Lead routing
High-value institutional enquiry → senior sales workflow.
WORKFLOW STUDIO™
Make operational rules configurable.
Enterprise customers should not need a developer to change every routing or escalation rule. V11 defines a governed workflow layer with approvals and audit logs.
TRIGGERReferral received
→CONDITIONHigh-priority programme + unassigned for 2h
→ACTIONEscalate to programme manager
→AUDITRecord event + notification
Verification
Evidence expiry → re-verification task → escalation.
Referrals
Unacknowledged referral → coordinator → manager.
Commercial
Large discount/refund → approval → audit trail.