Workflows/Proactive support
Proactive support

Ahead of
the ask.

A thoughtful update can save a customer another question. Letra helps you find the follow-ups that are worth making first.

An analog station clock hangs beneath a timber canopy against a clear blue sky.

They’re waiting.
You’re already on it.

When a delivery date changes, Letra checks the connected conversation for an update. Your team gets a reason to reach out, with the order ready to review.

BearScope / Northwind GoodsExample
Delivery follow-up

A new delivery date.
An update to make.

01

Order placedOriginal delivery: Wednesday

02

Delivery updatedNow expected: Friday

03

Customer update neededDraft ready for review

Order NW-1042

Maya Chen

Status
In transit
Expected
Friday
Customer update
Needed
Review the draft

Hi Maya, your order is now expected on Friday. I’m sorry the original date was missed. I’ll check in on Friday to make sure it arrived.

Example draft · Awaiting review

Product preview with example data.

Two kraft cardboard packages arranged on a warm neutral surface.

See the change sooner.

Find order changes that affect open conversations. See whether the customer has already heard from your team.

The details are together.

Open the finding to check the order and the last reply. Decide what the customer needs to know.

A personal next step.

Review the suggested message and make it your own. Sending follows the permissions you’ve set.

Questions,
answered.

Are updates sent automatically?

Only if your workflow and permissions allow it. You can keep outreach under human review.

What can trigger a follow-up?

A verified change in a connected record, such as a new delivery date on an order with an open conversation.

Where should we begin?

Start with delivery updates when your order and conversation records are connected.

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