1. Start with the inquiry paths your firm actually uses
Bosseo describes Automation as supporting website forms, calls, chat and video intake. Each path can create a different handoff. A form may need to enter a CRM; a call may need notes or a transcript; a video intake may carry structured answers. The relevant question for a firm serving East Bethel is not how many people live in the city, but whether inquiries connected to East Bethel and the wider Anoka County service area are reaching the same operational destination. Review every public contact path and identify what happens after submission or conversation.
Recommended approach
Bring a current map of your inquiry sources to a consultation. Ask Bosseo to distinguish the paths that can be connected, the information each path carries, and the points where a staff member must still exercise judgment. Do not treat every contact type as interchangeable.
