AI agent use case
Capture every request once and route it to the workflow that owns it
An intake role receives requests from the channels your organization already uses, records them against a single governed record and routes them to the workflow and owner responsible for the next step.
What this fixes
The operating problem
- Requests arrive by email, message and phone and are re-entered by hand.
- Work is assigned informally, so ownership is unclear until someone chases it.
- Status questions are answered from memory rather than from a record.
Capabilities
What the role does
Capabilities are configured per engagement. What this role is permitted to do in your operation is documented during architecture and approved before deployment.
Structured capture
Turn an unstructured request into a record with the fields your workflow requires, flagging what is missing instead of guessing.
Routing to an owner
Apply your routing rules so each request reaches the right queue and named owner.
Acknowledgement and status
Confirm receipt and keep the requester's view of status aligned with the record.
Exception flagging
Raise requests that fall outside defined rules to a human rather than forcing a route.
Inputs and outputs
What it works from, what it produces
Works from
- Inbound messages and forms
- Your client and entity records
- Routing and ownership rules
Produces
- A structured request record
- An assigned owner and queue
- An acknowledgement and status trail
Human checkpoints
Where a person stays in control
- 01
Routing rules are defined and approved before deployment.
- 02
Anything outside those rules is escalated to a person.
- 03
Outbound acknowledgements follow approved templates.
Questions
Common questions
Does this replace the people handling intake?
No. It removes the re-keying and routing work so your team spends its time on judgement calls. Ownership of every request stays with a named person.
Which channels can it read?
Channels are connected per engagement, based on what your organization already uses and what access your policies allow. Scope is confirmed during the Architecture Assessment.
Client portal
See intake and coordination in your own Command Center
Sign in to the client portal to open the model built from your assessment — the roles configured for you, the modules and integrations they touch, and the stage your engagement is in.
No assessment yet? Start the Architecture Assessment. Already have a results link? Open your Command Center.
Next step
Define how intake and coordination should work in your operation
The Architecture Assessment maps your operating model and data reality, then documents the roles, scope and checkpoints for your build.