One request, three steps
Scroll to follow a request from the first message to the hand-off.
The client writes or calls
The agent takes the request in any channel: the site, the phone, a messenger. It picks up the language from the first reply and keeps to it.
The agent talks and works the systems
It asks what it still needs, reads the CRM, books a slot in the calendar, opens the deal and leaves a note on it.
A person steps in where one is needed
A hard case goes to a manager with the transcript attached and the card fields already filled in.