Use cases

An inbox that routes itself

Prismlet reads each email or ticket as it lands and answers who should own it, what the sender wants and how urgent it is. Your own system uses the answer to send it to the right queue, and a person checks anything the answers are unsure about.

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Today

  • Every email, ticket and web form lands in one shared box, and someone reads each one before it goes anywhere.
  • Keyword rules catch the word, not the request. For example, a firm order to bind cover gets filed under whatever subject line it landed on.
  • Cargo held by customs, a bind order, or a concern that someone may be at risk of harm sits in the pile in arrival order, next to a newsletter.
  • A second matter folded into the same message, a missing account number, or a request to speak to a person is easy to miss on a quick read.
  • A shared inbox that falls behind, for example during a storm or a busy week, can take days to clear.

What changes

  • Every email or ticket gets who should own it, what the sender wants and how urgent it is, as it lands, and each answer says how sure it is.
  • Your system can put the urgent ones first, and a person checks anything the answers are unsure about.
  • A bind order, cargo held by customs, or a concern that someone may be at risk of harm is flagged as it lands, for a person to act on straight away.
  • A second matter in the same message, a missing detail, or a request to speak to a person is flagged too, so it is not lost inside a longer email.

Try it on this example

Example · A missed bin, and a neighbour nobody has seen for a week

Subject: Missed green bin - Elm Road (again)

Email, form or ticket text

From: Helen Marsh <[email protected]> To: Westmere Council <[email protected]> Date: Mon, 14 Sep 2026 08:12 Hello, Our green bin at 14 Elm Road wasn't emptied on Friday. That's the third time since July. I reported it online at the end of August (ref WR-55120) and got an email saying it was sorted, and it clearly isn't. The bin is full of grass cuttings and it's starting to smell. Not good enough, to be honest. The other thing, and I really don't know who to tell, is Mr Dawson at number 9. He's in his late eighties and lives on his own. His post has been piling up behind the door for over a week and his curtains have been shut since last Monday. On Saturday night my husband heard him calling out for help. We knocked for ages and nobody answered. His daughter lives abroad and I don't have a number for her. He usually has a carer who comes in the mornings, but I haven't seen her car all week. Could someone please check on him? I'd feel awful if something has happened. Thanks, Helen Marsh 14 Elm Road
  1. Which council service should handle this email or ticket?Adult social care100%
  2. What does the sender want from the council in this email or ticket?Report a problem99%
  3. How urgent is this email or ticket, from what the sender says?Immediate risk97%
  4. Does the message raise a concern that a child or an adult may be at risk of harm or neglect?Yes98%
  5. Does the sender say they are homeless or may soon lose their home?No98%
  6. Does the sender express dissatisfaction with a council service, decision or member of staff?Yes98%
  7. Does the sender write as, or on behalf of, a councillor or MP?No96%
  8. Does the message raise a second matter that belongs to a different service?Yes98%
  9. Is information missing that the service needs before it can act?No79%
  10. Does the sender ask for a phone call or to speak to a person?No88%

These are real answers stored from one run on this example.

Example · Charged twice for the subscription, and the app crashing

Subject: Charged twice + app broken

Ticket text, or the whole thread

From: Casey Rowntree <[email protected]> To: Pellmore Support <[email protected]> Date: Wed, 2 Sep 2026 07:41 Subject: Charged twice + app broken Hi, I've been charged twice for Pellmore Plus this month. There are two payments of $4.99 on my card on 1 September, both saying PELLMORE PLUS. I only have one account (this email) and one subscription. It sounds small but it's pushed my account overdrawn and my bank charges me $15 every day it stays that way, so can someone please refund the second one today? Also, since the app updated at the weekend it crashes every time I open the Multiroom tab on my iPhone. The speakers themselves still play fine if I use Bluetooth, it's just the app. I've deleted and reinstalled it twice and it still happens. It's version 5.2 of the app, iPhone 13. Thanks, Casey
  1. Which team should handle this support ticket?Billing and subscriptions100%
  2. What does the customer mainly want in this support ticket?Report a problem100%
  3. How urgent is this support ticket, from what the customer says?High100%
  4. Does the customer ask to speak to a person, a manager or someone by phone?No90%
  5. Does the team need details from the customer that the ticket does not give, before it can start?No74%
  6. Does the ticket raise a second issue that belongs to a different team?Yes83%
  7. Does the customer describe a device or charger getting hot, smoking, swelling, sparking or hurting someone?No91%

These are real answers stored from one run on this example.

Example · A firm order under a quote subject line, with a cover note needed by 2pm and a chaser

Email subject: RE: Quote TRU/PO/88213 Tolworth Street Properties Ltd

Attachment file names: EICR_14_Tolworth_Street_Aug2026.pdf; Signed_Statement_of_Fact_Tolworth_Street.pdf

Email body

From: Anjali Rao <[email protected]> To: Underwriting <[email protected]> Date: Thu, 17 Sep 2026 09:06 Morning Gareth, Good news, the client has accepted option 2 on the terms you sent on Monday (£5m property owners liability, £250 excess). Please take this as our firm order and bind from today. Their purchase of 14 Tolworth Street completes at 3pm and the lender won't release funds without evidence of cover, so could you send a cover note by 2pm at the latest? I've attached the electrical installation condition report you asked for as a subject-to, along with the signed statement of fact. Also, just chasing the mid-term change for adding Unit 4, Quarry Road to their existing policy, which I sent over on the 8th. Could you let me know where that has got to? Thanks, Anjali Anjali Rao Account Handler, Commercial Property Kestle Broking
  1. What is the broker mainly asking us to do in this email?Bind order or hold covered99%
  2. Does the broker ask us to bind, go on cover or hold the client covered, anywhere in the email?Yes99%
  3. Does the broker say cover or proof of cover is needed today, or that the client is uninsured until we act?Yes96%
  4. Does the broker chase something they asked for or sent before?Yes98%
  5. Does the email supply information we asked for as a condition of a quote or of cover?Yes98%
  6. Does the email report a claim, a loss or a circumstance that may lead to a claim?No91%
  7. Does the broker or the client express dissatisfaction with our service, terms or decisions?No87%
  8. How soon must someone act on this broker email?Immediate95%
  9. Is information missing that the desk needs before it can act?No62%
  10. Does the broker ask for a phone call or to speak to a person?No91%

These are real answers stored from one run on this example.

Example · A container held for inspection, a missed cut-off and a draft bill of lading request

Subject: RE: Booking HAM-58213 / 1x40HC Ningbo - Hamburg - URGENT

Attachment file names (empty if none):

Latest message, without the quoted thread

Hi Jonas, Our supplier in Ningbo tells us container KRBU 812233-4 is still not on board. The cut-off for the MV Nordic Crest was yesterday at 18:00 and we have heard nothing from your side. According to the supplier, export customs in Ningbo selected the container for inspection. Is that correct? What happens now? If the box misses this sailing, our autumn promotion stock arrives too late and the next sailing is nine days later. This is the second time this month we have had to chase you for news, which is not acceptable. Please call me today on +49 40 555 0183. Also, can you send me the draft bill of lading for approval? I still have not received it. Kind regards / Viele Grüße Katrin Vogel Supply Chain Coordinator Brandt Haushaltswaren GmbH Hamburg
  1. What does the sender mainly want from us in this email?Status chase100%
  2. Which transport mode does the email concern?Ocean, full container100%
  3. How soon must someone act on this email, from what the sender says?Critical100%
  4. Does the email refer to a shipment already booked with us?Yes98%
  5. Does the email say cargo is held, selected for inspection or stopped by customs or another authority?Yes97%
  6. Does the email say a cut-off, sailing, flight or delivery slot has been missed or may be missed?Yes98%
  7. Does the email mention dangerous or hazardous goods?No93%
  8. Does the sender express dissatisfaction with our service?Yes98%
  9. Does the email raise a second matter that a different desk would act on?Yes96%
  10. Is information missing that the desk needs before it can act?No78%
  11. Does the sender ask for a phone call or to speak to a person?Yes99%

These are real answers stored from one run on this example.

Test it on your own data

The quickest way to decide is a file run on your own records. A file run in the app answers up to 10,000 rows and gives you the file back with the answers added.

This is for the first prism, Sort a shared inbox by team, urgent ones first. Each prism lists its own fields in "The prisms behind it" below.

What to send
A CSV or TSV file with column names in the first row, or a JSON array of objects, one item per row. You pick the column for each thing the prism reads: Subject; Email, form or ticket text. A row's fields together take up to about 100,000 characters.
What comes back
The same rows with the prism's columns added: service, service_probability, request_type, request_type_probability, urgency, urgency_average, person_at_risk, person_at_risk_probability, homeless_or_threatened, homeless_or_threatened_probability, complaint, complaint_probability, member_enquiry, member_enquiry_probability, second_matter, second_matter_probability, missing_details, missing_details_probability, callback_requested, callback_requested_probability. Each answer says how sure it is, so the unsure rows are easy to find and give to a person.
Against your team's answers
Add columns with the answers your team gave, and the app reports how often Prismlet agreed, question by question and at each cutoff, split by a column such as language or site, with every miss listed. Your team's answers stay in your browser.

How it reaches your team

Works today

  • Call the API from your own system as each email or ticket arrives
  • Run a file of up to 10,000 emails or tickets in the app, one item per row, up to about 100,000 characters a row

Built with you

  • We work with you to send each email or ticket from your inbox or helpdesk, such as Outlook or Zendesk, as it arrives
  • We work with you to put the answer back where your team works, as a category and folder, a queue, or a column in your tracker
  • We work with you to alert the right desk straight away when something needs same-day attention, such as a message to the duty coordinator

The prisms behind it

Sort a shared inbox by team, urgent ones first10 questions

Fields

  • Subject
  • Email, form or ticket text

Context

We are Westmere Council, a UK unitary council. Residents, businesses, councillors and other organisations write to one contact address, through the website "contact us" form, or into the customer services case system. Each message is read here on arrival and sent to one service's queue. A person in the customer services triage team handles anything the answers are unsure about. Routing rules: - One message, one service. When a message raises more than one matter, route it by the matter that would do the most harm if it waited. A concern that someone may be at risk of harm always comes first. - A concern about an adult or a child is passed to a trained person in adult social care or children's services, who decides what to do. Nothing here decides that anyone is at risk. - Councillors and MPs who write for a resident are members, and their enquiries have their own deadline. - Requests for recorded information (Freedom of Information, Environmental Information Regulations) or for someone's own personal data go to information governance, whichever service they are about. - The case system matches references, addresses and account numbers. Nothing here looks them up.

Questions

  1. Which council service should handle this email or ticket? Choice

    Choose the one service that should handle the message, using the routing rules in the context. When the message raises more than one matter, choose the service for the matter that would do the most harm if it waited; a concern that someone may be at risk of harm always outranks the others.

    • Council tax Council tax bills, discounts, exemptions, arrears and payment plans.
    • Benefits and support Housing benefit, council tax support, hardship funds and crisis payments.
    • Waste and recycling Bin collections, missed bins, new or broken bins, bulky waste and fly-tipping.
    • Highways and streets Potholes, pavements, street lights, road signs, drains on the road and trees on the highway.
    • Parking Parking permits, penalty charge notices, challenges and car parks.
    • Planning and building control Planning applications and objections, planning enforcement, building regulations and dangerous structures.
    • Environmental health Noise, pests, food safety, pollution, and conditions in privately rented homes.
    • Council housing Tenancies, rent and repairs for people who rent their home from the council.
    • Housing advice and homelessness People who are homeless or may lose their home, and applications to the housing register.
    • Adult social care Care and support needs, carers, and any concern that an adult may be at risk of harm or neglect.
    • Children and education School places and admissions, special educational needs, school transport, and any concern about a child's safety.
    • Registration Registering births and deaths, marriages, civil partnerships and certificates.
    • Licensing Premises and alcohol licences, taxis and private hire, events and street trading.
    • Leisure, libraries and parks Leisure centres, libraries, parks, playgrounds and allotments.
    • Elections The electoral register, postal votes, polling stations and election results.
    • Information governance Freedom of Information and Environmental Information requests, and requests for a person's own personal data.
  2. What does the sender want from the council in this email or ticket? Choice

    Judge the matter that would do the most harm if it waited, as in the routing rules in the context. Dissatisfaction elsewhere in the message is recorded by the complaint question.

    • Report a problem Tells us something is wrong, broken or missed, or raises a concern about a person or a place.
    • Apply for or request a service Asks for something new: a permit, a bin, an assessment, a booking or a place.
    • Ask for information Asks how something works, what the rules are, or what to do next.
    • Chase an existing case Follows up an earlier contact, report or application that has not been dealt with, and asks for nothing new.
    • Complain The main purpose is to complain about how the council acted or decided, not to get a problem fixed.
    • Payment or bill query Asks about a bill, a charge, a payment made or a refund.
    • Request recorded information or personal data Asks for recorded information the council holds, or for the sender's own personal data.
    • Not a request to the council Marketing, sales pitches, newsletters, spam, automatic replies or messages meant for another organisation.
  3. How urgent is this email or ticket, from what the sender says? Scale

    Rate the most urgent matter in the message, whatever service it belongs to. Do not compare dates with today; rely on words such as "tonight", "tomorrow" or "since last week".

    • Routine No time pressure; normal queue order is fine.
    • Time-limited A stated deadline, a bill due, or a missed service that gets worse with time, such as an uncollected bin.
    • Urgent Someone's wellbeing is affected within days: no heating, facing eviction, a carer not turning up.
    • Immediate risk Someone may be harmed now: a person who may be hurt or unable to get help, a household homeless tonight, a dangerous structure.
  4. Does the message raise a concern that a child or an adult may be at risk of harm or neglect? Yes / No

    Count a concern about anyone: the sender, a relative, a neighbour or a stranger. This sends the message to a trained person the same hour; it is not a judgement that anyone is at risk. Yes: The message describes signs that someone may be harmed, neglected, unable to look after themselves, or not safe. No: The message raises no such concern.

  5. Does the sender say they are homeless or may soon lose their home? Yes / No

    Count a notice to leave, being told to go, sofa-surfing, sleeping rough, or losing a home through eviction or repossession. Yes: The sender says they, or the household they write for, are homeless or may lose their home. No: No such situation is described.

  6. Does the sender express dissatisfaction with a council service, decision or member of staff? Yes / No

    Count dissatisfaction anywhere in the message, whether or not the sender uses the word "complaint" and whatever else they ask for. Yes: The sender is unhappy with something the council did, failed to do or decided. No: The message expresses no dissatisfaction with the council.

  7. Does the sender write as, or on behalf of, a councillor or MP? Yes / No

    Yes: The message comes from a councillor, an MP or their office, or says it is sent on their behalf. No: The sender writes for themselves or another organisation.

  8. Does the message raise a second matter that belongs to a different service? Yes / No

    Count a matter only if a different service from the council service list would have to act on it. Yes: At least two matters in the message belong to different services. No: Everything in the message belongs to one service.

  9. Is information missing that the service needs before it can act? Yes / No

    Consider the main matter: where it is, what happened, who it concerns, or which account or case it is about. Do not check whether a reference or address is valid. Yes: The service could not act without asking the sender for more. No: The message gives enough for the service to start.

  10. Does the sender ask for a phone call or to speak to a person? Yes / No

    Yes: The sender asks to be phoned, to be called back, or to speak to someone. No: The sender asks for no call and no conversation.

Lens columns

service, service_probability, request_type, request_type_probability, urgency, urgency_average, person_at_risk, person_at_risk_probability, homeless_or_threatened, homeless_or_threatened_probability, complaint, complaint_probability, member_enquiry, member_enquiry_probability, second_matter, second_matter_probability, missing_details, missing_details_probability, callback_requested, callback_requested_probability

This prism on its own page
Send every support ticket to the right team with its urgency7 questions

Fields

  • Subject
  • Ticket text, or the whole thread

Context

We are Pellmore, an online shop that sells our own wireless speakers and headphones, with a companion app and an optional paid subscription, Pellmore Plus, for extra features. Customers write in by email, the web form and in-app chat, and every ticket lands in one helpdesk. Each new ticket is read here and sent to one team. A person in the triage team handles any ticket the answers are unsure about. Routing rules: - One ticket, one team. When a ticket raises more than one issue, route it by the issue that costs the customer most if it waits: money taken wrongly, a device that cannot be used, or a safety concern, in that order of weight. A second issue is split off by code. - Anything about a device getting hot, smoking, swelling, sparking or hurting someone goes to the product safety team first, whatever else the ticket says. - Requests about personal data, and letters from lawyers or authorities, go to privacy and legal. - Urgency is judged from what the customer says about time and impact, not from how serious the topic sounds in general. - The helpdesk matches order numbers, emails and serial numbers to accounts. Nothing here looks them up.

Questions

  1. Which team should handle this support ticket? Choice

    Choose the one team that should handle the ticket, using the routing rules in the context. When the ticket raises more than one issue, choose the team for the issue the rules give most weight to.

    • Orders and delivery An order not yet received: tracking, late or missing parcels, wrong address, changing or cancelling an order before it ships.
    • Returns and refunds Sending back an order that arrived, a wrong or damaged item on arrival, and refunds for returned goods.
    • Warranty and repairs A device that worked and has since developed a hardware fault, such as no sound, a broken hinge or a battery that no longer holds charge.
    • App and technical support Setting up a device, pairing, Wi-Fi, firmware updates, and the app crashing or not working as it should.
    • Billing and subscriptions Pellmore Plus charges, duplicate or unknown payments, invoices, payment methods, and starting, changing or ending the subscription.
    • Account and security Logging in, passwords, two-step codes, changing the account email, and someone else getting into the account.
    • Product safety A device or charger getting hot, smoking, swelling, sparking, or hurting someone.
    • Product questions before buying Questions from someone choosing a product: features, compatibility, stock, prices, business orders.
    • Privacy and legal Requests about personal data, and letters from lawyers, regulators or other authorities.
    • No action needed Auto-replies, spam, sales pitches to Pellmore, and thank-you messages with no request.
  2. What does the customer mainly want in this support ticket? Choice

    Choose the single main thing the customer wants from the whole ticket, not every thing they mention.

    • Ask for information The customer wants to know something and reports no problem.
    • Report a problem The customer reports something broken, wrong or not working, and wants it put right.
    • Request a change The customer asks for something to be changed, set up or updated, with nothing wrong.
    • Chase an earlier request The customer follows up something already raised and not yet dealt with.
    • Cancel The customer asks to end the subscription, an order or the account.
    • Give feedback The customer gives praise or criticism without asking for anything.
  3. How urgent is this support ticket, from what the customer says? Scale

    Rate the time pressure and impact the customer states or clearly describes. Do not rate how important the topic sounds in general.

    • None The customer states no time pressure and no impact.
    • Low A general wish for a prompt reply, with no stated deadline or consequence.
    • Medium A stated deadline in the coming days, or a consequence that has not happened yet.
    • High Harm or loss that is happening now, such as money the customer needs taken wrongly or a device that cannot be used at all, or a deadline of today.
  4. Does the customer ask to speak to a person, a manager or someone by phone? Yes / No

    Read every customer message. Count a request, in any words, for a person, an agent, a manager, a callback or a phone call instead of the assistant, an automated reply or more messages, and a request to stop talking to a bot. Mentioning a person they spoke to before is not a request. Yes: The customer asks, in any words, to deal with a person. No: The customer does not ask for a person, including when they are only frustrated.

  5. Does the team need details from the customer that the ticket does not give, before it can start? Yes / No

    Count only details a ticket like this should carry: which order, account email, device or serial number, or what actually went wrong. The helpdesk matching an email address to an account counts as having the account. Judge only the issue the ticket is routed for. Card details, payment IDs and bank statements are not needed; the helpdesk matches charges to the account. Yes: At least one such detail is needed and missing from the whole ticket. No: The ticket carries enough to start work, or the request needs no such detail.

  6. Does the ticket raise a second issue that belongs to a different team? Yes / No

    Count a second issue only when the customer asks for something about it and another team in the list would handle it. Yes: The ticket raises a second issue for a different team. No: Everything in the ticket belongs to one team.

  7. Does the customer describe a device or charger getting hot, smoking, swelling, sparking or hurting someone? Yes / No

    Count it however it is worded ("the case is bulging", "it smelt of burning"), even when it is not the main point of the ticket. Do not count a device that is only warm in normal use as the customer describes it. Yes: The customer describes a safety concern of this kind. No: No such concern is described.

Lens columns

team, team_probability, intent, intent_probability, urgency, urgency_average, asks_for_person, asks_for_person_probability, missing_details, missing_details_probability, second_issue, second_issue_probability, safety_concern, safety_concern_probability

This prism on its own page
Route the broker inbox: submissions, binds, changes, claims10 questions

Fields

  • Email subject
  • Email body
  • Attachment file names

Context

We are a London MGA and Lloyd's coverholder writing UK commercial property and casualty through brokers. Brokers write to one shared underwriting mailbox. Each email is read here on arrival and sent to one desk: new business, renewals, mid-term changes, the bind desk, documents, broker accounts, or claims, which we pass to our claims administrator. The operations team works anything the answers are unsure about. Rules: - Binding, going on cover and holding a client covered are done by an underwriter, never here. A request for any of them goes to the bind desk first, whatever else the email asks. - New business submissions go on to be read against our appetite by another check. - Claims are handled by our claims administrator under its own authority. A claim, a loss or a circumstance that may lead to a claim is passed to them the same day. - Any dissatisfaction from a broker or a client goes to compliance, who decide whether it is a complaint. - Our systems match quote and policy references. Nothing here looks them up or reads dates.

Questions

  1. What is the broker mainly asking us to do in this email? Choice

    Choose the request that needs the fastest action. A request to bind or hold covered always comes first, even under a subject line about something else. Other requests in the same email are recorded by the flags.

    • New business submission Asks for terms on a risk we do not insure today.
    • Renewal Sends renewal information or asks for renewal terms on a policy we already write.
    • Bind order or hold covered Instructs us to bind a quote, go on cover, or hold the client covered while details are finalised.
    • Mid-term change Asks to add, remove or change cover, a location, a sum insured or an insured on a live policy.
    • Cancellation Asks to cancel a policy, now or from a future date.
    • Evidence of cover Asks for a certificate, a cover note or a letter confirming cover, for example for a lender or landlord.
    • Subjectivities or survey answers Sends information we asked for as a condition of a quote or of cover, such as a certificate, a survey response or a signed statement.
    • Claim or circumstance Reports a loss, a claim against the client, or a circumstance that may lead to a claim.
    • Policy documents Asks for the policy wording, schedule or other documents to be issued.
    • Premium or accounts query Asks about a premium, an invoice, a return premium, commission or a payment.
    • Chaser only Only follows up something sent before, and asks for nothing new.
    • Not a broker request Marketing, newsletters, automatic replies, or an email meant for another company.
  2. Does the broker ask us to bind, go on cover or hold the client covered, anywhere in the email? Yes / No

    Count a firm order, "please bind", "please confirm cover from today", or a request to hold covered, even as a side point. Asking for a quote, or saying the client may accept later, does not count. Yes: The email asks us to bind, go on cover or hold covered. No: The email makes no such request.

  3. Does the broker say cover or proof of cover is needed today, or that the client is uninsured until we act? Yes / No

    Rely on words such as "today", "by 3pm", "this morning" or "before they can open". Do not compare dates with today; code reads any date. Yes: The broker says cover or proof of cover is needed today or within hours, or that the client has no cover until we act. No: No such urgency is stated.

  4. Does the broker chase something they asked for or sent before? Yes / No

    Yes: The broker follows up at least one request, document or answer they sent before. No: Everything in the email is asked for the first time.

  5. Does the email supply information we asked for as a condition of a quote or of cover? Yes / No

    Count an attachment when its file name or the email says what it is. Yes: The email sends at least one item we asked for as a condition, such as a certificate, a survey response, a risk improvement confirmation or a signed statement of fact. No: The email supplies nothing of this kind.

  6. Does the email report a claim, a loss or a circumstance that may lead to a claim? Yes / No

    Count a report anywhere in the email, even as a side point. A question about claims history on a new submission does not count. Yes: The email reports a new loss, a claim made against the client, or an incident that may lead to one. No: No such report appears.

  7. Does the broker or the client express dissatisfaction with our service, terms or decisions? Yes / No

    Count dissatisfaction anywhere in the email, whether or not the word "complaint" is used, and whether the broker speaks for themselves or passes on what the client said. A neutral follow-up is not dissatisfaction. Yes: The broker or the client is unhappy with something we did, failed to do, offered or decided. No: The email expresses no dissatisfaction with us.

  8. How soon must someone act on this broker email? Scale

    Rate the most urgent request in the email. Do not compare dates with today; use words such as "today", "by 3pm" or "next week".

    • Routine Normal queue order is fine: no cover or deadline turns on it this week.
    • Today Should be done today: a close deadline for terms, a chaser on something overdue, or a claim to pass on.
    • Immediate Needs an underwriter within the hour: a bind or hold-covered request, or a client without cover or proof of cover today.
  9. Is information missing that the desk needs before it can act? Yes / No

    Consider the main request: which client, risk or policy it is about, what cover is wanted, and from when. Do not check whether a reference is valid or read any date; code does that. Yes: The desk could not act without asking the broker for more. No: The email gives enough for the desk to start.

  10. Does the broker ask for a phone call or to speak to a person? Yes / No

    Yes: The broker asks to be phoned, to be called back, or to speak to someone. No: The broker asks for no call and no conversation.

Lens columns

request_type, request_type_probability, bind_or_hold_covered, bind_or_hold_covered_probability, cover_needed_urgently, cover_needed_urgently_probability, is_chaser, is_chaser_probability, subjectivities_answered, subjectivities_answered_probability, claim_mentioned, claim_mentioned_probability, complaint_expressed, complaint_expressed_probability, urgency, urgency_average, missing_details, missing_details_probability, callback_requested, callback_requested_probability

This prism on its own page
Route forwarder emails to the right desk, held cargo first11 questions

Fields

  • Subject
  • Latest message, without the quoted thread
  • Attachment file names (empty if none)

Context

We are an air and ocean freight forwarder and customs broker with branches across Europe. Customers (shippers and consignees), carriers, origin and destination agents, and authorities write to each branch's shared operations inbox. Code strips the quoted thread, so the body is the latest message only. Each email is read here on arrival and sent to one desk's queue. A duty coordinator handles anything the answers are unsure about. Emails arrive in several languages; judge them in the language they are written in. Desks: - Quotes and pricing: rate requests for new shipments. - Bookings: new bookings and load offers. - Operations (one per mode): status, amendments, pickup and delivery slots, and partner updates on booked shipments. - Documentation: bills of lading and air waybills, certificates, packing lists and commercial invoices. - Customs: duties, tariff classification, clearance and holds by customs. - Claims: damage, shortage and loss. - Billing: questions about our invoices and charges. - Dangerous goods desk: copied on any mention of dangerous or hazardous goods. A trained specialist checks every one. Routing rules: - One email, one desk. When an email raises more than one matter, route it by the matter that most needs someone to act now. Cargo that has stopped, or a cut-off being missed, comes first. - Nothing here looks up references, container numbers or bookings. Code matches them to the job. - The answers describe the email, never the member of staff who handles it.

Questions

  1. What does the sender mainly want from us in this email? Choice

    Pick the matter that most needs someone to act now, using the routing rules in the context. A second matter is recorded by its own question.

    • Quote request Asks for a price for a new shipment.
    • Booking or load offer Books a new shipment with us, or offers a load for us to move.
    • Status chase Asks where a booked shipment is or when it will move or arrive, including cargo that is held or delayed.
    • Documents sent Sends us a document, such as an invoice, packing list or bill of lading instructions, and asks for nothing else.
    • Documents requested Asks us to send or issue a document, such as a draft bill of lading, an air waybill or a certificate.
    • Amendment Asks to change a booked shipment: dates, routing, consignee, weight or cargo details.
    • Customs query Asks about duties, tariff classification, clearance or customs paperwork, when no booked shipment is being chased.
    • Pickup or delivery slot Asks for, confirms or changes a pickup or delivery time slot.
    • Damage or loss Reports damage, shortage or loss of goods, or gives notice of a possible claim.
    • Invoice question or dispute Questions or disputes a charge on one of our invoices.
    • Partner update A carrier, agent or haulier reports status, a schedule change or an event, and asks nothing of us.
    • Not operational Marketing, newsletters, spam, automatic replies or messages meant for someone else.
  2. Which transport mode does the email concern? Choice

    Judge from the words, equipment and references in the email: a 40HC or 20DV container is ocean full container load, an air waybill is air.

    • Ocean, full container Whole containers booked for one shipper (FCL).
    • Ocean, shared container Cargo sharing a container with other shippers (LCL, groupage by sea).
    • Air Air freight, air waybills, flights.
    • Road, full truck A whole truck or trailer for one shipment (FTL).
    • Road, part load Part loads and groupage by road (LTL).
    • Rail Rail freight, including rail container services.
    • Courier Express parcels and documents.
    • Several modes or best option The sender asks for prices by more than one mode, or leaves the choice of mode to us.
    • Mode not stated Nothing in the email shows which mode it concerns.
  3. How soon must someone act on this email, from what the sender says? Scale

    Rate the most urgent matter in the email. Do not compare dates with today; rely on words such as "yesterday", "tonight", "the vessel sails tomorrow" or "still not on board". The word "urgent" in a subject line is not enough on its own.

    • Routine No time pressure; an answer this week is fine.
    • Today Needs a reply today, but nothing is stopped or at risk yet.
    • Within hours A deadline today, such as a cut-off or a slot, is at risk.
    • Critical Cargo is stopped now, held by an authority, or a cut-off or sailing has been missed or is being missed now.
  4. Does the email refer to a shipment already booked with us? Yes / No

    Count a booking or job reference, a container, bill of lading or air waybill number, or plain words about a shipment we are already moving. Yes: The email is about a shipment already booked with us. No: The email is about a new shipment, or about no shipment.

  5. Does the email say cargo is held, selected for inspection or stopped by customs or another authority? Yes / No

    Count a hold, an inspection, an examination, a document check or a stop by customs, port health, police or any other authority, at origin or destination, even when the sender is not sure it is true. Yes: The email says cargo is, or may be, held or inspected by an authority. No: The email mentions no hold or inspection by an authority.

  6. Does the email say a cut-off, sailing, flight or delivery slot has been missed or may be missed? Yes / No

    Count a cargo, documentation or customs cut-off, a vessel or flight the cargo is not on, or a slot that will be missed. Do not compare dates yourself. Yes: The email says one of these has been missed or is at risk. No: The email says nothing has been or may be missed.

  7. Does the email mention dangerous or hazardous goods? Yes / No

    Count a UN number, a hazard class, "DG", "hazardous", "IMO", a safety data sheet, or goods often dangerous in transport such as lithium batteries, aerosols, paint, fuel or gas. This only copies the dangerous goods desk; it never clears anything. Yes: The email mentions dangerous goods or goods often dangerous in transport. No: The email mentions none.

  8. Does the sender express dissatisfaction with our service? Yes / No

    Count dissatisfaction in any words: not being told, having to chase, delays we caused, mistakes. Pressure from the sender's own customer counts only if the sender is unhappy with us. Yes: The sender is unhappy with something we did or failed to do. No: The sender expresses no dissatisfaction with us.

  9. Does the email raise a second matter that a different desk would act on? Yes / No

    Use the desks in the context. Count a matter only if a different desk from the one the main matter belongs to would have to act on it. Yes: At least two matters in the email belong to different desks. No: Everything in the email belongs to one desk.

  10. Is information missing that the desk needs before it can act? Yes / No

    Consider the main matter: which shipment or booking it is about, what cargo, where from and to, and what the sender wants done. Do not check whether a reference or container number is valid. Yes: The desk could not act without asking the sender for more. No: The email gives enough for the desk to start.

  11. Does the sender ask for a phone call or to speak to a person? Yes / No

    Yes: The sender asks to be phoned, to be called back, or to speak to someone. No: The sender asks for no call and no conversation.

Lens columns

request_type, request_type_probability, mode, mode_probability, urgency, urgency_average, existing_shipment, existing_shipment_probability, customs_hold, customs_hold_probability, cutoff_missed, cutoff_missed_probability, mentions_dangerous_goods, mentions_dangerous_goods_probability, complaint, complaint_probability, second_matter, second_matter_probability, missing_details, missing_details_probability, callback_requested, callback_requested_probability

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