Steps and facts
- Customer conversations can become leads and sales opportunities with extracted needs, stage, score, summary and next action.
- Use the dashboard and Inbox to review active conversations and commercial intent. Verify contact details instead of assuming them.
- A teammate should review discounts, custom work, complaints, purchase-ready intent and demo or call requests.
- Lead stage is not proof that a customer paid, an order shipped or a booking was confirmed. Those facts need an authorized connected source.
- Compare qualified leads, response time and handoff completion before and after a small pilot. Do not infer guaranteed revenue from an AI score.