Inquiry triage for a service business
New inquiries land in a shared inbox. One coordinator reads, re-types and replies. Busy days mean slow answers.
Today
- Inquiry arrivesShared inbox
- Coordinator reads itBy hand
- Re-types the detailsInto the booking tool
- Writes a replyFrom scratch
- SendsWhen there is time
Proposed
Read and classify
AI stepWhat happens
The request type, urgency and any missing details are identified.
How it is checked
Compared against a hand-labelled sample before launch, and spot-checked afterwards.
- Inquiry arrives (Input)
What happens: Messages from the inbox and the website form enter one queue.
How it is checked: Every message is logged with a timestamp, so it can be traced if it goes missing between tools.
- Read and classify (AI step)
What happens: The request type, urgency and any missing details are identified.
How it is checked: Compared against a hand-labelled sample before launch, and spot-checked afterwards.
- Create record (Automatic)
What happens: A structured record is created in the tool the team already uses.
How it is checked: Required fields are validated. Incomplete records are flagged, not guessed.
- Draft reply (AI step)
What happens: A reply is drafted from approved templates and the details of the request.
How it is checked: Drafts are scored against past replies the team was happy with.
- Approve and send (Person decides)
What happens: The coordinator reads the draft, edits it if needed, and sends it.
How it is checked: Edits are recorded. Frequent edits show where the drafts need work.
What we would measure
- Handling time per inquiry
- Share of drafts sent without edits
- Time to first response

