Service need, urgency, location and availability are extracted as the chat unfolds.
Customers and sales
Leads and customer lifecycle
A lead is qualified, known-customer context is checked and the next conversion action appears.
Problem solved
Prospects stay scattered across chats, calls, notes and memory.
CAJ Operate console walkthrough
New prospect to controlled customer journey
Shows lead score, reason codes, customer link and next action without live CRM records.
Focus the player and use Space, arrow keys, Home, End or F for full screen presenter mode.
Inbox workspace
Lead captured from the conversation
A message and call history show that Emma is ready for a real service follow-up.
SWSarah · owner
Active threadWhatsApp · High intent
Staff can take over with a clear summary, not a blank conversation.
Lead capture29% confidence
2s / 17sA prospect shows clear intent
A message and call history show that Emma is ready for a real service follow-up.
A prospect shows clear intent. A message and call history show that Emma is ready for a real service follow-up.
Step 1 of 4A prospect shows clear intent
Commercial workflow
A prospect becomes a qualified lead with a clear conversion path.
This demo shows how scattered enquiry signals become a lead, customer context, reason codes and a next commercial action.
A prospect is buried across chats, phone notes and memory, so staff do not know whether to quote, call back or ignore it.
CAJ Operate turns the signal into a qualified lead and gives the team a controlled conversion action.
- 1Intent capturedActive · High intent
The customer has an urgent service need and enough context to justify follow-up.
- 2Lead qualifiedDone · Qualified
The system explains why the lead matters using urgency, service fit and contactability.
- 3Customer context checkedControlled · Prospect
Known-customer context is considered without merging everything into one vague record.
- 4Conversion action visibleReview · Next action
Staff can create a customer account, open follow-up or move the opportunity forward.
Urgency, service fit and contactability explain the score.
The record is ready to move into customer lifecycle review.
The next commercial step is no longer hidden in a conversation.
Captions and presenter support
Make the demo usable with or without sound.
Leads can be played as a visual animation, a narrated recording, or a step-by-step customer explanation. The transcript below mirrors the scripted scenes used by the animated player.
Keyboard shortcuts
- SpacePlay or pauseStart or pause the current animated demo when the player is focused.
- →Next stepMove forward to the next scripted scene.
- ←Previous stepMove back to the previous scripted scene.
- HomeRestartReturn to the first scene and keep the presentation ready.
- EndFinal sceneJump to the outcome scene when presenting quickly.
Launch-safe rules
- Animated demos use scripted public data only, so no live tenant, customer or provider information appears on screen.
- Click sounds are optional and stay off until a user enables them inside the player.
- The player includes keyboard controls, captions and a transcript so the same story can be followed without sound.
- System reduced-motion preferences are respected by the CSS animation layer to reduce non-essential transitions.
Open full transcript4 scripted scenes
- intake
A prospect shows clear intent
A message and call history show that Emma is ready for a real service follow-up.
Intent detected - agent action
Qualification becomes explainable
The lead is scored with reason codes instead of being left as a loose note.
Qualified lead - record created
Known-customer context is checked
The system keeps contact, lead and customer identity separate but connected.
Customer link ready - business result
The next commercial action is clear
Staff can create a customer account, mark follow-up or move the opportunity forward with context.
Next action visible
Customer story
Make the problem obvious before the animation starts.
This page is designed for customer walkthroughs and video recording: first show the pain, then show the controlled workflow, then show the business result.
Daily work gets scattered.
Prospects stay scattered across chats, calls, notes and memory.
New prospect to controlled customer journey
A lead is qualified, known-customer context is checked and the next conversion action appears.
There is a clear result.
Sales follow-up becomes more consistent and easier to manage.
Storyboard
16:9 recording layout4 scenes · around 10 seconds
- 1intakeIntent detected
A prospect shows clear intent
A message and call history show that Emma is ready for a real service follow-up.
- 2agent actionQualified lead
Qualification becomes explainable
The lead is scored with reason codes instead of being left as a loose note.
- 3record createdCustomer link ready
Known-customer context is checked
The system keeps contact, lead and customer identity separate but connected.
- 4business resultNext action visible
The next commercial action is clear
Staff can create a customer account, mark follow-up or move the opportunity forward with context.
Sales follow-up becomes more consistent and easier to manage.
Shows lead score, reason codes, customer link and next action without live CRM records.