AI agent for email triage and management
An AI worker that reads your shared inbox, sorts and prioritizes every message, answers the routine ones within your rules, and routes the rest to the right person with a short summary.
The shared inbox is a silent backlog
Support, sales, info, and operations inboxes fill with a mix of the urgent and the trivial, the routine and the unusual, all stacked in the same chronological pile. Someone has to read each message, work out what it actually wants, decide who should handle it, and either reply or pass it on. Volume makes this brittle: messages get skimmed, the important ones get buried under newsletters and auto-replies, and threads sit unanswered long enough to cost a customer or a deal.
Most of the traffic is predictable — the same questions, the same request types, the same routing decisions, over and over. That predictability is exactly what makes triage a good fit for an operator: the patterns are learnable, the rules are knowable, and consistency beats heroics at three in the afternoon when the queue is two hundred deep.
What the operator does to every message
- 01Read and understand. The operator reads each incoming message — including attachments and quoted threads — and works out the intent rather than matching keywords.
- 02Classify and prioritize. It tags the message by type and urgency against your taxonomy, separating the genuinely time-sensitive from the routine and the noise.
- 03Resolve the routine. For known request types it drafts a reply from your approved templates and knowledge base, sending automatically only within the authority you grant.
- 04Route the rest. Anything needing a person is assigned to the right owner or queue with a short summary and suggested next step, so they start informed.
- 05Surface and log. It flags urgent and sensitive items for immediate attention and writes every classification, reply, and routing decision to an append-only log.
How AIMOCS keeps it safe
The reasoning core is version-pinned so triage and tone stay consistent across releases. The mailbox, CRM, ticketing, and knowledge base sit behind a uniform gateway with scoped, rate-limited credentials; the operator never holds raw credentials, every read, draft, send, and routing action is logged, and it runs in a contained environment. Memory holds your taxonomy, routing map, reply templates, and escalation rules; an append-only log records what it did with each message and why — so a manager can audit the triage, not just trust it.
Prompt-injection is treated as a real threat: content arriving in email is data, not instructions, and the operator’s authority comes only from your signed rules — not from anything a sender writes.
What the operator never sends alone
The operator handles the routine and hands up the rest. Anything sensitive — complaints, legal matters, escalations, anything outside the request types you approved — is routed to a person, never auto-answered. You define the authority bar before launch: which replies it may send autonomously, which it may only draft for review, and which it must escalate untouched. As you watch its accuracy you can widen the autonomous set with confidence rather than guesswork.
Does it send replies automatically or just draft them?
Both, by your rules. For approved routine request types it can send within the authority bar you sign off; for everything else it drafts a reply for human review or routes the message to the right owner. You decide where the line sits.
How does it decide what is urgent?
It reads intent and classifies each message against your taxonomy for type and urgency, separating time-sensitive items from routine traffic and noise, and surfaces the urgent ones immediately rather than leaving them in chronological order.
Can a malicious email trick it into doing something?
We treat prompt-injection as a real threat. Content in an email is handled as data, not instructions; the operator’s authority comes only from your signed rules. It runs in a contained environment with scoped credentials and a full audit log.
Does it work with our existing inbox and helpdesk?
Yes. The mailbox, CRM, ticketing, and knowledge base sit behind the operator’s tool gateway, mapped during setup. Common targets include Gmail, Outlook, and standard helpdesk platforms.
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