Customer update workflow
Customer update workflow for requests still in progress
Cofavi helps teams keep customers informed while internal work is still open, without exposing private notes or sending a final promise too early.
Draft customer-ready updates
Prepare a concise message the customer can receive while the team is still checking price, stock, timing, or technical fit.
Keep internal notes separate
Internal details, supplier concerns, pricing strategy, and unresolved work remain inside the request workflow instead of leaking into the customer update.
Review before recording
The update can be reviewed and recorded so the request timeline shows what the customer was told.
Do not confuse update with final promise
Customer updates explain progress. The final promise waits until the work checklist and readiness checks are complete.
Where AI helps
Cofavi uses AI to help organize messy customer requests, surface missing information, route internal work, and draft customer-ready updates while your team stays in control of the final promise.