Inquiries disappear or stall
Receipt, assignment and response are hard to distinguish.
- Diagnose the funnel
Find evidence for one bottleneck before automating it.
- Agree the qualification rule
Keep Unknown distinct from unsuitable.
Start with the decision in front of you. Each path gives you something to check or prepare before commissioning work.
Repeated administration
A stable handoff is being re-entered or chased manually.
- Review safety and authority
Map permitted data, actions, stop rules and recovery.
- Build a follow-up plan
Export a relative-timing checklist; the tool sends no messages.
Existing automation is unreliable
Retries, missing fields or conflicting records need attention.
- Review failure and recovery
Identify the pause owner and manual fallback.
- Question recurring reports
Distinguish missing data from zero and fresh data from stale output.