01Original input
Name: Maya R. Service: Water heater repair Message: leaking bad. can someone come today?? When: same day if possible Phone: (626) 555-0142
The installed workflow
New leads become clear next actions.
A small team can review the queue, approve a reply, and keep follow-up visible without adopting another CRM.
Open leads2
Needs reply1
Follow up today1
SourceWebsite form
Where the inquiry starts
Use the notification the team already receives.
For a pilot, Plain Operator connects one agreed source. The customer keeps the original message, inbox, form, or call log; the workflow creates a cleaner review record beside it.
02Review record
SourceWebsite form
CapturedLead record + owner alert
SafetyDraft only until approved
Example connection: form notification email or webhook routes to the customer-approved inbox/tracker. No password to the customer's website is required for this demo.
What the owner gets
One inbox note, one approved reply, one visible follow-up.
01
Capture
New inquiry enters the queue.
Prepare
Summary and draft are ready for review.
Handoff
Staff owns the relationship and next step.