Inquiry Triage

Challenges Inquiry Triage addresses

Done by hand, account growth means gathering the inquiry, working through 4 separate passes over the same material, then producing decision, questions in the message and reply — approve before sending. None of it is difficult and all of it is exacting, which is the combination people are worst at holding. The errors that matter are the ones a tired reader does not notice, and they surface later — in a reconciliation, or in somebody’s reply. It starts whenever something arrives, which means someone has to be watching for it to start at all. As volume grows the work does not get harder, only longer, and the first thing to go is the checking.

Inquiry Triage runs that same sequence end to end and returns the result as structured artefacts. What it cannot settle it hands over rather than guesses at, and your correction is kept: it asks “Was this the right call?” after every run, and those answers become the set it is measured against. Nothing that moves money, alters a contract or reaches a customer executes without human approval, and every action is written to an audit log. The gain is in the volume that no longer has to be read, not in removing the judgement.

How it works

Step 1: Searching the answer library

First of 4. It works from the inquiry and feeds the step after it.

Key Tasks:

• Covering the whole set: Every record in scope is examined, not a sample. That is the difference between a run and a spot check.
• Judging relevance by content: Whether something belongs in this run is decided from what it says rather than from where it was filed or how it was named.
• Discarding visibly: What is excluded is recorded as excluded, so "nothing found" can be distinguished from "nothing looked at".

Outcome:

• Relevant items found: They pass to the next step with the reason they were selected attached.
• Nothing relevant: The run reports that it found nothing and stops, rather than producing an empty artefact that reads like a failure.

Step 2: Deciding whether we can answer

Step 2 of 4. It takes what step 1 produced and hands its result to step 3.

Key Tasks:

• Working from the run so far: This step takes what step 1 produced and carries it toward step 3.
• Following the same rules each time: The behaviour is configuration rather than judgement made fresh per run, so account growth is handled the same way every time.
• Surfacing what it cannot settle: Anything ambiguous is passed on as ambiguous rather than resolved silently.

Outcome:

• Passed on: The result passes to the next step, with anything unresolved carried forward as an open item rather than dropped.

Step 3: Routing the inquiry

Step 3 of 4. It takes what step 2 produced and hands its result to step 4.

Key Tasks:

• Choosing the right recipient: Routing follows the ownership rules already in place for account growth rather than a fixed address list.
• Saying what is needed: The notification states the decision being asked for, not just that something has happened. A notice with no ask is the one people stop opening.
• Batching rather than interrupting: Related items arrive together, so a run does not produce one message per record.

Outcome:

• Prepared and held: It waits for approval before it is released. The agent prepares the message; a person sends it.

Step 4: Preparing the reply for approval

Last of 4. It takes what step 3 produced and produces decision and questions in the message.

Key Tasks:

• Writing from the run, not from a template: The text is built from what this run actually found, so two account growth outputs differ where the underlying records differ.
• Leading with what needs a decision: The exceptions come first and the routine detail follows, because the reader is deciding rather than reading.
• Staying inside the evidence: Nothing appears in the text that is not supported by a record the run examined. Gaps are stated as gaps.

Outcome:

• Draft ready: It is held for approval. Nothing reaches a customer, a calendar or a channel until a person releases it.
• Not enough to write from: It says so instead of producing something plausible from thin evidence, which is the failure that is hardest to catch on review.

Step 5: Your review, and what it changes

The run ends with a person, not with a result being filed.

Key Tasks:

• Asking a specific question: It asks “Was this the right call?” rather than for a rating. A question about this run is answerable; a score out of five is not.
• Keeping the correction: What you change is recorded against the case that produced it, so the disagreement is retrievable rather than absorbed.
• Building the evaluation set: Those cases become what the agent is measured on. It is scored against your judgement rather than against a general benchmark.

Outcome:

• A measured agent, not an assumed one: The cases Inquiry Triage handles well and the cases it does not are both visible, and the second list is the one that decides what changes. Nothing is retrained silently on the back of a single correction.

Why use Inquiry Triage?

• Answers from your own material: It retrieves from a knowledge base you populate — your policies, contracts and reference documents — so its decisions follow how your business actually operates rather than a general model’s assumptions. Sources are cited alongside the result.
• Nothing leaves without approval: Reply — approve before sending is drafted and held. A person releases them, so the agent's reach ends at your own review step.
• Every statement cites its source: Findings come back with the records behind them, so a reviewer can check a claim instead of deciding whether to trust it. An assertion with no source is the expensive kind to discover late.
• A batch is one run, not a hundred: It works the whole set in a single pass and returns a row per item with its verdict, so the volume that needs no attention never has to be opened.
• Works from the message itself: The body and its attachments are the input, so a request does not have to be transcribed into a form before anything can happen to it.