
Workflow
Reconnect. Rebook. Follow through.1Enquiry2VisitLead record
01 / Lead management
Keep the next sale moving.
From interest to an agreed next step.

Workflow
Investigate. Decide. Take action.1Request2PolicyNext action
02 / Customer support
Take the issue to its next step.
From a question to an approved action.
CHOOSE THE WORK
Choose lead management or customer support. Explore one focused workflow for each industry, including the information Emily needs and where your team stays involved.
Automotive
Get a missed visit back on the calendar.
Re-engage the lead, check availability and arrange the next visit.

The customer's request
I missed my appointment. Can I come in on Saturday?
Configured around your
EmilyYour process, applied.
Pick up where the lead left off
Use the enquiry and appointment history to understand why the visit was missed.
Lead contextMissed appointment
Your team handles unusual requirements, pricing negotiation and exceptions.
Related published work:Carsome sales operations
Automotive, pre-sales, step 1: Pick up where the lead left offSOLUTIONS BY INDUSTRY
See how Emily handles a specific request in your industry.
CUSTOMER STORIES
YOUR WORKFLOW / YOUR RULES
Bring a sales or support workflow. We’ll show what Emily can handle and where your team stays involved.




















