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Shared inbox triage
Sorts the firm's shared inbox, answers the routine questions and hands the rest to the right accountant with a summary.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
The shared inbox collects everything: client questions, ATO letters, supplier invoices, job applications. Someone has to read every email just to work out who it's for.
How it works
- Reads every email to the shared inbox as it arrives
- Labels it by type: client question, ATO letter, invoice, enquiry or noise
- Replies to routine questions like office hours, upload links and payment options
- Forwards client questions to the right accountant with a two-line summary
- Learns the firm's tone from past replies so drafts sound like the team
What it connects to
- ClientHi, what's your bank account number again? I want to pay the invoice you sent last week.
- AgentHi Sarah, thanks for getting onto that. Our bank details are at the bottom of invoice INV-5521, and you can also pay by card using the link in the invoice email. Please use the invoice number as the reference.
- ClientAlso, we got a letter from the ATO about the company's PAYG instalments. Should I be worried?
- AgentI've passed that one to Liam O'Connell, your client manager, with the details. He'll look at the letter and come back to you within one working day.
Illustrative conversation. Names, numbers and details are made up.
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