A few things to make clear.

Flowtivity is based on the Gold Coast. This site explains its services for Tweed teams; it does not represent a separate Tweed office. Engagement format and availability are agreed directly with Flowtivity.

Suitable starting points include drafting an enquiry summary, identifying missing information, preparing a handoff record and organising an internal follow-up. A person should check the source information and confirm any action that creates a customer commitment.

No. A clearer form, a shared handoff template or team training may solve the immediate problem. An agent becomes relevant when there is a repeatable task, a defined permission boundary and a person responsible for reviewing its behaviour.

The first step is to examine the systems and access you already use. Integration options depend on the tools, available interfaces, permissions and data quality. The approach should be confirmed before an implementation commitment is made.

Your nominated team member does. An AI draft can assemble information, but scope, timing, delivery ownership and customer-facing promises need an agreed approval step. The workflow should record who confirmed the next action.

The change should return to the coordinator or another named owner for review. Compare it with the agreed request, ask delivery to acknowledge the impact and confirm the revised next action before updating the customer.

Decide what information is needed, which tools are approved and who can access it before using live records. Review the product settings and terms relevant to your organisation. Use a de-identified example for the initial workflow discussion where possible.

Agree the observations before starting: for example, whether required fields are complete, an owner acknowledges the handoff, exceptions are visible and the customer record matches the agreed next action. Compare a small sample before and during the pilot, including corrections and review effort.

There is no fixed price listed on this site. Discuss the workflow, systems, training needs and implementation scope with Flowtivity to establish what is included and how the engagement will be priced.

Choose one recurring workflow and bring a de-identified example of the original request, the internal handoff and the eventual next action. Note where information is retyped, ownership becomes unclear or someone has to ask for missing details.