Apten <> UAGC · Orchestration

Three changes to intelligent orchestration / single uni-mind

STAGE 1 · CRAWL co-exist on one shared record APTEN Advisors / reps Five9 · Cresta assist SFMC background SALESFORCE · SHARED RECORD logs every touch reps read the record Each engine works its own lane; Salesforce is the shared brain. Apten logs every touch; reps read it before they dial. Warm transfer hands context to the rep by voice. STAGE 2 · WALK engines inform each other through Salesforce APTEN Advisors / reps Five9 · Cresta assist SFMC background SALESFORCE · SHARED RECORD summary · intent outcomes · next step call results context at call time Apten's summary reaches the rep at call time (Cresta can surface it). Rep outcomes trigger Apten's next follow-up. Marketing Cloud suppresses drip during a live conversation. STAGE 3 · RUN event-driven orchestration APTEN Advisors / reps Five9 · Cresta assist SFMC background SALESFORCE · SHARED RECORD summary · intent outcomes · next step call results context at call time BUSINESS-LOGIC TRIGGERS UAGC DEFINES a stage / milestone change routes the student → engine + profile Applied, no enrollment steps in 3 days → app-to-enroll profile. Enrolled → Apten switches to student engagement. The engines act as one, with no rebuild.