ProperIT Inbox Assistant
Customer enquiries.
Already prepared.
The Inbox Assistant brings messages, attachments and relevant knowledge together. Your team starts with a prepared request, a suggested reply and a next step. ProperIT adapts the framework to your workflows and systems.
For customer service, administration and specialist teams handling enquiries together.
The difference in daily work
More room for your team.
AI for your shared inbox
Less piecing things together
Conversation history, important details and relevant documents sit in context. Your team can start with the customer's request.
More focused responses
Missing information becomes visible. An unclear message becomes a specific follow-up question or a reply your team can review.
Clearer handovers
Ownership, open questions and follow-up work stay with the case. Colleagues can understand the situation and pick up the work.
How the solution works
From the first request to the next step.
- 01
Understand
The message, conversation history and attachments are considered as one request.
- 02
Connect
The assistant adds knowledge from agreed sources and highlights the details still needed.
- 03
Prepare
A summary, suggested reply and follow-up task give your team a useful starting point.
- 04
Continue
Your team checks and edits the proposal, then separately approves the reply and follow-up work.
ProperIT Inbox Assistant
ENA view of the demo using fictional example data.
Use cases
Where your team gets support.
Service requests
“The equipment has failed again.” The message and service report provide context for a focused question and a clear handover to specialists.
Documents and instructions
Product, language and version help identify the right information. Document delivery follows the workflow agreed with your team.
Status enquiries
Customer details and a reference identify the right case. The assistant prepares a reply from your agreed status source and highlights open points.
Follow-ups and updates
A new address, corrected reference or further document becomes part of the case. Your team can see what has changed.
Shaped around your work
Your process shapes the assistant
A shared technical foundation supports a workflow built around your typical enquiries. We connect the relevant information with the places where your team continues the work.
- Your request types, required details and terminology
- Your owners, approval rules and escalation paths
- Outlook and SharePoint as a starting point in Microsoft 365
- Further CRM, ERP or ticketing connections within the agreed scope
What the solution brings
- Classify requests using their meaning and context
- Bring conversation history and relevant attachments together
- Highlight missing details and conflicting information
- Prepare replies and follow-up tasks with traceable sources
- Shape ownership, handovers and approvals around your rules
- Adapt categories, terminology and response style
Get to know the solution
See a request in context
In a guided demo, we show preparation and review using fictional service cases. Together, we discuss how the workflow could fit your enquiries and systems.
- Inspect the original message, attachments and supporting evidence
- Edit a suggested reply and review the next step
- Follow missing-information handling and a handover to a colleague
Arrange an appointment with our assistant
Good to know
Your questions. Clear answers.
Is the Inbox Assistant an off-the-shelf application?
The offer is an adaptable framework. ProperIT shapes its categories, information, roles and processing steps around your business, and develops the connections agreed for your workflow.
Can our team keep using Outlook?
Outlook and shared mailboxes provide a starting point. SharePoint can supply designated documents and work destinations. We design how your team moves between the inbox and request handling with you.
Which other systems can be connected?
We assess the data and interfaces needed in your CRM, ERP or ticketing system. Suitable connections form part of the individual implementation. We agree the specific scope before the project starts.
Does the assistant send replies automatically?
In the demonstrated workflow, your team reviews and approves each reply. Follow-up tasks receive a separate approval. Together, we define who can make decisions and which information belongs in customer responses.
What does the demo show, and what is adapted for us?
The demo shows a connected workflow with fictional messages, documents and tasks. It includes preparation from PDF, scanned PDF and DOCX, plus reviewed text replies. Outgoing document delivery is a separate work step. We configure your sources, permissions and connections within the agreed project and evaluate them with your team.
How do we start, and how is the scope priced?
Two typical enquiries and an overview of today's process are enough to begin. We identify the sources, decisions and connections together, then propose the implementation and support. We assess value using the full handling effort, including review and corrections.
Let’s talk about your working day
Which enquiries take up your team's time?
Tell us about a recurring request. Together, we can outline how your Inbox Assistant could prepare the work.