What it does
Classifies inbound conversations (email, chat, form) by intent - sales, support, billing, partnership, or spam - routes each via a multi-split to the right team, and drafts an appropriate first response.
You get
auto-classified
auto-routed inbound with a drafted first response
How it works
Catch every inbound message
Create WorkflowRuns when anything arrives on a tracked channel: email, web chat, a contact form or a social DM by webhook. Every message should reach the right human within five minutes with its context attached.
Work out what they want
configure_ai_research_stepEach message is classified as a sales enquiry, a support question, a billing question, a partnership approach, spam, or something needing escalation such as legal, security or abuse. It returns the label, a confidence score, and the products, competitors and urgency it picked out.
Send it to the right team
configure_workflow_multi_split_stepSales goes to an AE task and the sales inbox, support to the support queue against the customer, billing to finance, partnership to BD, spam is archived quietly, and an escalation pages whoever is on call. Each branch carries the full message.
Match them to an account
configure_find_records_stepOn the sales branch, the sender's email or domain is matched to an existing account or lead so their history shows. If nothing matches, a lead is created and enrichment is triggered.
Draft the first reply
configure_write_with_ai_stepOn the sales branch, a reply that acknowledges the enquiry, references any past dealings and offers a concrete next step: a demo, a specialist, or pricing. It waits on the AE task for review. The target is a first response inside five minutes.
Give the AE the whole picture
configure_create_task_stepA task carrying the original message, the classification and its confidence, the matched account and the drafted reply. Assigned by territory or round robin, high priority for known accounts and medium for the rest.
Queue the support questions
configure_create_task_stepSupport gets the account tier, recent product usage and recent tickets. Paid plans are flagged as priority, free tier gets an FAQ first response.
Ask a human when unsure
configure_slack_stepIf confidence is under 60%, or the message needs escalating, it goes to the ops triage channel with the AI's best guess so nothing falls through.
Publish and audit the calls
publish_workflowValidated and published. Each week a human grades a 5% sample against a 90% accuracy target, alongside the first response time and how often messages go to the wrong team. The prompts get tuned when accuracy slips.
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