Visibility and customer follow-up

Consented customer follow-up

When a card creates interest, an enquiry the customer chooses to share arrives in one company workspace.

Sharing contact details is the customer’s choice. Assign the enquiry, add a follow-up date and make the next step visible to the team.

01
An enquiry arrives with consent
The customer chooses to share their contact details.
02
Set an owner
Assign it to the right employee or manager.
03
Keep follow-up moving
Add a date and note, then see what still needs a reply.

What can the company see?

Are private AI conversations visible?

No. Manager reports show aggregate usage measures; private conversations are not opened.

When does contact information arrive?

Only when the customer explicitly chooses to share it.

Set up your company workspace before you choose a package.