See how the work connects.

Verified case

CMK Construction Inc.

Sales to Design

From appointment to Design in one day.

A CMK Construction Inc. project recorded a signed proposal and entered Design on the same date as its scheduled appointment.

The challenge

Moving a sale into Design calls for a clear handoff between the appointment context, the agreed scope, and the team taking over the project.

The workflow

1. 01

   1:00 PM · Scheduled appointment

   The project’s appointment was scheduled for September 14, 2026, at 1:00 PM Eastern.

2. 02

   2:07 PM · Proposal signed

   The proposal signature was recorded that afternoon, connecting customer approval to the project’s next steps.

3. 03

   7:31 PM · Project entered Design

   The project’s recorded workflow reached Design that evening, with the signed proposal available for the handoff.

Historical project records. All times are Eastern. Elapsed time is measured from the scheduled appointment; timing varies with each project’s requirements.

Verified case

CMK Construction Inc.

Project-book review

Six review items reconciled with project evidence.

A project-book review recorded six resolved items through documented corrections, while keeping the remaining findings visible for further review.

The challenge

Documentation, layout, appliance, and scope questions can overlap in a project book. The team needs a way to work through each finding and retain the evidence behind a correction.

The workflow

1. 01

   Review the project materials

   The recorded November 2, 2026 review included an attached project asset and findings the team could inspect in Book Builder.

2. 02

   Document the corrections

   Six review items were recorded as resolved. Their correction history covered documentation, layout and code, appliances, additional or omitted scope, and scope authorization.

3. 03

   Keep the remaining work visible

   The review continued to show that attention was needed. Resolved items and their supporting evidence stayed alongside the findings still requiring review.

Recorded review and correction history from November 2, 2026. The review remained open for further attention.

Company knowledge

Keep company knowledge ready for your AI agents.

Configure trusted company websites and a refresh schedule, then let connected AI workflows retrieve the published content when they need it.

The challenge

Services and website content change. Copying that information into individual agent instructions creates more places to maintain it.

The workflow

1. 01

   Choose the sources once

   Enable indexing for trusted company domains. Choose whether to include subdomains and exclude routes or subdomains that should stay out of the knowledge source.

2. 02

   Let scheduled refreshes do the upkeep

   Set a daily or weekly refresh, or start a run manually. Review indexed pages and status, with the published version available while a new run is prepared.

3. 03

   Put the sources to work in conversations

   Connected AI workflows can retrieve relevant excerpts and source links as questions arise. When the available material does not answer a question, the agent is guided to seek staff confirmation.

AI follow-through

Configure the routine. Bring people in for the exceptions.

Put AI agents and configured follow-up workflows to work on intake, qualification, appointment callbacks, and reminders.

The challenge

Routine follow-up competes with new inquiries and project work. Rebuilding the next step for every customer adds more work for the team.

The workflow

1. 01

   Define how the agent should help

   Configure the agent’s instructions, qualification questions, connected tools, and route to a person in AI Studio.

2. 02

   Connect the follow-through

   Use configured campaigns and reminders to support the next step, following the company’s timing, channel, and eligibility settings.

3. 03

   Keep the team in the loop

   Review activity and use the handoff to a person when an exception, approval, or customer question needs human attention.