Scaleup’s recorded role
Workflow planning, application engineering, integrations, and handover described in the Incue project record.
PROJECT BRIEF
Incue
Customer enquiries, appointments, and WhatsApp reminders in one simple system.
Back to our work
EXISTING CONCEPT ART · NOT A LIVE SCREENSHOTTHE CHALLENGE
What needed to work better.
Enquiries, appointment requests, and WhatsApp chats were spread across different tools. The team needed clear ownership and fewer missed reminders.
Incue needed one place to manage enquiries, appointments, and sales follow-ups as the team grew.
Scope and boundaries
The brief covers enquiry capture, assignment, appointment booking, WhatsApp templates, and record-sync recovery.
A key engineering decision
Connect the enquiry and appointment actions with a shared record and explicit notification steps, using Next.js, Node.js, MongoDB, and the recorded messaging API.
THE RECORDED SOLUTION
A build around the real workflow.
Scaleup Infotech built one operations system for enquiry capture, team assignment, appointment booking, status tracking, and WhatsApp updates. Admins can check activity and fix records from one dashboard.
- Website Enquiry Capture
- Team Assignment
- Appointment Booking
- WhatsApp Template Notifications
- Admin Dashboard
- Record Sync and Fix Tools
PROJECT APPROACH
How the work took shape.
Understand Enquiries
Mapped enquiry sources, team assignment rules, and appointment stages.
Build the System
Connected enquiry actions with WhatsApp and booking updates.
Test and Handover
Tested record syncing, reminders, permissions, and recovery steps.
Documented delivery
The scope behind the brief.
The documented handover covers reminders, record syncing, permissions, and recovery steps. The workflow illustration summarizes that scope.
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