Start with the intake contract
Before choosing a model, we define the fields that make an enquiry actionable: service or project type, location, urgency, budget context, requested timeline, source and responsible owner. The exact schema is agreed with the team that will use it.
Forms, e-mail and other approved channels feed the same contract. Missing information stays visibly missing; the system does not guess a budget or deadline simply to complete a row.
Classify, score and route with review
AI extracts a concise summary and applies the qualification rules you approve. A score is useful only when its reasons are visible, so the record includes the matched criteria and any uncertainty flag.
High-confidence routine cases can be routed to a queue. Ambiguous, sensitive or high-value cases are marked for human review. This keeps automation fast without pretending every message is clear.
A deliverable your team owns
The output can create a contact, deal and note in HubSpot, add a row to Google Sheets and notify the responsible person. Each integration is tested with representative examples and a retry path for failures.
A first channel is usually built and calibrated in two to three weeks. The acceptance test is operational: can the team see every enquiry, understand the classification and identify the next owner?
Frequently asked questions
Does the AI reply to customers automatically?
Not by default. It can prepare an acknowledgement or draft, while sending remains subject to the approval and risk rules agreed for the project.
Can it work with a shared mailbox?
Yes. A shared mailbox, form or webhook can be the first channel, provided access and data-processing requirements are defined.
What happens when an integration fails?
The workflow records the failure, retries safe operations and sends unresolved items to a visible exception queue instead of silently dropping them.
How is quality checked?
The calibration set compares the system's extraction and routing with decisions made by your team before broader automation is enabled.