Tutorial
Review and approve an assistant customer proposal
Follow a demonstration request to create a customer, review the proposed details, and inspect the approval and result flow.
Kalahamoon team
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What this lesson covers
Follow a demonstration request to create a customer, review the proposed details, and inspect the approval and result flow.
Before you start
Prepare a test name and contact details. Before real execution, check the workspace and permission to create contacts.
Follow the walkthrough
Open the assistant and send the sample customer creation request.
Read the proposal and compare the name and details with your request.
Approve the demonstration proposal and read the reported result.
Check the result
Responses in this scenario are simulated. In a real account, open the customer list after approval and locate the record by name and contact number.
Using this in your workspace
Approve only after reading the details. If the contact already exists, inspect that record first to avoid creating a duplicate.
About this video
Recorded in Kalahamoon 2.33.1 with Persian on-screen captions and background music, without narration. This scenario includes simulated data or responses; verify the outcome independently in your own account.
