01REPRESENTATIVE SCENARIO
Qualifying and routing a request
- SITUATION
- What the request is after stays in a free-form message. The agent asks the same basic questions again; the answers are not tied to the portfolio record.
- WHAT IS BUILT
- The Lead Hub takes every channel into one queue. Lead Intelligence pulls out budget, area, intended use and timing, and flags what is missing. The system does not reject anything on its own; the team approves the routing suggestion.
- HOW IT IS MEASURED
- The time from the first record of a request to a full brief stays in the record log. So do the rounds spent on missing information and the routings the agent changed.