How it works

From inbox to outcome, with a human always in control

Every step below reflects how the system actually operates today.

End-to-end operating model — illustrative

Inbound

Email · WhatsApp · Website · Social

AI understands

Classified, scored, routed

Governed action

Bounded autopilot or approval

Human in the loop

Approve, edit, or take over

Outcome

Logged & visible in Command Center

Connect your channels

Email (Gmail, Microsoft 365, Outlook.com, Zoho, or any IMAP/SMTP mailbox), WhatsApp, calendars, and social pages connect through secure, provider-standard authorization. Credentials are stored server-side and never exposed to the browser.

AI classifies and drafts

Every inbound email and WhatsApp message is classified — lead, appointment request, general inquiry, complaint, and more — with a confidence score. Where a reply is warranted, a draft is prepared.

Bounded autonomy, or human review

A low-risk category you've explicitly enabled on a connected Gmail account can send automatically once the AI is confident. On WhatsApp, a simple greeting gets an instant automatic reply. Everything else — every other category, every other provider, anything uncertain — waits in your approval queue.

Escalation, where it's needed

A complaint, high urgency with negative sentiment, or anything outside a trusted category routes straight to a dedicated escalation queue built for a person to take over immediately.

Leads, appointments, and the timeline update

Classified messages and website inquiries automatically populate leads and appointment requests, and every channel's activity for a contact lands in one unified customer timeline.

Categories graduate as they prove themselves

A track record of accurate, low-risk sends can graduate a category to a higher trust tier — evidence-based, reversible, and always scoped to that one category, never a blanket switch.

Approval Queue — illustrative

j.rivera@example.com

“Any openings Thursday afternoon?”

appointment_request · low risk

“Hi Jordan — we have availability Thursday at 2:00pm and 3:30pm. Would either work?”

ApproveEdit

WhatsApp — complaint detected → routed to human escalation queue

Unified Customer Timeline — illustrative

Jordan Rivera

Email — quote request

Mon

WhatsApp — confirmed details

Tue

Appointment booked

Wed

See it running on your own inbox

Request a demo and we'll walk through the workflow end to end.

Request Demo