Customer portal
Quote viewed and not signed → the salesperson calls
The customer opened the quote and went quiet. Two days later, Neo prepares the customer's history and the salesperson gets the task to call.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Customer portal |
| Starts with | Quote viewed in the portal |
| Integrations used | Slack |
| Steps | 7 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Adjust date | Calculate the follow-up day | |
| 2 | Wait until | Allow two days of margin | |
| 3 | Find quote | Check whether the quote is still pending | |
| 4 | Condition | Only if it is still awaiting a reply | |
| 5 | Ask the AI | Ask Neo for the customer's history | › then |
| 6 | Create task | Create the call task | › then |
| 7 | Post a message | Notify sales | › then |
Was this page helpful?