Triage settlement offers — escalate the big ones
Settlement offers above your configurable review threshold escalate to a manager queue; below it, an auto-response is sent and the offer is logged on the docket.
Trigger: A settlement offer is received.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Offer receivedTrigger
Fires when a creditor offer lands.
- 2Above threshold?Logic
Branches on your review threshold.
- 3Assign to managerAction
Escalates large offers for review.
- 4Auto-respond + logAI
Handles smaller offers automatically.
What it does for your team
Managers only see the offers that need them
Routine offers are answered instantly
Every offer is logged on the docket either way
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Questions about this template
Settlement offers above your configurable review threshold escalate to a manager queue; below it, an auto-response is sent and the offer is logged on the docket.
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