ORDER / EXAMPLE 1042 A customer. NORTHSTAR STORE Delivery question received
Reply prepared · Team review Illustrative workflow · Fictional data
Seven functions. One connected workspace.
The work, team by team. Each example begins with an instruction and ends with something your team can inspect. Select a function to jump to its workflow.
Sales Support People & HR Teamwork Operations Automation Communication 01 Sales Find the fit and carry the relationship forward.
Discover CRM Email
E-commerce & retail / Example workflow Turn product interest into a follow-up ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW Review product enquiries and prepare follow-ups for customers who asked about availability. 01 Relevant request Requirements captured
02 Clear fit Context attached
03 Personal next step Draft for review
A prospect list with product context and drafts ready for review.
Walk through the sales workflow 02 Support Understand the request and get it to the right owner.
Unified Inbox Knowledge Chatbots
E-commerce & retail / Example workflow Give order questions an owner ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW Triage delivery and return questions using the order details and policies available to us. Read the history. Check company guidance. Prepare the reply. Company knowledge + conversation history
Draft answers for known cases and escalations for missing order information.
Walk through the support workflow 03 People & HR Coordinate the employee lifecycle with clear approvals.
Recruitment Onboarding HR Documents
E-commerce & retail / Example workflow Get the new store teammate ready ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW A A good first day Example teammate
Prepare an onboarding checklist for a new customer-service hire and flag missing documents. HR Teammate Owner An owned checklist, document requests and an induction plan.
Walk through the people & hr workflow 04 Teamwork Keep people, decisions and delivery connected.
Team Chat Tasks Spaces & Discussions
E-commerce & retail / Example workflow Carry context between store and support ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW YOU Summarize open customer issues for the store team and assign follow-up tasks. The useful part stays with the team. Decision recorded · Owner assigned · Original context attached
A shift handover with the customer thread and responsible person attached.
Walk through the teamwork workflow 05 Operations Turn requirements into owned, trackable work.
CRM Tasks Quotes & Invoices
E-commerce & retail / Example workflow Coordinate the commercial follow-through ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW WORK ORDER 01 → 02 → 03
Prepare a quote for this wholesale enquiry and a task list for the operations team. Requirements The original brief Owned tasks Work + due dates Review Result + exceptions A quote draft and fulfilment tasks for a human to review.
Walk through the operations workflow 06 Automation Make repeatable handoffs part of the process.
Wrrkflows Tasks CRM
E-commerce & retail / Example workflow Route repeat enquiries consistently ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW When a tagged enquiry enters the configured workflow, assign its follow-up to the right team. Configured condition APPROVAL NEEDED Ask the owner WITHIN THE RULES Take the next step A recorded routing sequence with exceptions visible.
Walk through the automation workflow 07 Communication Keep the next message attached to its context.
Email WhatsApp Unified Inbox
E-commerce & retail / Example workflow Keep the conversation across channels ILLUSTRATIVE E-COMMERCE & RETAIL WORKFLOW A relevant next message Draft THE REQUEST Prepare a reply to this WhatsApp enquiry using the customer’s earlier email context. Customer context attached A contextual reply draft linked to the customer conversation.
Walk through the communication workflow Set up for your environment
Your records.Your boundaries. Order status, stock and refund information require an authorized source or integration. Refunds, promises and outbound messages need the right permissions.
Available modules and granted employee capabilities are different. Configure the required tools, workflow actions and approval steps for your organization.
Explore employee controls Start with one clear outcome What would you likeoff your plate?