From acquisition to retention — the structure mirrors the CPX client portal itself.
1
Acquisition & Prospecting
CRM · LinkedIn · Email B2B · Follow-up · Enrichment
2
Sales
AI Sales · Booking / RDV
3
Support & Retention
24/7 Support · Chatbot · Onboarding · AI Email
4
Compliance & Documents
Document Assistant · Legal · Légifrance · Contracts
5
Management & Content
SEO · Dashboard KPI · Google Ads · AI Video
Map of data flows and real automations
What the code actually checks — not a diagram of intent.
Shared CRM base (leads, opportunities)
Fed by: CRM Pipeline, AI Sales Assistant, LinkedIn Prospecting, B2B Email, Follow-up Agent, Chatbot (capture), Company Enrichment- Signed quote → CRM activity + upsell opportunity created
- New subscription → the matching lead advances to Client status
- Priority ticket → "critical_ticket_flagged" activity on the lead
Support ticket queue
Fed by: 24/7 Customer Support, Chatbot (escalation), AI Email Assistant- Priority ticket → immediate alert
- Three or more tickets in 30 days for a client → churn risk signal
- Ticket resolved → satisfaction survey (if email is known)
Document base (RAG, isolated per client)
Fed by: My Documents (upload)- No cross-module automation — accessed directly by the Document Assistant and the Legal Assistant
ℹ️ Good to know — Independent generators (no automation between them today): Légifrance Verification · Contract Generation · SEO & Content · Google Ads · AI Video Cloning.