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ALL INSIGHTS
SUCCESS STORY5 min read

Routing inbound work without losing the paper trail

An intake agent now classifies and routes inbound work in under a minute - and leaves a complete, queryable record behind every decision.

92%Inbound routed without manual triage

Inbound requests arrived through five channels and were triaged by whoever had a free moment. Classification was inconsistent and the trail of who-did-what was effectively gone within a day.

The loop we shipped

An intake agent classifies each item, assigns a queue, and sets an SLA. Routine, low-risk routing is auto-approved against a policy the operator sets; anything ambiguous or high-value is held for review with a single approve / deny control.

Every decision - automatic or human - lands in the same audit log, with the classification reasoning attached.

Outcome

Ninety-two percent of inbound work is now routed without manual triage, and the remaining eight percent reaches an operator with the context already assembled. The full record is queryable, so disputes are settled in seconds.

GET STARTED

Start with the 14-day audit. Leave with a costed plan.

No retainer to find out where AI helps. The discovery audit is a fixed two-week engagement that ends in a ranked, costed roadmap - and a clear list of what to leave alone.