Customer email automation
Customer email automation for your ERP and CRM
Customer email automation matches each customer email to its order or account in your ERP or CRM, and drafts a summary or next step for a person. Our AI agent only reads, and every reply stays with your team.
- Proposed
- Switched on by your team
- To a person
Why customer email stays in the inbox
Customers write about orders all day: a new ship date, a missing line, a question about an invoice. To answer one, someone looks up the order and reads back through the thread, and what they learn rarely reaches the ERP.
- Orders and accounts looked up by hand for every email
- Changed dates, quantities and addresses that live only in a thread
- Context lost when a customer writes to someone else
- Shared inboxes where nobody is sure who answered
An example · Customer email
From a shared inbox to a summary on the order.
- Today
Searched by hand, email by email.
- Match
Each email matched to its order.
- Draft
A next step, drafted on the order.
- Review
No match? It goes to a person.
Example workspace · fictional data
Book a call with the foundersNot a customer result.
The automation drafts.
Your team replies.
Each email is matched to its order or account, with a summary and a next step drafted. Every reply stays with a person, and nothing goes live until your team switches it on.
The automation
- Reads the shared mailboxes you name
- Matches each email to its order or account
- Drafts a summary and a next step
Your team
- Every reply to a customer
- Emails that match no order or account, or more than one
- Complaints, disputes and anything urgent
- Anything your team marks for review
Common questions
It matches each customer email to the order or account it belongs to in your ERP or CRM, and drafts a summary or next step for a person, so nobody has to look up the order before answering.
No. Our agent reads only the shared mailboxes you name, such as orders@ or service@. It doesn’t open attachments, and it never sends email from your accounts. How we handle your data.
No. The automation drafts a summary or next step, and a person on your team decides what to send.
Customer email usually moves through shared mailboxes in Outlook or Gmail, and an ERP or CRM such as NetSuite, Microsoft Dynamics 365, Salesforce or HubSpot. Those are examples of tools companies use, not finished integrations.
It is ready for testing. We’re taking on a small number of first projects across Greater St. Louis, where we can meet your team in person. The founders read every request and reply by email.
Start with one conversation.
30 minutes with Bom and Andre, on Google Meet.
- 01You tell us where the repetitive work is.
- 02We say honestly whether we can help.
- 03If we can, we plan a free walkthrough at your site.