Missing details
Hold the request for manual completion. Nothing can be approved until the input is complete.
WORKFLOW LAB / 01
A lead comes in.
You control what happens next.
Change the inputs and run the workflow. Inspect the routing decision, then approve or return the draft.
Local, rule-based simulation with fictional sample data. No AI model, CRM connection or outbound messages.
02 / ROUTING & REVIEW
Ready when you are.
Run the sample to see the route, the reasoning and a response prepared for review.
Prepared response
The rules are visible.
Exceptions get a person
Existing-project and out-of-scope requests go to the team. Urgency changes the priority; it never authorizes an action.
Approval is a separate step
A complete quote request produces a draft. Approving it only changes this demonstration’s status—nothing is sent.
Build this around your business.
A production version needs verified integrations, access controls, logging and agreed communication rules.