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
Benefits of Email Agent
What's included with Email Agent?
Five capabilities, one agent — everything an inbox-heavy team needs to stop sorting and start finishing.

“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.”

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.

Each agent solves a different piece of the puzzle
Use them individually or combine them to run flawless services.

at a fraction of the cost.

ready-to-use data.



