Email summaries
What kind it is, what language it's in, one sentence in English, and whether someone owes a reply.
Classify incoming emails and attachments.
Identify customer enquiries, supplier quotations, complaints and automated messages. Each email receives a summary, language label and an indication of whether a response is needed.
Available capabilityIncluded capabilities
Auto-replies kept off the board
Auto-replies and newsletters create no company, lead or deal, and one button overrides that.
Files read too
PDF, image, spreadsheet, Word or text: up to six attachments per email, each read once and labelled (enquiry, offer, order, invoice, photo, drawing).
Supplier and customer classification
Classify supplier responses separately from customer enquiries so each can follow the appropriate workflow.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.