Smart Lock Configuration – Configuration Request Workflow

Purpose

This workflow is used when a customer requests assistance with a smart lock, electronic deadbolt, keypad lock, Wi-Fi lock, Bluetooth lock, or access control system.

The goal is to recommend, configure, and optimize smart lock functionality while integrating it into the customer's existing smart home ecosystem.

Customer Trigger Phrases

Examples:

• I want a smart lock
• I need keyless entry
• I want to lock my door remotely
• I want to create guest access codes
• My smart lock is offline
• My lock won't connect to Wi-Fi
• I want Alexa to lock my door
• I want family members to have access
• I want vacation rental access codes
• I need smart lock recommendations

Step 1 – Ticket Creation

Freshdesk creates a ticket.

Category:

Smart Security

Request Type:

Smart Lock Configuration

Status:

New

Step 2 – In Review

Determine the customer's goals.

Convenience

Examples:

• Keyless entry
• Remote locking
• Family access

Security

Examples:

• Access tracking
• Lock notifications
• Temporary access codes

Property Type

Examples:

• Primary residence
• Vacation home
• Rental property
• Airbnb

Existing Smart Home Devices

Examples:

• Alexa
• SmartThings
• Ring
• Cameras
• Garage doors

Step 3 – Information Collection

Collect:

Door Information

• Front door
• Back door
• Garage entry door
• Interior door

Existing Lock Type

• Deadbolt
• Lever lock
• Knob lock

Connectivity Preferences

• Wi-Fi
• Bluetooth
• Z-Wave
• Matter

Access Requirements

• Family members
• Guests
• Housekeepers
• Contractors

Step 4 – Move to In Progress

Customer information is attached to the GHL contact.

Information passed includes:

• Property information
• Lock requirements
• Existing devices
• Customer goals

The SmartHomeConcierge.ai Bot reviews the request.

Step 5 – Configuration Analysis

Level 1 – Basic Smart Lock

Recommended when:

• Simple keyless entry desired
• Limited automation required

Possible features:

• Mobile app access
• Remote locking
• Access notifications

Level 2 – Family Access Management

Recommended when:

• Multiple users require access

Possible configurations:

• User profiles
• Family access codes
• Scheduled access

Level 3 – Smart Home Integration

Recommended when:

• Customer wants automations

Possible integrations:

• Alexa
• SmartThings
• Cameras
• Garage doors
• Security systems

Step 6 – Product Recommendations

Possible recommendations may include:

Residential Smart Locks

• Yale
• Schlage
• Kwikset

Smart Home Compatible Locks

• Matter-compatible locks
• SmartThings-compatible locks
• Alexa-compatible locks

Recommendations should be based on:

• Door type
• Connectivity requirements
• Automation goals
• Property use

Step 7 – Installation Requirements

Important:

SmartHomeConcierge.ai does not perform physical installations.

Customer may require:

• Locksmith
• Handyman
• General contractor

The installer is responsible for physical installation and lock operation.

Step 8 – SmartHomeConcierge.ai Configuration Services

After installation, SmartHomeConcierge.ai may assist with:

Device Setup

• Account creation
• Device registration
• Wi-Fi connection

User Management

• Create user accounts
• Create access codes
• Remove access codes

Notification Setup

• Lock alerts
• Unlock alerts
• Battery alerts

Smart Home Integration

• Alexa integration
• SmartThings integration
• Camera integration
• Security system integration

Automation Setup

Examples:

• Goodnight routine locks doors
• Away routine locks doors
• Vacation mode automations

Step 9 – Recommended Enhancements

Additional recommendations may include:

Doorbell Cameras

View visitors before unlocking.

Security Cameras

Monitor entry points.

Garage Door Integration

Secure all access points.

Smart Lighting

Illuminate entry areas automatically.

Alarm System Integration

Coordinate lock and security functions.

Step 10 – Customer Response

Example:

"We reviewed your access requirements, property type, existing smart home devices, and automation goals. Based on your needs, we identified smart lock solutions, installation requirements, and configuration opportunities that improve both convenience and security."

Step 11 – Resolved

Work Completed:

• Requirements reviewed
• Product recommendations provided
• Configuration plan completed
• Integration opportunities identified

Status:

Resolved

SMS Sent:

"Your SmartHomeConcierge.ai smart lock recommendations are ready. Please review the recommendations and let us know when installation is complete if you would like assistance with setup and automation."

Step 12 – Closed

Customer confirms completion.

Status:

Closed

Knowledge Capture

Document:

• Property type
• Lock selected
• Installation method
• User access requirements
• Automations created
• Integrations configured

Freshdesk Bot Learning

Capture:

• Common lock requests
• Successful product recommendations
• Common automation requirements

SmartHomeConcierge.ai Bot Learning

Learn:

• Successful smart lock configurations
• Popular automation workflows
• Access management strategies
• Future security recommendations

Goal

The goal of this workflow is to help customers improve security, convenience, and access control by selecting, configuring, and integrating smart locks into a unified smart home experience.