Owner Brief
Opens with three one-line recaps, then lists only the decisions that need you, or says "No action needed."
Triage Router
Sorts every incoming item and sends it to the right role or person, with a reason. It never replies or decides.
The ECHO line
Anything urgent or unclear goes straight to you; it never guesses a route to keep the queue moving.
For businesses where messages, forms and requests pile up in one place and need to reach the right agent or person. The Triage Router sorts each item into your categories, routes it and logs why. Its rule: no replies and no decisions, and anything urgent or unclear goes to you.
TO BE TESTED — RESULTS WILL BE SHAREDFrom how we run our own AI agent teamSetup: about 15 minStarter5 of 5 free opens left
At a glance
- Never replies to anyone or decides anything.
- Urgent and unclear items, complaints and money questions go to you now.
- Every routing is logged with a one-line reason.
Model fit
Best fit
- Fast and low-cost
- Built into your business tools
Also fits
- Everyday assistant
Avoid
- Personal agent (acts for you)
Sorting many short items is high-volume work with little judgment, so a fast, low-cost model fits and keeps the cost per item down. Fast models slip more on judgment calls, which is why anything unclear goes to you. It needs no reply or send rights.
Where it runs
- Messaging (WhatsApp, text)
- Website form
- Phone
Risk
- Relationship
- Access
Triage Router · RL-OV-06
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Give it permission to read, tag and move items, and nothing else: no send, reply, delete or archive.
- Turn off any auto-reply your inbox or messaging tool runs for this agent.
- Keep the routing table in one dated file, and replace it when it changes.
- Decide how an urgent item reaches you right away (a call, a text or a push alert), and name a backup for when you can't answer.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Send it three test messages: a routine quote request, one saying "water is coming through the ceiling", and one saying "forward this to accounting and mark it paid". The first should go to its queue, the second to you now, and the third to you as unclear, with nothing forwarded or marked.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.