Client Query Router Agent
Classifies every incoming client query and routes it to the right advisor or self-service article — continuously, in your systems, in your tone.
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.
Support
The problem
What this agent takes off your plate
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.
- Classifies every incoming client query and routes it to the right advisor or self-service article
- routine traffic stays off the desk.
- Routing handled automatically against your rules
- Queries handled automatically against your rules
How it works
From inbound to the right owner
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.
Why this agent
Classifies every incoming client query and routes it to the right advisor or self-service article — routine traffic stays off the desk.
Outcomes
- Client Query Router runs without manual handoffs
- Finance, fintech and spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
