Multi-channel intake
Bring enquiries from different channels together.
Project brief / AI & automation
Sales intake routing.
A connected intake workflow that organizes enquiries and routes them to the right sales owner.
Generated project artwork · Not an original application screenshot
Intake automationCRM integrationRouting rules
Client name not published · Portfolio summary edition
01 / Feature & workflow overview
What the project focuses on.
Give incoming enquiries a clear next owner without losing their original context.
Duplicate checks
Identify enquiries that may refer to the same request.
Suggested enquiry summaries
Make the original need easier to scan and review.
Assigned-owner notifications
Give the assigned owner a clear next handoff.
Workflow at a glance
- STEP 01Collect the enquiry
- STEP 02Check duplicates
- STEP 03Summarize the request
- STEP 04Assign the next owner
This overview communicates the project’s intended business flow; it is not a technical specification or original system diagram.
02 / Business context
The business objectives.
The project’s focus translated into practical goals for the people using it.
- Objective 01Sales staff could receive a consistent enquiry record.
- Objective 02Potential duplicates could be reviewed before CRM creation.
- Objective 03Routing exceptions could stay visible rather than disappearing in an inbox.
Design considerations
- Keep suggestions separate from approved actions.
- Retain source context for reviewer inspection.
- Evaluate uncertain outputs and escalation paths before operational use.