1. Map the inquiry path before changing it
Bosseo describes Automation as a way to document where leads come from, who handles them, which system receives them and what should happen next. Its public product page identifies forms, calls, chat and video intake as possible entry points. For a firm serving Springfield and Calhoun County, the useful first question is which geographic inquiries belong in the same path and which require different ownership or review.
Recommended approach
Bring a current intake example to the consultation. Ask Bosseo to trace the path from the initial inquiry through the next human action, including exceptions that should not be handled automatically.
