Workflow and autonomy

Organising work that stays inside the agency. Every one of these is recorded in the audit trail with the agent named.

• When a requirement is confirmed

  Rank the available helpers against it

  Maid Matching Agent

  Yours to set

• When a placement case is created

  Generate the document checklist for this case type

  Processing Agent

  Yours to set

• When a document is uploaded

  Classify it and extract its fields

  Processing Agent

  Yours to set

• When a checklist item is unresolved after 5 days

  Raise it in the attention queue

  Processing Agent

  Yours to set

• When a placement starts

  Schedule the aftercare check-ins

  Aftercare Agent

  Yours to set

• When an interview is completed

  Summarise what was discussed and what is still to agree

  Interview & Scheduling Agent

  Yours to set

The agent does the preparation and stops. Nothing leaves the agency, and nothing becomes final, until someone says so.

• When a requirement is drafted from an employer's message

  Confirm it before any matching runs

  Requirement Agent

  Cannot be changed

  An inferred requirement is a proposal. Treating a guess as confirmed would put words in the employer's mouth and send helpers profiles they never asked for.

• When a helper submits her own registration

  Accept it as a profile households can be shown

  Helper Profile Agent

  Cannot be changed

  What she typed on her phone becomes what households read about her. Someone has to have read it first, and the skills on it have to be traceable to work she actually named.

• When matching produces a ranked list

  Share helper profiles with the employer

  Maid Matching Agent

  Cannot be changed

  Sending a profile to a household is an external disclosure about a person. Someone has to decide it is warranted.

• When both parties are interested after an interview

  Confirm the selection

  Interview & Scheduling Agent

  Cannot be changed

  Who a household hires, and who a helper works for, is not a decision this product makes.

• When the document checklist is complete

  Submit the application

  Processing Agent

  Cannot be changed

  A submission carries legal weight and is made in the agency's name.

• When an issue is raised with the category safety

  Escalate it to a named consultant

  Aftercare Agent

  Cannot be changed

  Safety cases take a named human escalation path. Nothing here may resolve one automatically.

• When a replacement is requested

  Approve or decline it

  Aftercare Agent

  Cannot be changed

  Ending a placement changes someone's employment and immigration status. That decision has to have a name against it.

• When a refund, credit or discount is requested

  Approve it and put it on the invoice

  Finance Agent

  Cannot be changed

  Money moving back to an employer is a commercial decision. The agent may explain a fee and chase an unpaid one; it may not give one up.

• When an invoice passes its due date

  Send the payment reminder

  Finance Agent

  Yours to set

• When fields are extracted from a document

  Accept them into the case record

  Processing Agent

  Yours to set

• When interview times are found

  Send them to the employer

  Interview & Scheduling Agent

  Yours to set

• When an aftercare check-in falls due

  Send the request to the employer and the helper

  Aftercare Agent

  Yours to set

• When something is outstanding from the household

  Send the document request

  Processing Agent

  Yours to set

• When a helper is due to arrive within the week

  Send the arrival briefing to the employer

  Deployment & Placement Agent

  Yours to set

Surfaced for a consultant to act on or ignore. Nothing happens on its own.

• When an employer has not responded for 4 days

  Suggest a follow-up to the consultant

  Employer CRM Agent

  Yours to set

• When a consultant's open items exceed their usual load

  Surface it on the manager dashboard

  Employer CRM Agent

  Yours to set