ProfitecProfitec CRM
Demo mode — You are exploring a sample workspace — data is fictional and changes reset automatically.
← Workflow Runs
RUN-2048CompletedLead intake & routingAutomatedLoggedDemo
Source Approved inbound · Telegram captureAccount Orbit CommerceOwner Ethan KaplanStarted 01-07-2026 09:12Updated 01-07-2026 09:13
What happened

An inbound enquiry from Orbit Commerce was validated, classified and routed automatically.

What the system did

Created the Lead and a discovery follow-up task, and assigned Ethan Kaplan by territory.

What remains for a human

Nothing — the run completed within policy. The owner will action the follow-up task.

Business impact

A qualified pipeline opportunity was captured with zero manual triage.

Execution trace

  1. 1
    DoneTrigger received01-07-2026 09:12
    Enquiry received from an approved inbound channel.
    Rule Source: Telegram capture · payload validatedI/O in: name, company, message
  2. 2
    DoneContact & company validation01-07-2026 09:12
    Required fields present and well-formed.
    Rule email + company resolved
  3. 3
    DoneDuplicate check01-07-2026 09:12
    No existing open lead or contact matched.
    Rule dedup on email/phoneI/O matches: 0
  4. 4
    DoneAI intent & service-line classification01-07-2026 09:13
    Classified as AI Agents · high intent.
    Rule confidence 94% ≥ 75% thresholdI/O intent: evaluation · service: AI Agents
  5. 5
    DoneRouting rule evaluation01-07-2026 09:13
    Territory rule routed the lead to Ethan Kaplan.
    Rule rule: region = Israel → Ethan Kaplan
  6. 6
    DoneLead & follow-up task created01-07-2026 09:13
    Lead created and a discovery follow-up task scheduled.
    I/O out: Lead · Task “Discovery follow-up”
  7. 7
    DoneActivity & audit recorded01-07-2026 09:13
    Run written to the activity feed and audit trail.
    Rule AUD-2048