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procora.

Procora

From one problem to agreed work.

Clear scope, the minimum access needed, and an owner in control.

  1. 1
    Choose the problem

    See duties, exclusions, readiness and commercial terms before selecting a service.

  2. 2
    Connect and approve

    Connect the minimum data and channel. Confirm eligible records, knowledge and rules.

  3. 3
    Preview, test, then activate

    Purchasing, connecting a provider and enabling live actions are separate steps.

  4. 4
    Review what happened

    See recorded work and exceptions. Pause the service or move a record to a person.

◈   Your workspaceIllustrative example
The next step is clear.

Routine work, with the right decisions brought to you.

A new website enquiryDetails captured · ready for your team
Recorded
Quotation follow-upDraft prepared · nothing sent
Your review
A question outside the rulesHanded over · a person decides
With owner
You approve the scope. Exceptions come back to you.

Demo data · enquiry service + quotation draft pilot

Draft. Approval. Automatic action.

These are separate modes, not interchangeable promises. The quotation pilot stays in draft mode. Existing chat can answer within configured rules. New sending is enabled only after its own permissions and tests.