Illustrative workflow

Routing a Surge of Roofing Inquiries

The system checks for duplicates, routes by territory, respects capacity, and queues overflow. The office monitors the queue and assigns owners as capacity opens.

Starting event

A storm event produces a sudden surge of inquiries across multiple channels.

How the workflow moves

1
System
Captures incoming inquiries across channels.
2
System
Runs duplicate checks against existing records.
3
System
Routes inquiries by territory to the right owner.
4
System
Queues overflow when capacity is full.
5
Office
Monitors the queue and assigns owners as capacity opens.

Exception branch

If two inquiries match the same property, the system flags the duplicate and merges the records. The office confirms the merge before the combined record is used.

Sample output

Queue view: 'Territory: North Dallas. Open: 14. Capacity: 8. Queued: 6. Next assignment: Maria.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Duplicate detection

Inquiries flagged as potential duplicates during the surge.

Territory routing

Inquiries routed to the correct territory owner.

Queue depth

Overflow inquiries waiting for assignment.

Assignment lag

Time from queue to assigned owner.

Related service

Questions about this workflow

The system flags potential duplicates and the office confirms the merge. No records are silently combined.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

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