Examples

These walk-throughs show the four kinds of answer the Concierge gives. The client and wording are illustrative.

Example 1: A Clear Route

Scenario: An account manager has a new client and needs a go-to-market plan.

Step 1: Request. In the Concierge channel:

@Agenteous I need a go-to-market plan for a new SaaS client

Step 2: Reply. The Concierge answers in the thread, naming Marketing Strategist and its channel.

Step 3: You move. You open that channel and ask the same question there. The Concierge has not contacted the strategist, so the request starts fresh in the specialist's channel.

Example 2: One Clarifying Question

Scenario: A request that could mean two things.

Step 1: Request.

@Agenteous help with a client's messaging

Step 2: Question. The Concierge asks whether you want positioning, which is strategy, or the written content itself.

Step 3: You answer. You reply "positioning". It names the specialist and channel, and you carry on from there.

Example 3: No Specialist for That

Scenario: You want help with something no agent on your install covers.

Step 1: Request.

@Agenteous who can help me book travel for the team offsite?

Step 2: Reply. The Concierge says no agent covers that. It does not guess.

Step 3: You check the list. You mention it with help to see what every agent does, and take the request to a person instead.

Example 4: Not Agent Work

Scenario: You ask about a billing problem.

Step 1: Request.

@Agenteous there is a mistake on our latest invoice

Step 2: Reply. The Concierge says billing is not agent work, and does not route it.

Step 3: You take it elsewhere. You raise it with the right person or vendor.