01
The request
A team member asks Chief for one real outcome, such as preparing a deal for conversion or a replenishment request.
Request, specialist, proposal, decision
A SynqTools walkthrough follows one real operational request from conversation to record change. You should leave knowing exactly where the agent stops and your team decides.
02
The handoff
Chief sends the question and record context to the right specialist, then compares the response with foundation data.
03
The proposal
The specialist returns a proposal with the affected fields, required inputs and configured business rules.
04
The decision
A held change waits for an authorised person to approve or reject; a conversion is run from the record by a person. Both are recorded in Activity.
What to bring
The best walkthrough uses your vocabulary. You do not need to prepare a dataset or a slide deck.
Bring a real module
A lead, deal, ticket, purchase order or month-end process shows more than generic sample data.
Bring your roles
We will show how Admin, Member and custom roles change what each person can see and approve.
Bring a risky action
We will test a conversion, stage move or connector action and inspect the activity trail.
Guided walkthrough
Reserve 30 minutes
We will run one request end to end and leave time for your questions about access, approvals and connectors. If you would rather explore first, the workspace is open — create one and bring a list.