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.
- Run sample inputs against the rules
- See the winning rule and final recipient
- 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.
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