Every incoming request classified and routed automatically.
No manual triage. No generic inbox. Every request understood, categorised and sent to the right place the moment it arrives.
What the triage agent does
Classify. Route. Escalate.
When a request arrives, whether by email, form submission or internal system, the triage agent reads it, understands what it is, and routes it to the correct team, workflow stage or individual automatically. It applies your classification rules consistently, at any volume, without a human reviewing each item first.
Capabilities
What it handles.
Classification
Every incoming item categorised by type, urgency and complexity using your defined criteria. Consistent application regardless of volume or time of day.
Routing
Classified items sent to the right team, person or workflow stage automatically. No manual sorting, no items sitting in a shared inbox waiting for someone to pick them up.
Prioritisation
Urgent or high value items flagged and escalated immediately. Routine items handled through the standard workflow without interrupting your team.
Audit trail
Every classification decision logged with the reasoning. Full visibility of how items are being handled and where they are in the process at any given moment.
Who it is for
Built for operations that handle volume.
Legal firms
Classify incoming matters by type and complexity. Route to the right fee earner or team automatically. No receptionist triage required.
Insurance
Classify incoming claims, policy queries and new business enquiries. Route each to the correct handler without manual review.
Recruitment
Classify incoming candidate applications and client enquiries. Route to the right consultant based on specialism, location or urgency.
Professional services
Classify new client enquiries, support requests and project queries. Route to the right team member with full context attached.
What is included
What you get.
Configured for your request types, classification criteria and routing rules.
Integrated with your existing email, forms or internal systems.
Full audit trail of every classification decision.
Escalation rules for urgent or high value items.
Human override available at any stage.
Frequently Asked Questions
Common Questions.
Any request that arrives in a consistent format and can be categorised by defined criteria. Emails, form submissions, support tickets, applications and case referrals are the most common.
Items that do not meet the confidence threshold for automatic classification are flagged for human review. Nothing gets misrouted silently.
Yes. The classification criteria are defined during the discovery call and built into the agent before deployment. It applies your rules, not a generic set.
Yes. Integration points are mapped during the discovery call. It works with your existing email platform, CRM or case management system.
Yes. Routing rules can be updated as your operation evolves. Minor amendments are covered under the support retainer.
Find out what your triage agent would handle.
Book a discovery call. We will map your incoming request types and show you exactly how the agent would classify and route them.
Book a discovery call →