Overview
When an account executive emails a closed deal to the CS inbox, two agents take it from there: Intake confirms the plan with the AE by phone and creates the Rocketlane project, then Communication opens the customer's Slack channel.
Inbox watcher
Reads new mail and spots deal handoffs.
2 handoffs
Intake agent
Checks the details, calls the AE, creates the project.
0 in progress
Communication agent
Opens the Slack channel and welcomes the customer.
2 onboarding
Inbox activity
Deal handoffs and AE replies the watcher picked up. Other mail in the inbox is skipped and not shown.