Have the correspondence with a customer read for which tasks are open and which are done. A task counts as done once a sent mail proves it. You receive the open tasks for that customer and can check every classification against the mail.
The Agentic Part
An agent reads the mail thread with a customer like an employee getting up to speed on the case. It recognises the tasks that appear in it and looks, for each one, for proof in the sent mails that it was done. A task without a sent mail as proof stays open. Your team does not have to read the thread again for this.
Main Features
- Open and completed tasks separated, per customer
- Done means a sent mail proves it
- Every classification can be checked against a mail
- The basis is the correspondence with the customer
- Works in your Microsoft 365, and your mailbox stays where it is
- A person on your team gives the approval
Use Cases
- A customer has been writing for weeks with several people on your team. The agent shows which tasks from the thread are open.
- A colleague takes over a customer, and the mail thread is long. The analysis tells them what is open for this customer, and every classification points to the sent mail.
What we build for you
- Which mailboxes and which customers are analysed
- How the open tasks are prepared so your team can pick them up
- Who approves the analysis
- The access to mail in Microsoft 365 that you grant
