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Start with enquiries. Explore quotation drafts.
procora.
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Procora

From one problem to agreed work.

Clear scope, the minimum access needed, and an owner in control.

  1. 1
    Choose the problem

    See duties, exclusions, readiness and commercial terms before selecting a service.

  2. 2
    Connect and approve

    Connect the minimum data and channel. Confirm eligible records, knowledge and rules.

  3. 3
    Preview, test, then activate

    Purchasing, connecting a provider and enabling live actions are separate steps.

  4. 4
    Review what happened

    See recorded work and exceptions. Pause the service or move a record to a person.

◈   Your workspaceIllustrative example
The next step is clear.

Routine work, with the right decisions brought to you.

A new website enquiryDetails captured · ready for your team
Recorded
Quotation follow-upDraft prepared · nothing sent
Your review
A question outside the rulesHanded over · a person decides
With owner
You approve the scope. Exceptions come back to you.

Demo data · enquiry service + quotation draft pilot

Draft. Approval. Automatic action.

These are separate modes, not interchangeable promises. The quotation pilot stays in draft mode. Existing chat can answer within configured rules. New sending is enabled only after its own permissions and tests.

A concept map connecting enquiries, a team and broader workflows
Concept illustrationBroader workflow concept. Automatic sending, phone/SMS and wider integrations shown are not included by default. Each service has its own scope and readiness. Artwork text is in English; this caption describes its scope.
An illustrative workspace with enquiry, quotation and approval panels
Concept illustrationWorkspace design concept with fictional customers, amounts and statistics. It is not a screenshot of the live application or evidence of customer performance. Artwork text is in English; this caption describes its scope.

Example: an enquiry that needs a workshop appointment

A customer asks whether a repair is offered and when they can come. The first decision is whether the approved business information answers that question. If the service or price is unclear, the next step is a named employee—not an invented answer.

  1. Clarify the service, relevant location and customer's preferred timing.
  2. Use the agreed calendar and check actual availability; a proposed time is still a request.
  3. Confirm only after the appointment exists in the calendar and the result has been checked.
  4. Route exceptions to the owner and review the recorded outcome against the original request.

This is a workflow example, not evidence that every channel or calendar is connected for your business. Setup must establish the supported operation, permissions, responsible person and a test result for the specific account.

See booking and rescheduling checks

AI advice before implementation

Start with the task taking time today: repeated questions, missing customer details or quotations that receive no follow-up. An AI audit helps distinguish website-content problems from workflow problems and tasks where AI may help. Agree the information sources, owner and success criteria before choosing a service.

From a customer enquiry to a useful next step

A visitor asks about a service. The configured solution can use approved business information to answer routine questions and collect relevant contact details. Your team handles unknown prices, unusual requests and information requiring human judgement. Preparing a quotation is a separate task: the quotation pilot prepares drafts for review and does not send customer emails.

What needs to be ready?

Choose an owner, gather current service information, opening hours and contact details, and select one bounded workflow. Agree which questions may be answered, which details should be collected and when the team must take over. Test routine cases and exceptions. Pricing and delivery depend on the selected service and agreement; a consulting engagement does not automatically include a software subscription.

How to assess whether it helps

Record a baseline before starting: relevant enquiries, handling time and missing information. Compare similar tasks during the pilot, reviewing errors and handovers alongside time spent. More messages alone do not prove more customers. Any benefit estimate should use your actual figures.

AI advice and audit guide →Discuss your task →