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Intake Capture & Routing

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Workflow overview
Healthy

Collects intake details, structures responses, and routes to the right operating queue.

Tier: Quick WinCredits: 1Enabled
Used by AI Agents
Intake Agent
Linked Orchestration
Intake Classifier
Channels
EmailCRMHelpdesk
Recent workflow activity
No recent runs for this workflow.
Approval Queue
What needs a human.
Approve enterprise SDR follow-up
SDR Agent • High priority • 12 min
Review support refund exception
Support Agent • High priority • 27 min
Approve AR dispute branch
Accounts Receivable Agent • Medium priority • 41 min
Review approvals
Recent Agent Activity
Latest workforce actions.
Receptionist Agent
Receptionist Agent captured caller details and booked a callback.
SDR Agent
SDR Agent drafted a personalized reply and paused for approval.
Support Agent
Support Agent triaged a billing ticket and routed it into the review queue.
Open activity log
Quick links
Jump into the stack.
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