Distributor and Reseller Enquiry Form Workflow

How is this workflow audited?

Every step — from enquiry creation through AI prioritisation, manual review, owner assignment, fit decision, and closure — is logged with timestamps and status changes inside assess.one. This creates a traceable record of who reviewed each enquiry, what decision was recorded, and when communications were sent, supporting internal governance reviews and compliance reporting.

Who has access to enquiry records and decision data?

Access is configured within assess.one using role-based permissions, so only assigned channel or sales owners, reviewers, and administrators can view or act on enquiry records. Permissions can be scoped by team, region, or role to reflect your organisation's channel management structure.

How does this integrate with email and SMS notifications?

Confirmation, closure, and feedback communications are sent via Postmark for email and Twilio for SMS, both configured directly inside assess.one. No separate development work or external integration project is required — connections are set up through the platform's integration settings.

Can the AI prioritisation logic be customised?

Yes, the criteria used for AI prioritisation, along with the thresholds that trigger manual review, can be adjusted directly within the workflow builder. Teams can tailor prioritisation to reflect commercial priorities, geographic focus, or partner tiering without needing developer involvement.

What happens at the manual review checkpoint?

When an enquiry does not meet automated prioritisation confidence thresholds, it is routed to a manual review step where a designated reviewer assesses priority and determines next steps. The outcome of this review then routes the enquiry either to owner assignment or an alternative path, with the decision recorded against the enquiry.

How is the fit review decision handled and recorded?

The assigned channel or sales owner reviews geographic and commercial fit and records a decision directly in the workflow. This outcome is persisted to the enquiry record and used to route the process automatically to either a handed-off closure or a not-a-fit closure.

Who needs access to this workflow within our organisation?

Typically, sales operations or channel management administrators configure and maintain the workflow, while channel/sales owners and designated reviewers need access to act on assigned enquiries. Access can be extended or restricted as needed through assess.one's role settings.

How long does implementation take?

The template is ready to use and can be published in minutes, with no lengthy implementation project required. Once published, your team can begin receiving and processing live distributor and reseller enquiries immediately.

What compliance considerations apply to closure and feedback steps?

Closure confirmations are sent automatically to maintain a consistent communication record for both handed-off and not-a-fit outcomes, supporting audit and compliance needs. The one-day-delayed feedback request is designed to capture partner sentiment without requiring manual follow-up tracking by the sales or channel team.

Can notification templates and timing be adjusted?

Yes, email and SMS content, along with the delay before the feedback request is sent, can be edited directly within the workflow configuration. This allows teams to align messaging tone and timing with brand and partner communication standards without external development work.