Every inbound chat is not a qualified opportunity. Partners should see ready work — not raw noise.
Intake as a department
Bob structures new-client questions, captures consent, and routes into Sales & Leads / Client Intake.
Full controls
Draft follow-ups need approval. Memory promotion needs approval. That is how an OS earns trust.
Talk to us about your front office
Tell us who you are — we route this into Sales & Leads (not a dead contact form).