Omni Agents · Email
An inbox that answers itself, and knows when not to.
An email agent reads every message, answers the routine ones from your own knowledge, and passes the rest to the right person with a summary. Draft mode or auto-send, your choice.
What it does
Most of your inbox is the same ten emails.
"Where is my file at?" "What do I need to bring?" "Can we move our meeting?" Your team answers these every day, and each one pulls someone off real work.
An email agent handles those from your own records and documents, and hands the emails that need judgement to a person with the context already written up.
Capabilities
What an email agent does all day.
Triage every email
Reads every message as it lands and sorts client questions, enquiries, invoices and noise.
Draft or send, your call
Drafts replies for your team to approve, or sends routine ones on its own. You set the line.
Answers from your knowledge
Replies from your documents, policies and client records, not from a generic template.
Escalates the unsure ones
Anything it isn't confident about goes to the right person with a short summary on top.
Writes like your team
Learns your tone from past replies, so routine answers sound like they came from your office.
Gmail or Outlook
Works on your existing mailboxes, or on a dedicated agent inbox such as enquiries@.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
From the example Overdue invoice chaser.
Want one like this for your business? Book a call with Sam
Worked examples
Email agents we can build for you.
Examples from law, accounting, immigration, hospitality and internal accounts teams.
Website enquiry chat
Answers questions about practice groups and first meetings on the firm's website, captures the enquiry and books a first call with the right attorney.
Matter update inbox
Replies to "where is my matter at?" emails from the matter records, and routes everything else to the responsible attorney.
New client onboarding: identity checks and engagement letter
Walks new clients through the firm's identity checks and engagement letter, tracks what's missing and tells the partner when work can start.
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Client document chaser
Follows up business clients for missing year-end records by email, text and a friendly call, and tells the team which jobs are ready to start.
Shared inbox triage
Sorts the firm's shared inbox, answers the routine questions and hands the rest to the right accountant with a summary.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
New client onboarding and anti-money-laundering documents
Guides new business clients through the engagement letter and anti-money-laundering identity documents, tracks what is missing and tells the partner when work can start.
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Partner daily briefing
Gives each partner a short morning briefing on their day and the firm's numbers, answers follow-up questions and books time with colleagues.
Application checklist chat
Answers "what do I need for my application?" on the website and by email, and tracks which documents each client still owes.
Annual review booking
Books every client's annual review across the firm's advisers, collects the fact-find update and never gives advice itself.
Client question inbox
Answers routine client emails from the account records, and passes anything that needs advice or moves money to the right adviser with a summary.
Seminar follow-up
Registers guests for the firm's workshops and briefings, then calls or emails each one afterwards to answer questions and book a free first meeting.
Know-your-customer document chaser
Chases every new account's missing identity and ownership documents by portal message, text and phone, so accounts can be funded on time.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Investor enquiries inbox for a wealth manager
Answers fund investor emails about capital calls, statements and tax documents from the investor records, and sends performance questions and anything suspicious to investor relations.
Application status inbox
Replies to "any news on this visa?" emails from HR teams and private clients using the case file, in their language, and routes new information to the consultant.
Document checklist chat
Answers "what documents do I need?" on the website in the visitor's own language, for new hires, relocating staff and private clients, and passes eligibility questions to a licensed consultant.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Claims status inbox
Replies to "any news on our claim?" emails from the claim file, and hands anything that needs judgement to the claims advocate.
Commercial client onboarding
Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
Certificate of insurance requests inbox
Issues standard certificates of insurance from the policy records, usually within the hour, and passes anything that needs a policy change to the account team.
Discovery call booker
Turns website, phone and email enquiries from corporate buyers into booked discovery calls with the right partner, with the context written up before the call.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Webinar follow-up calls
Calls webinar guests after the event, sends the recording, picks up on the questions they asked and books calls with the presenter.
Client project status inbox
Replies to client "where are we at?" emails from the project tracker, and passes anything that needs a partner to the right person.
Permit and approval status inbox
Replies to "where is our permit?" emails from the project records, and passes design and site questions to the right person.
Client meeting scheduler
Books design reviews and client meetings around the architects', engineers' and clients' calendars, and sends the drawings ahead.
Tenant enquiry inbox
Answers commercial tenants' emails about lease dates, options, rent reviews, outgoings and consents from the lease records, and passes decisions to the right property manager.
Client job brief line
Answers employer calls and emails about new roles, takes the full job brief and books a brief call with the right consultant.
Interview scheduler
Contacts shortlisted candidates, books them into the client's interview panels and handles the reschedules.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Helpdesk triage line
Answers the service desk line, checks who is calling, sets the priority and pages an engineer straight away for anything urgent.
Ticket status inbox
Replies to update requests on open tickets straight from the ticketing system, and records approvals and new requests on the right ticket.
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Client status inbox
Replies to "where are we at?" emails from the project tracker, and routes new requests to the account director.
Proposal follow-up calls
Calls prospects a few days after a proposal goes out, hears their concerns and books the next conversation.
New business discovery chat
Runs the studio's discovery questions on the website, explains how projects work and books a call with the creative director.
Trade account order desk
Takes orders and reorders from trade accounts by phone and email at contract pricing, checks stock and books the delivery window.
Delivery status inbox for trade customers
Answers where-is-my-order emails from trade customers with live truck, stop and arrival details, backorder dates and proof of delivery.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Enrolment assistant
Answers programme, date and fee questions from the course schedule, and walks individuals and company sponsors through enrolling.
Student support helpdesk
Answers current learners' everyday questions from their learner record, including what their employer sponsor sees, and passes the rest to the right person.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Staff policy helpdesk
Answers staff questions about leave, expenses and procedures from your own policies, and routes the sensitive ones to a person.
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
New starter onboarding guide
Guides new starters from signed offer to day one, answers their questions at any hour and tells them exactly which forms are still outstanding.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Purchase request intake
Takes purchase requests from staff in plain words, checks the catalogue, budget and approval rules, and raises the request with the right approver.
Client meeting prep brief for account managers
Account managers ask for a brief before a client meeting and get delivery status, money owed, contract dates and open opportunities in one place.
Security questionnaire answers for enterprise deals
Drafts answers to prospects' security questionnaires from the approved answer library, and sends the questions it can't answer to the security lead.
Member services inbox for a professional body
Replies to member emails about certificates, renewals and CPD hours from the member records, and routes billing, certification and complaints to the right person.
Corporate travel change inbox
Replies to business travellers' and arrangers' change requests from the booking record, with the real costs and the client's policy, and hands confirmed changes to the consultant.
Conference attendee helpdesk
Answers delegates' questions about badges, sessions, interpretation, travel and facilities by chat, email and phone, in the delegate's own language.
Retailer order desk for supermarket and trade buyers
Answers calls and emails from supermarket, distribution centre and trade buyers, takes orders and changes, checks stock and cut-offs, and confirms by email.
Distributor and wholesaler enquiry line
Handles calls and chats from wholesalers and distributors who want to stock the range, explains how the company works with distributors and books the channel sales manager.
Retailer claims and deductions inbox
Reads retailer remittances and claims, matches every deduction to promotions, price files and proof of delivery, and disputes the ones that don't match.
Co-packer and ingredient supplier onboarding
Guides new co-packers and ingredient suppliers through onboarding, collects documents, explains what is still missing and books the quality site visit.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Quarterly business review prep from account data
Builds the draft quarterly business review pack for a customer success manager from the account's own usage, support and contract data.
Service request intake for business clients
Takes service requests from retainer clients by chat, email or phone, checks them against the service catalogue and the days left, and logs them for the account manager.
Escalation triage for account managers
Takes calls and emails from unhappy clients, checks the engagement record, sets the urgency and gets the right partner and account manager on it with a summary.
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Change request intake for project clients
Captures client requests to change a project's scope, checks them against the agreed statement of work and logs a change request for the engagement manager to price.
IT setup and access requests for new starters
Sets up laptops, accounts and system access for new starters by role, and gets the extra approvals in before day one.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Client portal setup and first login help
Walks new clients through activating the client portal, setting up two-step verification and signing their first documents, by phone, chat or email.
Staff and resource scheduling requests
Takes staffing requests from partners and managers, suggests consultants with the right skills and availability, and places a hold for the resourcing manager to confirm.
Approval chaser for purchase orders and contracts
Chases approvers for waiting purchase orders and contracts, explains each one in a sentence and records the decision.
Meeting notes into actions and owners
Turns meeting notes into clear actions with owners and due dates, sends each owner their part and follows up on what's still open.
KPI alert explainer: why did this number move?
When a KPI crosses its alert line, leaders ask why and get the causes from the systems behind the number.
Policy attestation reminders and questions
Reminds staff who haven't finished their annual policy attestation, answers what they're confirming and passes anything that needs a disclosure to compliance.
Audit evidence requests to process owners
Contacts process owners about open audit evidence requests, explains exactly what is needed and tracks every item until it's uploaded.
New starter IT access requests
Takes new starter and access requests from managers, checks the role's standard access and the approvals it needs, and gives a clear ready date.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
Brochure download follow-up
Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.
Alumni event RSVPs and questions
Takes RSVPs for alumni events, answers questions about guests, venue and dietary needs, and runs the waitlist when an event is full.
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Subcontractor insurance and licence chaser
Tracks every subcontractor's insurance, licence and safety agreement, chases updates before they expire, and checks what comes back before compliance verifies it.
Gifts and hospitality declarations
Answers staff questions about the gifts and hospitality policy, records declarations in the register, and sends approvals and unclear cases to the right person.
Dangerous goods booking checks
Checks that every dangerous goods booking has its documents before the dangerous goods officer reviews it, and tells the customer exactly what is missing.
Privacy request intake
Takes requests to see or correct personal information, checks identity against the records, and logs each one for the privacy officer with the legal deadline.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Web chat agents
A chat and voice widget on your website that answers, qualifies and books.
Outbound and SMS
Call leads back in minutes, send reminders and follow up by text.
Agents on your data
Answers from your own database and systems, not a generic script.
Internal agents
For your own team: ask the business anything, log work, chase money.
Tell us what your phone and inbox look like.
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