Email Agent

Automatically classify, analyze and route incoming emails.

Organize your inbox in seconds

Most service teams waste time sorting through emails instead of doing the work the emails are asking for. Email Agent takes the whole cycle - reading, understanding, pulling out the data that matters, drafting replies - and hands it back to your team to check before hitting send. Teams stay in control, with minimal heavy lifting.

How it works

01
Switch it on
Choose Email Agent and switch it on in marketplace.
02
Set the threshold
Set the confidence threshold.
03
Emails are processed
Incoming emails are automatically classified and analyzed by the agent, which extracts key data and assesses sentiment. The output is presented to your team with a drafted response ready for human review and sending.

Benefits of Email Agent

Every email reaches the right team, without manual triage
Respond to customers faster, with on-brand replies drafted in seconds
Focus your team on high-value work by automatically filtering low-value requests
Stay ahead with real-time sentiment analysis built into every interaction

What's included with Email Agent?

Five capabilities, one agent — everything an inbox-heavy team needs to stop sorting and start finishing.

Data extraction

Pull key fields from emails straight into structured forms

01

Classification

Assign work to the right teams without manual triage

02

Sentiment analysis

See what your customers think of you in real time

03

Email writing

Draft on-brand emails in seconds

04

Thank-you evaluation

Filter out emails that don't need your attention

05
Felipe Araya · TMF Group
Felipe Araya · TMF Group

“We're automating the boring part of the work. Our teams can spend their time speaking to clients, understanding their needs, being the professional face to the client rather than being in the weeds of processing.”

Felipe Araya
Felipe Araya
Head of Operations, TMF
Read the TMF case study

Built for teams drowning in email chaos

If your team spends more time sorting emails than doing the work email is asking for, Email Agent is for you. It's built for operations leaders at fund administrators, corporate service providers, MSPs, BPOs and shared services teams.

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