1. Map the Twin Rivers inquiry path before changing it
Your service area includes Twin Rivers in Mercer County, but the local geography does not tell you how an inquiry reaches your team. The practical starting point is your own path from contact to consultation: website form, call, chat or video intake; initial record; assignment; follow-up; and any handoff into case management. Bosseo describes Automation as a way to map where leads come from, who handles them, which system receives them and what should happen next.
Recommended approach
Review a recent set of inquiries associated with your Twin Rivers service area and document the actual handoffs. Note where information is copied, which team member owns the next action, and what happens outside business hours. Ask Bosseo to evaluate that flow rather than assuming the local population indicates how much automation you need.
