Communicate
Responder Agent
It finds the email for your accounts, understands what is being asked, gathers the data and drafts the reply.
What it does
- Finds the mail for your assigned accounts.
- Understands the intent of an email and gathers the data needed to answer it.
- Drafts the reply for you to review.
What it works from
- The email for your assigned accounts.
- The client record, for the data needed to answer.
Who decides
The practitioner makes the final decision and sends the reply. The Responder Agent never sends on its own. Every Agent drafts and assists; a qualified member of your firm reviews and decides.
Questions about the Responder Agent
- Does it send emails by itself?
- No. It drafts the reply. The practitioner decides and sends.
- What does it use to answer?
- The client's email and the client record, so the draft is based on the client's own situation.
Also in communicate
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