User Interaction Overview
This sequence diagram shows how every actor — Customer, Platform, the assistant, Expert, and CSM — interacts across the full service journey, from lead submission through to project completion.
Reading an engagement as it stood
Every engagement keeps the times its steps happened, so any engagement’s workspace can be read as it stood at one moment of its own history. Open the History control beside the status badge and choose a moment, or add ?asAt=<moment> to the workspace address.
A moment is always named by something that happened on that engagement, never by a date:
| Moment | Example | What it names |
|---|---|---|
| A status | pending, quotation_process, delivered | The first time the engagement entered that status |
| The release | backlog:approved | The BRD’s release to the bid pool — on the customer’s approval (an SDM’s, before that became the release) — keyed by the status the engagement was in |
| The quote acceptance | awaiting_confirmation:accepted | The customer accepting the quote, keyed by the status the engagement was in |
| A milestone | milestone:1:done | That milestone being completed |
At a moment, every section shows only what existed then and in the state it was in: the status and journey position, the BRD versions and reviews, the matches, each expert quote as submitted, reviewed, selected or unsuccessful, the customer quote, the milestones, the open blockers and action items, each invoice as created, sent, overdue or paid, the satisfaction survey and the activity. A milestone’s start was never recorded, so while the engagement is in delivery the lowest milestone not yet done reads as in progress.
The page is read-only at a moment. A banner names the moment (“As at 12 Aug 2026, 10:04 — SDM approved the BRD”), no action, decision or message can be taken, and Now returns to the live workspace. A moment the engagement never reached shows the live workspace with a note.