Lead routing
Route each enquiry to the right person.
- Enquiries reach staff who do not own the requested service.
Example paths: the agreed action or human review. This diagram does not run on your live data.
- 01Input: Customer enquiry.
- 02The enquiry is checked by service and region, then assigned to its owner.
- 03Output to verify: Owner.
- 04Exceptions go to staff; permitted actions are agreed before launch.
- ✓The enquiry reaches the owner according to agreed routing rules.
- ✓We check repeated processing and connection failures using agreed examples.
An illustration of the logic, not a customer case. Connections and results are agreed before implementation.
What inputs do we need?
We need an example of “Customer enquiry”, processing rules and an owner for “Owner”. Access is requested after connections are agreed.
What happens if data is missing or an error occurs?
We check “Service and region”. Exceptions go to staff; permitted actions are agreed before launch.
How is the result accepted?
The enquiry reaches the owner according to agreed routing rules.
How long does implementation take?
Scope, price and timing are defined after checking systems, access and exceptions. This page describes a possible workflow, not a ready connection to your data.
Other automations
Document preparation
Draft contracts, acceptance records and letters from approved templates.
View details →HRInitial candidate interviews
Run an initial conversation and prepare a factual summary for the recruiter.
View details →SALESEnquiries from every channel
Bring website, email and messaging enquiries into one sales queue.
View details →