The right question to the right colleague
Recognise requests by topic and send them to an agreed queue. It becomes clear what still needs picking up.
Email and documents
Forwarding requests, saving attachments, answering the same questions. The computer can do the groundwork so your team can focus on the customer.
Discuss your inboxNow · from inbox to inbox
A message arrives. A colleague reads it, finds the file, saves the attachments and asks who can take it from there.
Next · the groundwork is done
The message is categorised, data and attachments are prepared, and the right colleague receives a task. Anything uncertain is set aside for review.
Recognise requests by topic and send them to an agreed queue. It becomes clear what still needs picking up.
Link documents to a case and transfer agreed information from forms. Unclear fields are flagged for checking.
Use relevant information to prepare a draft reply. Your colleague checks the content, adjusts the tone and sends it themselves.
Your team decides how to help a customer. We agree beforehand which messages can be processed automatically and when a colleague should take a look. The first step can be as small as saving attachments in the right place.
From requests to attachments: we start with the work that takes up most of your team’s time.