Triage inbound messages and draft replies for your team to approve
Every inbound email or ticket is sorted by priority and account health, and a reply is drafted for a person to review.
Runs on sample data in a new tab. Not a client result.
How it works
- 1
New messages are read as they arrive and sorted by what they are about and how urgent they are.
- 2
Each one is matched to the account, so the team sees account health next to the message.
- 3
A draft reply is written from your own policies and account facts. A person approves or edits it before anything is sent.
What to try in the demo
Open the ticket queue, filter by priority and account health, pick a ticket, and read the tailored draft reply.
What you need in place first
- ✓A written list of the common questions and how you answer them
- ✓One inbox or help desk the messages arrive in
- ✓A named person who approves drafts
In the readiness self-check this build needs at least: Written SOPs 3/6, Mapped workflows 4/6, Ownership & control 3/6. Check your scores
Want this running in your business?
We adapt it to your tools, set the controls, and measure it against your own baseline.