Connected workflow

Agent client conversation workflow

Create reviewed client wording from calculator estimates.

NZ focused No input storage Estimate only

When to use this workflow

Use it when an estimate needs client wording

Scenario, summary and boundary checks carry into a client conversation aid.

Step 1

Select the context.

Buyer Seller Moving

Step 2

Text stays in memory only.

Used in this stepScenario: Buyer

Client context Calculator summary or key figures

Step 3

Tick checks before use.

Figures are estimates. Inputs have been reviewed. This is not advice. Client should verify with relevant professionals.

Conversation aid only. Review before sharing.

Step 4

Review before sending.

Verify assumptions and wording before use.