Agent 01
Inbox Agent
Your inbox, sorted before you open it. The Inbox Agent reads new mail every few minutes, tells you what actually needs you, and has a reply drafted when you get there.
Patient portalInsurance card update before Thursday visitUrgent
VendorRe: Quote for 4 new laptops, reply draftedDraft ready
LandlordParking lot resurfacing SaturdayFYI
"IT Support"Your mailbox is full, verify nowPhish, held
How it works
- Reads new mailEvery 5 minutes on the mailboxes you choose, through Microsoft 365 or Google with read access only to start.
- Sorts itUrgent, needs a reply, FYI, receipts and newsletters, or suspicious. Your rules come first ("anything from the bank is urgent").
- Drafts repliesIn your tone, using your past emails and your FAQ. Drafts sit in your Drafts folder.
- You send needs approvalNothing leaves your mailbox until a person presses Send. Later you can allow auto-replies for one safe category.
- Daily summaryA short morning email: what came in, what's waiting on you, and what the agent filed away.
It can
- Read, label and file mail
- Draft replies and follow-ups
- Flag phishing and hold it
- Text you when something is urgent
It can't
- Send without your approval
- Delete mail permanently
- Pay, sign or agree to anything
- Read mailboxes you didn't connect
Inbox Agent
Book a demo
Tell us a little about your office. We reply within one business day to set up a 20-minute demo of the Inbox Agent. Prefer to talk now? Call 719-451-1218.
Thanks, that is on its way.
We will email you within one business day to set a demo time. An automated first estimate may arrive by email before that; the prices on this page are what we quote. If it is urgent, call 719-451-1218.