Workspace / Assistant

Create a customer follow-up app

The chat is private to your account; proposals that write or publish require confirmation.

Assistant chat · running

You

Build a customer follow-up app for an eight-person sales team. Track contacts, conversations and the next follow-up.

AI assistant

I’ll start with customers, follow-up records and a status flow. Sales will see their own customers and managers will see all of them. Is that right?

You

Yes. We also need weekly follow-up and overdue lists.

Run traceClarify requirements　✓　read app permissions　✓　awaiting confirmation

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Proposal receipt · awaiting confirmation

Customer follow-up

Create 3 pages, 2 tables and 1 status flow.

Will create

Customers, follow-up records

Member access

Sales editor · manager viewer

Next step

Create draft after confirmation

MIAO current product mockup · sample data