Keep the promise connected to the work.
A customer promise lives in an account note. The delivery change that affects it arrives somewhere else. Your team has to make the connection, find the facts and chase the next update.
Discuss this workflowKeep customer commitments aligned with the work behind them.
Harmony is a private AI operating model. Assign this work with approved context and authority, and an agent can pursue the next useful step between conversations.
Keep customer commitments aligned with the work behind them.
A supplier moves the expected date beyond a customer’s recorded delivery requirement.
- 01
Match the changed order to the affected promise and its account owner.
- 02
Check for an existing investigation, compare the source dates and identify what still needs confirmation.
- 03
Prepare one source-linked update in the customer’s agreed format, with the unresolved question made explicit.
After the authorized follow-up, keep the same case open. When a response arrives, check it against the outstanding question and update the record.
The account owner approves external communication and any revised promise. The agent cannot invent a date, offer compensation or change terms.
Review the affected commitment and a prepared next step together, instead of reconstructing the account history across systems.
How you know the job is done
A supported next delivery state and a named owner are recorded. An estimate alone does not prove the order arrived.
Discuss this workflowThe same signal can mean
something different in your business.
Your priorities, contract terms, customer preferences and available capacity shape the right response. Start with representative examples, including the exceptions your team encounters.
Source access, action authority and model-processing permissions are configured separately. Financial or restricted context can narrow where a task is allowed to run.
What would you
stop chasing?
Bring one recurring process. We’ll map what an agent can carry forward,
the decisions your team keeps and how to evaluate the result.