Conversations
Assignment and transfer rules
Preserve ownership clarity through every handoff and escalation.
Samdesk execution pattern
Use this checklist for consistent case execution:
- Define owner and expected outcome before taking action.
- Work in fixed sequence: triage -> action -> validation -> follow-up.
- Log key decisions briefly so handoffs and escalations stay clean.
Principles
- Each active conversation has one owner.
- Every transfer includes context and next action.
Steps
- Assign ownership immediately.
- Add an internal note before transfer.
- Update status to reflect handoff stage.
- Confirm receipt by the new owner.
