Chatforma operators build conversational automations across customer channels. Strawberry can help review the visible flow logic, test a channel experience, organise lead-routing exceptions, and make the next configuration decision legible before anyone changes a live automation.
The companion can support automation flow review, channel testing, lead routing, and response governance in the Chatforma tab, then use the surrounding browser context to make the next step easier to check.
01
Map the flow before changing it.
A useful Chatforma pass begins by separating what the workspace shows from the decision a responsible owner still needs to make.
Read this Chatforma automation and explain the trigger, branching, customer-visible messages, lead handoffs, and points where a user can get stuck.
02
Test the channel like a real prospect.
For Chatforma, a sensible response starts with the workspace history and the source tabs that give it meaning.
Run the Chatforma flow for the scenarios in this brief. Capture missing paths, duplicate messages, unclear consent language, and handoff failures.
03
Review where qualified conversations go.
A Chatforma review earns trust by showing its evidence, its gaps, and the question that cannot be answered automatically.
Inspect these Chatforma leads and routing rules. Identify conversations with no owner, wrong destination, or incomplete qualification context.
04
Schedule a cautious flow audit.
When the Chatforma checklist is proven, save it as a skill and run a routine that prepares the same evidence-led review on the team’s own schedule.
Prepare a fortnightly Chatforma review covering the selected automations and channel tests. Do not activate a flow, alter a trigger, or message a contact.
Chatforma Strawberry