#1 — Answer
YOUR INBOX, HANDLED
Every inbound email read and handled by the assistant, at any hour, weekends included. It answers in the language of the message and always states that it is an AI. Your current address stays yours: the company mailbox connects over IMAP.
#2 — Book
DEMO, TRIAL & QUOTE REQUESTS
The assistant collects the company, the role, the team size, the need, the tools in place and the deadline, then passes the request on. It never confirms a slot, a price or a discount as settled: what happens next stays with your team.
#3 — Triage
QUALIFICATION & TRIAGE
Every email sorted in the portal: to handle, or already handled by the assistant. High-value requests are flagged — a demo, a quote, a pilot, a deployment — and you get an email alert. Human reply, assisted, on the messages you approve before sending.
#4 — Know
YOUR DOCUMENTATION AS THE ONLY SOURCE
Knowledge base: upload your product documentation, your plans, your FAQ, your terms — as PDF, DOCX, TXT or CSV — or have a page of your site read. The assistant answers exclusively from that content, never from the web, and says it does not know when the answer is not there. It never guesses an integration, a roadmap date or where your data is hosted.
#5 — Follow up
FOLLOW-UP & REMINDERS
On every exchange: a summary, a next action and reminders. The history of a given contact is available in the thread — prospect, customer, partner, applicant.
#6 — Measure
SUMMARIES & ANALYTICS
On every exchange: full thread, short and long summary, next action and reminders. Dashboard: emails handled this month, included replies remaining and usage.