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Contact and Engagement Platform: Getting Started

Start using Contact and Engagement Platform with a controlled example.

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 · Getting Started

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 guide provides a safe first run of Contact and Engagement Platform. It explains the product role, the main feature surface, the synthetic demonstration dataset, how to recognize a valid result, and when human or expert review is required.

Capability overview

  • Compact Intake
  • Advanced Intake
  • Conditional Routing
  • Inquiry Records
  • Support Cases
  • Secure Document Upload
  • Quarantine and Validation
  • Review Workspace
  • Email Notifications
  • Sender Portal
  • Recovery
  • Microsoft Teams Scheduling
  • Calendar Coordination
  • Proposals
  • Statements of Work
  • Approvals
  • Secure Client Workspace
  • Collaboration
  • Lifecycle Management
  • Engagement Analytics
  • Retention and Deletion
  • Product Support Handoff

Prerequisites

  • A modern supported browser or runtime
  • The current installed product and service version
  • A new demonstration workspace
  • No confidential, personal, credential, or production information
  • A named reviewer for consequential output

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.

Procedure

  1. Open the product from its canonical Sustainable Catalyst page or administrative route.
  2. Confirm the product and backend version before creating data.
  3. Create a synthetic workspace named CONTACT-ENGAGEMENT-RETROFIT-001.
  4. Download the CSV and JSON examples supplied below.
  5. Use the feature matrix to complete the first six feature checkpoints.
  6. Save, close, and reopen the workspace to verify persistence.
  7. Inspect warnings, sources, units, permissions, and lifecycle state.
  8. Export or hand off only after completing the verification checklist.

1. Compact Intake

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

Expected result: a private inquiry record.

2. Advanced Intake

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

Expected result: a routed private request.

3. Conditional Routing

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

Expected result: a purpose-specific intake path.

4. Inquiry Records

Action: preserve original submission, consent, source, and lifecycle.

Expected result: an auditable private record.

5. Support Cases

Action: create a private case from a consented support handoff.

Expected result: a case with requester and product context.

6. Secure Document Upload

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

Expected result: a controlled file record.

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 saved record that reopens without data loss
  • An export or handoff that identifies product, version, artifact, source, and review state

Verification

  • Every sample value remains attached to its identifier and classification.
  • Warnings remain visible and are not silently treated as approval.
  • The saved workspace reopens in a clean session.
  • The product and version shown in output match the installed release.
  • Another reviewer can understand how the output was produced.

Responsible use

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

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