What to prepare
- A supported Microsoft mailbox and an authorised owner.
- Current answers, exclusions and a responsible team contact.
- Anonymised examples of ordinary and difficult enquiries.
Help your team handle recurring email enquiries with approved knowledge, structured context and a clear next step.
Discuss this workflow
The same question can arrive in different words. Your team still needs to understand the request, find the right information and decide how to respond. Start with one predictable category of enquiries and define what a useful answer contains.
We agree the scope before enabling a live workflow.
Identify its topic, language and the details needed to continue.
Prepare the response from the knowledge assigned to the assistant.
Agree which answers need review and which cases belong with a colleague.
The current native email connection is Microsoft 365. Other mailbox providers need a separate assessment. Sensitive decisions, commitments and exceptions should have explicit review rules.
Data & permissionsReview answer accuracy, missing information, editing effort and correct handoffs. Compare these with the same category of work before the pilot.