Automation Hub · Agent Center

Inbox document automation

Build multi-agent systems in the Agent Center that classify, extract, and act on the documents flowing through Front, Zendesk, Outlook, and Gmail.

Book a demo Start free

For customer support and service teams running a shared inbox full of documents.

The pain

Your shared inbox is where the real work arrives (POs, invoices, RFQs, claims, forms) and where it waits. Support and operations teams triage by hand, copy data into downstream systems by hand, and answer the same questions by hand. Generic autoresponders do not help, because the work is in the attachments, not the subject line.

How it works

Connect your inbox: plug the Agent Center into Front, Zendesk, Outlook, or Gmail; conversations and attachments flow into your automation systems.
Classify and route: classifiers sort incoming messages and documents by type and urgency, routing each to the right agent or teammate.
Extract and decide: extractors turn attachments into structured data; decision tables and prompt templates apply your business rules to it.
Act and respond: agents draft replies from your response templates, collect missing information with intelligent forms, reach the web with Web Skills agents, and write results to your ERP or helpdesk.

What you get

Multi-agent automation systems shaped around your actual inbox workflows.
Building blocks you compose yourself (classifiers, extractors, templates, forms, decision tables), no rip-and-replace.
Human review exactly where you want it, automation everywhere else.
One place to see what your agents did, and why.

This solution is part of the Agent Center in the Automation Hub.

Featured customer

Refrigeration Technologies

Refrigeration products manufacturing & distribution

Challenge: Processing orders manually took up to 48 hours and led to errors and delays.

Solution: AI agents read any order format arriving in the inbox and auto-create the order in the ERP, with the team reviewing only the exceptions.

of orders need no touch: >90%
processing time per order: <1 min
staff effort reduction: 85%
to ROI: 3 months

FAQ

Common questions about inbox document automation

Which inboxes and helpdesks does it work with?

Front, Zendesk, Outlook, and Gmail. The Agent Center connects to the shared inbox your team already runs, reads conversations and attachments as they arrive, and routes each to the right agent or teammate, with no new queue to adopt.

Do we have to automate everything at once?

No. Most teams start with one workflow (say, PO intake or claims triage), keep human review on every step, and widen automation as trust builds. You choose where agents act alone and where they wait for approval.

What happens when a document the agents have never seen arrives?

Classifiers route unrecognized or low-confidence items to your team instead of guessing. The conversation stays in your inbox with its history, so a person picks it up exactly where the agent left off.

You get a working solution, not just a tool

The 50/30 guarantee

Our solutioning team builds your working solution with 50% down. Run it on your real documents for 30 days, and walk away owing nothing if you are not satisfied.

50% down: our solutioning team builds your working solution before the balance is due
30 days to evaluate it on your real documents, in your real workflows
Not satisfied? Walk away owing nothing

Talk to our solutioning team Start free

Prefer to see it on your own documents first? Book a demo · or read how we work.

See inbox document automation on your own documents

See your own quotes, orders, and invoices processed in minutes.

Book a demo Start free

Encryption, tenant isolation, and human review. Trust & security