Home Health & Environmental Monitoring – Configuration Request Workflow

Purpose

This workflow is used when a customer wants to monitor indoor air quality, temperature, humidity, allergens, smoke, carbon monoxide, water quality, mold risk, or overall environmental conditions within their home.

The goal is to improve occupant health, comfort, awareness, and property protection using the customer's existing smart home ecosystem before recommending additional equipment purchases.

Customer Trigger Phrases

Examples:

• Monitor my home's air quality
• Improve indoor air quality
• Track humidity levels
• Reduce allergens in my home
• Monitor mold risk
• Monitor carbon monoxide
• Monitor smoke alerts
• Improve home health conditions
• Track environmental conditions
• Create a healthier home

Step 1 – Ticket Creation

Freshdesk creates a ticket.

Category:

Smart Living

Request Type:

Home Health & Environmental Monitoring

Status:

New

Step 2 – In Review

Determine the customer's goals.

Air Quality

Examples:

• Allergies
• Dust concerns
• Indoor air quality awareness

Humidity Control

Examples:

• Prevent mold
• Improve comfort
• Protect furnishings

Temperature Monitoring

Examples:

• Comfort
• Energy efficiency
• Room-specific monitoring

Safety Monitoring

Examples:

• Smoke detection
• Carbon monoxide detection
• Environmental alerts

Wellness

Examples:

• Sleep quality
• Respiratory concerns
• Family health

Step 3 – Information Collection

Collect:

Property Information

• House
• Condo
• Townhome
• Apartment

Household Information

Examples:

• Children
• Seniors
• Pets
• Allergy sufferers

Existing Smart Home Devices

Examples:

• ecobee
• Nest
• Smart sensors
• Air purifiers
• Alexa
• SmartThings
• Smoke detectors
• Carbon monoxide detectors

Customer Concerns

Examples:

• Allergies
• Mold concerns
• Dry air
• Poor ventilation
• Air quality

Step 4 – Move to In Progress

Customer information is attached to the GHL contact.

Information passed includes:

• Property information
• Existing devices
• Household concerns
• Monitoring goals

The SmartHomeConcierge.ai Bot begins environmental analysis.

Step 5 – Environmental Assessment

Temperature Review

Review:

• Indoor temperatures
• Room-to-room differences
• Comfort concerns

Determine:

• Monitoring opportunities
• Comfort improvements

Humidity Review

Review:

• High humidity areas
• Low humidity areas
• Seasonal conditions

Determine:

• Mold risks
• Comfort opportunities

Air Quality Review

Review:

• Existing sensors
• Air purification systems
• Ventilation concerns

Determine:

• Air quality improvement opportunities

Safety Review

Review:

• Smoke detectors
• Carbon monoxide detectors
• Existing alerts

Determine:

• Monitoring gaps
• Notification opportunities

Step 6 – Optimization Opportunities

Level 1 – No Purchases Required

Review and optimize:

Existing Sensors

Examples:

• Alert settings
• Notification settings
• Monitoring schedules

Existing Thermostats

Examples:

• Comfort settings
• Humidity management
• Temperature monitoring

Existing Air Purifiers

Examples:

• Schedule optimization
• Filter reminders

Level 2 – Existing Device Optimization

Identify capabilities already available.

Examples:

ecobee

• Humidity monitoring
• Temperature monitoring
• Comfort optimization

Nest

• Temperature monitoring
• Environmental awareness

Alexa

• Environmental alerts
• Voice notifications

SmartThings

• Sensor automations
• Monitoring routines

Level 3 – Environmental Monitoring Recommendations

Only after optimization opportunities are exhausted.

Possible recommendations:

Air Quality Sensors

Monitor indoor air conditions.

Smart Air Purifiers

Improve indoor air quality.

Humidity Sensors

Monitor moisture levels.

Smart Humidifiers

Improve comfort and respiratory health.

Additional Environmental Sensors

Expand monitoring coverage.

Step 7 – Installation Requirements

Important:

SmartHomeConcierge.ai does not perform HVAC work, remediation services, environmental testing, or physical installations.

Customer may require:

• HVAC contractor
• Electrician
• Air quality specialist
• General contractor

The installer is responsible for physical installation and operational testing.

Step 8 – SmartHomeConcierge.ai Configuration Services

After installation, SmartHomeConcierge.ai may assist with:

Device Setup

• Account creation
• Device registration
• Wi-Fi connection

Alert Configuration

• Air quality alerts
• Temperature alerts
• Humidity alerts
• Smoke alerts
• Carbon monoxide alerts

Smart Home Integration

• Alexa integration
• SmartThings integration
• Thermostat integration

Automation Configuration

Examples:

• Air purifier activates when air quality declines
• Humidifier activates when humidity drops
• Environmental alerts delivered to family members

Step 9 – Example Home Health Workflow

Example:

During normal operation:

• Air quality monitored continuously
• Humidity levels tracked
• Temperature monitored throughout the home
• Air purifier activated automatically when needed
• Customer receives environmental alerts
• Smoke and carbon monoxide alerts remain active

Step 10 – Recommended Enhancements

Additional recommendations may include:

Air Quality Sensors

Improve environmental awareness.

Smart Air Purifiers

Improve indoor air quality.

Humidity Monitoring

Reduce mold risks.

Smart Humidifiers

Improve comfort and sleep quality.

Environmental Dashboards

Monitor home health conditions over time.

Step 11 – Customer Response

Example:

"We reviewed your home's environmental conditions, existing smart devices, household needs, and monitoring goals. Several opportunities were identified to improve air quality, comfort, safety, and environmental awareness using your existing smart home ecosystem."

Step 12 – Resolved

Work Completed:

• Environmental review completed
• Monitoring opportunities identified
• Automation opportunities identified
• Recommendations delivered

Status:

Resolved

SMS Sent:

"Your SmartHomeConcierge.ai Home Health & Environmental Monitoring recommendations are ready. Please review the recommendations and contact us if you would like assistance implementing them."

Step 13 – Closed

Customer confirms recommendations received.

Status:

Closed

Knowledge Capture

Document:

• Property type
• Environmental concerns
• Existing devices
• Recommendations provided
• Automations created
• Customer outcome

Freshdesk Bot Learning

Capture:

• Common environmental concerns
• Successful monitoring strategies
• Effective automation workflows

SmartHomeConcierge.ai Bot Learning

Learn:

• Successful environmental monitoring configurations
• Common household health concerns
• Effective alert strategies
• Future wellness automation opportunities

Goal

The goal of this workflow is to improve the health, comfort, safety, and environmental awareness of the home by monitoring critical conditions, optimizing existing smart devices, and creating intelligent automations that help protect both occupants and property.