1. Map every Fairwood inquiry before choosing automation
A firm serving Fairwood may receive inquiries through more than one route, but the available local population record does not tell you which channels people use or how many inquiries arrive. Bosseo’s public Automation page describes capture from forms, calls, chat or video intake, followed by logging and tagging. Begin by documenting which of those channels your firm actually offers, where each inquiry currently lands, and which information must accompany it. The county relationship matters operationally: define whether your workflow is intended only for Fairwood or for a wider King County service area, and keep those geographic scopes distinct in forms, routing rules and reporting.
Recommended approach
Ask Bosseo to review your current path from first contact to the next assigned action. Require a channel-by-channel explanation of what is captured, where it is recorded, what is visible to staff and what remains manual. Do not approve a connection merely because a channel is technically available; approve it only when the proposed path reflects your firm’s real intake choices.
