Read only
Building a report changes nothing in your systems.
HomeUse casesCustomer business reviews
Customer business reviews
A quarterly review pack per key customer: orders, issues, open items and next steps.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Support & shared inboxes, Sales & customer service
Industries: Any industry
Customer business reviewsOdoo + Help Scout + PowerPoint
Sample dataPrepare the quarterly review for our top customer.
You get a review pack.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Collects the dataReads orders, tickets and notes for the customer on the schedule you set, read only.
- Builds the reportPrepares a review pack.
- Delivers it to youPosts it where you work. Sharing it with anyone else is your call.
SYSTEMS IT CONNECTS
Works with what you use.
- Odoo
- Help Scout
- PowerPoint
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Traceable figures
Every number traces to its source.
You choose who sees it
Delivery goes to you; sharing is your decision.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.