Executive & Admin
Shared Inbox Triage Agent
Human-approved · Starter · Medium severity
Works with: Outlook (shared mailboxes), Teams, D365 (optional)
The problem
info@, sales@, admin@ — shared inboxes where messages are read by everyone and owned by no one. Real inquiries sit next to spam; responses depend on who happened to look; things fall through on busy days.
What the agent does
- Trigger: new message in the shared mailbox.
- Classifies: sales inquiry, support request, invoice/vendor, spam/newsletter, other.
- Routes: applies category, assigns/forwards to the right owner, creates the D365 lead or case where appropriate.
- Drafts a reply for routine requests (hours, documents, directions). Human approval before any send.
- Posts a daily digest of unhandled items with aging.
You need this if
- Shared inbox has hundreds of unprocessed messages
- Inquiries answered days late or twice by different people
- No data on what actually arrives and how fast it's handled
Who uses it
Office admin, sales/support teams.
What goes in, what comes out
In: shared mailbox stream. Out: classified/routed messages, drafted replies, daily digest, aging metrics.
Why it pays
Feeds clean, routed work into every downstream process and removes the "who's checking info@?" problem permanently. Often the discovery engine that reveals which other agents a client needs.
Built to be trusted
- Deletes nothing, ever (spam gets foldered, not removed)
- No reply sends without approval
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.