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RELAY / AI SOLUTION CONCEPT

FROM INQUIRY
TO NEXT STEP.

An AI workflow concept that organizes incoming sales inquiries and prepares a response for a person to approve.

RELAY concept interface showing an incoming inquiry, suggested next step, and response draft awaiting approval
Original product concept with illustrative data. Not a deployed product or client engagement.

THE TASK.
THE THINKING.

SALES WORKFLOW AUTOMATION

The business problem

An inquiry arrives, someone reads it, copies details into a CRM, and writes a follow-up. Relay explores how AI could assist with that handoff while keeping the sales team in control.

The proposed workflow

  1. Bring an inquiry from an approved form or inbox into a review queue.
  2. Suggest a topic, extract the relevant details, and identify missing information.
  3. Prepare a draft response and a proposed next action for review.
  4. After approval, update the CRM and hand the next step to the right person.

Connecting the systems

The concept connects an inquiry source, a review interface, and a CRM through supported APIs. A production scope would define field mapping, duplicate handling, and permissions.

Keeping people in control

Drafts require approval before sending. Unclear requests stay in the review queue, and the proposed workflow records edits and decisions so a person can follow what happened.

What a first pilot could look like

A first pilot would focus on one inquiry channel and one agreed type of follow-up.

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AI TO WORK.

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