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AI workforce orchestration · Use case

Help tenants reach the next service owner

Explore AI-assisted tenant requests: gather unit and issue details, propose an owner and draft status updates, with people responsible for emergencies, access, disputes and costs.

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An AI specialist and human owner coordinate a business request and its next action.
AI roles · Connected work · Your people
WHAT STARTS THE WORK

A tenant reports an issue and needs to know who will take it forward.

AI AGENTSWORKFLOW STEPSHUMAN DECISIONS3 roles, defined access6 stages, each with an owner1 decision owner1Identify the requestTenant intake worker2Screen urgencyProperty manager3ClassifyService routing worker4Apply responsibilityService routing worker5Propose work recordService routing worker6Update or decideProperty managerTenant intake workerService routing workerTenant update workerProperty managerCONTROLS AROUND EVERY STAGE4 operating rules · 4 decision rules · 4 channels · records to verify

AI agents

  • Tenant intake worker
  • Service routing worker
  • Tenant update worker

Human decisions

  • Property manager

Workflow steps

  1. Identify the requestTenant intake worker
  2. Screen urgencyProperty manager
  3. ClassifyService routing worker
  4. Apply responsibilityService routing worker
  5. Propose work recordService routing worker
  6. Update or decideProperty manager

4 operating rules · 4 decision rules · 4 channels · records to verify

Illustrative design. Systems, permissions, human coverage and outcomes must be configured and validated for your deployment.
THE RESULT TO CHECK

A staff-owned request with the next action and status recorded; unconfirmed fulfillment remains visible.

On this page

The operating problem

A tenant has described the same problem to leasing and maintenance but still does not know who will respond. This example gathers the available unit and issue details, proposes an owner from the agreed responsibilities and prepares updates from the current service record. A request stays unassigned until an owner accepts it. Property teams retain emergency response, access, contractual, dispute and cost decisions.

  • Tenants repeat the same unit, contact, and issue details across calls, messages, leasing teams, and maintenance teams.
  • Information, maintenance, complaint, and emergency requests enter the same channel but need different owners and response paths.
  • A request can be acknowledged without being owned, leaving the tenant to chase the property team for a meaningful update.

Who handles the work

Example division of work between AI workers and your team.

AI worker

Tenant intake worker

Collects the reported tenant, unit, location, contact and issue details, with missing or unverified facts visible for follow-up.

  • Tenant request record
  • Acts within policy — captures and clarifies facts
AI worker

Service routing worker

Uses the agreed responsibility mapping to propose an owner, leaving unclear categories or unavailable teams for review.

  • Owner proposal
  • Suggest-only for uncertain classifications and exceptions
AI worker

Tenant update worker

Prepares updates from the current approved request record and flags unknown or outdated status for the property team.

  • Verified updates
  • Acts within policy — read-only status communication
Human owner

Property manager

Owns emergency, contractual, access, dispute, charge, and vendor-cost decisions.

  • Tenant service exceptions and authority
  • Full authority

How the work could flow

Use this sequence to agree the workflow and test each step before launch.

01Tenant intake worker

Identify the request

What verified tenant, unit, location, contact, and issue context is available?

02Property manager

Screen urgency

Does the wording indicate an emergency or safety issue requiring immediate human handling?

03Service routing worker

Classify

Is this information, maintenance, complaint, or an exception outside the routine path?

04Service routing worker

Apply responsibility

Which configured owner and next step apply to this request type and property?

05Service routing worker

Propose work record

Is a reviewable work-order or case proposal appropriate for the verified request?

06Property manager

Update or decide

What human decision, approval, or verified update is required before the tenant is informed?

Decisions your team keeps

Proposed operating requirements to configure and verify, including what happens when a system or human handoff is unavailable.

  • Require identified emergency and safety requests to stop routine classification and follow the property’s response procedure; verify staff acceptance and fallback handling.
  • The responsibility matrix informs routing but does not interpret a lease, contract, or legal position.
  • Access permission, disputes, rent or service-charge questions, vendor costs, and contractor decisions remain human-owned.
  • Tenant-facing updates are grounded in the configured case or work-management record and never promise an unverified outcome.
  • No emergency assessment, legal or contractual interpretation, access permission, dispute resolution, or charge decision by the worker team.
  • Work records are proposed from verified tenant and unit context and remain attributable to a human owner.
  • Vendor selection and vendor-cost decisions remain with the property team.
  • The tenant receives only approved status and next steps from the configured record.

Systems & channels

Systems to connect

Scope these around the selected implementation.

  • Configured property or tenant-management system
  • Unit and tenant record
  • Responsibility matrix and service catalogue
  • Work-order or case-management record

Channels to evaluate

Select and validate the required provider pathways.

  • Voice
  • WhatsApp
  • Web chat
  • Email

What to measure

Pilot measurement definitions, not claimed customer results.

Before routing

Request completeness

Measures whether the tenant, unit, location, contact, and issue details needed by the receiving team are present at handoff.

From tenant contact

Time to owner

Measure time from the first tenant contact until a named owner accepts responsibility, and keep unassigned or rejected requests visible in the results.

By request type

Repeat contacts before resolution

Shows where tenants have to chase the same issue and where a responsibility or status pathway needs improvement.

A bounded rollout

01Stage 1

One property, one routine lane

Start with a recurring non-emergency request type and have the property team review every routed case and proposed work record.

02Stage 2

Responsibility and status visibility

Test owner acceptance and current status from the agreed service record. Keep unassigned requests and unavailable or outdated updates visible, with a property-team fallback.

03Stage 3

Adjacent request types

Review time to accepted ownership, repeated contacts and unresolved requests before adding another property or request type. Confirm human responsibilities for access, charges, disputes and emergencies in each setting.

Questions about this workflow

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