Setup
How customers reach you, and what workers connect to
Channels are where conversations happen. Connections are the links to your systems; your deployment engineer builds and changes them.
BehaviourSchedule and modesAccess and stop switchTeam and usersProducts and pricesChannels and connectionsAI assistants
Channels
Website chat
On northcottfluid.example, all pages
On
Sales email
sales@northcottfluid.example
Phone
Comes with telephony
What the worker says at the start
Connections to your systems
Built by Dev Patel, deployment engineer| Connection | System | Status | Last sync | Workers use it to |
|---|---|---|---|---|
| CRM | Demo CRM | Healthy | 10:30 | Read accounts, contacts and orders; add notes |
| Orders | ERP | Healthy | 10:30 | Create order requests |
| Inventory | ERP | Healthy | 06:00 | Check stock and lead times |
| Quoting | None | Not connected | None | Planned: create quotes directly |
| Demand and purchasing | None | Not connected | None | Planned: see what customers will need |