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Custom development · Illustrative example

From customer request to reviewed handoff

A concept demo for custom AI workflows: check information against its sources, make your own decisions when details conflict and give separate approval for a handoff.

Concept prototype with synthetic data. All results are prepared in advance. No actual AI processing or CRM connection.

Deterministic frontend simulation

  1. Incoming request
  2. Source review
  3. Decision
  4. Approval review
  5. Result

Review, decide, approve

How could a custom AI workflow support your sales team? This illustrative example combines source checks, human decisions and a prepared CRM handoff.

  1. Read the request and attachment.
  2. Check structured information against its sources.
  3. Choose a working basis when two delivery dates conflict.
  4. Review the draft and give separate local approval.

The content is prepared in advance. No AI processing takes place and nothing is transferred to a CRM.

This example illustrates a possible custom workflow solution by deepsight. It is not an interface or a feature commitment for deepsight cloud.

Local conversation preview

How an initial conversation could begin

This preview transmits nothing and accepts no input.

Topics to discuss

  • What kinds of requests do you receive?
  • Where are human decisions and approvals needed?
  • Which system should receive the reviewed information?

No contact channel is connected in this concept prototype

There is no form, booking or submission here.