Interactive portfolio demo / Sample data

From new enquiry
to next action.

A small service team can lose track of good requests between a website form, an inbox, and a spreadsheet. Give each request an owner, a next action and a follow-up time. Try the workflow with sample enquiries, then take the free checklist into your own process.

Built by Brightweft AI · Demonstration data only · No live customer systems connected

01 / The workspace

See what needs attention.

Start with an overdue request. Assign an owner, write the next action and choose when to follow up.

This is a browser-only prototype. All names and requests below are fictional. Entries stay in this browser; please do not enter real customer information.
Open requests0New or in progress
Needs a reply0New and not yet handled
Follow-up due0Past the planned follow-up time
Unassigned0Open requests without an owner
Your next move

FICTIONAL SERVICE TEAM

Enquiry queue

0 requests
Demo records · dates exported in UTC

02 / Behind the prototype

A small system with clear handoffs.

The interaction is deliberately simple: capture enough information, make the next step visible, and learn where requests stall.

01
↗

Capture the request

One form records the service, source, location, and short description. The demo keeps it in browser storage.

02
⌘

Surface the next action

Open a request, assign an owner and write one clear next action. Keyword cues and editable plans help a person decide what to review.

03
▥

See the bottleneck

Set a follow-up time and review the overdue list. Close a request when it is finished. Export the view for a sample handover.

03 / Take this into your day

A useful handoff needs
three answers.

You can use this check in a spreadsheet, your inbox or a CRM. Start with the next ten enquiries your team receives.

Download the free CSV template No signup. One fictional example. Opens in your spreadsheet app.
  1. 01

    Who owns the reply?

    Choose one person so a request does not wait for everyone.

  2. 02

    What happens next?

    Write an action: “ask for photos”, “confirm access” or “follow up on the quote”.

  3. 03

    When will it be checked?

    Set a follow-up time and make overdue requests easy to see.

NEXT / A REAL WORKFLOW

Have a handoff that needs a clearer path?

Brightweft AI scopes website, automation, integration, and dashboard work around the actual process your team uses.

Talk to Brightweft