Answer customers with your own documents
Each customer email starts the agent. It drafts a reply based on your documents, and an employee reviews it, then sends it.
Works with
- Outlook
- Gmail
- SharePoint
New email from Coop Laurentides
The customer asks whether they can return a table delivered on October 28. The policy accepts returns within 30 days, shipping at their expense. I suggest the reply below.
- politique-retours-2026.pdf
- conditions-de-vente-v4.docx
- procedure-retour-marchandise.pdf
Draft reply
Re: Returning a table
To review and send from your mailbox
The situation
The customer service inbox gets about forty requests a day. The same questions come back, and each employee answers in their own way. Finding the right policy takes longer than writing the reply.
How the agent works
Start
A new email arrives in Outlook or Gmail. The company has turned on this trigger in its settings.
Read
The agent reads the request, then looks for the policy or procedure that applies in the connected SharePoint libraries.
Prepare
It sums up in one sentence what the customer wants, sorts the request, rates its urgency and writes a polite reply with its sources.
Approve
The employee reviews the draft, edits it if needed and sends it themself. After reading an outside email, the agent sends nothing in the same conversation.
What you get
A sourced draft reply
A summary of the request, its urgency and a reply ready to review. The documents used are listed below it.
Guardrails
- Each reply lists the documents used. One click opens the source.
- If the information is missing, the agent says so and suggests the question to ask the customer.
- It promises no refund or deadline that the company hasn’t written down.
What it doesn’t do yet
- The draft goes to the person who created the trigger. Sharing the work among several employees isn’t available yet.
- Email attachments aren’t read yet.
Hand a first task to an agent
Bring a task from your team, and we build the agent in front of you.