Platform documentation
Inquiry inbox, assignment and unlocks
In the inbox you see inquiries matched to your business. Customer and competitor details stay hidden until unlock conditions are met.
How it works
- Open the configurator inquiry inbox.
- Review the configuration and where assignment stands.
- Assign the inquiry to a staff member when needed.
- Request contact or competitor visibility and confirm the charge if one is shown.
- Update progress and upload the business quote.
Useful information
Reply deadline
Each new request stays open for three business days. Weekends and mandatory public holidays do not count. Three business days is the current length. The platform can change it. Each business day you get a reminder if you have not uploaded a quote or declined. If nobody has quoted, the request extends by another three business days. After the first quote, there are no further extensions; you can still reply until the end of the current window.
Contact unlock
Customer contact data is protected. The app checks whether access is already granted, free under the current rules, or paid from the wallet.
Recipient status
Before you unlock contact details, the inquiry details and the unlock confirmation show four independent counts (your company is included): how many businesses received the request, how many unlocked with payment or plan, how many sent a quote PDF, and how many declined. Automatic similarity unlocks do not count as unlocked. Company names per category appear only when competitor visibility is already unlocked; opted-out businesses still count in the numbers but are omitted from name lists. The visibility rules themselves do not change.
Inquiry status and your response
In the inbox table, shared inquiry status and your company’s response appear in separate columns. Inquiry status shows progress for every business. Your response shows whether you declined or, when you sent a quote, your quote outcome. After the customer accepts a quote, both columns remain visible.
Competitor visibility
Two gates apply. The customer must allow sharing, and the viewing company must participate (Configurator settings → General, on by default). An opted-out company neither sees other recipients nor appears in their lists or as the winner. A subscription plan does not bypass opt-out.
No double charge
Repeated requests for an already granted unlock should not create duplicate access charges.
Reject after unlock
If the company rejects the inquiry after unlocking contact details, the wallet fee is not refunded and a subscription monthly unlock is not restored.