Inbound job
Capture the product, service or timing the customer explicitly asks about.
Sales workflow
Turn sales conversations into a clear team workflow.
Direct answer
Keep intent, qualification facts, ownership and conversation history together through a sales handoff.
01 · From inquiry to next action
Customer context
Keep the customer’s stated needs visible, so the team can review fit without reducing the conversation to a score.
Human handoff
Assign the conversation and record separately so ownership survives channel changes.
02 · A practical workflow
Inbound job
Capture the product, service or timing the customer explicitly asks about.
Customer context
Keep the customer’s stated needs visible, so the team can review fit without reducing the conversation to a score.
Human handoff
Assign the conversation and record separately so ownership survives channel changes.
What still needs a person
Budget, decision authority, timing and purchase intent come from the customer or your team—not a guess.
03 · Example conversation
Customer
“Which option would fit a team of two?”
Rellooma workflow
Keep the customer’s stated needs visible, so the team can review fit without reducing the conversation to a score.
Assign the conversation and record separately so ownership survives channel changes.
04 · How Rellooma helps
Keep the message source, customer details and owner together, then use an approved reply flow or hand the conversation to a person.
The team can continue from shared context instead of piecing the request together again.
05 · What still needs a person
Budget, decision authority, timing and purchase intent come from the customer or your team—not a guess.
The quality of the result depends on current business information, channel access and a clear handoff rule.
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.
The quality of the result depends on current business information, channel access and a clear handoff rule.