New sales leadProspect asks about service this week
- AI classification
- New sales lead / high priority / price question / needs reply today
- Route to
- Sales owner
- Risk note
- No high-risk language detected. Do not quote final price unless approved pricing rules support it.
- Recommended next action
- Reply today, confirm requirements, ask for missing details and offer a call.
Draft reply: Hi Sarah, thanks for getting in touch. We can help you work out the best next step. Could you please confirm the location, timing and any specific requirements?
Customer complaintCustomer says they are frustrated
- AI classification
- Customer complaint / urgent / escalation required
- Route to
- Customer support owner and manager
- Risk note
- Keep response factual, empathetic and non-defensive. Do not promise compensation.
- Recommended next action
- Acknowledge quickly, apologise for the delay, confirm ownership and ask for any missing reference number.
Draft reply: Hi Michael, thanks for letting us know and I am sorry this has taken longer than it should have. I have flagged this with the team now so we can review it properly.
Accounts riskSupplier asks to update payment details
- AI classification
- Finance / bank-detail-change request / high risk
- Route to
- Approved finance contact
- Risk note
- Do not approve, update or confirm payment details by email. Follow business verification process.
- Recommended next action
- Escalate to finance. No customer-facing reply unless finance approves wording.
Draft reply: No external reply drafted automatically. This message has been escalated because it involves bank details.
Founder daily summary47 emails reviewed from the approved inbox
- Urgent
- 3 sales leads, 1 complaint and 1 finance-risk email need review.
- Drafts waiting
- 9 customer replies and 4 follow-up emails drafted for approval.
- Follow-ups due
- 2 quotes sent last week have no reply; 1 supplier has not responded.
- Suggested focus
- Start with the complaint, then review the three sales leads, then approve routine drafts.
Knowledgebase answerCustomer asks if service is available
- AI classification
- Common customer question / knowledgebase match / low risk if source is current
- Knowledgebase source
- Approved service FAQ and onboarding checklist
- Risk note
- Answer only from approved FAQ. If location is not covered, escalate.
Draft reply: Hi Priya, thanks for your message. Based on our current service information, we can help in the areas listed on our service page. Please send through your suburb, preferred timing and a short description of what you need.