Workflow evaluation
Plan the workflow and its success measures
Agree on the inputs, responsible team, configuration and operating measures. Use the walkthrough to test your own customer process.
Map client enquiries
Choose the agency-owned channel and the business requests it handles.
Define team roles
Set intake, supervisor and manager permissions and contact visibility.
Assign follow-up
Route the request and any handover to a named owner.
Review exceptions
Check missed enquiries, escalation and access with the manager.
Implementation checklist
- Separate private business service from emergency dispatch.
- Define agency-owned customer channels.
- Set agent and manager access.
- Agree on handover and escalation.
- Review the current customer-data exposure points.
Metrics to watch
Workflow example
Illustrative scheduling enquiry
A client asks the agency about a service schedule. Intake assigns the enquiry to the supervisor, who continues the discussion in the shared workspace and owns the next follow-up.
- Agency-owned channel
- Assigned supervisor
- Visible follow-up
Related Bow Chat resources
Buyer FAQ
- Does masking eliminate all bypass communication?
- It controls supported contact visibility inside Bow. Combine it with agency-owned channels, permissions, assigned follow-up and an operating policy.
- Is this emergency dispatch software?
- This page covers client-service communication and follow-up. Use your established emergency process for emergencies.