What AI prepares and who decides

02AI & People · overview

Where does AI help, and where must a person own the action and the record?Illustrative contractor case · no figures are given or implied

AIMatchConfirm matchOffice coordinator confirms the property or marks it newSystem recordProperty or account link, or a new record
AIBrief · suggestAccept ownershipCoordinator routes; the estimator accepts or reassignsSystem recordAssignment and acceptance of ownership
AIDraft questionsSet scope and priceEstimator decides; a manager approves where policy requiresSystem recordConfirmed scope; estimate version sent
AIDraft · remindApprove messageEstimator decides whether and when to contact the customerSystem recordWhat people actually sent
AIFlag conflictsCommit scheduleScheduler and operations lead commit crew, materials and datesSystem recordJob scheduled; materials and subcontracts ordered

Teal: AI preparation. Ochre: a human commitment. Dashed: an uncertain match flagged for review instead of merged. AI sends no price, promises no date and repeats no follow-up on its own.

Preparing is not deciding

AI can assemble property history, draft an intake brief and suggest the estimator by trade and territory. The coordinator confirms the route, and the estimator accepts or reassigns ownership. The commitment stays human.

Uncertain matches stay unconfirmed

When AI cannot confidently link a request to an existing property or account, it flags the match for review instead of merging records. A wrong link can misroute the request and corrupt the trace.

No automatic commitments or endless contact

Drafts and reminders go to staff, who decide whether and when to contact the customer. AI does not send prices, promise dates or repeat follow-ups on its own; the communication system records what people sent.

Decision for your leadership teamFor our chosen request type, which steps may AI prepare, and which person approves each commitment?

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