CIE / Documentation
Scope, availability and configuration.
Understand what Exwest can prepare, which communication channels your service supports and which extensions are planned. Agree the scope before making customer commitments.
Preparation, communication and future extensions.
Research and draft preparation are agreed with Exwest. Email, calls and messaging are available only as confirmed for your service; sending also requires contact permission. Later autonomous conversations and closing are separate future extensions.
Channels depend on agreed readiness
Email, inbound calls, eligible outbound calls and messaging are part of the communication model. Availability depends on business configuration, permissions and provider scope. An opportunity discovery does not by itself permit outreach; approvals and contact restrictions remain in force.
Connections and extensions
CRM connections, REST, webhooks and MCP are planned integration approaches. Custom work is scoped separately after the data source, permitted actions and review needs are clear. Tender submission, universal CRM compatibility and automatic policy changes are not included promises.