Complete Business Workflow
To see how the pieces connect, follow one thread of work all the way through DevSphere OS — from the moment a lead arrives to the insights that reach leadership. Every step happens in the same workspace.
#End to end
1
Lead captured
From a form, chat, or import.
2
CRM record created
The lead becomes a contact.
3
Sales follow-up
Assigned and nurtured.
4
Proposal prepared
AI drafts, sales approves.
5
Project created
Won deal starts delivery.
6
Tasks assigned
Work is broken down.
7
Work tracked
Progress is visible.
8
Invoice generated
Finance is linked in.
9
Customer supported
Questions handled in support.
10
Reports updated
Metrics reflect it all.
11
CEO receives insights
Leadership sees the summary.
One record, many departments
The customer created in step 2 is the same record referenced in projects, invoices, and support. Nothing is re-entered — each department sees the part relevant to them, within their permissions.
#Where AI assists along the way
- Proposal (step 4): the Sales Agent drafts it; a person reviews and approves.
- Tasks (step 6): the Project Manager Agent suggests a task breakdown.
- Support (step 9): the Customer AI-drafted support replies are Coming Soon; agents write and send replies today.
- Insights (step 11): the CEO Agent summarizes performance for leadership.
At each of these points, AI prepares the work and a human approves what matters.
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