Collect a bicycle tour luggage transfer decision
Example: A bicycle tour customer has one bag larger than the stated transfer limit. The transfer supplier must have a decision before departure.
An assistant is an alternative when luggage preparation must have a related service decision.
A packing notice is sufficient when the customer's bag meets the supplied limit.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A bicycle tour customer has one bag larger than the stated transfer limit. The transfer supplier must have a decision before departure.
The coordinator supplies the bag limit and customer email. The coordinator gives approval for additional transfer offers.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Send the customer the supplied luggage limit.
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Get the dimensions of the proposed bag.
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Get the customer's decision about using a smaller bag.
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Send an extra-transfer request to the coordinator.
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Send the tour coordinator the result in this conversation.
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Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the tour coordinator.
Supplier confirmation is necessary for storage or a bag outside the supplied limit.
An illustrative result
The customer can use a smaller bag but must have storage for the larger case. No storage service has approval.
The coordinator gets a storage offer before giving confirmation of the customer's luggage plan.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.