Email AI Agent
Turn your inbox into action.
Classify every email. Reply with your knowledge. Hand off to your team when a human should take over.
Every email needs attention. Not every email needs the same action.
Customer questions, new leads, invoices, and supplier updates all arrive in the same inbox. Before anyone can act, someone has to sort. Replies slow down. Leads go cold.
The method
One inbox. Multiple intelligent workflows.
- 01
Detect & understand
Read the message. Grasp intent, urgency, and context.
- 02
Classify precisely
Customer, lead, supplier, invoice, or other.
- 03
Act or hand off
Reply, extract, notify — then escalate with clear context.
Every email knows where it belongs.
Incoming mail is sorted into clear lanes so the right workflow starts immediately — no manual triage.
- A
Existing customer
Support & follow-ups
- B
New lead
Sales inquiries
- C
Supplier
Orders & deliveries
- D
Invoice
Bills & records
- E
Other
Ready for the next custom workflow
Live example
Inbox → Classified
- James CarterOak dining table pricingExisting customer
- David NguyenInterested in your productsNew lead
- Accounting ProInvoice #2847 — March 2026Invoice
- IT Distribution LtdDelivery confirmationExisting supplier
Built for the emails that run your business.
- 01
Customer Support
When an existing customer emails in, the agent matches them in your database, replies with brand-aligned knowledge, then can optionally hand the thread to your team after two or three AI replies.
- Match existing customer in database
- Automatic replies
- Optional handoff after 2–3 replies
Example · Existing customer
MatchedJames Carter
james.carter@email.com · Customer #4821
Hi, I bought a sideboard from you last year. Could you help me with the price for the oak dining table and current availability?
Hi James — good to hear from you again. The oak dining table is in stock. I can send you size options and delivery details right away.
AutoThanks! What sizes do you have available?
We have 6-seat, 8-seat, and 10-seat versions in stock. Standard delivery is 5–7 business days.
AutoAfter two/three AI replies, the conversation can be handed over to your team.(Optional but recommended)
- 02
Lead Management
When a new prospect emails in, the agent classifies the lead and sends an instant follow-up — so no inquiry waits for a manual reply.
- Classify as new lead
- Send instant follow-up
- Notify sales team
Hi, I'm interested in your products and would like more information. Could someone get back to me?
Thanks for reaching out — we've received your message and will follow up shortly with the details you need.
AutoLead classified · Instant follow-up sent
- 03
Invoice Processing
Pull key fields from attachments, archive cleanly, and create the CRM or ERP record without manual retyping.
- Extract invoice details
- Archive centrally
- Create CRM / ERP record
Invoice #2847
Accounting Pro · March 2026
- Status
- Data extracted
- Archive
- Central folder
- Record
- Created
- 04
Supplier Management
When a known supplier emails in, the agent matches them in your database and sends an instant follow-up — then notifies purchasing.
- Match supplier in database
- Send instant follow-up
- Notify purchasing team
Example · Existing supplier
MatchedIT Distribution Ltd
orders@it-distribution.com · Supplier #1194
Confirming delivery for next week — updated order details attached.
Thanks — we've received your update and notified purchasing.
AutoSupplier matched · Instant follow-up sent
Turn your inbox into action.
Faster replies. Less repetitive work. Clear handoff to your team when a human should take over.
