‹ Runs

Ridgeview Dental Partners

New client onboarding, run by Customer Service Agent and Operations Coordinator Agent. Started Nov 13 at 3:30 PM.

Running

Step by step

  1. Deal won

    Trigger3:30 PM200 ms

    Ridgeview Dental Partners moved to Closed won by Priya Nair

  2. Draft the welcome email

    Agent3:30 PM8s

    Welcome email drafted with 6-item document checklist

    Model: Standard tier, 6,100 tokens, $0.038

  3. Account lead approves

    Approval3:30 PM41m 0s

    Approved by Tom Whitaker

  4. Send welcome and checklist

    Action4:12 PM700 ms

    Sent to office@ridgeviewdental.com

    Tool: Send email

    Verified. Message found in Sent folder.

  5. Wait for documents

    Wait4:13 PMRunning

    4 of 6 documents received. Next check in 3 hours.

  6. Check documents and schedule kickoff

    AgentPending

  7. Record the outcome

    FinishPending