Lead router dossier / Companion specification
Intake agent that knows when to route, ask, or escalate.
This page specifies the worked sample documented in the lead-router evidence dossier. Read the dossier for the failure and correction; use this companion for the intended architecture and release checklist.
Inputs and outputs
Input: approved message text, source, and customer-state signal. Output: lane, confidence, cited rule, draft response, and review requirement.
Architecture
Read-only inbox source, versioned offer rules, classifier, conflict check, draft router, human review queue, and append-only decision receipt.
Guardrails
No promises, automatic refunds, hidden source copying, or checkout links below threshold. Sensitive and conflicting intents always escalate.
Setup Checklist
- Write the offer rules and escalation boundaries.
- Add 20 real examples with the right classification.
- Run the test set before connecting live inboxes.
- Start in draft mode, review outputs, then automate one lane at a time.
Preview File Tree
intake-agent/ AGENTS.md context/offers.md context/escalation.md tests/messages.json prompts/classifier.md handoff/review-queue.md