Tools and Features

Contact and Engagement Platform: Feature-by-Feature Guide

Use every documented Contact and Engagement Platform feature with sample input and expected output.

ProductContact and Engagement PlatformVerified version2.0.0ComponentAdvanced Intake, Approvals, Calendar Coordination, Collaboration, Compact Intake, Conditional Routing, Email Notifications, Engagement Analytics, Inquiry Records, Lifecycle Management, Microsoft Teams Scheduling, Product Support Handoff, Proposals, Quarantine and Validation, Recovery, Retention and Deletion, Review Workspace, Secure Client Workspace, Secure Document Upload, Sender Portal, Statements of Work, Support CasesUpdatedJuly 17, 2026Reading time18 minutes
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Contact and Engagement Platform · Technical Reference

Private inquiries, support cases, secure documents, review, notifications, sender portal, recovery, Teams scheduling, calendar, proposals, SOWs, approvals, client workspaces, lifecycle, analytics, and retention.

Audience: product users, administrators, reviewers, and integrators.

Last verified version: 2.0.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This is the complete documented feature inventory for Contact and Engagement Platform version 2.0.0. Every feature includes sample data, a seven-step use pattern, expected output, and a verification rule. Reverify this article whenever the product release changes.

Prerequisites

  • A clean demonstration workspace
  • The downloadable all-feature CSV or JSON
  • Current product release notes
  • Permission to use each tested feature
  • A reviewer familiar with the product

Sample data

This article uses a fictional Resilient Community Retrofit Program. The files contain one demonstration row for every documented feature, so each capability can be tested without private or production data.

Download CSV feature examples · Download JSON workspace example

Preview

# Feature Sample action Expected result Classification
1 Compact Intake submit essential advisory context with name, email, purpose, and summary a private inquiry record synthetic-demo
2 Advanced Intake add timeline, budget range, product, goals, and institutional context a routed private request synthetic-demo
3 Conditional Routing show fields and workflow for support, advisory, media, or collaboration a purpose-specific intake path synthetic-demo
4 Inquiry Records preserve original submission, consent, source, and lifecycle an auditable private record synthetic-demo
5 Support Cases create a private case from a consented support handoff a case with requester and product context synthetic-demo

The downloadable files include all 22 feature rows.

Feature-by-feature procedure

1. Compact Intake

Purpose: Use Compact Intake within the governed Contact and Engagement Platform workflow.

Sample action: submit essential advisory context with name, email, purpose, and summary.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a private inquiry record.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

2. Advanced Intake

Purpose: Use Advanced Intake within the governed Contact and Engagement Platform workflow.

Sample action: add timeline, budget range, product, goals, and institutional context.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a routed private request.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

3. Conditional Routing

Purpose: Use Conditional Routing within the governed Contact and Engagement Platform workflow.

Sample action: show fields and workflow for support, advisory, media, or collaboration.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a purpose-specific intake path.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

4. Inquiry Records

Purpose: Use Inquiry Records within the governed Contact and Engagement Platform workflow.

Sample action: preserve original submission, consent, source, and lifecycle.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: an auditable private record.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

5. Support Cases

Purpose: Use Support Cases within the governed Contact and Engagement Platform workflow.

Sample action: create a private case from a consented support handoff.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a case with requester and product context.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

6. Secure Document Upload

Purpose: Use Secure Document Upload within the governed Contact and Engagement Platform workflow.

Sample action: upload an authorized redacted project brief outside the public Media Library.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a controlled file record.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

7. Quarantine and Validation

Purpose: Use Quarantine and Validation within the governed Contact and Engagement Platform workflow.

Sample action: check type, size, filename, integrity, malware workflow, and access.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a quarantined or approved file state.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

8. Review Workspace

Purpose: Use Review Workspace within the governed Contact and Engagement Platform workflow.

Sample action: review inquiries and files under least privilege.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a permission-controlled workspace.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

9. Email Notifications

Purpose: Use Email Notifications within the governed Contact and Engagement Platform workflow.

Sample action: send receipt and internal routing notices.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: email events and delivery status.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

10. Sender Portal

Purpose: Use Sender Portal within the governed Contact and Engagement Platform workflow.

Sample action: let a requester view limited status and provide updates.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a controlled sender-facing view.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

11. Recovery

Purpose: Use Recovery within the governed Contact and Engagement Platform workflow.

Sample action: issue a new time-limited portal link.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a safe recovery flow.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

12. Microsoft Teams Scheduling

Purpose: Use Microsoft Teams Scheduling within the governed Contact and Engagement Platform workflow.

Sample action: offer and confirm approved meeting times in Teams only.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a Teams meeting and audit record.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

13. Calendar Coordination

Purpose: Use Calendar Coordination within the governed Contact and Engagement Platform workflow.

Sample action: track availability, invitations, changes, and responses.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a synchronized event.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

14. Proposals

Purpose: Use Proposals within the governed Contact and Engagement Platform workflow.

Sample action: draft and revise a retrofit research proposal.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a reviewable proposal.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

15. Statements of Work

Purpose: Use Statements of Work within the governed Contact and Engagement Platform workflow.

Sample action: define scope, deliverables, timing, responsibilities, and terms.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a structured SOW.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

16. Approvals

Purpose: Use Approvals within the governed Contact and Engagement Platform workflow.

Sample action: record authorized proposal or SOW acceptance.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: an approval event.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

17. Secure Client Workspace

Purpose: Use Secure Client Workspace within the governed Contact and Engagement Platform workflow.

Sample action: share controlled files, tasks, decisions, and messages.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a private collaboration area.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

18. Collaboration

Purpose: Use Collaboration within the governed Contact and Engagement Platform workflow.

Sample action: request feedback on a deliverable and preserve status.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a controlled collaboration record.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

19. Lifecycle Management

Purpose: Use Lifecycle Management within the governed Contact and Engagement Platform workflow.

Sample action: move inquiry through triage, review, proposal, active, complete, or closed.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a lifecycle history.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

20. Engagement Analytics

Purpose: Use Engagement Analytics within the governed Contact and Engagement Platform workflow.

Sample action: measure aggregate response and service patterns without exposing case content.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: privacy-limited service intelligence.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

21. Retention and Deletion

Purpose: Use Retention and Deletion within the governed Contact and Engagement Platform workflow.

Sample action: expire unused uploads and apply documented retention.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a logged retention action.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

22. Product Support Handoff

Purpose: Use Product Support Handoff within the governed Contact and Engagement Platform workflow.

Sample action: receive consented product, version, component, and problem context.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a private case with public/private separation.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

Expected output

  • a private inquiry record
  • a routed private request
  • a purpose-specific intake path
  • an auditable private record
  • a case with requester and product context
  • a controlled file record
  • a quarantined or approved file state
  • a permission-controlled workspace
  • email events and delivery status
  • a controlled sender-facing view
  • a safe recovery flow
  • a Teams meeting and audit record
  • a synchronized event
  • a reviewable proposal
  • a structured SOW
  • an approval event
  • a private collaboration area
  • a controlled collaboration record
  • a lifecycle history
  • privacy-limited service intelligence
  • a logged retention action
  • a private case with public/private separation

Whole-product verification

  • All 22 documented features are present or intentionally permission-restricted.
  • Every feature accepts its synthetic row or explains why it does not apply.
  • Errors preserve saved state and provide a recovery path.
  • Exports and handoffs retain provenance and version identity.
  • No private, confidential, or secret information appears in public output.

Responsible use

Apply least privilege, secure uploads, consent, retention limits, incident response, and strict separation from public support content.

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