First contact
Collect requests from connected channels
Model case studies · example Tygy workflows
A developer with multiple residential projects, a contact centre and sales teams.
From the first question to a meeting with sales
A buyer asks about a residential project in a messenger or property listing channel. The contact centre gathers requirements and passes the conversation to a project manager with its history.
Who this is for
Buyer context
Keep agreements through the handoff
Follow-up
Confirm the next step
What Tygy can do
First contact
Collect requests from connected channels
The team sees incoming questions in a shared inbox. An agent identifies the project and the buyer’s needs before assigning a suitable manager.
- Tag the project and question topic.
- Confirm how the buyer prefers to continue.
Buyer context
Keep agreements through the handoff
The contact profile and notes show the manager what has already been discussed. They can continue the conversation without repeating the introduction.
- Record the buyer’s confirmed preferences.
- Assign an owner for the next step.
Follow-up
Confirm the next step
A manager checks availability and terms in the sales system, then agrees a consultation or meeting with the buyer. Agreements stay in the conversation.
- Verify current terms before replying.
- Confirm the meeting time and manager contact.
Screenshots show the Tygy interface with demonstration data. Names, conversations and figures are examples.
How the process works
From a request to the next step
A developer with multiple residential projects, a contact centre and sales teams.
- Buyer
Asks a question
Requests details about a specific development.
- Contact centre
Clarifies requirements
Records preferences and identifies the project.
- Project manager
Checks options
Verifies availability and terms in the sales system.
- Buyer and manager
Agree a meeting
Confirm the next step in the conversation.
What to measure in a pilot
- First response time
- Compare response time across connected request sources.
- Handoff quality
- Check for project details, preferences and ownership before handoff.
- Confirmed next step
- Manually compare sampled conversations with meeting records in the CRM.
Everyday tools
What the team needs
First contact
Tag the project and question topic.
Buyer context
Record the buyer’s confirmed preferences.
Follow-up
Verify current terms before replying.
Property development
Questions and answers
Does Tygy reserve a property after a conversation?
No. Managers handle reservations in their sales system in this workflow. Tygy retains communication and supports context handoffs.
Is this a real customer case study?
This is a model workflow based on Tygy features that you can adapt to your company’s processes.
Where should we start a pilot?
Choose one team and request type. Compare the existing workflow with a pilot using comparable samples, then decide what to expand.
Test the process with one request stream
Choose one team and request type. Compare the existing workflow with a pilot using comparable samples, then decide what to expand.
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