Workbook & Playbook

Edited

How to Use This Workbook & Playbook

Customize: Adjust wording and routing to fit local policies.

●       Test: Run through each path to ensure a proper caller experience.
●      
Train Staff: Ensure supervisors and admins know how to edit these if policies change.

Conditional Paths

●       Active Flow & Traffic Affected → Forward to Public Works – Priority
●       Active Flow, No Traffic Impact → Forward to Public Works – Routine
●       No Active Flow → Provide Utility Contact Info

 

Design Template – Intent

[ ] Intent Name:

[ ] Purpose (one sentence):

[ ] Caller Information (always ask):

[ ] Follow‑Up Questions (apply to all):

[ ] Child Conditions (name each):

[ ] Condition Criteria (per child):

[ ] Target Action (per child):

[ ] Transfer Number/Contact (per child):

[ ] Canned Message(s) to include:

[ ] Notes (why this condition exists):

Use the following space to design your call flows and intents.

Intent Name

Caller Questions

Routing Path

Notes