Playbooks / Professional Services / New Business
Routing + Handoff
Route qualified work to the right owner with a clean brief: who the client is, what they need, what was already said. Clients never repeat themselves.
How to run it
Open Professional Services > New Business > Routing + Handoff in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Routing + Handoff workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Route qualified work to the right owner with a clean brief: who the client is, what they need, what was already said. Clients never repeat themselves.
Put this workflow to work.
The Professional Services agent ships with this one installed. Open the demo and ask it to run the Routing + Handoff workflow on something of yours.