Self-reported needs
Ask what the business is looking for, in their own words.
Explore a conversation that learns what a prospect says they need, routes the enquiry to the right team and keeps contact verification and consent separate.
Concept · Illustrative demo · Availability not confirmed
New enquiry
Retail shop (sample)
Wants WhatsApp FAQ help (self-reported)
Context shared
Clinic (sample)
Asks about reception · team size voluntary
Suggested team
Logistics firm (sample)
Route to Sales · awaiting review
Sample enquiries only. No CRM write, scoring or ranking. Self-reported details are not verified contacts; follow-up needs separate verification and consent.
Ask what the business is looking for, in their own words.
Team size or timing — only if the prospect chooses to share.
Suggest the sales or support team best placed to help.
Contact details are confirmed and consented to separately.
STEP 01
A prospect asks about a product or service.
STEP 02
The assistant asks a few optional questions.
STEP 03
The enquiry is routed for a person to review.
STEP 04
Follow-up only after verification and consent.
Human review checkpoint
Self-reported details are not a verified contact. Follow-up requires confirmed contact details, consent and a person's review.
Proposed safeguards. Compliance, security and retention details need confirmation before any launch.
This concept does not rank or score people.
An email or handle typed into chat is not verified.
No follow-up without permission; opt-out always honoured.
What to expect from these channel concepts, and what still needs to be confirmed.
See how Lead Qualification fits alongside the other REBNAL solution concepts.