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04 // OPERATIONS
Client onboarding
Deal closed? The agent tells the customer what happens next, collects missing details (address, delivery date, contact) and opens a tidy record.
Included in the Captain plan · $99 / month
What it replaces
Three phone calls and a note on the fridge.
The ladder
- Human-led
- A question list, you ask.
- Human-assisted
- The agent asks, you review the record.
- Fully autonomous
- Assigns to your team and updates the customer.
What it needs from you
- What you need to know about every new customer
Builds on
- Company brain
- WhatsApp connection