Step 01
Capture referral details
Submit location, source links, and contact data to start with full context.
Navy Workflow Edition
A modern referral pipeline built for fast teams.
Capture referral details, assign one opportunity to multiple agents, and run timely follow-ups from a single command center.
Routing
Multi-Agent
Channels
Email + SMS
Visibility
Referral Logs
Live Ops Board
OnlineNew Intake
12
Agent Dispatch
9
Follow-up Queue
7
Ops Momentum
Referrals move from intake to outreach in one unified flow.
Capture
Structured intake
Capture complete referral context before dispatch.
Assign
Agent targeting
Route a single referral to one or many agents.
Deliver
Queue-backed outreach
Use job-based delivery for reliability at scale.
Track
Actionable logs
Monitor outcomes and resolve failures quickly.
From post intake to follow-up in 3 steps
Flow architecture
Step 02
Dispatch to selected agents
Assign one referral to multiple agents and trigger queue-based outreach.
Step 03
Run follow-ups and monitor logs
Use follow-up flows and referral logs to keep response quality high.
Ready for a cleaner referral operation?
Bring your team into one navy-themed command center that captures context, routes smartly, and keeps outreach visible.