Welcome Home Automation – Configuration Request Workflow

Created by Lamont Gibson, Modified on Mon, 22 Jun at 10:22 PM by Lamont Gibson

Purpose

This workflow is used when a customer wants their home to automatically respond when they arrive home by activating devices, lighting, comfort settings, security settings, notifications, or personalized routines.

The goal is to create a seamless arrival experience using the customer's existing smart home ecosystem before recommending additional equipment purchases.

Customer Trigger Phrases

Examples:

I want my home to welcome me home
Turn lights on when I arrive
Unlock my door automatically
Create an arrival routine
Automate my home when I get home
Set my thermostat before I arrive
Turn on my favorite lights when I come home
Create a Welcome Home routine
I want my house ready when I arrive
Automate my arrival experience

Step 1 – Ticket Creation

Freshdesk creates a ticket.

Category:

Smart Living

Request Type:

Welcome Home Automation

Status:

New

Step 2 – In Review

Determine the customer's goals.

Convenience

Examples:

Lights turn on automatically
Garage opens automatically
Thermostat adjusts automatically

Comfort

Examples:

Preferred temperature settings
Preferred lighting scenes
Music activation

Security

Examples:

Security system disarms
Camera notifications adjusted
Entry monitoring

Family Notifications

Examples:

Notify family member when arriving home
Arrival announcements

Step 3 – Information Collection

Collect:

Arrival Method

Examples:

Front door
Garage
Smart lock
Security system

Existing Smart Home Devices

Examples:

Alexa
SmartThings
Ring
Cameras
Smart locks
MyQ
ecobee
Nest
Smart lighting

Desired Automations

Examples:

Lighting
Temperature
Security
Notifications
Music
Garage access

Occupancy Information

Examples:

Individual arrival
Family arrival
Multiple household members

Step 4 – Move to In Progress

Customer information is attached to the GHL contact.

Information passed includes:

Existing devices
Desired automations
Arrival preferences
Property information

The SmartHomeConcierge.ai Bot begins arrival automation analysis.

Step 5 – Arrival Automation Assessment

Device Review

Review:

Smart locks
Garage controllers
Thermostats
Cameras
Lighting systems

Determine:

Existing automation capabilities

Security Review

Review:

Alarm systems
Smart locks
Cameras

Determine:

Security adjustments needed during arrival

Comfort Review

Review:

Temperature preferences
Lighting preferences
Entertainment preferences

Determine:

Personalized arrival settings

Notification Review

Review:

Arrival announcements
Family notifications
Device notifications

Determine:

Communication opportunities

Step 6 – Optimization Opportunities

Level 1 – No Purchases Required

Review and optimize:

Existing Routines

Examples:

Alexa routines
SmartThings automations

Existing Devices

Examples:

Lighting schedules
Thermostat schedules
Notification settings

Geofencing

Examples:

Home arrival detection
Automatic routine activation

Level 2 – Existing Device Optimization

Identify capabilities already available.

Examples:

Alexa

Welcome announcements
Arrival routines

SmartThings

Arrival automations
Occupancy detection

ecobee

Home comfort settings
Occupancy adjustments

MyQ

Garage arrival notifications

Level 3 – Welcome Home Enhancement Recommendations

Only after optimization opportunities are exhausted.

Possible recommendations:

Smart Lighting

Create personalized scenes.

Smart Locks

Simplify home access.

Smart Thermostats

Improve comfort upon arrival.

Smart Speakers

Enable announcements and music.

Garage Automation

Improve arrival convenience.

Step 7 – SmartHomeConcierge.ai Configuration Services

SmartHomeConcierge.ai may assist with:

Routine Configuration

Arrival routines
Geofencing automations
Occupancy automations

Device Configuration

Lighting setup
Thermostat setup
Security setup

Smart Home Integration

Alexa integration
SmartThings integration
Security system integration

Notification Configuration

Family notifications
Arrival announcements
Device alerts

Step 8 – Recommended Enhancements

Additional recommendations may include:

Smart Lighting Scenes

Create personalized welcome environments.

Smart Speakers

Play music or announcements upon arrival.

Smart Thermostats

Adjust comfort settings before arrival.

Smart Locks

Provide seamless entry.

Garage Automation

Coordinate arrival activities.

Step 9 – Example Welcome Home Automation

Example:

When homeowner arrives:

Garage door status checked
Security system disarmed
Entry lights turn on
Thermostat switches to Home mode
Living room lights activate
Alexa announces welcome message
Family member receives arrival notification

Step 10 – Customer Response

Example:

"We reviewed your smart home devices, arrival preferences, comfort goals, and security requirements. Several opportunities were identified to create a personalized Welcome Home experience using your existing equipment."

Step 11 – Resolved

Work Completed:

Device review completed
Automation opportunities identified
Welcome Home workflow created
Recommendations delivered

Status:

Resolved

SMS Sent:

"Your SmartHomeConcierge.ai Welcome Home automation recommendations are ready. Please review the recommendations and contact us if you would like assistance implementing them."

Step 12 – Closed

Customer confirms recommendations received.

Status:

Closed

Knowledge Capture

Document:

Devices involved
Arrival triggers
Automations created
Notifications configured
Customer preferences
Customer outcome

Freshdesk Bot Learning

Capture:

Common arrival automation requests
Successful automation workflows
Popular Welcome Home routines

SmartHomeConcierge.ai Bot Learning

Learn:

Successful Welcome Home automations
Customer comfort preferences
Effective arrival workflows
Future automation opportunities

Goal

The goal of this workflow is to create a personalized, secure, and convenient arrival experience that automatically prepares the home for the customer using their existing smart home ecosystem before recommending additional equipment purchases.