Get a nursery plant collection vehicle decision
Example: A nursery has large potted plants ready for a customer. The customer plans to collect them in a small car.
An assistant is an alternative when collection information changes the delivery decision.
A collection message is sufficient when the vehicle and loading plan already have staff approval.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A nursery has large potted plants ready for a customer. The customer plans to collect them in a small car.
The manager supplies package dimensions and customer email. Staff will give a decision about the loading and transport requirements.
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 package dimensions.
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Get the planned collection vehicle type.
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Get the selected collection time.
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Send transport questions to nursery staff.
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Send the nursery manager 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 nursery manager.
Nursery staff must give loading and transport instructions.
An illustrative result
The customer identifies a vehicle with insufficient stated space and wants delivery instead. No delivery has approval.
The manager gives a delivery offer or a different collection arrangement.
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.