Workbook & Playbook
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 |
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