Inbox Agent · Guide
Check and send a drafted reply
The Inbox Agent sorts each client email by what it needs and drafts a reply from your live project data. You read it and send it.
Step by step
Open Inbox Agent. Drafts waiting for you are at the top under Needs you.
Open a draft. The client's email is on the left and the drafted reply on the right, with the facts it used.
Press Edit the reply to change any words.
Press Approve and send. The reply goes from your own email address and is written to the log.
Good to know
- Complaints are never answered automatically. They always go to a person.
- Payment promises go straight to the Billing Agent and use no credit.
- A change request goes to the AI PM Agent first, so the reply can say what happens next.
About the Inbox Agent: what it does, step by step.
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Related guides
- Set your first-reply target and time savedTell the Inbox Agent how fast you aim to reply and what an hour of the person who replies costs. It then shows time saved in hours and pounds.Inbox Agent → Settings
- Apply or turn down a client changeWhen a client asks for more, the Inbox Agent hands the request to the AI PM Agent. You decide whether it goes on the plan.AI PM Agent → Changes