Ghost Assistant Workflows
Automation should feel like assistance, not another module to manage
The Ghost Assistant is the operational layer that helps teams respond, summarize, prioritize, and follow up without forcing every customer into full automation on day one.
Sense
Capture meaningful events: new lead, inbound SMS, missed call, email reply, task overdue, appointment completed.
Understand
Use AI and CRM context to determine intent, urgency, relationship, and next-best action.
Assist
Draft a message, suggest a task, highlight a hot lead, or prepare a manager escalation.
Planned workflow examples
| Workflow | Trigger | System action |
|---|---|---|
| Tour request | Lead asks to visit or schedule a tour. | Draft response, suggest appointment, create follow-up task. |
| No-response risk | Lead has no qualifying follow-up after configured window. | Notify assigned agent or manager, suggest outreach. |
| Missed call recovery | Incoming call is missed or voicemail is left. | Create task, summarize voicemail, suggest text-back. |
| Post-call follow-up | Call ends with a commitment or next step. | Summarize call and suggest task/appointment. |
| Hot lead alert | Score crosses hot threshold. | Notify agent and place lead higher in priority views. |
Human-in-the-loop principle
Phase 2 workflows should begin with human approval for sensitive or customer-facing actions. The roadmap is designed to let customers start with AI suggestions and graduate into more automation when they are ready.