Lead triage and routing

Lead triage and routing A workflow diagram generated by Archify. 01 / Hot 02 / Every lead 03 / Warm EX / Junk Clean and score Route and act Book The Slot · calendar request · Hot › Route and act Book The Slot calendar request Alert The Owner · Gmail · Hot › Route and act Alert The Owner Gmail Lead Submitted · webhook, POST · Every lead › Clean and score Lead Submitted webhook, POST Clean And Validate · trim, cap, check contact · Every lead › Clean and score Clean And Validate trim, cap, check contact Score The Intent · gpt-4o-mini, continues on error · Every lead › Clean and score · OpenAI Score The Intent gpt-4o-mini, continues on error Decide The Tier · rules in code · Every lead › Clean and score Decide The Tier rules in code Route By Tier · switch, 3 outputs · Every lead › Route and act Route By Tier switch, 3 outputs Tell The Page It Worked · ok + tier · Every lead › Route and act Tell The Page It Worked ok + tier Start The Nurture · CRM contact + tags · Warm › Route and act Start The Nurture CRM contact + tags Tag For Follow Up · due in 24 h · Warm › Route and act Tag For Follow Up due in 24 h Has Contact? · IF, else skip the model · Junk › Clean and score Has Contact? IF, else skip the model Log And Drop · own branch · Junk › Clean and score Log And Drop own branch no contact yes hot junk warm Legend Form in, reply out Code node Switch Junk branch Model call Outside service

The model scores, code decides

  • • Spam or is_junk: junk
  • • Urgency 4 or 5, or an emergency: hot
  • • Everything else, including a failed call or an unreadable reply: warm

Every branch answers the form

  • • All three tiers end at the same reply node
  • • The page gets ok and the tier, whatever happened