All insights
Operations
Every request routed, nothing sent without you
Requests arrive by email, form and phone. An agent can sort and draft; the decision to answer stays yours.
In many small businesses, requests arrive by email, web form and phone, and someone still reads, sorts and forwards each one by hand. It is slow, and the urgent ones wait in the same pile as the rest.
What the agent does
- Reads every request as it arrives, whatever the channel.
- Qualifies it: who is asking, what they need, how urgent it is.
- Routes it to the right person, with the context attached.
- Drafts a reply in your tone, from your own documents.
What stays with you
Nothing goes out until a person approves it. Your team edits, sends or escalates, and every action is recorded.
What it needs from you
Your request types, who handles each one, and a few past examples. That is usually enough to start with one inbox.