Before the interaction
From first interest to an appointment with context.
An interested person reaches out. Their needs and availability still need to be understood.

Fewer repeated questions. A useful next step for your customer and your adviser.

Customer understandingPrisma
Profile of an interested person
- Looking for
- Advice to choose between two options.
- Still to ask
- Budget and preferred day.
- Proposed time
- Thursday morning · not offered yet
- Next step
- A Lumy would offer an available time within approved rules. The customer decides whether to accept it.
How the Lumys help and what stays with people
- How the Lumys help
- Prisma would organise what is known. Milky would talk with the interested person to fill in what is missing and coordinate the next step.
- You keep control
- An appointment needs available time and the customer’s acceptance. Contact also needs permission and an enabled channel.



