LumaFollow-up workflow

Watch Luma give every enquiry an owner.

See how service businesses stop losing enquiries in about 60 seconds.

Luma workflow walkthrough
Flagship proof

Luma turns missed follow-up into an owned workflow.

Select a lead, review the draft, approve it, and assign the next task inside the preview.

Inspect Luma proof
LumaLead follow-up
Lead queue3 open enquiries
3 need review
LeadSourceStatusDue
TaskNo follow-up task created yet
CaptureReviewApproveTaskKPI
ResponseWaiting
MissedAt risk
Owned0/3
Luma workflow

From scattered enquiry to owned next action.

Luma is proof that the valuable system is not a prettier CRM. It is a controlled path from intake to follow-up, with humans approving risky output.

LeakToo many channels

The work arrives everywhere

Forms, WhatsApp, calls, email, referrals, and notes create work before anyone owns it.

AI safety

AI drafts. People approve.

The business value is controlled speed: AI can draft and summarize, while owners and admins keep approval for external communication.

What this proves

Built around how owner-led teams work.

Luma proves a complete workflow surface: product story, authenticated app, role permissions, admin setup, invitations, integration readiness, realistic data, and quality gates.

Lead capture and shared inboxOwner/admin/user rolesAI draft behind approvalFollow-up task workflowAudit and KPI visibilityIntegration setup surface
Next step

Use Luma as the conversation starter.

If your team loses work across chat, email, forms, calls, documents, or spreadsheets, AT Innovators can map the workflow and shape a focused pilot.

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