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Routing

The right inquiry reaches the right person.

An inquiry that arrives while everyone is on site needs an owner immediately, and a team needs rules it can read.

What it does.

  • Presence: a fixed owner and a fallback that is the same owner's review queue, not a second seat
  • Studio: ordered rules on source form, service, project area, mailbox, and contact type, with team assignment
  • Private Office: location and team escalation within business hours
  • First-match priority, existing-thread ownership, absence handling, and a company fallback queue
  • Plain-language rules: "If the project is in this area, assign it to this team"
  • Rules never grant access to a restricted mailbox

Test a rule

Demonstration with labeled sample data. It resets to a clean state and never sends a real message.

  1. Run sample inputs against the rules
  2. See the winning rule and final recipient
  3. See a no-match test reach the fallback queue

What this page must prove

No implication of automated routing on Presence; no claim that every email is understood perfectly.

Related

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