Inquiry Auto-reply + Escalation

InquiriesStandard+

Description

Inquiry Auto-reply + Escalation is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Run the prompt in a connected AI chat to review the responses and carry out the supported actions.

3 steps

  1. 1

    Read the new response

    At chat execution, confirm the target responses, dates, and evidence. Ask when required information is missing.

  2. 2

    Decide the next action

    Decide the next action from the response, score, date, or category.

  3. 3

    Apply to operations

    Confirm access, targets, and copy before execution. Keep results separate from schedules and append business tags or notes while preserving existing values.

Prompt Example

Goal: Handle inquiry receipt, auto-reply, categorization, and escalation in one flow. Fields: Respondent email address, Response body, and Owner. Extract inquiry type, urgency, and information needed for reply from the response body. Rules: Prioritize outage, refund, and cancellation requests; route sales inquiries to sales; keep general questions in normal support. Actions: Review and configure the acknowledgment using auto_reply in update_email_template. Classify inquiries and prepare owner routing when this prompt runs in chat. Store normal_support, priority_support, or sales_followup as business tags and proposed owner and due date in notes. Do not treat AI classification or owner notification as an always-running background process. Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them. Records: update_response accepts only new / in_progress / resolved / spam for status. Use status="in_progress" for new open work; do not reopen existing resolved/spam responses, and use resolved only when the work is verified complete. Immediately before changing business tags or notes, read their current values with search_responses. Pass the deduplicated full set of existing plus added tags (at most 20 tags, 50 characters each), or the full existing notes with the addition appended. If current values cannot be read or limits would be exceeded, ask instead of overwriting. Keep schedules and drafts separate from verified sends, writes, and attendance.

For you

steps
3 steps
Required plan
Standard+
Required integrations
FORMLOVA

What this workflow solves

Form responses arrive, but auto-reply, categorization, and escalation for inquiries still depends on manual checking, causing delayed or missed follow-up.

Best for

  • contact desks
  • small support teams

Expected outcome

When you run the prompt in chat, each reviewed response moves into a clear auto-reply, categorization, and escalation for inquiries state, so the team can focus on the next required action.

Setup notes

  • Connect FORMLOVA MCP in your AI client and confirm permission to read and update responses for the target form.
  • Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them.
  • The required FORMLOVA plan is Standard or higher. Native email operations follow the tool's recipient, copy, time confirmation, and monthly sending limits.
  • Business labels are not response statuses. Read current tags/notes immediately before updating and preserve them when appending; tags allow at most 20 values of 50 characters each. Ask if values cannot be read or limits would be exceeded.

FAQ

Can this work with an existing form?

Yes. Map the existing response fields to the required slots and adjust the notification or record destination.

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