Each move has a purpose. Every connection depends on the right access and product capability.
CONCEPTUAL EXAMPLES / NOT LIVE AUTOMATIONS
EXPLORE A JOURNEY
Choose where the work starts.
These examples illustrate product relationships. They do not represent automatic transfers or available provider actions.
01 / REACH + ENGAGEEXAMPLE JOURNEY
A lead deserves the right next conversation.
A teammate reviews a new relationship in Reach, checks the right permissions and eligibility, then prepares a follow-up draft in Engage.
Capture and review the lead in Reach.
Check outbound access, consent, and eligibility.
Prepare an Engage draft for human approval.
HUMAN REVIEW / PERMISSIONED CONNECTION ↗
INDEPENDENT BY DESIGN
Connect work. Keep ownership clear.
A connected experience still respects each product’s own permissions, context, and customer history. Teams can choose the next step without forcing every task into one system.