What it does
An AI Employee watches a connected inbox, labels messages, drafts replies for routine items, and flags anything that needs a decision.
An AI Employee watches a connected inbox, labels messages, drafts replies for routine items, and flags anything that needs a decision.
The shared inbox is where work goes to wait. Urgent vendor mail sits under newsletters and quick questions that are not quick.
Starts as new mail arrives in a connected inbox.
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Overnight, messages hit the shared inbox. Newsletters are filed. Three appointment changes are drafted. One angry vendor email is sitting at the top of Slack with a suggested owner. The office starts on that, not the pile.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
You choose which mailboxes are in scope, whether sends need approval, and which threads skip drafts. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Sales Meeting Prep
Pulls the CRM history, last emails, and open questions into a prep note so your rep walks in ready.
CRM Updates
Writes the outcome of calls, texts, and emails back into the CRM so the record matches what actually happened.
Order Status
Looks up where an order or job stands and tells the customer, instead of making them wait for someone to check a screen.
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.