Sample desk · Retail · lane: sales

Sales & customers: what the agents did today

Your desk · Sales & customers · Retail3 done · 1 needs you · 1 queued
Done today
  1. Yesterday's sales summary built
  2. Twelve online orders confirmed
  3. Special-order customers updated
Queued
  1. Reply to a wholesale inquiry
Needs your yes
  1. Approve the weekend sale emailDrill deeper ▸

What agents do hereAn agent sums up yesterday, confirms orders and keeps special orders moving. An email to your whole list waits for your yes.

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Sales & customers, in a store. Where next?

  1. Drill deeper
  2. Next lane: Store floor
  3. Back to the Retail desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.