HermiaThe same standard.
Different work.
Your business decides what a prepared enquiry looks like. Explore the questions, context and handoff that matter to your team, with the scope of each pathway clearly explained.
Know the job before your team acts.
Enquiries from approved inboxes and connected or forwarded sources become structured trade job briefs. Hermia asks follow-ups for the asset, defect, location, urgency, safety and access details instead of treating “the roof is leaking” as a finished job brief.
- Plumbing, roofing, electrical, remedial and fire/ESM question flows.
- Existing Simpro and AroFlo handoffs, subject to the specific onboarded integration.
- Private email dockets for configured recipients; technicians retain on-site judgement, safety assessment, licensed work and final quoting.
Give property enquiries a clear route.
A property team may need to distinguish a maintenance request from a new leasing enquiry, capture the property and access context, then put a concise brief in front of the correct manager. The precise questions, permissions and destination system must be agreed per business.
- Define property, issue or enquiry type, contact and urgency fields.
- Route an approved brief to the appropriate operations or property team.
- Keep tenancy, safety, legal and final scheduling decisions with authorised staff.
Organise the enquiry without giving advice.
A law practice could collect contact details, matter category, jurisdiction and preferred follow-up route before a qualified person reviews a new enquiry. Confidentiality, conflicts checks and privilege need a practice-specific design.
- Ask only approved intake questions relevant to the practice.
- Separate routine administration from urgent review requests.
- Never represent AI intake as legal advice or conflict clearance.
Support intake. Leave care with clinicians.
A healthcare organisation may want to organise administrative enquiries, appointment requests and missing paperwork before a trained team member follows up. Clinical triage, protected health information and safety escalation require a separate specialist implementation.
- Start with low-risk, non-clinical administrative processes.
- Define consent, sensitive-data handling and escalation with the organisation.
- Do not make diagnoses, clinical triage decisions or care recommendations.
Every enquiry, read and briefed.
For an approved process, Hermia could read each finance enquiry against an institution-approved checklist, note what is asked for and which expected document or detail is missing, and record a brief for human review. Hermia never messages a finance business’s customers: your staff decide and make every contact. The document rules and delivery destination must be designed and tested with the institution.
- Define a narrow document checklist and what each enquiry is read for.
- Escalate exceptions and sensitive cases to authorised staff.
- Never claim loan decisions, financial advice, underwriting or a live banking connector.
Prepare a claim enquiry for the right person.
An insurer may receive a claim reference, incident account and supporting material in separate messages. A proposed administrative process could ask for the missing non-decision details and prepare a brief for authorised claims staff, using the insurer’s approved secure channels.
- Differentiate a new enquiry from an existing claim follow-up.
- Collect only approved reference and reported-incident context.
- Leave coverage, liability, payout and underwriting decisions to authorised staff.
Turn a stock question into a sales-ready brief.
A dealership may receive stock questions, trade-in details and test drive requests across email and marketplace messages. A proposed setup could ask for the missing details and put a concise brief in front of the right salesperson.
- Identify the vehicle or stock number and any trade-in.
- Capture finance interest and a preferred test drive time, without giving advice.
- Keep pricing, availability, finance and sales decisions with authorised staff.
Give every course enquiry a clear next step.
A college or training provider may receive the same intake, fee and entry questions many times a day. A proposed setup could ask which course, intake and study mode the person wants, then hand a brief to admissions.
- Capture course, intake, study mode and the questions asked.
- Route an approved brief to admissions or student services.
- Leave eligibility, offers, fees and enrolment decisions with authorised staff.
Every booking request, ready for the venue.
A restaurant or venue may receive table and function requests by message, email and form, often without the time, numbers or dietary needs. A proposed setup could ask for what is missing and hand a clear brief to the venue team.
- Capture date, time, guests, occasion and dietary needs.
- Route an approved brief to the venue or functions team.
- Keep booking confirmation, pricing and menu decisions with staff.
See the conversation.
See what reaches your team.
Explore the messages, prepared records and calendar handoffs. Choose your CRM and see the detail that turns an enquiry into a clearer next step.
Explore Hermia in action