Which signs show an intake process is worth modelling for agents?

Use this list to decide whether a particular intake process is a good candidate for agent training or evaluation.

- Submissions arrive in more than one channel, such as portal, email and phone notes, with different field quality. - A written completeness policy exists, even if staff apply it with local judgement. - Cases are matched against existing customer, policy or account records before routing. - More than one queue or team can receive the case, so routing has real alternatives. - Missing or conflicting information triggers a request back to the submitter rather than a silent rejection. - Duplicates, amendments and withdrawals occur and must be linked to the original case. - Handovers between teams carry notes that the next person depends on. - A correct outcome can be written down per case, so a grader can check it without opinion.

If most of these hold, the workflow has enough structure for a task pack with measurable success criteria. If only one or two hold, a simpler extraction test may be a better fit than a full simulated environment.