KEY TAKEAWAYS
- Start with a clear repetitive task or question
- Review data, permissions and privacy
- Define exceptions and human review
- Test on a small scope and measure value before scaling
Why this matters to the business
Lead routing assigns leads based on rules, reduces waiting time and tracks follow-up status.
A practical way to think about it
Technology, automation and AI should start from a clear use case, suitable data and acceptable risk, with human review at important points.
Use the principles above as a decision framework, then adapt them to the audience, current process, available data and resources.
How MEPOR applies the principle
We connect this topic only to services we actually provide—Digital Marketing, Online PR, Website & Online System, or Technology & AI—rather than adding technology for its own sake.
Common mistakes01 02 03
Starting with “we want AI” before a use case
Sending sensitive data without policy review
Automation without a fallback