InboxPilot: the AI tool that learns internal company knowledge to automate email processing

General Introduction

InboxPilot is an AI email automation tool designed for businesses to intelligently compose and send email responses by utilizing internal company data. It not only saves time but also improves the efficiency and quality of customer service. The tool is particularly suitable for handling high volume support requests, information inquiries and other high-frequency emails, ensuring that organizations can respond to customers quickly and reduce the workload of manual operations.

Function List

• auto-reply: Use AI technology to automatically compose and send email responses based on enterprise data.
• data training: By uploading internal company data or web crawlers, AI can learn the communication style and business knowledge of an organization.
• customization: Allow users to customize the AI's response style and language to maintain brand consistency.
• 24/7 support:: Process incoming e-mails 24/7 to ensure immediate response.
• Performance Evaluation: Provide a confidence scoring system so that users can understand the accuracy of the AI's responses.
• Data collection: Collect customer information through email interactions to help companies with market analysis and customer relationship management.

Using Help

Installation process

InboxPilot does not require installation in the traditional sense, as it is a cloud-based service. Users can simply follow the steps below to get started:

1. Register for an account: Click on the "Register" button and fill in the necessary personal or company information.
2. Data source links: After registering, you need to add a data source. You can choose to upload company documents, databases, or allow AI to crawl your company website to train AI models.
   • Upload a document: Upload PDFs, Word documents, etc. and make sure they contain knowledge related to common customer issues.
   • Web Crawling: Provide the URL of the company's website so that the AI can learn directly from the content of the page.
3. Training AI: Once the data source is ready, the system automatically starts training the AI. depending on the amount of data, this process can take anywhere from a few hours to a day.
4. Connecting mailboxes: Connect your company email address (e.g. support@example.com) to InboxPilot. This can be done by entering the email address and authorization information on the platform.
5. Customized Configurations: Set the AI's response style, whether to use company-specific greetings, signatures, etc. to ensure that the response meets corporate standards.

Usage Process

• Inbox monitoring: Once the setup is complete, InboxPilot starts monitoring your mailbox to recognize new messages.
• automatic classification: Emails are automatically categorized according to their content, such as support requests, information queries, etc.
• Generate a reply: The AI generates an initial draft response based on the training data. Users can choose to send directly or adjust the content.
  • confidence rating: Each AI-generated response comes with a confidence score to help determine the accuracy of the response.
• human intervention: If the AI is unsure or has a low confidence score, the system flags the email and suggests a manual review.
• Sending and tracking: Once a reply is finalized, the email is automatically sent. At the same time, InboxPilot provides tracking capabilities to monitor email open rates, response rates, etc. to optimize future AI performance.
• Data collection: New customer data may be collected with each interaction, and the system intelligently updates the database to make the AI's answers more and more accurate.

operation suggestion

• Regularly updated data: To ensure that AI is aware of the latest company policies and product information, it is recommended that data sources be updated regularly.
• Test Response: You can try it out in a test mailbox to make sure the AI replies as expected before using it officially.
• User feedback: Integrate customer feedback mechanisms to continuously improve the quality of AI responses.

With these steps and recommendations, users can easily get started with InboxPilot and utilize AI to automate email processing and improve customer service and efficiency.