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In plain words
TriggerNew email to hello@northgateadvisory.comEmail to hello@northgateadvisory.com or website form
AgentClassify the requestCustomer Service Agent
ActionSearch company knowledgeSentinel: Search knowledge
AgentDraft a replyCustomer Service Agent
ConditionComplaint or low confidence?Agent confidence is below 80%
Yes: Escalate
ActionHand off to Tom WhitakerSlack: Post to a channel
FinishMarked as escalatedA person owns it from here
No: Continue
No steps, continues
ApprovalManager reviews the replyTom Whitaker approves
ActionSend the replyGoogle Workspace: Send an email
FinishRecord the outcomeUpdate HubSpot contact and verify the email was delivered
100%