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denniszielke
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contact-routing

Routes employees to branch specialists and schedules customer follow-ups via WorkIQ.

4|Updated Jul 1, 2026
Search Tags:#follow-up#banking#WorkIQ#product search#calendar scheduling#contact routing#branch directory
One-click install
npx skills add https://github.com/denniszielke/agentic-banking-ecosystem --skill contact-routing-denniszielke
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: contact-routing
Source: https://github.com/denniszielke/agentic-banking-ecosystem/tree/main/src/employee_advisory_agent/skills/contact-routing
Command: npx skills add https://github.com/denniszielke/agentic-banking-ecosystem --skill contact-routing-denniszielke

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Bank employees often struggle to identify the right internal specialist or branch for a given product or topic, and manually coordinating customer follow-ups wastes time. This Skill resolves product-to-contact routing and books follow-up meetings in the employee's own calendar. ## Core Features & Use Cases - Specialist Routing: Identifies the branch, department, or specialist that owns a product using product search and branch directory grounding files, with cited sources. - Calendar-Aware Scheduling: Reads the employee's calendar through WorkIQ tools to propose concrete free slots for follow-ups. - Confirmed Follow-up Creation: Drafts and creates calendar items only after explicit employee confirmation. - Use Case: An employee asks who handles business lending in the North branch, then books a follow-up with a customer next week about a credit card application. ## Quick Start Ask the agent who the specialist is for business lending in the North branch and to schedule a follow-up with the customer next week.

Frequently Asked Questions about contact-routing

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I find the right branch specialist for a banking product?▼

The Skill uses product search combined with branch directory grounding files to identify the branch, department, or specialist that owns a product. It returns the contact name, department, and how to reach them, citing the source file and numbered section.

How to schedule a customer follow-up in my calendar with an AI agent?▼

The Skill reads your calendar through WorkIQ tools to find free slots, proposes a concrete time, and drafts the calendar item with title, time, and attendees. The event is only created after you explicitly confirm it.

Does the scheduling feature access other employees' calendars?▼

No, the Skill only uses the employee's own user context via WorkIQ and never accesses another user's calendar. This guardrail is enforced in the Skill instructions to protect user privacy.

Can the agent create calendar events without my confirmation?▼

No, calendar write actions require explicit employee confirmation before execution. The Skill drafts the event details first, waits for approval, and only then creates and summarizes the follow-up.

What sources does contact routing use for branch information?▼

Routing decisions are grounded in branch directory files such as bank-north.md and bank-south.md, combined with the search_financial_products tool. Every answer cites the specific file and numbered section used.

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