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AI follow-up and sales handoff

How to Use Miles

Use Miles to organize lead context, objections, and next steps without live outreach.

Current status: managed setup until approved. CoreStaff is preparing launch surfaces; some flows remain preview or human-reviewed until approved.

Organizing lead notes and creating safe follow-up drafts for review.
Help CenterChoosing Maya, Miles, or NoraApproval Boundaries and Agent Authority

Who should use it

Teams that want to keep prospect context clear without claiming live CRM mutation.

What this is for

Organizing lead notes and creating safe follow-up drafts for review.

What to prepare

  • A short lead summary.
  • The follow-up style you want Miles to use.
  • A human review step before anything leaves your control.

Approval boundary

  • Any customer-facing reply must be reviewed before sending.
  • Any future live outreach requires explicit owner approval.

Step-by-step

How to use the guide

Step-by-step usage guidance

  1. Describe the lead handoff and the type of follow-up you need.
  2. Provide a safe summary of the lead and the approved contact context.
  3. Define what Miles may draft and what requires review.
  4. Review the draft before any reply is sent or any external action is considered.

What the AI employee can do

  • Draft follow-up notes.
  • Summarize objections and meeting prep.
  • Keep the next step obvious for the owner.

What it cannot do yet

  • It cannot perform live outreach.
  • It cannot mutate CRM records or claim live connector access.

Privacy and security notes

  • Do not include private lead data unless it is safe and approved for review.
  • Do not share secrets or payment data.

Support path

  • Setup/help: hello@corestaffai.com
  • Customer support: support@corestaffai.com

Current status

Managed setup comes first while customer access is opened in stages.

This guide never claims live signup, live billing, live connectors, live OAuth, live email, or public-agent activation. It is a customer-facing explanation of the current managed setup posture and the human-review boundary.

Honest boundary

Customers should use hello@corestaffai.com for setup, custom, or general questions and support@corestaffai.com for support. If something is outside this guide's scope, route it to a human reviewer first.