Representative example · Real estate · Lead response
Enquiry Triage & Agent Handoff
Classify enquiries using agreed categories and hand unusual requests to a person. This is a representative explanation, not a client result. See the catalog for the confirmed setup boundaries.
The manual version
How it usually runs
- Read an enquiry
- Decide its category
- Find approved wording
- Assign a person to exceptions
Proposed setup scope
The automation
- One enquiry source
- Up to four enquiry categories
- Approved response templates
- One agent or team routing policy
- CRM or spreadsheet activity log
Roles in this example
Agreed sourceConfigured rulesRecord systemHuman owner
The pipeline
See it run, step by step.
Toggle the manual and automated paths, then run a sample through the flow.
- 01ReceiveAgreed source
- 02ClassifyConfigured rules
- 03DecideRecord system
- 04RecordHuman owner
What it changes
What the team notices.
Routine questions receive an approved next step while sensitive enquiries reach a person with context.
Confirm tool access and scope before configuration.
Keep exceptions and decisions with named people.
Run this on your agency.
Tell us how your team handles this today and we'll map where the automation fits — without replacing the tools you already rely on.