Human handoff
Your team stays in control
A person reviews complaints, sensitive requests, unusual pricing questions, and any message that falls outside the agreed rules.
AI agent for service businesses
Email workflow automation for busy shared inboxes
An AI email assistant sorts incoming messages, prepares routine replies, updates records, and sends important requests to the right person. AI handles language and variable requests, while fixed rules control approvals, system updates, stopping conditions, and handover to your team.
Book a Free Workflow AuditThe problem
Why enquiries and routine work get missed
Shared inboxes fill up quickly. Enquiries, documents, customer questions, and internal messages compete for attention, so valuable work is easy to miss.
What it does
- ✓Sorts messages by purpose and urgency
- ✓Prepares or sends approved routine replies
- ✓Creates tasks and updates customer records
- ✓Routes exceptions to the person responsible
Example
How it could work
A customer emails a completed form and supporting documents. The files are saved to the correct record, the customer receives confirmation, and a review task is assigned to the right team member.
Clear boundaries
AI where it helps, fixed rules where they are safer
The AI agent can understand language or prepare a response, while approvals, data access, stopping rules, and escalation paths remain explicit. Read about our AI integration services and workflow automation services.
Works with the tools you already use
We connect the agent to suitable systems in your current setup. You do not need to replace everything to get started.
Choose the support that suits you
Fixed-price setup
We agree on the process, build it, test it, document it, and hand it over.
Ongoing support
We monitor the service, handle changes, and improve it as your process develops.
Common questions
No. We connect only the mailbox or folders that you approve.
Yes. Messages can be saved as drafts until a team member reviews and sends them.
It is sent to a person with the original message and any useful context already attached.
See where this could save time in your business
Tell us how work moves through your team. We will identify the best place to start and explain what a practical setup would involve.
Book a Free Workflow Audit