Start with the customer and the commercial decision
A specialist team can receive the right inquiry and still lose momentum because nobody knows who should decide the next step. I review the request types, the information available at first contact and the people involved in qualification. The process defines what can be routed immediately and what needs expert judgment.
We test the model against ordinary exceptions: missing context, unsuitable work, repeat contacts and owner absence. That keeps the design practical for the Irish team that must maintain it while delivering client work. Automation is chosen only after the decisions and responsibilities are clear.