What it helps with
A small team can sort inquiries by intent and urgency while retaining the human decision about routing or follow-up.
Cadizo Form Triage is a paid, connected WordPress workflow. It uses the Cadizo account connected through Hub, so there is no provider key to paste into the site and no free inference path to manage.
How to use Form Triage
Connect the form inbox, define the allowed local routes and policy, then review triage proposals in the private queue.
- Install the package. Download the ZIP, open WordPress Plugins → Add New → Upload Plugin, and activate it.
- Connect through Hub. Install Cadizo Hub if it is not already active, then connect the site once to the Cadizo account.
- Review before acting. Use the workflow with your own evidence and policy, then let the responsible editor decide what happens next.
Example: A services firm separates a pricing question, a support request, and a partnership pitch into reviewer-approved next steps.
What stays in your control
It does not send replies, assign contacts, update a CRM, or make an eligibility decision.
One account across the factory
Cadizo Credits are shared across compatible workflows. Standard work costs 1 credit, Better costs 3, and Best costs 5. The workflow tells the site its tier before it starts; a refused or failed request is not charged.
