EXAMPLE 01 / ROUTINE ENQUIRY
“Can you clean our office twice a week?”
A fictional customer includes the office address, size and preferred schedule.
Required details present- 01Receive
- 02Classify
- 03Draft
- 04Human review
01 / ENQUIRY RECEIVED
Start with a complete request.
The workflow checks that the message has the details needed to proceed and checks for a duplicate.
Service: office cleaning
Location: supplied
Size and schedule: supplied
02 / REQUEST CLASSIFIED
Put the enquiry on the right path.
The request is labelled as a recurring cleaning enquiry. The agreed rules assign it to the person who handles new business.
Request: recurring office cleaning
Suggested owner: new enquiries
03 / REPLY PREPARED
Give the reviewer a useful first draft.
The draft uses the supplied information. It leaves unconfirmed details for a person to check.
“Thanks for sharing your office details. We can discuss a twice-weekly schedule. Our team will check coverage and the next available start date.”
Ready for a person to review04 / HUMAN APPROVAL REQUIRED
The work is ready.
The decision is yours.
A person checks accuracy, changes the reply if needed and decides whether it should be sent.
Draft prepared. Customer details attached. Availability and wording still need review.
No automatic send