Benchcraft / Service room
Case routing   /   Customer support owner

Contact Permission Gate

Prepare a follow-up shortlist under a contact preference and acknowledgement rule.

01 / Inputs

Working sheet

Edit any cell to recalculate. Use anonymous references. Data stays in this browser tab and clears when you reload.

ReferenceRequestPreferenceChannelRow
02 / Review

Decision sheet

ReferenceChannelQueue decision
S-14emailReady
S-18phoneExclude: withdrawn
S-20emailExclude: closed
How the rule works

An approved channel and an open request are required. A withdrawn preference overrides all other states. This tool only prepares a list.

Read the worked example

Optional paid service

Request a custom workflow

€149 one-time pilot after written scope agreement. JB Codex adapts one repeated job with a worked example and owner review.

The free tool runs independently on your device.