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AI-03 Intelligent routing ยท Worldwide

AI Workflow Automation

Some routing decisions cannot be made from a field, because the field does not exist yet. A model reads the item, works out what it is, and the workflow then routes on that plus how confident the model was.

  • For queues where somebody has to read before routing
  • Three lanes, not two: automatic, assisted, and fully human
  • A human-lane fallback for the day the provider is down
  • A trail recording what the model saw, concluded and how sure it was

Reply within 1 working day ยท pilot before build, always

Dhanush Prabha Co-Founder, CTO and CMO

Builds the extraction, tunes it on your real documents, and designs the exception queue.

The three lanes

  • High confidenceStraight through
  • Medium confidenceAssisted
  • Low confidenceFully human
  • Provider downAll to human
  1. InputTriggers and document types
  2. ExtractRead, classify, structure
  3. ActRouted into the system of record
  4. OutputAn exception queue, staffed
Support ticketsSupplier documentsClaimsComplaintsApplications
StartPilot on your items
Per queue5 to 9 weeks
RoutingThree lanes
FallbackBuilt first

01 Choosing

When does a workflow need a model in it?

Only when the routing rule depends on something nobody has typed yet. In short, if the field exists, use rules; if the answer is inside a paragraph, the paragraph has to be read first.

Where the routing input comes from, and what that implies
The routing ruleWhere the input livesUse
Above the department cap it goes to financeA value field on the requestRules. Cheaper, faster, no review needed
Capital spend goes to the boardA category picked from a dropdownRules
Warranty claims go to the service deskBuried in a customer's emailA model, then rules on what it found
Urgent complaints escalate immediatelyTone and content of free textA model, with a conservative threshold
Contracts renewing in 60 days go to legalInside a PDF nobody has readA model to extract, rules to compare dates

The honest default is rules

We will tell you to use plain workflow automation whenever the routing field already exists, because rules cost nothing per item, fail loudly, and never need a review lane. A model earns its place only where the input is genuinely unstructured.

The lane boundaries, in numbers

A cheap-error category might route 80% straight through at a 0.9 confidence floor; an expensive one may have no straight-through lane at all. The boundary is set from the cost of a misroute, reviewed monthly, and 100% of routing decisions are logged with what the model saw and how sure it was.

02 Design

Why three lanes instead of two?

Because the middle one is where the saving is. Most designs offer automatic or manual, and lose the large band of items where the model is probably right and a person can confirm in seconds.

  • 01

    Lane 1 ยท Straight through

    High confidence, and the category is one whose errors are cheap. Routed with no human involvement, logged with the confidence score.

    Automatic
  • 02

    Lane 2 ยท Assisted

    Medium confidence. It reaches a person with the model's suggestion pre-filled, so the work is a confirmation rather than a reading task. This lane usually carries the most volume.

    Confirm, seconds
  • 03

    Lane 3 ยท Fully human

    Low confidence, or a category whose errors are expensive. It arrives with nothing pre-filled, because a wrong suggestion is worse than none.

    Read and decide

Why a wrong suggestion is worse than none

A person shown a confident but incorrect pre-fill will accept it more often than they would have chosen it. That is why the third lane presents nothing: for the categories where an error is expensive, we remove the anchor rather than trusting people to resist it.

03 Scope

The queues this gets used on

Five, and they share the same shape: something arrives as free text or a document, and a person currently reads it only to decide where it goes.

  • Support tickets and complaints, classified by product, issue type and urgency, with tone taken into account for escalation rather than left to whoever opens the inbox first.
  • Supplier documents, sorted into invoice, credit note, purchase order confirmation, delivery challan or something needing a human, before any extraction happens.
  • Insurance and warranty claims, routed by claim type and completeness, with the missing-document list produced automatically rather than after a first review.
  • Applications and forms, checked for completeness and routed by category, so an incomplete submission is returned in minutes instead of sitting in a queue for days.
  • Inbound email at a shared address, which is almost always the single largest unrouted queue in a business and the one nobody owns.

The assisted lane was the surprise. Roughly half our tickets now arrive pre-classified with a suggestion, and confirming one takes a second instead of a minute of reading.

Service desk managerEquipment servicing company

04 Delivery

How we build one

Five steps, and the first is allowed to end the project by concluding that rules would do the job better.

  1. Step 1: Check the field is not already there

    If the routing input exists as a field somewhere, rules are cheaper, faster and need no review lane. We check before quoting a model.

    Week 1
  2. Step 2: Pilot the classification

    100 to 300 real items with the correct routing recorded by your team, and accuracy reported per category. The categories will not be equally easy and the report says which.

    Weeks 1 to 3
  3. Step 3: Set the lane boundaries

    Per category, from the cost of a misroute. A cheap-error category gets a wide straight-through band; an expensive one may have none at all.

    Week 4
  4. Step 4: Build the exception desk and fallback

    Ownership, a service level, escalation, and a rule that routes everything to people if the provider is unavailable.

    Weeks 4 to 8
  5. Step 5: Close the correction loop

    Every reassignment recorded and fed back into the evaluation set, so accuracy stays true and problem categories surface instead of being tolerated.

    Ongoing
  • Every routing decision records what the model was shown, what it concluded, its confidence, the lane it took and who acted, which is what makes a disputed route answerable later.
  • Where the workflow writes into the books it inherits the logging control an external audit already tests: an unalterable, timestamped record of each entry and each later change, which is control A.8.15 of ISO/IEC 27001.

05 Honesty

The line we hold on decisions

A model can prepare a decision. It should not make one that somebody has to answer for. Three cases where we keep the human in the seat rather than in the loop.

  • An approval. Extracting the value, checking it against policy and routing to the right approver is appropriate. Approving it is not, because an accountable person has to own that outcome.
  • A rejection that affects somebody. A declined claim, a rejected application or a refused refund reaches a person before it reaches the customer. The model may recommend and must not conclude.
  • An escalation nobody can appeal. Any lane that has no human touch anywhere needs a sampling review, because a category the model quietly gets wrong at scale is worse than one it gets wrong loudly.

Where this goes wrong in practice

A straight-through lane set too wide during a quiet month, then left in place when the document mix changed. It is why the lane mix and the misroute rate are on the dashboard from day one, and why a rising review share is treated as a signal rather than a nuisance.

06 The people

Who do you actually work with?

Four founders, named. Document automation lives or dies on the exception queue, so a founder owns it rather than whoever notices.

The exception queue is designed on day one and staffed from day one. It is the part that decides whether the automation is trusted.

  • Dhanush Prabha

    Co-Founder, CTO and CMO

    Builds the extraction and the routing, tunes the confidence thresholds, and writes back without retyping.

  • Sriram Ravichandran

    Founder and CEO

    Maps the triggers and the document types, and decides who works the exception queue.

  • Nebin Binoy, Compliance Expert at IncorpX

    Nebin Binoy

    Compliance Expert

    Samples the output against source documents and checks what the books will accept.

  • Ashwin Raghu, Legal Expert at IncorpX

    Ashwin Raghu

    Legal Expert

    Reviews retention of the documents processed and the terms of the provider reading them.

07 Cross-border

How do we work with clients in another country?

None of this needs you to be in any particular country. The work is remote either way, so these are the answers a buyer asks for before signing, and they are the same on every engagement we run.

  • Working hours

    Our day runs on UTC+5:30. The overlap window with your team is written into the scope rather than assumed, and everything outside it runs asynchronously.

  • How we communicate

    One written update a day on the channel you already use, a standing weekly call inside the overlap window, and a named person to escalate to. Nothing important is agreed only on a call.

  • Who you contract with

    Synerdyn Private Limited, the company behind IncorpX, named in the agreement with its registration number. The governing law and the forum are agreed before you sign, not after a dispute.

  • Currency and payment

    Invoiced in your currency or in ours, your choice, and settled by bank transfer. Milestones are tied to deliverables you can see, never to elapsed time.

  • What you own

    Copyright in everything built for you is assigned on final payment: source code, design files, prompts, configuration and documentation. Third-party licences are listed by name so nothing is a surprise later.

  • Where data sits

    You choose the region your data is stored and processed in, and the answer is written down before the build starts, with who at IncorpX can reach it and for how long.

Offset from our working day standard time

  • London-5:30
  • Dubai-1:30
  • Singapore+2:30
  • Sydney+4:30
  • New York-10:30
  • San Francisco-13:30

IncorpX is a brand of Synerdyn Private Limited. The contracting entity, the governing law and the invoicing currency are all named in the proposal before you sign anything.

08 Reference

Terms used on this page

Confidence-based routing
Sending an item down one of three lanes according to model confidence: automatic, assisted with a suggestion attached, or fully human.
Exception desk
The staffed queue receiving items the model could not route confidently, with ownership, a service level and escalation.
Straight-through rate
Written STP rate: the share of items routed with no human involvement.
Misroute rate
The share of items that reached the wrong owner and had to be reassigned, measured after go-live rather than assumed from the pilot.
Correction loop
Feeding every reassignment back into the evaluation set, so accuracy stays measured and problem categories become visible.
Human lane fallback
The rule that routes everything to people when the model provider is unavailable, so a queue never halts on a third-party outage.
Anchoring
The tendency to accept a confident pre-filled suggestion. The reason the fully human lane deliberately presents nothing.
GDPR
The EU and UK data protection regime. Article 83 sets administrative fines of up to €20 million or 4% of worldwide annual turnover, whichever is higher, which is why consent, retention and access control are build decisions here rather than paperwork.

09 Questions

AI workflow automation FAQs

A routing layer where the decision needs the content read first. A rules-based workflow routes on a field it already has; this one classifies or extracts from an unstructured document and then routes on what it found, plus how confident it is.

Next step

Name the queue somebody reads all day just to sort it.

We will pilot the classification on your own items and come back with the accuracy per category, the share that could route straight through, and a fixed quote.

Read by Dhanush Prabha, our CTO, not a form queue. Reply usually within one working day, in your time zone.

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