Customer Management

Customer management workflows are not implemented yet. This guide defines the intended workflow for future product work.

Target setup#

1. Connect the shared inbox and relevant chat channels.
2. Link the CRM account, support context, files, and implementation workstreams.
3. Assign account, success, support, finance, legal, and operations owners.
4. Create routing rules for renewals, escalations, commercial changes, blockers, and missing files.

Target operating loop#

When customer communication arrives, Arn should classify the event, link it to the relationship, update the timeline, preserve source evidence, and route the next action.

Current status#

There are no customer records, connector setup screens, routing rules, or customer timeline APIs in the current repository.