Expected result
A handoff that preserves context and stays open until completed.
Boundary: A handoff is not a resolution until a person completes it.