Internal workflow system
Conversation & Qualification Workflow
A structured path from website or email inquiry to conversation context, qualification evidence and a clear owner handoff.
System statusOperational capability
System interface preview · Built and operated by Square
The operational problem
Important inquiries can lose context between channels, while premature automation can overstep into commitments that require a person.
What the system includes
- Canonical contact and conversation history
- Evidence-backed qualification
- Approval-controlled response drafts
- Owner opportunity briefs
Status: Operational capability. This is Square’s own system/capability and is not presented as a customer deployment or performance case study.
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