Website Lead to Follow-up
Convert chat and form interest into scheduled sales follow-up.
Lead: JOY
Approval: You approve CRM updates and sales outreach messages.
JOY // Customer Communications
Answer, route, and follow up on customer conversations across channels.
01 // CAPABILITIES
Available with your approval
On-site assistant that answers visitor questions using configured business knowledge and governed escalation.
You configure knowledge sources, deployments, and review paths before customer-facing answers go live.
Available with your approval
Answer inbound calls, route intent, and summarize outcomes.
You approve scripts and routing rules.
Available
Classify inbound issues and recommend next actions.
Customer-facing replies require approval when configured.
Available
Aggregate customer signals into themes and actions.
Outbound responses to reviewers require approval.
02 // MISSION
Convert chat and form interest into scheduled sales follow-up.
Lead: JOY
Approval: You approve CRM updates and sales outreach messages.
03 // RELATED
03B // INTELLIGENCE
Practical workflow and governance guidance for capabilities in this category.