Work sample · AI workflow

Summit Fence Lead Triage

A fencing contractor gets messy inquiries from forms, email, voicemail, and DMs. This agent reads each one, scores how urgent it is, sorts it into a category, and drafts a reply in the company's voice. A person reviews and approves every reply before it goes out.

Review queue

How it works

1. Collect

Inquiries from every channel go into one list.

2. Triage

Claude applies the scoring rules below to each inquiry.

3. Draft

It writes a short, warm reply with one clear next step.

4. Review

A person approves or edits each draft. Pricing, disputes, and legal issues are flagged.

Scoring rules

ScoreWhat it means
5Safety or active damage: broken gate, fallen fence, compromised pool barrier, pets or kids at risk.
4Ready to buy with a deadline: move-in, inspection, HOA notice, event.
3General quote request with no deadline.
2Complaint or warranty issue that isn't a safety problem.
1General question, or not a customer (vendor pitches, job seekers).

Replies never quote prices, promise dates, or admit fault. Those always go to a person.