Get a picture framing glass choice
Example: A framing shop quoted ordinary glass for a print. The customer later requested a display near a window and sent a question about a different glass type.
An assistant is an alternative when the customer's use affects a professional material decision.
A completed framing order is sufficient when the glass type already has approval.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A framing shop quoted ordinary glass for a print. The customer later requested a display near a window and sent a question about a different glass type.
The owner supplies the available glass descriptions and customer email. The owner will recommend the final material.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Send the customer the supplied glass descriptions.
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Get the display location and selected glass type.
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Send a request for a recommendation to the owner.
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Get approval before you give a changed price.
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Send the shop owner the result in this conversation.
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Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the shop owner.
The shop owner must give any protection or conservation recommendation.
An illustrative result
The customer wants the print near a window and has no glass preference. A material recommendation remains necessary.
The owner gives the material recommendation and price before the customer gives approval for production.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.