All customers

Before you start

The customer page

1

Chat flow

Done when

With the agent (fastest)

1

By hand, and forms in the chat

By hand

Forms in the chat

1

Check it before anyone sees it

The fixes you’ll make most often

2

Lead board

Done when

3

What to share, and when

WhenWhat to shareHow

Never share

3

Asking for approval

Done when

If they ask for a change after approving

4

WhatsApp and payment setup

Done when

5

Ready for build

Done when

Quick answers