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Resources · The Agent Inbox

The Agent Inbox.

One place where judgment calls wait for your tap, and everything routine doesn't.

01

What reaches you

Only the judgment calls: the refund over policy, the vendor who changed payment details, the discount above your line. Everything routine runs itself and files its receipt.

Agent Inbox · Needs you
  • EMAILRefund request over policy limit, $220Approve
  • ERPVendor changed payment detailsApprove
  • CRMDiscount above 15% requestedApprove
02

Customer-facing guardrails

Routine replies, receipts, and confirmations ship in your voice. Anything sensitive, like an unhappy thread or a refund over policy, waits for your tap, with the whole history attached.

Draft reply · Mrs. AlvarezWaiting for you

“You’re right about the bed edging, that’s on us. We’ll redo it Thursday at no charge…”

Routine replies ship in your voice · sensitive ones wait

03

One tap, fully briefed

Each item arrives with the context an employee would have walked to your desk with: what happened, what the process says, what the agent proposes. Approve, redirect, or take it over, from your phone.

Donna · TodayCalendar planned ✓
  • NowHillcrest partnership agreement, ready to sign
  • This weekReply to the city's permit question
  • DelegateFind an arborist for the storm-split oak → Donna
  • Let it goCold pitch, the fourth SEO agency this week

Every process documented, automations live, and five ways to make more money. In an hour.

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