Customer emails get lost in shared inboxes. The Email and Case Agent reads every inbound email, opens or updates a case, summarises what the customer is asking for and how they feel about it, and links the case to the customer, application or loan it concerns.
Inbound
Email arrives
A customer writes to your support address
Match
Attach to case
By case number, link or thread. If none, a new case opens
AI
Analyse
Summary of the email, its intent and the customer's sentiment
Your rules
Classify
Case type from intent. Complaints, hardship and urgent go up
New or existing case
New case
Acknowledge
Reply from your template, threaded under their email
Existing case
Join the thread
The reply lands on the case it belongs to, with its history
Cases workspace
Ready to action
Summary, intent, sentiment and priority for your team
The agent never answers a hardship request or a complaint on its own. It prepares the case; your team responds, and every action is recorded.
How we govern AIReads the whole application and drafts a structured credit memo, with risks, pattern observations and a recommendation.
Sorts every upload into the right document type, extracts the figures that matter and checks them for consistency.
Answers questions about your policies, procedures and regulatory guidance in plain English, showing the documents it drew on.
Describe a process in plain English and get a working agent: a decision tree your team can read, test and approve.