Captures inbound inquiries when the firm is unavailable or senior staff are occupied
Operating memory, workflow agents, and human approval pathsWorkflow Example — Inquiry Response
Respond while the opportunity is still open.
This is one workflow Mebbian deploys for operator-led firms. An inquiry response agent captures inbound requests, qualifies against the firm's operating memory, and routes a structured brief to the right person — without making commitments the principal hasn't approved.
What This Workflow Does
Qualifies against operating memory — firm services, rates, availability rules, and approval boundaries
Routes a structured brief to the right principal, partner, or coordinator
Creates a clean handoff summary instead of a vague forwarded message
Escalates high-value or time-sensitive inquiries without promising unsupported terms
Keeps quoting, booking, and commitments under human approval by default
Safe By Default
Human approval first. No commitment without authorization.
The agent qualifies and routes without taking control away from the firm.
It does not invent pricing, promise availability, quote custom terms, or commit to anything unless those rules are explicitly approved in operating memory. The first pilot can stay narrow: one inquiry type, one routing path, and one success condition.
How It Runs
Workflow
Inquiry arrives
A client, prospect, or partner reaches out — through email, a form, or another approved channel — when senior staff are unavailable.
Workflow
Agent qualifies
The agent checks the inquiry against operating memory: firm services, approval rules, relevant past context, and what information is missing.
Workflow
Principal gets brief
The right person receives a structured summary — what was asked, what context matched, what is missing, and the recommended next action.
Workflow
Team follows up
Your team responds with full context while the opportunity is still open.
Deploy This Workflow
Start with the inquiry path where delay costs the most.
Bring one scenario: a high-value inquiry type your firm currently handles manually, after hours, or inconsistently. We start there.
Contact
Talk about Inquiry Response
Share your email and we will follow up about the first workflow where senior context, approvals, recurring documents, or visibility are creating real drag.
Schedule
Book a Meeting
If you already know the drag is real, book a working session directly. We will use it to map the first workflow worth turning into operating memory.
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