Use cases · Verticals — Manufacturing, distribution, retail, healthcare, engineering. The ready-made flow for each vertical.

1. Contact
2. →Scheduled
3. →Confirmed
4. →Seen
5. →Follow-up

The patient messages the clinic's WhatsApp. The project starts in Contact. Two days before, the confirmation goes out by itself. Once seen, the project moves to Follow-up and, after 30 days with no answer, the cadence kicks in.

1. Request
2. →Quote
3. →Approval
4. →Order
5. →Received

Nursing requests material through the catalog. Above R$ 5 thousand, it goes through the executives; below that, through the manager. The rule decides. Stalled two days in approval, the approver gets an alert.

1. Brief
2. →Preliminary design
3. →Client approval
4. →Construction documents
5. →Delivered

The residential project becomes the parent. Architectural, structural and electrical are children. Construction documents only start when the client approves the preliminary design on WhatsApp. Every hour of the designer goes into the cost.

1. Quote
2. →Order
3. →Picking
4. →Invoiced
5. →Delivered

A customer stalled for 15 days gets an automatic WhatsApp. At 30, 45 and 65 days they move up a column until they're blocked. The closed order goes to picking and invoicing as the same project.

1. Store request
2. →Headquarters
3. →In progress
4. →Completed

Store 3 requests restocking through the catalog. The request lands in the headquarters funnel with a deadline. Stalled one day, the buyer is mentioned. The chain's goal shows 27 of 40 and which store contributed.

1. Order
2. →Scheduled
3. →In production
4. →Quality
5. →Shipping
6. →Delivered

Order 4812 breaks down into cutting, assembly and finishing. It only leaves In production when all three are done. A date postponed four times raises the alert before the customer calls.

1. Lead from headquarters
2. →Distributed
3. →In service at the unit
4. →Proposal
5. →Closed

The lead comes in through the network's website, the rule distributes it to the franchise in that region and headquarters tracks each unit's average response time without asking for a report.

1. Brief
2. →Planned
3. →In production
4. →Client approval
5. →Published

The client describes the campaign in a voice message. The agent fills in goal, deadline and pieces. Approval arrives on WhatsApp with an "ok". The job only closes with the storage cataloged.

1. Backlog
2. →In development
3. →In review
4. →In testing
5. →In production

"How's 412 going?" The assistant answers with the status from Olie and the commits from Git. Stalled one day in review, the reviewer is mentioned.

1. Quote
2. →Scheduled
3. →Done
4. →Collections
5. →Paid

The quote approved on WhatsApp becomes a scheduled service. Once done, the same project moves to collections. Three days overdue, the customer gets the reminder automatically.