From conversations to a useful CRM.
A CRM is only as useful as what makes it into the record. This workflow starts in WhatsApp, finds relevant business context, and brings proposed updates back to a person before they are committed.
the whole journey, at a glance.
Interactive product-flow illustration · tap a step to explore
What needed to work.
Important details lived inside everyday chats. Asking busy agents to repeat all of that work in another interface created a gap between what was happening and what the CRM knew.
The work behind it.
I contributed to the chat-to-CRM workflow, including staged findings, confirmation paths and operational debugging for incomplete or failed processing.
The decision that mattered.
Separate findings from writes. Group proposed changes into reviewable bundles and require confirmation. Monitor actual processing outcomes as well as scheduled jobs, and retain a retry path for work that did not finish.
An agent workflow is a product with states, ownership and recovery. Its success is not just whether a model can produce a plausible answer.
A little context.
Sanitized reconstruction of an internship workflow. The visual is illustrative and contains no real customer conversations or records. It shows the intended review flow, not a claim that incidents never occurred.