Client Query Router Agent
Classifies every incoming client query and routes it to the right advisor or self-service article — routine traffic stays off the desk.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Classifies every incoming client query and routes it to the right advisor or self-service article — continuously, in your systems, in your tone.
In financial services, classifies every incoming client query and routes it to the right advisor or self-service article — routine traffic stays off the desk — but doing it manually does not scale. Client Query Router is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Client Query Router connects to Routing, Queries, Salesforce and your support stack. It reads your rules, brand voice and live data — then classifies every incoming client query and routes it to the right advisor or self-service article — routine traffic stays off the desk. Exceptions land with your team; everything else runs without another dashboard to check.
- Inbound received — Routing · all channels
- Classify & score — Queries · intent · urgency
- Match owner or path — Team · queue · self-serve
- Deliver with context — Summary attached · SLA set
- Ambiguous case — Routed to lead for review
What it can deliver
- Routing
- Queries
- Routed items
- Priority tags
Potential integrations
Routing · Queries · Salesforce · DocuSign · Bloomberg · Gorgias
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset