Service guides / AI automation
Pilot planning · AI automationEmail enquiry routing: pilot planning
Try a bounded sample before expanding the work. 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.
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.
Pilot planning for this project
- Choose a small part of redacted enquiries and team routing rules with an independently checkable result.
- Produce a labelled queue with an assigned owner on that sample and record review corrections.
- Include ambiguous requests and messages needing a personal response in the pilot; do not expand the scope until its treatment is agreed.
Questions to answer together
- Which sample includes both routine work and an exception?
- What time, correction and completeness measures will be recorded?
- What finding would require changing the scope before continuing?
What to have at the end
A pilot plan with a representative sample, review date and continuation decision.
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.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.