Catch up across connected services.
Messages arrive in many places, and something important is easy to miss. Bring supported email and chat information into one working view. Read summaries alongside the original context when you need to check a detail.
See who may need a reply.
Not every message needs you, and the ones that do should not get buried. Use the inquiry scanner and reply queue to identify conversations worth reviewing. Separate work waiting for your attention from drafts ready for the next step.
Prepare a reply with the business facts available.
A fast reply is only useful if it is right about names, prices, and commitments. Give your AI access to the relevant company information when preparing a response. Check names, commitments, prices, and unresolved questions before using it.
Keep a record of the conversation.
A reply you sent last month is easy to forget when the customer writes again. Save useful summaries and record completed replies so later work can draw on the history. Information from an incoming message should remain attributable to its sender rather than automatically becoming an approved company fact.
Find customer inquiries that appear to need a response. Draft replies using our documented service information, and flag anything that requires my decision.
How the standard reply workflow works
A set order for catching up keeps replies from depending on who remembers.
- Connect a supported inbox or messaging source.
- Review the catch-up summary and inquiries.
- Inspect or revise a proposed reply.
- Copy and send the approved wording through your usual account.
- Keep the response status and company record up to date.
Questions
Will it reply without me?
The standard catch-up connections are read-only, and the reply workflow prepares drafts for manual sending. Additional configured tools may have different permissions; inspect them separately.
Do I need Beeper?
Beeper is one option for supported chat networks. Email and other supported connections have their own setup requirements.
Are all my accounts connected automatically?
No. Choose and authorize the services you want to use. Availability depends on the connection and your provider account.
What if an incoming message contains instructions for the AI?
External messages should be treated as source material, not authorization to change records or take actions. Review unexpected requests and check the controls of the workflow processing them.
