List the systems involved

Name the customer-management tool, website, and any existing messaging provider. Explain which system should hold the customer record and who is responsible for maintaining it.

Describe the desired action

Use concrete examples such as replying to an order question or handing a conversation to a support agent. Keep the example focused on the business outcome.

Agree on the acceptance checks

Choose the actions your authorized team will test after setup. Confirm the included integration work, any dependencies, and the support contact before work begins.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.