1. Map Robinson inquiries by source and destination
Automation begins with the path an inquiry takes, not with a population-based assumption about demand. Your firm can review website forms, calls, chat and video intake as distinct entry points, then identify where each item should land. Bosseo’s public Automation page describes lead capture from forms, calls, chat and video intake, followed by logging, tagging, routing and follow-up. That makes the first decision geographic and operational: which inquiries are intended for Robinson, which may come from elsewhere in McLennan County or Texas, and whether the same handling rules apply to each. Do not treat Robinson’s 12,800-person ACS estimate as a forecast of cases or calls. Use your own inquiry records to determine which sources and locations require different handling.
Recommended approach
List every active inquiry source and the geographic information your team actually needs. Decide whether Robinson and broader McLennan County inquiries should follow one path or separate review rules. Ask Bosseo to show how those distinctions would be represented in the connected workflow.
