High-intent lead
If the source page includes pricing, demo, proposal, or integration language, assign sales and raise priority.
Trigger -> Classify -> Assign -> Notify
Routing rules
Automations
Support request
If the message includes install, widget, API key, or domain issues, send to technical operator queue.
Trigger -> Tag -> Queue -> SLA clock
Widget config verify
Queued release check validates the workspace, domains, config version, and embed snippet.
Draft -> Verify -> Publish -> Log
Conversation archive
Closed conversations can be exported into a workspace handoff packet without deleting the original record.
Close -> Package -> Export -> Retain