Service guides / AI automation

Scope & boundaries · AI automation

Email enquiry routing: scope & boundaries

Define the outcome before requesting a price. 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.

Scope & boundaries for this project

  • Map the existing process before selecting automation. Keep a manual route for exceptions.
  • Use “a labelled queue with an assigned owner” as the proposed deliverable; confirm what is included in that description.
  • Resolve this boundary early: ambiguous requests and messages needing a personal response.

Questions to answer together

  • Who uses the result, and what decision does it support?
  • Which part of the current process is included?
  • Which exceptions and adjacent tasks are excluded?

What to have at the end

A bounded scope with an owner, an intended result and explicit exclusions.

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.