Intake & triage
Every request that lands in a shared inbox, a form, or a ticket queue gets read, classified, and routed to the right person with the context attached.
- WHAT IT WATCHES
- A shared inbox, a web form, a ticketing queue, a voicemail transcript — whatever the requests already arrive through.
- WHAT IT DRAFTS
- A classification (what it is, how urgent, who owns it), the record it belongs to, and a first reply or work order.
- WHERE THE PERSON APPROVES
- The person who reads that inbox today approves or edits before anything sends or dispatches.