Interactive workflow demo
Cafecito sells a defined service
Who it helps: A business owner who needs help with inquiry follow-up
The conversation produces another plan, but nobody turns it into a clear offer and next step.
Please send information about follow-up support for our office.
- Capture the inquiry
- Collect service, location and volume
- Price from the supplied catalog
- Approve the exact proposal
- Record acceptance
- Create onboarding
What comes out: A scoped proposal, a recorded decision and a linked onboarding workspace.
Walk through this example →Interactive workflow demo
An agency gets a website project ready to quote
Who it helps: A small web or marketing agency
The owner spends each call collecting the same basic scope details before writing a proposal.
We need help refreshing a website. Can you send a proposal?
- Receive an inquiry
- Ask which package and location
- Validate against the agency catalog
- Prepare the scope and subtotal
- Review the customer decision
- Start the project checklist
What comes out: A proposal tied to a defined package, with the accepted scope carried into client setup.
Walk through this example →Interactive workflow demo
A maintenance company prepares a service proposal
Who it helps: An office maintenance company with a fixed service catalog
Inquiries arrive without enough information, and proposed work is scattered across emails.
We would like a proposal for maintenance at our office.
- Capture the request
- Collect location and units
- Check service-area fit
- Calculate the catalog subtotal
- Record approval and customer decision
- Create job setup
What comes out: A checked service proposal with the correct quantity and a clear next step after acceptance.
Walk through this example →Proposed connected workflow
A distributor turns emailed orders into order-entry work
Buyer: A supplier receiving orders by email or PDF
An order attachment uses a product nickname and an unclear case quantity.
Read attachment → match catalog → ask about ambiguous items → approve order → enter it in the existing system → verify the order reference.
Available foundation: Entered-text catalog and unit checks, approval and manual order handoff exist.
Still needed: Attachment extraction, customer clarification delivery and order-system entry need connections and verification.
See the current foundation →Proposed connected workflow
A service company gets completed jobs ready to invoice
Buyer: A business waiting on job paperwork before billing
The work is finished, but completion evidence and purchase-order details are missing.
Read job completion → gather missing documents → check approved charges → prepare invoice → approve → send → reconcile payment.
Available foundation: Invoice-to-purchase-order checks and reviewed accounting handoff exist.
Still needed: Job-system intake, document requests, invoice creation and payment reconciliation are not built into this loop.
See the current foundation →Proposed connected workflow
A local business improves the pages that should bring inquiries
Buyer: A business with an existing website and measurable inquiries
Visitors reach a service page but cannot tell whether the company serves their location or how to request a quote.
Inspect pages and inquiry data → identify a specific gap → prepare a factual change → approve and publish → test the form → measure qualified inquiries.
Available foundation: Cafecito has used code changes and browser checks to improve its own site.
Still needed: A repeatable customer-facing crawl, approval, CMS connection and conversion-reporting service still needs implementation.
See the current foundation →Proposed connected workflow
A merchant helps buyers choose the right combination
Buyer: A store with a maintained catalog and an existing checkout
A shopper needs a suitable gift bundle within a budget, with questions about delivery.
Clarify needs → search catalog → compare choices → check price and stock → assemble cart → hand off to checkout → confirm order status.
Available foundation: This is a proposed connected workflow, not a released Cafecito shopping agent.
Still needed: Merchant catalog, stock, cart, checkout and order-status adapters must be connected and tested.
See the current foundation →