‹ Runs

Rachel Duarte: Where do I upload my W-2s?

Client inquiry handling, run by Customer Service Agent. Started Nov 14 at 2:12 PM.

Succeeded

Step by step

  1. New inquiry received

    Trigger2:12 PM120 ms

    Email received: "Where do I upload my W-2s?"

  2. Classify the request

    Agent2:12 PM2s

    Classified as general question, normal urgency

    Model: Fast tier, 1,840 tokens, $0.002

  3. Search company knowledge

    Action2:12 PM900 ms

    3 matching passages found in Client Handbook

    Tool: Search knowledge base

  4. Draft a reply

    Agent2:12 PM6s

    Reply drafted, confidence 82%

    Model: Standard tier, 5,210 tokens, $0.031

  5. Complaint or low confidence?

    Condition2:12 PM10 ms

    No. Sent to approval queue

  6. Manager reviews the reply

    Approval2:12 PM19m 26s

    Approved by Tom Whitaker

  7. Send the reply

    Action2:31 PM640 ms

    Sent from hello@northgateadvisory.com

    Tool: Send email

    Verified. Message found in Sent folder with matching subject and recipient. Gmail message ID 18f3a9c2e1.

  8. Record the outcome

    Finish2:31 PM820 ms

    HubSpot contact timeline updated

    Tool: Update contact record

    Verified. Re-read the HubSpot contact. Email activity is present on the timeline.