Service guides / AI automation

Acceptance checklist · AI automation

Email enquiry routing: acceptance checklist

Define how to recognise a usable result. Start with redacted enquiries and team routing rules and plan a labelled queue with an assigned owner.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
redacted enquiries and team routing rules.
Proposed result
a labelled queue with an assigned owner.
A decision to resolve
ambiguous requests and messages needing a personal response.

This is a planning example. It does not describe a completed client engagement.

Acceptance checklist for this project

  • Compare the result with a manually checked sample; measure corrections as well as time saved.
  • Write the expected content and format of a labelled queue with an assigned owner against one agreed sample.
  • Include a failing example involving ambiguous requests and messages needing a personal response, and agree the correct response.

Questions to answer together

  • What is the expected result for one agreed example?
  • Which edge cases must pass before signoff?
  • Who accepts the result, and where is that decision recorded?

What to have at the end

A repeatable acceptance pack with examples, expected outcomes and signoff criteria.

Record the decision on ambiguous requests and messages needing a personal response alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.