Preparing the Havio workflow view
Triage template
A triage workflow for tenant, property, repair, or service-status calls that need severity, access, and owner routing.
Example dialogue
Treat this as a planning artifact, not a recording or customer transcript. The production version should use your approved greeting, disclosure, service rules, and escalation contacts.
Havio agent
I can help triage the maintenance request. What property or item is this about?
Caller
The heater is not working in apartment 3B.
Havio agent
I will capture the severity, access notes, and whether this is urgent. Is there heat in any room, and can someone access the unit?
Caller
No heat, and the tenant can provide access after 5.
Havio agent
I will create an urgent maintenance record with the access window and summary.
Launch readiness
Check the items your team has approved. The list becomes a practical demo brief for routing, knowledge, transfers, and post-call review.
Readiness score
0%
0 of 4 checks complete
Guardrails
Approve what the agent can say about prices, availability, timing, policy, and service scope.
Confirm when the agent must transfer, create a callback, or stop because the request is sensitive.
Test failed calendar writes, unreachable transfer contacts, missing caller data, and unclear intent.
Review transcripts during soft launch before expanding traffic or adding more call types.
Related buyer paths